Real-life issues and situations that clients have faced when it comes to state income taxes and what mistakes to avoid in the future.
How to have conversations with your clients to ensure everyone is feeling confident and happy around tax season.
How to deliver value when having tax conversations with clients.
How to communicate effectively so that your clients can make informed decisions.
How to ensure you are providing rock-star level value to clients through offering appropriate and strategic tax planning.
How you can improve the relationship between Tax Planner and Advisor (regardless of which title you fall under).
