As the tax industry landscape evolves, it's crucial to stay ahead of the curve and offer your clients proactive tax planning services. In this webinar, attendees will learn how strategies from Pogosian Tax Planning, led by former IRS agent and tax strategist Vardan Pogosian, can help your clients legally minimize their taxes, increase cash flow, and consequently increase your CPA firm's revenue. Partnering with a trusted tax strategist makes sense for your clients and your firm and will help you gain a competitive edge and offer a broader, higher-value range of services.

Throughout the webinar, the presenter will share the 4 phases of a proactive tax plan and discuss how he uses the IRS audit process to calculate and mitigate risks. The presenter will also outline his tax strategy vetting process and discuss how outsourcing certain tasks to a trusted professional can bring value to your firm offerings and your clients. Additionally, high-net-worth clients may benefit from “taxes first” family office services that combine tax planning, estate planning, tax-savvy wealth management, and risk management all under one roof. Whether your client needs a tax plan or qualifies for a full family office service, you will bring tremendous value to your clients, increasing client retention and your CPA firm’s revenue.

Learning Objectives:

• List the pillars of tax planning


• Identify the 4 phases of a proactive tax plan


• Summarize the IRS audit process and how to calculate and mitigate the risks


• Define the tax strategy vetting process


• Evaluate how outsourced tax planning by a trusted tax strategist benefits your clients and your firm