Best practices for delivering tax advisory


With the recent US tax bill approved, 2018 will see a major uptake in client-requested tax advisory services.

In this video co-hosted by Karbon and LivePlan, Ian Vacin (Karbon), Kathy Gregory (LivePlan) and accounting firms BNA and Bovard CPA outline what has changed and discuss the critical components of delivering tax advisory services. You'll learn the steps of an efficient advisory workflow, and best practices for delivering tax advisory services.

Download the presentation slides.

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