ENG22TD14. Tech Demo #2 (T 1:50) - The Revolutionary ROI Method for Tax Planning, presented by TaxPlanIQ
To submit a question or participate in polling, click the link above. Tax planning is easily one of the most valuable services a firm can provide, but it can be streamlined and profitable-typically 3X! See how the Concierge CPA, Jackie Meyer, uses TaxPlanIQ to revolutionize our industry.
Learning Objectives:
- Apply Value Pricing to Tax Planning
- Recall the ROI Method
- Using TaxPlanIQ to showcase ROI
Date/Time
–
NASBA Field of Study
Tax Planning
Level
Overview
Advanced Preparation
Minimal
