The Personal Tax Advisor Series is designed for experienced tax professionals looking to deepen their expertise and strengthen their role as a trusted advisor. The series is built around the real planning decisions clients face — complex, interconnected, and rarely confined to a single area of the tax code.

The curriculum opens with a current look at the federal tax landscape, covering recent legislative and regulatory developments affecting both individuals and businesses. From there, participants explore retirement and investment planning through a client-centered fact pattern, moving into estate, gift, and trust planning across generations and wealth levels. The series continues through equity-based compensation, charitable giving, passive activities, business grouping & aggregation, real estate taxation, and like-kind exchanges — each area examined through the lens of practical client advisory. A module on the death of a taxpayer prepares participants to guide families through estate administration, final return preparation, and post-mortem planning. The series concludes with a capstone where participants work through integrated case studies, drawing on concepts from across the curriculum.

The series is structured to reflect how client situations actually unfold — with overlapping goals, competing priorities, and decisions in one area that ripple into others. Client fact patterns, interactive discussions, and scenario-based exercises appear throughout, reinforcing the skills needed to move beyond compliance and into proactive planning.

Whether the focus is a business owner, a retiring executive, or a multigenerational family, this series builds the depth and confidence to meet clients where they are.