Year-end tax planning and growth strategies
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During tax busy 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 plans to both staff and clients. Reserve your spot today.
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