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ENG22SS14 - Tax Strategies You've Heard of but Didn't Know How to Implement, presented by Credo

‐ Jun 9, 2022 6:50am

When serving high net worth individuals and business owners, we've often asked how to optimize their tax liability. There are more than write-offs available to many clients, but it's important to be well versed in complex strategies to best serve your clients.

Learning Objectives:

  • Distinguish high-impact tax strategies that you may have heard of but didn't know how to implement.
  • Recall how to proactively offer tax strategy and turn it into your most valuable service
  • Determine how to proactively offer tax strategy and turning it into your most valuable service.
  • Analyze the system for architecting a blueprint and strategy for your client
  • Recognize why it is important to have a strong network of partners, and how to build your network of solution partners
  • Identify how to integrate value billing concepts
  • Indicate how to use the tax planning process to prepare for the tax preparation process


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