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CPA team moving from completed tax return preparation to forward-looking tax projections, planning scenarios, client decisions, and action deadlines
11 Aug

Strategic Tax Planning Training for Accountants: Move Staff From Return Preparation to Forward-Looking Advice

Advisor Development / Tax Department Scaling

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: August 11, 2026  |  51-minute read TL;DR — The Short Answer Strategic tax planning training moves accountants from explaining last year’s tax return to modeling this year’s decisions before the deadline to change them has passed. A

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