The complete guide to Taxposium 2025

Taxposium 2025 is coming to Vegas, and it’s bringing together the brightest minds in tax for three days of learning, networking, and innovating. It’s a chance to sharpen your technical skills, keep up with the latest trends in tax accounting, and stay connected with your peers.

And to help you make the most of your time, here are the 8 best sessions to attend.

🤖 The best sessions on AI

Balancing automation with personal client service

Presenter: Nancy McClelland, The Dancing Accountant

Time: Monday 21 July, 11.25am

How do you embrace digital tools without losing the human touch? Join Nancy McClelland as she explores the role of technology in the client experience: how it can increase efficiency, streamline communication, and improve overall satisfaction with your services.

You will learn actionable strategies for personalizing your automated processes and implementing technology, while building meaningful connections with your clients that help your firm thrive.

AI 101: Artificial Intelligence isn’t just for tech giants

Presenter: Genaro Cardaropoli, Hjortness & Associates CPAs

Time: Monday 21 July, 11.25am

Genaro Cardaropoli will share real-world strategies for getting started with AI. From writing client summaries to simplifying IRS research, you will learn simple but effective ways to bring AI into your everyday workflows, create custom prompts, and meet your business needs.

By the end, you will be able to use AI with confidence, harnessing free, browser-based tools you already know, like ChatGPT, to save time, reduce errors, and work more efficiently. No technical background needed.

🤝 The best sessions on leadership

Preparing now for what’s next: How tax professionals can stay ahead in an age of uncertainty

Presenter: Michael McQueen, international speaker and bestselling author

Time: Monday 21 July, 8am

From the explosion of generative AI to the rising expectations of digital-native clients, the tax accounting of tomorrow will look vastly different to today’s. So, how are you preparing for what’s next?

In this keynote session, trend forecaster Michael McQueen will break down how the industry is being reshaped—and how your firm can stay competitive, now and in the future, as it becomes increasingly digitized, high-speed, and Gen Z-oriented.

Pivot and prosper: Mindset shifts for tax leaders

Presenter: Tonya Fairley, coach, tax strategist, and entrepreneur

Time: Tuesday 22 July, 4pm

Tonya Fairley will show you how to develop your leadership capabilities, equipping you with the tools to guide your team with confidence, foster a growth mindset in your personal and professional life, and boost team cohesion.

It’s all about setting yourself up to succeed by looking at situations from multiple angles, solving problems effectively, and making informed decisions.

🧲 The best sessions on client acquisition

Growth and retention: Client acquisition strategies

Presenter: Christopher Picciurro, Integrated Financial Group

Time: Wednesday 23 July, 10.30am

Christopher Picciurro will teach you how to design a repeatable, tech-enabled client acquisition strategy tailored to your goals. He will cover each stage of the pipeline, including onboarding, relationship building, and organic referrals, including how to identify your high-value clients before you get started.

Plus, you will learn how tools and tech, like CRMs and automation, can support your marketing and client outreach efforts, helping you see results faster. If you want to grow a sustainable, scalable tax practice, this is a must-attend.

Use social media to attract the best clients and network

Presenter: Logan Graf, The Graf Tax Co.

Time: Wednesday 23 July, 4pm

Logan Graf built his following on social media. Now, he’ll show you how you can do the same, establishing your brand and positioning yourself as a trusted advisor, using simple social media posts.

You’ll learn how to identify the components of an effective brand, create content that converts, and streamline the posting process with easy-to-use tools. Whether starting from scratch or refining an existing presence, you’ll walk away with a clear path to building a standout presence online.

💰 The best sessions on business strategy

Effective pricing & packaging strategies

Presenter: Jennie Moore, Moore Details

Time: Tuesday 22 July, 2pm

The modern roadmap for pricing and packaging your services is here. Join Jennie Moore as she shares her strategy for balancing profit with client satisfaction, including real-world examples and sophisticated tools to improve revenue realization.

After this session, you will be ready to clearly define and communicate your offerings, leverage a three-tiered pricing model that drives revenue and delivers flexibility to your clients, and match new clients with the right service packages, setting the stage for long-term success.

Bridging generations and building futures with tailored tax planning

Presenters:

Marit Burmood, Flair Financial
Mari Fries, Lead Turn Consulting

Time: Wednesday 23 July, 8am

No two generations are the same; their financial goals are just as varied. And understanding those differences is good client service and a business strategy that will help you stand out to a multigenerational market.

From Gen Z to Baby Boomers, this session will explore the unique priorities of each generation and how to tailor your services accordingly, while transitioning to a more advisory approach and expanding your service offerings.