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2015 Year End Tax Planning Strategies To Engage Your Clients
15 April 2015@ 12:30 pm - 1:30 pm
$220Part of a two part program – Session 1: Wednesday 15th April 2015. Session 2: Wednesday 22nd April 2015
How effective are your end of financial year client meetings?
Click Here To Register For This Short Program
Between April and June, partners and managers of accounting firms throughout Australia are meeting with clients to review their financial position, identify the need for tax planning and discuss their financial objectives for the new financial year.
It’s a sad fact that many of our EOFY meetings are often not structured in a way that we can take real advantage of them. Much of the focus is confined to tax planning, when in fact discussions could be so much broader, providing you – the professional – with a golden opportunity to get to know your client better.
In session one of this 2 part program, we’ll identify the key steps that your team should take to get the most out of tax planning for clients and for your firm. In session two, we’ll discuss how you can use the tax planning meeting to really open up conversations with your clients about their financial objectives and needs. We’ll then take you through the process of setting up the meeting, establishing the agenda, presenting recommendations, and leading an engaging discussion about the client’s goals, while identifying opportunities to add value with advisory services in the new financial year.
Objectives of this program:
1. How to use your staff to identify client needs in relation to tax planning
2. How to effectively demonstrate to your clients the value of tax planning
3. How to successfully bill your clients for tax planning
4. How to run a successful meeting with your clients
5. How to identify opportunities to provide advisory and other services through the end of year client review process
Special presenter for session 1 will be [to be advised]
Dale Crosby, Director of Business Aptitude and a specialist in client communication strategies, will present session 2 of this program.
A link to the recording of the session together with a copy of the PowerPoint presentation will be circulated to all registrants.
Please note that session 1 will refer to Australian tax legislation.
Who should attend?
Principals, Partners, Managers, Accountants and Administrators.
Click Here To Register For This Short Program
Date: Session 1: Wednesday 15th April 2015. Session 2: Wednesday 22nd April 2015
Times: 12.30pm – 1.30pm AEST
Fee: $200 + GST per firm, per location
CPD: This program is eligible for 2 CPE / CPD Hours. A certificate will be provided on request.
Viewing Limits: Session recordings will be available to view for 3 months following the live session. Subscribers to the TBA Knowledge Library have unlimited access to recordings.
