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.
Gain tools, strategies, and confidence to advise your clients
Learn practical strategies to help your clients build wealth and supercharge their tax savings
Learn where to set boundaries to avoid liability in the advice given to clients
Become confident in your tax advising abilities
Learn to convert your existing client base to Advisory Services
Your dream clients
This bootcamp will help you:
Market your new Advisory Services to your existing compliance clients
Convert your compliance clients into advisory clients, to increase your profitability
Easily learn and apply proven strategies to advise clients effectively.
The Trifecta - the best tax mapping and advising tool
How to recommend the proper Business Structure to supercharge tax savings
Other tax-optimized, financial planning strategies
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