Tax Projections Webinar

July 15, 2026

Deliver more proactive client service with our upcoming Tax Projections Webinar, exclusively for members of Collective by DBA.

In this session, we’ll walk through our proven process for preparing and delivering tax projections twice per year, including how we calculate projections, communicate planning opportunities with clients, and create a more consistent experience across the firm.

This webinar is designed to help firms improve efficiency, strengthen client relationships, and build more value through proactive tax planning services.

What You’ll Learn

• The step-by-step tax projection process
• Best practices for preparing accurate and efficient projections
• Strategies for communicating projections clearly with clients
• Ways to improve consistency and scalability within your firm

Who Should Attend

• Tax professionals
• Client service team members
• Managers and firm leaders
• Any team members involved in the tax projection process

CPE Information

• 1 CPE credit available

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