Tax code changes can be intimidating, but they create opportunities for adaptable, client-focused firms to strengthen relationships and improve revenue. This session explores some recent examples and walks through how firms capitalized on them.
This session is sponsored content by PADGETT®.
Objectives
Upon completion of this session, you will be able to:
Identify new federal tax changes and incentives relevant to small business clients
Evaluate opportunities for expanded services and understand when to adjust priorities to impact the bottom line and deliver greater client value
Develop client communication plans to provide timely, proactive guidance on new opportunities
Productize tax opportunities and leverage reliable resources to create repeatable services and drive firm growth
