ENG24LL04. Client Services Beyond the Tax Return - presented by AICPA & CIMA (TAX, PFP) - ONSITE ONLY

As clients demand more than just tax return services but also tax minimizing strategies and proactive financial planning, how do tax practitioners incorporate these into their client service offerings? Join the think tank session on how to extend the client conversation from tax compliance to a more advisory approach.

Learning Objectives:

• Differentiate ways to strategically position a tax practice for growth and success
• Recognize steps in the tax planning and advisory process.
• Identify available resources to support tax planning.