(08) 9337 4464
Search

Tax Planning Made Simple

Workshop Outline

  • What is tax planning.
  • The 7 Step tax planning process.
  • Marketing and selling the service to clients.
  • Information gathering.
  • Tax planning strategies database.
  • Selecting tax planning strategies.
  • Tax planning reports and presentation.
  • Client discussion and implementation.
  • TaxFitness software demo and tour.
  • Preparing 4 types of tax planning reports using the TaxFitness software.
  • 7 tax planning sins.
  • Keeping everything legal.
  • Fees and charging clients.
  • Case studies and group exercises.

Upcoming Events