CPAs add value to their clients in the tax arena by offering more than just return preparation. Understanding the key techniques and options in tax planning is key to providing clients with a real service beyond simple tax compliance. This session will look at the major concepts behind tax planning strategies and let you find opportunities for your clients that exist in the tax law.
This session is a rebroadcast of a session recorded in fall 2019 in Phoenix. There are two broadcasts on the 12th, one beginning at 6:00 am PST (9:00 am EST) and one at 8:00 am PST (11:00 am PST).