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Capitalizing on Tax Reform: Tips for Effective Client Conversations

Description

Tax reform is still a hot topic The tax landscape was significantly altered by the Tax Cuts and Jobs Act of 2017 (TCJA). Although the 2018 tax busy season is complete, many client tax returns are on extension and a second wave of busyness is coming. Significant tax law changes are still hot topics in media coverage, and your clients are still scratching their heads wondering what these changes mean for them. Learn how to leverage tax reform to get your clients engaged in tax planning. Getting your clients engaged Join us for this webcast as we discuss techniques for adding more advisory services to your client conversations and practice. We’ll also discuss tips for explaining how tax reform will affect your clients’ taxes and how you are positioned to be the best person to help them make the most of these changes. Key topics Engaging clients in tax planning Opportunities for more advisory services

Learning Objectives

• Effectively lead a client discussion regarding tax reform • Educate clients about the new rules • Provide valuable tax planning opportunities to clients • Utilize AICPA tools and aids to understand tax reform and facilitate client meetings

Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Business & Industry
Practitioners
CPE Field of Study
Specialized Knowledge
1.5
Who Should Attend

CPAs, tax professionals, financial planners, and other qualified professionals

Instructor(s)
Ted Sarenski Jeffrey Porter
Prerequisites

Basic knowledge of tax compliance and planning concepts

Advanced Preparation

None

Location
Online
Event Information
When
Aug 21, 2019
1:00 pm - 2:15 pm EST
Location
Online
Total CPE Credits
1.5
Format
Webcast Replay

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Capitalizing on Tax Reform: Tips for Effective Client Conversations


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