In this episode, Lee Reams II and Rebekah Barton break down the impact of Intuit’s new $100M partnership with OpenAI and what it means for the future of the profession. Clients are no longer starting with Google or referrals. They’re starting with AI — and they trust the answer. We cover: Why the compliance-first model is getting compressedHow AI has become the new referral sourceWhy advisory is not just for high-net-worth clientsThe human moat: what AI can’t replaceThe Four Pillars of Trust ...
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In this episode, Lee Reams II and Rebekah Barton break down the impact of Intuit’s new $100M partnership with OpenAI and what it means for the future of the profession. Clients are no longer starting with Google or referrals. They’re starting with AI — and they trust the answer. We cover: Why the compliance-first model is getting compressedHow AI has become the new referral sourceWhy advisory is not just for high-net-worth clientsThe human moat: what AI can’t replaceThe Four Pillars of Trust ...
The Big Beautiful Tax Planning Playbook: Turn OBBBA Into Clients, Revenue & Relevance
The Growth Minded Accountant
30 minutes
4 months ago
The Big Beautiful Tax Planning Playbook: Turn OBBBA Into Clients, Revenue & Relevance
President Trump signed the One Big Beautiful Bill Act (OBBBA) into law on July 4th—and while most people were watching fireworks, tax pros just got handed a golden opportunity. In this episode, Lee breaks down how to turn this 1,000-page bill into your next revenue stream with a productized offer he calls the Big Beautiful Tax Planning Appointment. You’ll learn how to price it, who to target, and how to use MAX to generate marketing campaigns instantly—without hiring a copywriter or writing f...
The Growth Minded Accountant
In this episode, Lee Reams II and Rebekah Barton break down the impact of Intuit’s new $100M partnership with OpenAI and what it means for the future of the profession. Clients are no longer starting with Google or referrals. They’re starting with AI — and they trust the answer. We cover: Why the compliance-first model is getting compressedHow AI has become the new referral sourceWhy advisory is not just for high-net-worth clientsThe human moat: what AI can’t replaceThe Four Pillars of Trust ...
