Description
It is the year of major tax reform and your clients have a million questions. Don't give away the most valuable thing you do - advising! It’s time to make the transition from tax return preparation to future-facing advisory services, with the tax return as the bi-product. Set up your appointments differently, staff those appointments differently. Ask yourself: Is the fee you receive for the tax return or for the client’s engagement with you?
Learning Objectives:
1. Explore ways in which your tax expertise gives you the credibility to expand the financial discussion with clients
2. Learn how to use the tax return as a launching point for additional services
3. Learn how digital tools can open the door to a year-round relationship with your tax clients
Speaker(s):
