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.
Identify best practices for structuring, pricing, and executing tax planning services (e.g., how to identify ideal clients, which tools to use, and how to present tax plans).
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.
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