Join      Renew      Advertise      Directory

Capitalizing on Tax Reform: Tips for Effective Client Conversations

  • 08/21/2019
  • 12:00 PM - 1:00 PM


Registration is closed

Tax reform is still a hot topic  The tax landscape was significantly altered by the Tax Cuts and Jobs Act of 2017 (TCJA). Although the 2018 tax busy season is complete, many client tax returns are on extension and a second wave of busyness is coming. Significant tax law changes are still hot topics in media coverage, and your clients are still scratching their heads wondering what these changes mean for them. Learn how to leverage tax reform to get your clients engaged in tax planning.    Getting your clients engaged  Join us for this webcast as we discuss techniques for adding more advisory services to your client conversations and practice. We’ll also discuss tips for explaining how tax reform will affect your clients’ taxes and how you are positioned to be the best person to help them make the most of these changes.   

Key topics 

  • Engaging clients in tax planning  
  • Opportunities for more advisory services
  • Effectively lead a client discussion regarding tax reform 
  • Educate clients about the new rules   
  • Provide valuable tax planning opportunities to clients 
  • Utilize AICPA tools and aids to understand tax reform and facilitate client meetings

Designed For: CPAs, tax professionals, financial planners, and other qualified professionals
Level: Intermediate
Instructor: Jeffrey Porter CPA
Developer: AICPA
CPE Credits: 1.5
Area of Study: Specialized Knowledge  1.5
Prerequisite: Basic knowledge of tax compliance and planning concepts

Visit Us:

3100 South Columbia Road
Suite 500
Grand Forks, ND 58201

Contact Us: 

 (701) 775-7111
or (877) 637-2727

Connect with us:

Powered by Wild Apricot Membership Software