FMN Plus-2024/May, Seg 5 - The Tax Advisor: From Compliance to Planning
Transitioning from tax compliance to tax planning involves shifting from a reactive approach to a proactive strategy, all while leveraging tax-based knowledge to optimize tax liabilities and maximize financial outcomes for clients. Jim Guarino, Managing Director of Baker Newman Noyes, joins this segment to discuss the considerations when making this transition, including some of the benefits that can be achieved post transition, and the skillsets needed to be successful in the tax planning field.
Learning Objectives:
- Identify differences in tax compliance vs. tax planning
- Recognize the importance of tax planning
- Recognize constraints that tax professionals are currently facing
- Identify the skillsets needed to be successful in tax planning
Prerequisites/Advanced Preparation:
None
Details
Course Code
:
FMN1566-FM
Release Date
:
05/10/2024
|
Expire Date
:
12/13/2025
|
Credits
:
|
Length
:
1hr 40min
|
Course Level
:
Update
|
Course Type
:
QAS Self-Study
|
Passing Grade
:
70%
|
Format Type
:
eLearning
Mobile Compatible
|
Field Of Study
:
Personal Development
|
|
Theme
:
Individual Tax Series
|