MYCPE ONE

Keeping Clients Informed About Upcoming Tax Changes

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Conference Overview

Tax laws and regulations constantly evolve, creating both challenges and opportunities for CPA firms to demonstrate value by keeping clients informed and prepared. This webinar explores effective strategies for communicating complex tax changes to clients in timely, understandable ways that position your firm as a proactive advisor. Learn how to develop communication systems that educate clients about relevant changes, help them understand potential impacts, and reinforce the value of your ongoing guidance.  

Major Topics:

  • Monitoring and identifying relevant tax changes that impact your client base 
  • Determining which changes warrant proactive communication to specific client segments 
  • Translating complex tax legislation into clear, actionable information for non-experts 
  • Communication channels and formats: emails, newsletters, webinars, videos, and client meetings 
  • Creating a tax update communication calendar aligned with legislative and implementation timelines 
  • Segmenting clients to deliver targeted information based on their specific situations 
  • Developing templates and workflows to efficiently communicate recurring types of updates 
  • Balancing educational content with appropriate recommendations for client action 
  • Using tax changes as opportunities to review client situations and planning strategies 
  • Documenting your communications to demonstrate proactive service and advisory value 
  • Leveraging technology and automation to scale your communication efforts

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 1 BusIness Management & Organization
CPA in Canada 1 BusIness Management & Organization
ACCA 1 All
CA - ICAEW 1 All
CA - Scotland 1 All
CA - Ireland 1 All
CPA - Ireland 1 All

Sessions

Apr 8th, 2026

Speakers:
Speaker Name
Apoorv Dwivedi


CMO, Fixyr Marketing

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Speaker Name
Holly Faidley

Marketing Operations Manager
Windham Brannon

Speaker Name
Priyanka Sharma

VP Of Marketing
MYCPE ONE

Tax laws and regulations constantly evolve, creating both challenges and opportunities for CPA firms to demonstrate value by keeping clients informed and prepared. This webinar explores effective strategies for communicating complex tax changes to clients in timely, understandable ways that position your firm as a proactive advisor. Learn how to develop communication systems that educate clients about relevant changes, help them understand potential impacts, and reinforce the value of your ongoing guidance.  

Major Topics:

  • Monitoring and identifying relevant tax changes that impact your client base 
  • Determining which changes warrant proactive communication to specific client segments 
  • Translating complex tax legislation into clear, actionable information for non-experts 
  • Communication channels and formats: emails, newsletters, webinars, videos, and client meetings 
  • Creating a tax update communication calendar aligned with legislative and implementation timelines 
  • Segmenting clients to deliver targeted information based on their specific situations 
  • Developing templates and workflows to efficiently communicate recurring types of updates 
  • Balancing educational content with appropriate recommendations for client action 
  • Using tax changes as opportunities to review client situations and planning strategies 
  • Documenting your communications to demonstrate proactive service and advisory value 
  • Leveraging technology and automation to scale your communication efforts

Learning Objectives

  • Proactive Service: Shift from reactive to proactive client communication.
  • Demonstrate Value: Show clients the ongoing benefit of your expertise and attention. 
  • Client Education: Help clients understand how changes may affect their situations.
  • Reduce Anxiety: Address client concerns about tax changes with clear information.
  • Efficient Systems: Develop sustainable processes for regular tax update communications. 
  • Professional Positioning: Establish your firm as a source of timely, reliable guidance.
  • Better Preparation: Give clients adequate time to respond to upcoming changes. 
  • Strengthen Relationships: Regular, valuable communication deepens client connections.

Qualifies For

License details Credits Status
BusIness Management & Organization for Chartered Professional Accountant in Canada 1 CPD Eligible
BusIness Management & Organization for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Accountant - ICAEW 1 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Other Details

Subject Area

Business Mgmnt and Org

Course Level

Intermediate

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Apoorv Dwivedi
Apoorv Dwivedi


CMO, Fixyr Marketing

Apr 8th, 2026

View More
Priyanka Sharma
Priyanka Sharma

VP Of Marketing
MYCPE ONE

Apr 8th, 2026

View More
Holly Faidley
Holly Faidley

Marketing Operations Manager
Windham Brannon

Apr 8th, 2026

View More

Reviews and Ratings

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Garga Dutta, Senior Associate
4 ratingratingratingratingrating

It was nice experience

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com



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