Live Event Date: September 18, 2025
Live Event Time: 1:00 pm. ET
Hosted by Thomson Reuters
As the end of the year quickly approaches, advisory-led firms know this isn’t just a time to tie up loose ends—it’s a window of opportunity to plan boldly and strategically for what lies ahead.
In this annual year-end planning session, industry experts Paul Miller, founder of Business by Design, and Shaun Hunley, Tax and Accounting Executive Editor at Thomson Reuters, return to bring clarity, insight, and practical guidance to the accounting profession.
This 60-minute session will spotlight:
- Navigating industry disruption – How firms are navigating staffing, client needs, AI and technology shifts, and growth models
- Critical One Big Beautiful Bill Act (OBBBA) tax planning imperatives – What you must know about the biggest tax legislation in recent years, including key business and personal provisions that impact year-end planning
- Year-end implementation strategies for firms – Actionable steps firms should take now to prepare their clients—and their teams—for a strong finish to year-end planning
Whether you're focused on firm strategy, client deliverables, or leveraging the latest tax changes, this session will equip you with practical ideas and a year-end checklist you can immediately put to work.
Don't let 2025 end without positioning your firm for success—register now.
Busy on September 18, at 1 pm, ET? 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.
Speaker
Paul Miller
Founder, Business by Design
Through Business by Design, Paul delivers high-margin business coaching, tax planning, and asset protection services tailored to small businesses. By applying advanced tax strategies typically used by larger firms, he builds trusted client relationships and diverse revenue streams, setting his firm apart. This comprehensive approach consistently demonstrates value and helps eliminate the fee pressures common in today’s accounting industry.
Shaun Hunley
Executive Editor,
Thomson Reuters
Shaun Hunley is an author and executive editor of PPC products at Thomson Reuters, serving the Tax Professionals business. His articles regularly appear in Practitioners Tax Action Bulletins, accessible through Checkpoint. Before joining Thomson Reuters, Shaun spent over a decade at national accounting firms.
Earlier in his career, Shaun led research and development of tax incentive studies for Fortune 500 companies. He later specialized in tax due diligence, corporate restructurings, international tax compliance, and planning.
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