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Specific Ideas and Tools for Making the Shift from Compliance to Advisory (brought to you by Engineered Tax Services)


It has become common for industry experts to encourage a shift from compliance to an advisory mindset and setting your culture statement and goals. But in practice, what does that mean and how does one find the time to focus on firm management and soft skill training? Well, this program will help provide guidance on steps you can take to developing a clear path in the right direction.

We will cover a range of topics including:

• The Evolution of the Profession

• Pivoting from “debits and credits” to “Trusted Advisor”

• Overcoming the Skill and Availability Gap (SAG)

• Benchmarking for Success with the Rosenberg Survey

• Practicing “Disciplined” Marketing

• Utilizing strategic partnerships to add value and expand services

Each of these areas will provide tangible takeaways to help you pinpoint problem areas and understand how to find solutions.

Speaker bio:

Heidi Henderson is an Executive of Engineered Tax Services and The Growth Partnership and is a tax professional with over 25 years of tax and accounting experience specifically focused in Real Estate and Incentives. She is a consultant to CPA’s, business owners and investors to ensure tax efficiency, and optimization of federal, state and local incentives throughout the US. Her experience includes industry specific federal lobbying efforts in D.C., technical guidance on varying tax topics, and overseeing the marketing and sales efforts for ETS nationally.

Her projects range from small office buildings, restaurants, self-storage and rental homes to multi-million-dollar projects including the W Hotel in Manhattan, the Sea-Tac Marriott. She has published numerous articles in AccountingToday among other CPA and Real Estate publications, and has spoken to audiences ranging from AIA, USGBC, Energy Symposiums, Tech Symposiums, AICPA, varying International CPA Associations, and AccountingToday’s national conference, qualifying for Continuing Professional and Legal Education. Topics range between energy efficient options for Real Estate owners, depreciation, tax methodologies, and over tax efficiency. Heidi holds a Master’s of Science in Accounting, an Undergraduate degree in Business and Accounting and personally invests in Real Estate in her home state of Utah where she resides with her husband, three children, and a multitude of furry friends.


Maryland Association of CPAs
Course Level
Professional Area of Focus
Future Ready
FutureReady Sponsor Event
CPE Field of Study
Business Management & Organization


Advanced Preparation


Event Information
Dec 14, 2020
1:00 pm - 2:00 pm EDT
Total CPE Credits
Webcast Replay


$ (% off)


$ (% off)
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Specific Ideas and Tools for Making the Shift from Compliance to Advisory (brought to you by Engineered Tax Services)

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