Tuesday, April 07, 2015
Tax planning is an excellent opportunity to create massive value for your clients and for your firm. This webinar goes through the key elements of how we at Change Accountants & Advisors (The R&D lab behind ChangeGPS) engage clients for tax planning and deliver great results.
Webinar Timeline:
00:00 – Welcome
01:20 – Poll: What percentage of clients do you meet for tax planning?
02:39 - Poll results
03:04 – Introducing Timothy Munro, Director & CEO of ChangeGPS and the three reasons we (as an industry) don’t get around to tax planning.
04:38 – New tax planning insights for 2015 and how to “engage and deliver”
07:07 – Five key strategies for tax planning, overview
08:08 – How to deliver tax planning, overview
08:41 – Tax planning: Why it’s important
14:38 – New combined protected share strategy and debt recycling strategy we’re using to great effect at Change – and a REALLY good reason to attend these webinars live.
17:10 – Tax planning resource budget
20:25 – Tax planning checklist and workbook
28:30 – Tax planning client report
32:05 – Tax planning meeting agenda
34:00 – Tax planning flyer templates and reminder email templates
35:25 – What we do after the federal budget announcement
37:40 – Introducing the new ChangeGPS platform
Next Steps
Posted by Joe Winston
on Tuesday, April 07, 2015
