Tax Planning Bootcamp: Implementing Tax Planning Strategies
53m CPD time
Difficulty: Intermediate
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
Date recorded: 7 May 2025