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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
Speaker(s):
Daniel
Lucas,
CPA, RIA, ABV,
President & Founder,
Credo CFOs & CPAs