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Tax Planning by Former IRS Agent: Why It Makes Sense for Your CPA Firm

TAX PLANNING BY FORMER IRS AGENT: WHY IT MAKES SENSE FOR YOUR CPA FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 25, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As the tax industry landscape evolves, it's crucial to stay ahead of the curve and offer your clients proactive tax planning services. In this webinar, attendees will learn how strategies from Pogosian Tax Planning, led by former IRS agent and tax strategist Vardan Pogosian, can help your clients legally minimize their taxes, increase cash flow, and consequently increase your CPA firm's revenue. Partnering with a trusted tax strategist makes sense for your clients and your firm and will help you gain a competitive edge and offer a broader, higher-value range of services.

Throughout the webinar, the presenter will share the 4 phases of a proactive tax plan and discuss how he uses the IRS audit process to calculate and mitigate risks. The presenter will also outline his tax strategy vetting process and discuss how outsourcing certain tasks to a trusted professional can bring value to your firm offerings and your clients. Additionally, high-net-worth clients may benefit from “taxes first” family office services that combine tax planning, estate planning, tax-savvy wealth management, and risk management all under one roof. Whether your client needs a tax plan or qualifies for a full family office service, you will bring tremendous value to your clients, increasing client retention and your CPA firm’s revenue.

Learning Objectives:


  • List the pillars of tax planning

  • Identify the 4 phases of a proactive tax plan

  • Summarize the IRS audit process and how to calculate and mitigate the risks

  • Define the tax strategy vetting process

  • Evaluate how outsourced tax planning by a trusted tax strategist benefits your clients and your firm

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Pogosian

Vardan Pogosian is a CPA, Tax Strategist, former IRS Agent, and founder of Pogosian Tax Planning. He partners up with CPA firms to help their clients legally minimize taxes through advanced tax planning strategies.

Vardan uses his expertise gained at the IRS to conduct extensive vetting on all his tax reduction strategies. The vetting process requires research of the tax code, case law, and past IRS audit results. Only after such careful vetting and research, Vardan is comfortable adopting such a strategy and offering it to his clients. 

Vardan also offers Multi–Family Office services for clients who are interested in having a Tax Strategist at the helm of their family office. Vardan is a strong proponent of the “taxes-first” approach to wealth creation. He has built an ecosystem where vetted estate planning attorneys, financial advisors, and risk management specialists reflect his “taxes-first” approach and are willing to serve his clients’ best interests. 

In his spare time, Vardan enjoys traveling with his family, teaching, reading, and mentoring youth at his local Church.

About Our Presenter

Pogosian

We are an advisory and consulting firm that partners with our clients to offer successful tax-reduction strategies. Through our consultative process, we gain the trust of our clients to maximize opportunities to lessen the tax burden.