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.
What is formal tax planning?
Who needs tax planning?
The benefits of tax planning
The tax planning process
Tax planning tools and training
"Best webcast I have seen in a while."
"This opened my eyes to what I've been leaving on the table with my clients and also showed me ways to request for Tax Planning. I've been advising my clients while doing their taxes for free."
"Informative and not boring!"
"Excellent strategies for adding/enhancing tax planning into your practice. Great analysis of what works and what doesn't work. Highly recommend this course!"
"Very informative. Speaker was very good, and provided useful information to improve our practice."
"This is an area of tax preparation this is under served. I am happy that others recognize this."
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 BNA of several of their software offerings, including BNA Income Tax™ Planner, BNA 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.
CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211
Bloomberg BNA 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 software products for the highest degree of tax, regulatory, and compliance expertise available in the market.