ADVISORY SERVICES

2024 year-end tax planning strategy

01:00:39

Speakers

Shaun Hunley
Author and executive editor of PPC products

Paul Miller
Business By Design

Expert insights into tax planning and artifical intelligence tools

For firms, the discussion will cover the critical importance of effective staff and data management, exploring both internal and external perspectives on leveraging firm data to maximize efficiency and client service. For clients, essential topics such as multi-year tax considerations, the impending expiration of the Tax Cuts and Jobs Act in 2025, post-election tax planning, and the new frontier of digital asset reporting will be addressed.

Additionally, innovative future services and strategies for firms looking to evolve will be outlined. This includes modifying legacy services by integrating cutting-edge artificial intelligence (AI), enhancing data gathering techniques, and providing on-demand consumable content. The discussion will also cover how to conduct a thorough inventory of clients and service offerings, identify clients who may need a shift in services, and effectively communicate future plans to both staff and clients.

Join this conversation and don't miss out on this invaluable opportunity to stay ahead in a rapidly changing environment.

  • Shaun Hunley
    Author and executive editor of PPC products 

    Shaun is an author and executive editor of PPC products for the Tax Professionals business of Thomson Reuters. His articles can be found in PPC’s Practitioners Tax Action Bulletins, which are available on Checkpoint. Prior to joining Thomson Reuters, Mr. Hunley spent over 10 years with national accounting firms.

  • Paul Miller
    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 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.

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