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2023 Year-End Tax Strategy Plan for Small Firms


This course is intended for small CPA firms.
Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 9, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who Should AttendCPA - small firm
Course Description

Year-end tax planning is not only about guiding clients through the complexities of today’s environment but also making sure you set your firm up for success in the coming year. With ongoing supply chain issues, labor shortages, and other disruptions, it's more important than ever for firms to have a solid understanding of the latest tax laws and regulations. The past year has been challenging for firms, but the right tax strategies can help ensure longevity and success in the years ahead. As a tax professional, your expertise is essential in helping clients navigate challenges and optimize their tax planning strategy. 

Join Shaun Hunley from Thomson Reuters and Business by Design's Paul Miller for a webinar that provides valuable insights and knowledge on the latest developments in tax laws and regulations, enabling you to provide the best possible advice to your clients. Don't miss this opportunity to enhance your expertise and provide top-notch service to your clients.

Learning Objectives:

  • Recognize valuable firm processes to effectively utilize staff and maximize revenue

  • Evaluate firm staffing needs based on expertise and need

  • Outline effective year-end tax planning strategies to optimize your clients' financial positions

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Shaun is an author and executive editor for Checkpoint and has been with Thomson Reuters for over five years. His articles can be found in PPC’s Practitioners Tax Action Bulletins and Quickfinder’s Tax Tips Newsletter.

Before joining Thomson Reuters, Shaun spent over ten years with national accounting firms. Early in his career, Shaun led research and development tax incentive studies for Fortune 500 companies. Following this, he specialized in tax due diligence, corporate restructurings, and international tax compliance and planning. Shaun also has extensive experience in advising small businesses and closely held companies on various tax matters.

Shaun received a J.D. from Texas Tech University School of Law and an LL.M. in Taxation from New York University School of Law. In 2018, he was named a “tax expert to watch” by Accounting Today.


For almost 20 years, Paul Miller has been building his firm with a focus on meeting client needs beyond compliance work, and with a business consultancy mindset.

When he became self-employed in 1993, Paul found resources for tax planning, business structure/entity optimization, and overall business coaching difficult to find. After founding Business by Design in Edina, MN, his goal was to help other entrepreneurs and small businesses be more tax-efficient and make smarter business decisions, in addition to providing traditional accounting firm services.

Today, Paul has developed a firm that provides high-margin business coaching, tax planning, and asset protection services for small businesses, employing many of the same tax planning strategies that larger firms offer. This creates a trusted advisor relationship with his clients, builds multiple income streams for his firm, and establishes the firm’s unique value proposition. Whether it’s tax savings, business transition guidance, or equity-building strategies, clients see the value Business by Design delivers — thereby virtually eliminating the client-fee pressure situations many accounting firms find themselves in today.

The firm employs a unique “team” approach that pairs Paul’s own entrepreneurial expertise with a highly trained and diverse staff that includes accountants, CPAs, enrolled agents, paralegal, and administrative staff to provide high-level, results-oriented services to their clients. Paul’s focus on the progressive use of technology to drive firm efficiency and better serve clients, coupled with his consultative approach to helping business clients, has positioned Business by Design as a firm of the future.

About Our Presenter

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Thomson Reuters® provides the profession’s most integrated, comprehensive tax and accounting software, research, training, and more. With proven brands like CS Professional Suite®, Onvio®, and Checkpoint®, you get the intelligence, technology, and human expertise you need no matter where you’re doing business. For more information, visit