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Be Insightful Webinar Archive

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Building Your Niche Tax Practice From Generalist to Specialist in Today's Competitive Market thumbnail

Building Your Niche Tax Practice From Generalist to Specialist in Today's Competitive Market

Your Tax Practice In Depth 52 min

Build a more profitable and sustainable tax practice by narrowing your focus. In this Be Insightful members-only webinar, CPA Christine Gervais of Cultivate Consulting breaks down why generalist firms get squeezed by automation, DIY tax software, and pricing pressure and how niche specialists stand out with stronger positioning, smarter pricing, and scalable systems. You’ll learn how to identify profitable niche opportunities, define your ideal client, package advisory services, and implement repeatable workflows so your firm can grow revenue while reducing burnout and operational stress.

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Preparing for Busy Season Amid IRS Shutdown and Tax Law Changes thumbnail

Preparing for Busy Season Amid IRS Shutdown and Tax Law Changes

Your Tax Practice In Depth 56 min

CPA Christine Gervais breaks down what tax professionals need to know as we enter a challenging filing season after the IRS shutdown. Learn how delays, slow correspondence, backlog issues, and new tax laws will affect your workflow and your clients. What you’ll learn: • IRS shutdown impact on refunds, transcripts, notices • What another shutdown in January could mean • Early outreach strategies for smoother busy season • Tools to streamline client communication • Premium tax credit uncertainty for 2026 • Updates from the One Big Beautiful Bill • SALT cap changes, bonus depreciation, QBI, overtime and tip deductions • Training your team and updating organizers before tax season

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Building And Managing A High-Performance Remote Tax Practice thumbnail

Building And Managing A High-Performance Remote Tax Practice

Your Tax Practice In Depth 56 min

Remote work is here to stay—and forward-thinking tax professionals are leveraging it to scale, attract top talent, and serve clients better than ever. In this exclusive training session, you'll learn how to establish and manage a high-performing remote tax practice. From remote hiring and team leadership to secure technology and AI-driven automation, this session delivers real-world strategies you can implement immediately. 🔑 What You’ll Learn: ✅ Remote Hiring Strategies: Conduct virtual interviews that evaluate technical skills, cultural fit, and remote-readiness. ✅ Team Management Systems: Build frameworks for tracking performance, maintaining communication, and supporting career development in a distributed team. ✅ Technology Integration: Choose and implement secure tools for collaboration, automation, and workflow efficiency. ✅ AI in Tax Practices: Apply artificial intelligence to reduce manual workloads, improve turnaround times, and fill staffing gaps.

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Implementing Touchless Tax Returns: Tax Tech for the Modern Practice thumbnail

Implementing Touchless Tax Returns: Tax Tech for the Modern Practice

Your Tax Practice In Depth 59 min

Discover how to transform your tax practice through AI-driven automation and intelligent workflows. This session provides a practical roadmap for implementing touchless tax return processing using OCR, artificial intelligence, and automated validation tools. Learn proven strategies to reduce manual data entry, improve accuracy, and scale your practice while maintaining quality control and client satisfaction.

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Tax Practice Management: Building A Tech Driven Practice thumbnail

Tax Practice Management: Building A Tech Driven Practice

Your Tax Practice In Depth 57 min

In this session, we dive into how technology can help streamline your operations and increase profitability. Learn about key AI features already available in your current software and discover the top tax practice management tools to consider before the next tax season. Get ready for actionable tips to enhance your efficiency and start making improvements right away!

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Follow Up Session: Building A Tech=Driven Practice thumbnail

Follow Up Session: Building A Tech=Driven Practice

Your Tax Practice In Depth 11 min

Follow Up Session: Christine Gervais shares her expertise in this series focused on apps, implementation and maximizing customer service for your firm.

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Building A Tech=Driven Practice thumbnail

Building A Tech=Driven Practice

Your Tax Practice In Depth 61 min

Christine Gervais shares her expertise in this series focused on apps, implementation and maximizing customer service for your firm.

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