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Ensuring Success 2019 – Session 4: Be a Better Income Tax Advisor: Tax Planning Tips You Need to Know.

December 18, 2019

Ensuring Success 2019 – Session 4: Be a Better Income Tax Advisor: Tax Planning Tips You Need to Know.

Be a Better Income Tax Advisor: Tax Planning Tips You Need to Know. Tax accountants offer suggestions and advice to clients regularly, but many are missing the opportunity to focus on tax planning as a service, separate from the preparation of the tax returns. In this session you’ll learn how tax planning can expand your... Read more »

Ensuring Success 2019 – Session 4: Be a Better Income Tax Advisor: Tax Planning Tips You Need to Know.

Be a Better Income Tax Advisor: Tax Planning Tips You Need to Know.

Tax accountants offer suggestions and advice to clients regularly, but many are missing the opportunity to focus on tax planning as a service, separate from the preparation of the tax returns. In this session you’ll learn how tax planning can expand your service offerings, how to communicate this service area to your clients, how to charge for the planning service, and how your relationships with your tax clients will improve.

Panelists:

  • Jackie Meyer
  • Marty McCutchen
  • Jim Buffington

Sponsor: Intuit​

This session was eligible for CPE credit for accounting professionals during the live broadcast, as part of Ensuring Success, the live-streamed annual CPE program from CPA Practice Advisor. CPE credit is not available for this archived version. To learn more, or register for next year’s event, visit www.ensuringsuccess.com.

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