0 Steps to tax planning nirvana with a practical case study and demos of TaxFitness software, so you can deliver great tax planning strategies and services for clients.

In this session, we cover:

Continuing the tax planning process: 10 Steps
Step 6: Tax strategy database
- TaxFitness’s database
- ABCs of tax planning
- 13 Golden rules for selecting tax strategies
Step 7: Selecting tax strategies
- Manual vs Automated selections
- Applying our case study
Step 8: Tax planning report
- Why have a tax planning report?
- 10 keys to a superior tax planning report
Step 9: Advisory meeting
- How to structure your advisory meeting
Step 10: Implementing strategies

Download resources below.

Date recorded: 7 May 2025

24:T442,

Get fit for tax planning season in Part 3 of this 3 part series. Learn the 10 Steps to tax planning nirvana with a practical case study and demos of TaxFitness software, so you can deliver great tax planning strategies and services for clients.

In this session, we cover:

Continuing the tax planning process: 10 Steps
Step 6: Tax strategy database
- TaxFitness’s database
- ABCs of tax planning
- 13 Golden rules for selecting tax strategies
Step 7: Selecting tax strategies
- Manual vs Automated selections
- Applying our case study
Step 8: Tax planning report
- Why have a tax planning report?
- 10 keys to a superior tax planning report
Step 9: Advisory meeting
- How to structure your advisory meeting
Step 10: Implementing strategies

Download resources below.

Date recorded: 7 May 2025

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