Content Provider
Bloombergtax stacked blk
Middlebanner astps03182024
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Increasebillable bloombergbna

INCREASE BILLABLE HOURS WITH VALUE-ADD TAX PLANNING

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 19, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: Taxes
Course Description

When you expand your practice to include formal income tax planning in addition to income tax preparation, you not only serve the needs of your best clients, you also generate additional revenue for your firm. Most tax planning takes place during the off-season, resulting in increased annual cash flow. This webinar will discuss the benefits of comprehensive tax planning, as well as give you an outline of how you can add it to your practice.

Learning Objectives

  • What is formal tax planning?

  • Who needs tax planning?

  • The benefits of tax planning

  • The tax planning process

  • Tax planning tools and training

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Robert Bennett, CPA

Bloomberg Tax
Product Manager, Software
rbennett@bna.com
(703) 341-3597

Bloombergtax stacked blk

Bob Bennett began his tax career in 1986 preparing returns by hand for H&R Block. Over the past 30 years he has worked in a variety of positions including, Tax Manager at several large and mid-sized CPA firms, Revenue Agent for the IRS, and in management at several tax software companies. Bob is a CPA, Enrolled Agent, and has his MBA. Currently, Bob is Product Manager for Bloomberg Tax of several of their software offerings, including Income Tax Planner™, Estate & Gift Tax Planner™, along with their tax preparer products. Bob has seen the power of tax planning first-hand and how, when done properly, it can benefit firms, clients, and staff.

About Our Presenter

Bloombergtax stacked blk
Bloomberg BNA Tax software products provide unique insight, actionable information, and smart tools in the areas of corporate tax, fixed assets, individual tax planning, and tax compliance resources. With category-leading software and top-rated technical support, we are the solution of choice for professional firms and corporations of every size. More than 70,000 customers, including the IRS, depend upon Bloomberg BNA’s Tax’s software products for the highest degree of tax, regulatory, and compliance expertise available in the market.