$330

Tax Planning Made Simple Workshop | Perth - 21 February 2020

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Location

Rendezvous Hotel Perth Central

24 Mount Street

Perth, WA 6000

Australia

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Eventbrite's fee is nonrefundable.

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TAX PLANNING WILL INCREASE YOUR EXISTING FEES BY 20%

Tax planning is not the same as tax compliance or tax advice. Tax compliance is when accountants try to maximise client refunds or savings by claiming valid deductions that they have evidence for.

Tax planning, however is an advanced service that goes well beyond this and investigates what strategies can be implemented and used to make structured tax savings.

Tax planning is about tax saving strategies and change. Whereas tax returns are about basic compliance (meeting ATO obligations) and working with the past.

Tax planning assesses each clients unique circumstances against 250 strategies and provides a detailed report on the relevant strategies, the savings, implementation processes and costs. It is a value-adding service, simple to deliver, charge fees for and dynamically grow your business with - when you know how.

GROW QUICKLY WITH TAX PLANNING

  • Generate an extra $250-$1,000 in fees from every business client every year.
  • 95% of taxpayers can legally reduce the amount of tax that they pay.
  • It increases client retention and generates new clients from word of mouth referrals.
  • No extra licensing or registrations are required.
  • Your current compliance tax knowledge is the base level foundation upon which tax planning expertise can be readily built.
  • It creates the opportunity to differentiate yourself from your competitors.

WORKSHOP OUTLINE

  • What is tax planning?
  • The 7 step tax planning process.
  • Marketing and selling the service to clients.
  • Information gathering.
  • The ‘Tax Planning Strategies Database’.
  • Selecting tax planning strategies.
  • Tax planning reports and presentation.
  • Client discussion and implementation.
  • TaxFitness software demo and tour.
  • Preparing 3 types of tax planning reports using the TaxFitness software.\
  • 7 tax planning sins.
  • Keeping everything legal.
  • Fees and charging clients.
  • Case studies and group exercises.

Bring a laptop with WIFI accessibility and a calculator.

ABOUT THE PRESENTER

Darren Gleeson is the CEO and a founder of TaxFitness which provides Tax Planning software and tools to accountants.

Darren is a Tax Planning specialist who trains, develops and mentors accountants on legal Tax Planning strategies.

He is the published author of seven books: Tax Tips That Add Up, Stairway to Profits, Intelligent Accountant, 201 Tax Saving Strategies, Tax Planning Made Simple, 103 Tax Haven Escapes and Tax Savings for 201 Employee Occupations.

He has been a presenter of professional development material in the accounting and taxation industry since 2003.

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Date and Time

Location

Rendezvous Hotel Perth Central

24 Mount Street

Perth, WA 6000

Australia

View Map

Refund Policy

Contact the organiser to request a refund.

Eventbrite's fee is nonrefundable.

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