Focus Group: Tax Projections

July 22, 2026

Join fellow accounting firm leaders and tax professionals for an interactive discussion focused on improving the effectiveness, efficiency, and client impact of your tax projection process.

We'll begin with a brief recap of the key concepts from our Tax Projections webinar held on July 15. (If you miss the webinar, the recording will be available in the Resource Library shortly after the event.)

During breakout discussions, participants will explore practical strategies to:

• Compare tax projection workflows and identify opportunities to improve consistency and efficiency.
• Share how AI is being used to streamline data gathering, analysis, communication, and other aspects of the tax projection process.
• Discuss common challenges that arise when clients fail to implement tax planning recommendations and explore ways to improve follow-through and accountability.

Bring your experiences, questions, and ideas as we learn from one another and share best practices for delivering more valuable tax planning services to clients.

Date: July 22, 2026
Time: 12:00 PM Central Time (US & Canada)

Focus Groups are not eligible for CPE