Webcast: Capitalizing on Tax Reform Tips for Effective Client Conversations

July 24, 2019

Recording  |  Slides

The tax landscape was significantly altered by the Tax Cuts and Jobs Act of 2017 (TCJA). Although the 2018 tax busy has been completed, significant tax law changes are still hot topics in media coverage. Your clients are paying attention to the news and are still scratching their heads wondering what these changes mean for them. Learn how to leverage tax reform to get your clients engaged in tax planning.

Join us as we will help you lead important discussions with your clients. Help them understand how tax reform will affect their taxes and how you are positioned to be the best person to help them make the most of these changes.

Learning objectives:

After you attend this webcast, you will be able to:

  • Effectively lead a client discussion regarding tax reform
  • Educate clients about the new rules
  • Provide valuable tax planning opportunities to clients
  • Utilize AICPA tools and aids to understand tax reform and facilitate client meetings