2017

Building your advisory business - What you need to know and managing client relationships

Source: National

Published Date: 9 Aug 2017

 
This webinar covered the following:
  • incorporating more advisory work into the mix
  • how to use existing compliance information to offer value-add advisory services
  • how to identify potential opportunities and issues, and draw out relevant information from clients
  • examples of how to identify and discuss key tax issues with clients
  • how to charge for your advisory services. critical tax agent responsibilities
  • distinguishing between legitimate tax planning and tax avoidance
  • applying the general anti-avoidance provisions including Part IVA
  • applying specific tax anti-avoidance provisions that exist in tax legislation
  • managing client.

Compliance to advisory webinar 1

Author(s): Rae Ni Corraidh CTA , Robert Campbell CTA

Details

  • Published On:9 Aug 2017
  • Took place at:Online

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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2017

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