MYCPE ONE

Practical Strategies for Implementing Tax Advisory in Your Practice with Global Team Support

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Conference Overview

CPA and accounting firms have a chance to provide more to their clients than just tax preparation. By combining tax advisory services with offshoring, you can create better tax strategies for your clients, reduce their liabilities, and help them stay compliant. This webinar is all about simple, actionable steps to add tax advisory to your practice, train your team, and use offshore support effectively.

Here’s what we’ll cover:

  • What Tax Advisory Means for Your Clients: Why it’s essential to go beyond tax preparation and focus on strategies that save your clients money.
  • Offshoring and Tax Advisory Working Together: How offshore teams can assist in documentation, calculations, and creating client-ready strategies that work.
  • Preparing Teams for Tax Advisory: Learn how MYCPE ONE trains professionals with practical knowledge in areas like tax credits, real estate planning, and business tax strategies.
  • Tax Planning Tools You Can Use: A look at reliable tax planning software and how it helps improve advisory work.
  • Practical Steps to Add Tax Advisory to Your Firm: Get a clear overview of how to start, train your team, and provide value to your clients.

Get answers to questions like:

  • How can offshore teams support tax advisory work without disrupting your client relationships?
  • What kind of training does my team need to deliver effective tax advice?
  • Which tax planning tools should I choose for my firm?
  • How do I create a process that works for both my team and my clients?

Why You Should Attend

This webinar is designed for CPAs and accounting firms that want to help clients save money, grow their practices, and offer more personalized services. You’ll learn practical steps to implement tax advisory, make better use of offshore teams, and improve your approach without complicating your workflow.

Join us to discover how offshoring and tax advisory can open new opportunities for your firm and your clients. Don’t miss this chance to learn and grow!

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 1 BusIness Management & Organization

Sessions

Dec 12th, 2025

Speakers:
Speaker Name
Dave Lukas

Chief Executive Officer (CEO)
TaxPlanIQ

Speaker Name
Saul Sony

Director
MYCPE ONE

Speaker Name
Shawn Parikh

Co-Founder & CEO
MYCPE ONE

  • 4.5
  • rating
  • rating
  • rating
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  • rating

CPA and accounting firms have a chance to provide more to their clients than just tax preparation. By combining tax advisory services with offshoring, you can create better tax strategies for your clients, reduce their liabilities, and help them stay compliant. This webinar is all about simple, actionable steps to add tax advisory to your practice, train your team, and use offshore support effectively.

Here’s what we’ll cover:

  • What Tax Advisory Means for Your Clients: Why it’s essential to go beyond tax preparation and focus on strategies that save your clients money.
  • Offshoring and Tax Advisory Working Together: How offshore teams can assist in documentation, calculations, and creating client-ready strategies that work.
  • Preparing Teams for Tax Advisory: Learn how MYCPE ONE trains professionals with practical knowledge in areas like tax credits, real estate planning, and business tax strategies.
  • Tax Planning Tools You Can Use: A look at reliable tax planning software and how it helps improve advisory work.
  • Practical Steps to Add Tax Advisory to Your Firm: Get a clear overview of how to start, train your team, and provide value to your clients.

Get answers to questions like:

  • How can offshore teams support tax advisory work without disrupting your client relationships?
  • What kind of training does my team need to deliver effective tax advice?
  • Which tax planning tools should I choose for my firm?
  • How do I create a process that works for both my team and my clients?

Why You Should Attend

This webinar is designed for CPAs and accounting firms that want to help clients save money, grow their practices, and offer more personalized services. You’ll learn practical steps to implement tax advisory, make better use of offshore teams, and improve your approach without complicating your workflow.

Join us to discover how offshoring and tax advisory can open new opportunities for your firm and your clients. Don’t miss this chance to learn and grow!

Learning Objectives


  • Explain the importance of tax advisory beyond tax preparation for clients.
  • Utilize offshore teams for documentation and strategy development in tax advisory.
  • Select and apply effective tax planning software for improved advisory services.
  • Implement practical steps to integrate tax advisory into your firm’s services.


Other Details

Subject Area

Auditing

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Enhance Your Finance & Management Skills with Shawn Parikh
Shawn Parikh

Co-Founder & CEO
MYCPE ONE

Dec 12th, 2025

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Saulsony
Saul Sony

Director
MYCPE ONE

Dec 12th, 2025

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Dave Lukas
Dave Lukas

Chief Executive Officer (CEO)
TaxPlanIQ

Dec 12th, 2025

View More

Reviews and Ratings

out of 5

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12 ratings

Excellent

Very Good

Average

Poor

JP

Janice Perkins, Manager
5 ratingratingratingratingrating

Information was very helpful for my tax practice.

GJG

Gamal Jimmy Gandour, President
5 ratingratingratingratingrating

very good class. please offer more tax planning courses!

SL

Scott Linder, CFO/Controller
5 ratingratingratingratingrating

I think the viewpoints of Shawn and Matt were complementary and added to the learning objective. Thanks!

CP

Christopher Pollock, CPA
5 ratingratingratingratingrating

Practical, actionable, and straight to the point. The tools and training methods shared helped us serve clients better instantly.

EH

Ethan Holloway, -
5 ratingratingratingratingrating

Finally, a clear roadmap to adding tax advisory services! The offshore integration strategies were especially valuable for scaling

JS

Jason Stevens, CPA
5 ratingratingratingratingrating

Loved the real-world examples and step-by-step guidance. Our team is now confident in offering tax planning, thanks to this webinar.

MS

Michael Sowa, Manager
5 ratingratingratingratingrating

The presenters explained how to communicate with clients about the need for tax planning throughout the year to help them improve their business plans to improve final results.

RR

Ruthie Reynolds, Owner
5 ratingratingratingratingrating

The presentation was helpful in evaluating possible courses of action to take in the future.

MC

Marcus Chappell, Owner
4 ratingratingratingratingrating

I need more time and more consistent input

KM

Kathleen Monks, Owner
4 ratingratingratingratingrating

The information in this webinar was timely and presented in an easy to understand format.

DH

Deborah Hadden, Owner
4 ratingratingratingratingrating

A little confusing but good.

WH

Willis Heslep, Owner
5 ratingratingratingratingrating

lots of great info

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