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Add Revenue with Tax Planning Services - Jackie Meyer - San Jose 2017

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Add Revenue with Tax Planning Services - Jackie Meyer - San Jose 2017

Tax preparation and accounting can sometimes appear to be commoditized services, especially when professionals don’t clearly articulate their return on investment. Forward looking tax planning that saves clients money, can be a clear differntiator that help you grow your practice and better communicate your value as a trusted advisor. This session will demonstrate how to add tax planning services to complement your current offering, provide examples of building a living tax plan, and provide best practices to engage clients and update the plan.

 

 

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