Year-end checklist: Tax planning and firm growth for 2025
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During busy tax season, the primary focus for most firms is simply getting through all the work. Forward-looking firms keep an eye on the bigger picture and the opportunities that exist during this time. Join a conversation where we delve into the crucial strategies and insights for firms and their clients as the year draws to a close. Industry experts Paul Miller, owner and founder of Business by Design, and Shaun Hunley, Tax & Accounting Executive Editor at Thomson Reuters, will guide you through the complexities of year-end tax planning.
This conversation is structured into three sections:
- Planning for your firm
- Planning for your clients
- Actionable next steps
For firms, we’ll discuss the critical importance of effective staff and data management, exploring both internal and external perspectives on leveraging firm data to maximize efficiency and client service. For your clients, we’ll cover essential topics such as multi-year tax considerations, the impending expiration of the Tax Cuts and Jobs Act (TCJA) in 2025, post-election tax planning, and the new frontier of digital asset reporting.
In addition, we will outline innovative future services and strategies for firms looking to evolve. Learn how to modify legacy services by integrating cutting-edge artificial intelligence (AI), enhancing data gathering techniques, and providing on-demand consumable content. We will also discuss how to conduct a thorough inventory of your clients and service offerings, identify clients who may need a shift in services, and effectively communicate your future to both staff and clients.
* Please note: CPE credit is not offered.
Speakers
Paul Miller
Business by Design
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.
Shaun Hunley
Thomson Reuters
Shaun Hunley is an author and executive editor of PPC products for the Tax Professionals business of Thomson Reuters. His articles can be found in PPC’s Practitioners Tax Action Bulletins, which is available on Checkpoint. Prior to joining Thomson Reuters, Mr. Hunley spent over 10 years with national accounting firms.
Early in his career, Mr. Hunley led research and development tax incentive studies for Fortune 500 companies. Following this, he specialized in tax due diligence, corporate restructurings, and international tax compliance and planning.
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