Tax Compliance Call to Action - Why you should be calling and speaking to your clients now

Tax Compliance Call to Action- Why you should be calling and speaking to your clients now

Date: Sep 22, 2022

Time: 2pm EST/ 1pm CT

Hosted by Thomson Reuters

Tax season is around the corner. As year-end tax planning begins, firms may be eager to get a head start on a successful season. Join Thomson Reuters Checkpoint speakers Michael Sonnenblick, Lead Editor, Editorial—Current Awareness for Tax & Accounting, and Jim Chapman, Senior Specialist Editor, together with insights from Deborah Petro, Senior Editor, as they discuss the top reasons to pick up the phone and call your clients now.

We want to hear from you.

In this quick webcast, we’ll discuss the top individual and small business return topics such as:

Major life changes
Gig work
Credits that go into effect in 2023 such as e-vehicles
Retirement planning
Hiring credits
Relocation opportunity

Plus more opportunities for your firm and your clients the upcoming tax season.

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Michael Sonnenblick

Michael Sonnenblick, J.D., LL.M., currently serves as Current Awareness Lead Editor in Thomson Reuters’s Tax & Accounting Professionals business. In addition to writing for TR’s Federal Tax Update, Michael is frequently quoted in the press. Michael holds a J.D. degree from Boston University School of Law and an LL.M. in Taxation from New York University Law School. A member of the New York Bar, he has over 20 years of tax experience, including service with a major Wall Street bank and international law firms. In addition, he has represented clients before the IRS. Michael’s specialties include individual taxation, US tax compliance for foreign taxpayers, and retirement planning.

Jim Chapman

Jim Chapman is an Editor/Author in Thomson Reuters’s Tax & Accounting Professionals business who writes for the Federal Tax Coordinator 2nd. Michael holds a J.D. degree from the University of Michigan Law School and an LL.M. in Taxation from New York University Law School. Jim is a member of the Michigan State Bar. Before joining Thomson Reuters, Jim practiced tax law with a private firm. Jim’s specialties include individual and partnership taxation.