Year-End Tax Planning & Strategy
Who is attending/speaking?
11:00 AM–12:00 PM PT / 2:00–3:00 PM ET
Event Website:
Event Description:
Year-end is when your clients most need you to be proactive. Heidi and Mike will share year-end planning strategies and specialty tax incentives that CPA affiliates can bring to clients before December 31. They’ll also cover how partnering with ETS adds value for your clients and new revenue for your firm.
You’ll learn:
- Year-end planning opportunities to discuss with clients now
- How specialty tax strategies like cost segregation fit into year-end planning
- How to identify clients who are a strong fit for an ETS referral
- Tools and resources available to ETS affiliates
Register now and head into busy season with a plan.
