Critical conversations to have with your clients about TCJA

Tax reform is impacting how you serve your clients and sustain growth — including the number of 1040 returns you complete due to TCJA. So how do you replace that stream of revenue? By not commoditizing your work, and focusing on your client relationships through valuable insight into the difference between 2017 and 2018 returns.

For business clients, these advisory relationships will be the lifeblood to your firm, as complexity continues to compound Schedule C, E, and F work. The IRS now estimates that in 2019, these forms will take 30 minutes to 20 hours longer to complete. So now, more than ever, it is critical to understand your client and their needs through a proactive approach.

Join us on Tuesday, October 23 at 1:00 p.m. ET to hear from Paul Miller, a thought leader on maximizing advisory services opportunities. He'll discuss the important decisions ahead, as well as solutions for turning tax reform changes into new sources of long-term growth. Register today to learn how to:

  • Articulate business basics to small and mid-size business clients
  • Develop a multi-prong strategy for TCJA planning engagements
  • Get access to the tools that will help you quickly and easily communicate these changes, and put your new strategy in place

Don’t miss this opportunity before you start work on tax year 2018 to learn which conversations you should be having with your clients — and solutions that connect your clients to a strategy that will sustain growth for your firm.

It's not too late to identify the TCJA challenges and get ready for a better tax season, with new opportunities to advise your clients.