The workshop
Make dependents part of the advice.
The CHILD Framework is a live, one-time workshop for tax professionals who are ready to bring strategy into the client meeting—not leave it behind in the workpapers.
01
Ask the questions that change the conversation.
02
Assess the details before you prescribe a strategy.
03
Leave with a client-ready way to move forward.
Inside the room
One topic. Five ways to get useful.
You already know how to prepare a return. This workshop helps you prepare for the conversation around it.
01
Ask the right questions
Create a better starting point for the dependent conversation by knowing what to ask, when to ask it, and what the answers signal.
02
Assess the whole situation
Move beyond a single fact on a return and understand the family, business, and planning context around the client.
03
Prepare for the meeting
Build a clear point of view before the client sits down, so you can guide instead of react.
04
Be present in the conversation
Practice the human side of advisory: explain clearly, listen for what matters, and make strategy feel approachable.
05
Implement the strategy
Apply the framework across educational planning, special investment accounts, business-owner scenarios, adoption, and special needs.
For the next level
Bring your tax knowledge to the table.
Whether you are training a team or building an advisory practice of one, the goal is the same: more confidence in the moment that matters.