2022 Year-End Tax Strategy

Date: December 15, 2022

Time: 2pm EST

Hosted by Thomson Reuters

Let’s talk year-end planning. Though there are still a few months of 2022, it’s that time of year when many firms start thinking about year-end preparations. With supply chain issues, attrition issues, and more, businesses were dealt a tough hand this past year, and many are still experiencing it. The proper tax strategies will play a critical role in their longevity, meaning your knowledge is more valuable than ever.

As the expert in the room, you need to be up to date on legislative changes affecting clients as well as know how to advise them on what is best for their business.

Join Thomson Reuters’ Shaun Hunley, along with Business by Design’s Paul Miller for a webcast designed to provide accountants with the information they need going into year-end planning and learn how advisory services can serve your firm and your clients better as the year begins to wrap. Register today for the free webcast!

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Shaun Hunley

Shaun is a Tax Consultant with the Tax & Accounting Professional Services team at Thomson Reuters. In this role, Shaun develops and delivers web-based and live training sessions to tax professionals, primarily as an instructor for TaxWatch University. Before accepting this role, Shaun spent a little over five years as an author and editor for Thomson Reuters Checkpoint, with articles featured in PPC’s Practitioners Tax Action Bulletins.

Shaun received a J.D. from Texas Tech University School of Law and an LL.M. in Taxation from New York University School of Law. In 2018, he was named a “tax expert to watch” by Accounting Today.

Paul Miller

Paul has developed a firm that provides high-margin business coaching, tax planning and asset protection services for small businesses, employing many of the same tax planning strategies that larger firms offer. This creates a trusted advisor relationship with his clients, builds multiple income streams for his firm and establishes the firm’s unique value proposition. Whether it’s tax savings, business transition guidance or equity building strategies, clients see the value Business by Design delivers — thereby virtually eliminating the client fee pressure situations many accounting firms find themselves in today.

The firm employs a unique “team” approach that pairs Paul’s own entrepreneurial expertise with a highly trained and diverse staff that includes accountants, CPAs, enrolled agents, paralegal and administrative staff to provide high-level, results-oriented services to their clients. Paul’s focus on progressive use of technology to drive firm efficiency and better serve clients, coupled with his consultative approach to helping business clients, has positioned Business by Design as a firm of the future.