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Taxplanning taxcoach

TAX PLANNING FOR PROFIT

Cost Free
Presentation Length 1.5 hours

Recorded DateDecember 19, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this fast paced and entertaining seminar, you’ll learn how to price your services highlighting your expertise and how to use tax planning as a lead for attracting new clients paying premium fees. Breathe new life into your existing book of business and create client loyalty by reinforcing your value. Over the past 9 years, the TaxCoach community has grown to include over 500 tax and finance professionals from across the country. From weekly member call-ins to national masterminding conferences, we’ve learned from our members’ successes the most effective ways to get the clients we want and we will show you how.

Learning Objectives

  • Understand how to identify tax-planning prospects

  • Develop a proactive planning philosophy

  • How to position tax planning as a separate engagement

  • How to price tax-planning services to eliminate fee resistance

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Edward Lyon, JD

TaxCoach System
Chief Tax Strategist
[email protected]
(513) 321-2820

Tcs

Edward A. Lyon is an authority on tax-strategy planning as well as small business building best practices. He has coached over 2,000 tax practice owners on how to build their businesses and has written five books in addition to appearing on over 300 television, radio, and internet broadcasts, including CNN, FoxNews, MSNBC, and CNBC.

About Our Presenter

Tcs
Our mission is to improve your satisfaction with your working life by helping you build the business of your dreams—by showing your clients how to save tax dollars and getting compensated for your advice.