$330

Tax Planning Made Simple Workshop | Perth

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Rendezvous Hotel Perth Central

24 Mount Street

Perth, WA 6000

Australia

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TAX PLANNING WILL INCREASE YOUR FEES BY 6% - 50%

Tax Planning is not the same as Tax Compliance or Tax Advice. Tax Compliance is transactional data processing such as preparing tax returns, and meeting ATO obligations. Tax Advice is the provision of adhoc tax related information and is often informal, not given to every client and can be incomplete because it only looks at a particular question or need the client raises (or that you pick up on) at the time, rather than investigating all possible changes and savings. It can be so incomplete and irregular that clients do not even see the value in it.

Tax Planning on the other hand is structured and able to be delivered to all clients as a standard and continuous service.

It assesses each client’s circumstances against hundreds of possible changes and provides meaningful data and information for all relevant strategies, the savings, implementation processes and costs. It is a sophisticated system of high impact, yet simple to deliver, charge fees for and dynamically grow your business, when you know how. It is holistic and multi-facetted.

WHY CREATE A TAX PLANNING DIVISION?

  • Highly profitable clients demand it.
  • It will increase your existing fees by 6% - 50%.
  • 95% of taxpayers can legally reduce the amount of the tax they pay.
  • It increases client retention and generates new clients from word of mouth referrals.
  • No extra licensing or registrations required.
  • Your current compliance tax knowledge is the base level foundation upon which tax planning expertise can be built.
  • It creates the opportunity to differentiate yourself from your competitors.

WORKSHOP OUTLINE

  • What is Tax Planning.
  • The 6 Step Tax Planning process.
  • Marketing and selling the service to clients.
  • Information gathering.
  • Tax Planning Strategies database.
  • Selecting Tax Planning strategies.
  • Tax Planning reports and presentation.
  • Client discussion and implementation.
  • TaxFitness software demo and tour.
  • Preparing 4 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: Laptop able to connect to wireless services at the venue 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

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Rendezvous Hotel Perth Central

24 Mount Street

Perth, WA 6000

Australia

View Map

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