The Tax Advisor Bootcamp has been carefully crafted and timed so that tax professionals coming out of tax season can learn strategies to keep their business profitable during the rest of the year!
The bootcamp covers Advisor Tax Strategies to help tax professionals become successful advisors and increase their profitability.
Mark J Kohler, a licensed CPA & Attorney with over 20 years of tax advising experience, will share tools, insights, and practical strategies on Tax Advising. Tax professionals will become even more successful by learning how to tax advise effectively.
Learn more about Mark’s qualifications and successes here.
This Bootcamp is 100% VIRTUAL.
This Bootcamp is NOT A RECORDING!
Mark will be LIVE Streaming!
Come prepared with questions!
“The Tax Advisor Mindset”, Understanding the Comprehensive Planning Approach
What is an Advisory Practice?
Transitioning to the right Service Mix
Billing Rates and Procedures
Converting Compliance Clients to Advisory Clients
Avoiding Liability in Your Advice
The Difference between Financial and Investment Advice
A “Role Play” of an Advisory Consultation
Examples of cutting-edge “Advisor Strategies” & the Trifecta
