Developing a Tax Plan for Your Clients On-Demand Webinar


Each year tax professionals meet with clients to develop a better understanding of their needs, reasons for the decisions made or not made, and to offer advice. Depending on the client, the meeting may take place during the year, at year end or during tax season. This course focuses on the client interview and how you can add value and deepen the relationship with tax planning.


Upon completion of this course, you will be able to:

  • Identify opportunities to reduce a client’s taxable income.
  • Use the taxpayer’s Form W-2 and tax return as a tax planning tool.
  • Identify life-changing events that may impact tax liability.

Course Details

This on-demand webinar includes the presentation slides, exam questions, recording of the webinar broadcast with review questions, and attendee top questions. CPE is issued after exam is successfully completed.


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