Join CPA Doug Stives who was once dubbed ‘The Most Tax Efficient Man in America” by the Wall Street Journal as he reviews Basic Income Tax Planning that will make a difference for you and your clients.
Clients come in for their tax return but often what they are craving is some basic tax planning strategies so they can understand and have a path to their desired return.
If you are only processing their return entering numbers in software you are missing out on all the fun…. and opportunities. Planning provides Value to Clients, in addition to accuracy and promptness and value is what will bring them back.
Doug Stives is CPA, MBA and full-time professor of Accounting at Monmouth University as well as a professional speaker at many organizations and conferences.
Agenda:
- Learn how to Go Beyond Tax Preparation and Compliance
- Discuss how planning provides Value to Clients, in addition to accuracy and promptness
- Get over the fear of planning – Learn it by listening and doing
- Outline steps to try it…..you’ll get good at it!
