Follow Up Friday – Tax Planning In 2023
What end of the spectrum are you planning to be on in terms of adding value through tax planning with your clients? How do you start creating and implementing processes so you’re not constantly reinventing the wheel? How many times are you interrupted by notifications and messages? Listen in as we cover this week’s highlights and action items.
Listen to this week’s episodes:
Tax Planning In 2023 [Episode 186]
What Works Wednesday – Creating Systems and Processes With Cameo Roberson
Recommended Podcast
Dodging IRA Disasters and Fostering Team Synergy
Tax planning mistakes and team communication.
See More
Employees: Following Up or Nagging? Is There a Difference?
The need for consistent and respectful follow-up
See More
Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
Why intentional tax planning is necessary.
See More