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2022 AICPA & CIMA ENGAGE

ENG22TD14 - Tech Demo #2 (T 1:50) - The Revolutionary ROI Method for Tax Planning, presented by TaxPlanIQ


Jun 7, 2022 1:50pm ‐ Jun 7, 2022 2:15pm


Standard: $49.00

Description

Tax planning is easily one of the most valuable services a firm can provide, but it can be streamlined and profitable-typically 3X! See how the Concierge CPA, Jackie Meyer, uses TaxPlanIQ to revolutionize our industry.

Learning Objectives:
  • Apply Value Pricing to Tax Planning
  • Recall the ROI Method
  • Using TaxPlanIQ to showcase ROI

Speaker(s):

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