The past two years have delivered pandemic-driven changes impacting our tax profession beyond our wildest imagination. What will the next five years bring? During this session we will address the rapidly evolving nature of our industry and look at five trends all practitioners should be mindful of, including:

1. The office of tomorrow and the future of remote work.
2. The Big Boom: a growing marketplace for trust compliance and expertise.
3. The fight to keep up with technology, artificial intelligence, & evolving value propositions.
4. The New Kids in Town: working with Gen Z & Gen Alpha.
5. SALT assault: how State deficits are driving a change in approach. 

 

Learning Objectives

• Recall best practices for client and colleague collaboration.
• Identify trends and needs in connection with estate and fiduciary tax engagements.
• Recall the impact that technology and artificial intelligence have on current value propositions.
• Distinguish between various generations including best practices to foster teamwork.
• Recognize the evolving impacts that State driven deficits have on the tax profession.