Connect with clients on a deeper level.
Tax Strategies for the High-Income Individual offers strategies to better connect with your clients and grow your practice. You’ll leave with a richer understanding of your client’s motivations and needs to help drive to better outcomes.
Evolve your client relationships with:
- Coverage of critical tax topics, as selected by the profession’s leaders who are passionate about tax
- Strategies to match your clients with the right type of planning services
- Exposure to new business models, client fee structures and other practice refinements