AI-Powered Advisory: Turn Tax Returns into Opportunities with Ready to Advise
Event Date: May 6 | June 17 | July 1
Event Time: 11:00 AM ET
Hosted by Thomson Reuters
Firms have a valuable opportunity to turn the tax return data they already have into actionable advisory insights that better serve clients and drive new revenue.
Join us for a closer look at Ready to Advise, Thomson Reuters' AI-powered tax planning advisory solution designed to help firms streamline advisory workflows, identify high-impact tax planning strategies, and deliver client-ready recommendations with confidence.
In this session, we'll show how Ready to Advise helps firms move from reactive tax preparation to proactive advisory by:
- Centralizing advisory projects
- Surfacing high-value opportunities across the client base
- Supporting more complex taxpayer situations
- Guiding teams through strategy selection, client deliverables, and implementation
You'll see how Ready to Advise can help your firm save time, enable delegation, strengthen client relationships, and grow advisory revenue, all backed by trusted Thomson Reuters content and expertise.
Busy on this time? Register anyway! We will send you a copy of the webinar recording to watch at your leisure after the event has aired.
*Please note CPE credit is not offered.
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