12. Tax Tools & Knowledge Bases

Individual tax engagements are expanding beyond compliance to include personal financial planning for clients. Their financial strategy is one that needs to be more than their tax strategy. Firms are fulfilling their role as the trusted advisor to help clients develop a full financial summary and achieve their goals. In this session, hear about tools and ways to mine your 1040 tax client database to find those clients that would most benefit from your leadership in having financial piece of mind.