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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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Testimonials
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Lynn, TX

"This was a very compelling presentation that addresses one of the biggest and most widespread problems facing small professional practitioners. Excellent examples were provided that were certainly on-point and very clearly supportive of the speakers message."
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RICK R, UT

"This was ver helpful as our firm is trangessing to value added billing rather hourl which in th 6 months we have implemented our profits are up 12% oover previously YTD profits."
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Lewis, CA

"Mr. Lyon made an excellent presentation; informative stories and pictures. He held my interest; the ninety minutes went by fast."
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Lisa, SC

"Great speaker and great information! Probably should have been presented in the summer, though for CPA's to value for 2017."
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Tiffany, NY

"Tax Planning is important to offer to every single client because of money savings and everyone needs tax planning."
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Joselyn, VA

"Edward Lyon, JD effectively conveyed the importance of placing numerical value on your knowledge/advice ."
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Marianna, NJ

"A very good informative webinar with practical advice. I will check out their website as well. Thank you"
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Dan, FL

"Tax planning is a value service & presenter gets you thinking how to enhance our services for value"
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Edward Lyon, JD

TaxCoach System
Chief Tax Strategist
support@taxcoachsoftware.com
(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.