FREE TWO-DAY LIVE ONLINE WORKSHOP
October 29-30, 2026
Free Live Online Workshop
Learn how to look beyond the completed return, ask better questions, identify planning opportunities, and help clients understand what they should do next.
Save your seat for both live online sessions.
A Message From Mark
Great tax advisory isn't just about knowing the strategies. It's about knowing what to ask, what matters to the client, and how to turn opportunities into action.
The Live Workshop
First learn to recognize the opportunities. Then learn how to turn those opportunities into a practical plan.
Learn how to look beyond the completed return, ask better questions, understand the client's broader situation, and recognize planning opportunities worth exploring.
Learn how to evaluate potential opportunities, determine what matters most, organize your recommendations, and turn ideas into clear next steps for the client.
The Bigger Picture
Technical expertise matters. The strongest advisors also know how to communicate value, build confidence, create systems, and develop stronger client relationships.
Who Should Attend
If clients are already asking questions that go beyond the return, this workshop is for you.
Your Instructor
CPA. Attorney. Entrepreneur. Educator.
Mark has spent decades helping business owners connect tax planning with business structure, retirement, real estate, asset protection, and long-term financial decisions.
After more than 10,000 client consultations, Mark has developed a practical approach to identifying opportunities, communicating recommendations, and helping clients move from questions to action.
Register for Free
Questions
Yes. There is no cost to register for or attend the live two-day Think Like a Tax Advisor workshop.
We recommend attending live whenever possible so you can follow along in real time and take advantage of the opportunity to ask questions. If your schedule doesn't allow you to attend one or both sessions, you should still register. All registered attendees will receive access to the workshop recordings after the event.
Yes. Registered attendees will receive access to the workshop recordings after the event, so you can revisit the training or catch any session you weren't able to attend live.
The workshop will be held live online. Access information will be sent to registered attendees before the event.
Free Live Workshop | October 29-30, 2026
Learn how to ask better questions, uncover more opportunities, and turn tax planning conversations into clear next steps for your clients.
