How Tax Professionals Build High-Value HNW Advisory Practices - 0.2 CPE

High-net-worth clients often need more than accurate, backward-looking compliance work. This course explores how tax professionals can move toward a proactive advisory model by using tax returns as diagnostic tools, looking across multiple years, and helping clients evaluate important tax and financial decisions before opportunities are lost.

Learning Objective

Identify key elements of a proactive, multi-year advisory approach for high-net-worth clients.

Course Description

This nano-learning course examines how tax professionals can shift from reactive compliance work to proactive high-net-worth advisory.

Ideal For

Tax and accounting professionals who advise high-net-worth individuals and want to move beyond annual compliance work toward more proactive, year-round planning relationships.

Why This Matters

High-value advisory requires looking beyond a single tax year and considering how income, assets, liabilities, tax exposure, and future financial events interact over time. A multi-year perspective can help practitioners identify planning opportunities, evaluate trade-offs, and provide guidance before important decisions become irreversible.

Author / Instructor

Mike Gleeson, MST
Mike Gleeson is Director of Tax Intelligence at CountingWorks PRO. He holds a Master of Science in Taxation and has experience in tax policy, government affairs, and professional tax education.

Course Details

CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

Move Beyond Reactive Compliance

Explore How Tax Professionals Build High-Value HNW Advisory Practices to learn how a forward-looking, multi-year approach can help practitioners uncover planning opportunities, evaluate trade-offs, and provide greater value to high-net-worth clients.