Marketing a Tax Practice — Compliantly

Categories: PD · Non-CE
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About Course

Marketing needs to be persuasive and visible to actually work, while tax professionals are trained to be precise, cautious, and specifically restricted from certain kinds of promotional claims — a tension that leads many practitioners to either market too cautiously to be effective or, less often but more riskily, market in ways that cross real compliance lines without realizing it. This course goes deeper than the organic digital-presence groundwork covered elsewhere in this series, focusing specifically on paid advertising, testimonials and claims, and building a genuine compliance-review habit. This course explains general concepts and widely applicable principles — it is not a substitute for reviewing the specific rules that apply to your credential and jurisdiction, which this course cannot verify on your behalf and which change over time.

PROFESSIONAL DEVELOPMENT · NON-CE. This course does not provide IRS continuing education credit.

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What Will You Learn?

  • A clearer, more specific understanding of what marketing compliance actually restricts and what it doesn't, with an explicit reminder to verify current rules for your own credential
  • A framework for evaluating claims, testimonials, and endorsements before they go out
  • Specific considerations for running paid advertising compliantly, including working with an agency or marketing partner
  • A genuine compliance-review habit and documentation system you can apply to every piece of marketing content going forward
  • A Marketing Compliance Toolkit — ten working tools built around this course's exact framework

Course Content

Module 1 – What Marketing Compliance Actually Restricts (and Doesn’t)

  • What Marketing Compliance Actually Restricts (and Doesn’t)

Module 2 – Claims, Testimonials, and Guarantees

Module 3 – Paid Advertising Channels

Module 4 – Building a Compliance Review Habit

Marketing Compliance Toolkit

Self-Check – Marketing a Tax Practice — Compliantly

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