REPLAY: Tax Planning Bootcamp: Implementing Tax Planning Strategies

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