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From the monthly archives: September 2017

We are pleased to present below all posts archived in 'September 2017'. If you still can't find what you are looking for, try using the search box.

Tax Planning Sin 6: Failing to Provide the Client with a Written Tax Plan including Implementation Process and Cost/Benefits.

All important client advice should be provided to the client in writing (irrespective of whether also provided to the client verbally as well).

Tax Planning Sin 5 | Inadequate Tax Strategies Database

The tax strategies database is the intellectual knowledge and know-how that is the horsepower behind the whole tax planning process.

Tax Planning Sin 4: Failing to Gather Client Information and Data

Just as financial planners need to know their clients when preparing a financial plan, so too do accountants need to know their clients when preparing a tax plan.
Just as financial planners need to know their clients when preparing a financial plan, so too do accountants need to know their clients when preparing a tax plan.
Just as financial planners need to know their clients when preparing a financial plan, so too do accountants need to know their clients when preparing a tax plan.

Tax Planning Sin 3: Inadequate Time Spent on the Tax Plan

The Tax Planning Interview with the client requires an investment of one hour to ensure the tax strategies are actually implemented and they save the client tax.

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