Tax Workflow

2023 year-end tax strategy plan

2023 year end tax strategy plan


Shaun Hunley

Tax Consultant, Tax & Accounting Professional Service, Thomson Reuters

Paul Miller

Owner/Founder, Business by Design

Provide expert guidance to your clients to set their firm up for success in the coming year.

Year-end tax planning is not only about guiding clients through the complexities of today’s environment but also making sure you set your firm up for success in the coming year. With ongoing supply chain issues, labor shortages, and other disruptions, it's more important than ever for firms to have a solid understanding of the latest tax laws and regulations. The past year has been challenging for firms, but the right tax strategies can help ensure longevity and success in the years ahead.

As a tax professional, your expertise is essential in helping clients navigate these challenges and optimize their tax planning strategy. Join Shaun Hunley from Thomson Reuters and Business by Design's Paul Miller for a webcast that provides valuable insights and knowledge on the latest developments in tax laws and regulations, enabling you to provide the best possible advice to your clients. 

Don't miss this opportunity to enhance your expertise and provide top-notch service to your clients. Register now for the free webcast and stay ahead of the curve!

Additional details

  • Shaun Hunley
    Tax Consultant, Tax & Accounting Professional Service, Thomson Reuters

    Shaun is a Tax Consultant with the Tax & Accounting Professional Services team at Thomson Reuters. In this role, Shaun develops and delivers web-based and live training sessions to tax professionals, primarily as an instructor for TaxWatch University. Before accepting this role, Shaun spent over five years as an author and editor for Thomson Reuters Checkpoint, with articles featured in PPC’s Practitioners Tax Action Bulletins.

    Shaun received a JD from Texas Tech University School of Law and an LLM in Taxation from New York University School of Law. In 2018, Accounting Today named him a “tax expert to watch.”

  • Paul Miller
    Owner/Founder, Business by Design

    Paul has developed a firm that provides high-margin business coaching, tax planning, and asset protection services for small businesses, employing many of the same tax-planning strategies that larger firms offer. This approach creates a trusted advisor relationship with his clients, builds multiple income streams for his firm, and establishes the firm’s unique value proposition. Whether it’s tax savings, business transition guidance, or equity-building strategies, clients see the value Business by Design delivers — thereby virtually eliminating the client fee pressure situations many accounting firms find themselves in today.

    The firm employs a unique “team” approach that pairs Paul’s own entrepreneurial expertise with a highly trained and diverse staff that includes accountants, CPAs, enrolled agents, paralegals, and administrative staff to provide high-level, results-oriented services to their clients. Paul’s focus on the progressive use of technology to drive firm efficiency and better serve clients, coupled with his consultative approach to helping business clients, has positioned Business by Design as a firm of the future.

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