What is new in the tax planning world? What are the key triggers to look out for to help identify tax planning opportunities for your clients? Join us as we review the more popular tax planning that we are doing for our clients.
Oct. 27, 2022 | 8:30 am – 11 am PT | Online | $150
In this session we will cover:
- Focus on top 3 planning opportunities that we are currently using with our clients.
- What are the key discussions that you should be having with your clients.
- Review of key indicators for your clients (what to look out for).
Facilitator: Shane Schepens, CPA, CA
Intended participant: This session is applicable for all senior staff who are involved in the identification and delivery of tax planning solutions to clients.
Verifiable CPD Hours: 2.25