Complete pre-year-end planning for select clients.
The Tax Adviser › Vol. 37 Nbr. 9, September 2006
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Extract
Complete pre-year-end planning for select clients.
Pre-year-end planning for clients starts in late October and continues through December. Generally, the meeting with the client should last no longer than one hour. There are several approaches to the pre-year-end planning meeting. This column describes three and also addresses cross-selling opportunities.
Tax Projections Review There are different types of tax season clients. Projections should typically be prepared for those: * With...See the full content of this document
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