We are thrilled to have been chosen to present these hidden strategies to the CFP community.
Agoura Hills, CA (PRWEB) July 27, 2006 –-
ClientWhys, Inc. will be presenting their popular “Tax Strategies” CPE Seminar at the upcoming Certified Financial Planner Annual Meeting on August 4, 2006 at 1:45 p.m. at the Los Angeles Convention Center. This one-hour seminar examines and reviews 40 of the most frequently overlooked tax strategies and benefits impacting the Federal 1040 return. It covers tax issues that are infrequent, disguised, and frequently overlooked. The course will hone the skills of practitioners who wish to provide their clients with superior preparation service. It will be presented by one of ClientWhys’ popular speakers, Claudia Hill, EA, MBA, a nationally recognized tax professional in the fields of individual taxation, tax planning and representation before the IRS.
"The 40 Overlooked Tax Strategies course was so popular that we added 20 more strategies” stated Lee Reams, Sr., Chief Technical Officer of ClientWhys, Inc. “We are thrilled to have been chosen to present these hidden strategies to the CFP community.”
For more information regarding the presentation, visit the Certified Financial Planners' website at http://www.cfp.net or call 1-800-487-1497. This course is also available online at http://www.clientwhyscpe.com for those that cannot attend the annual meeting.
About ClientWhys, Inc.
Client…It’s about tax advisors and their client relationships. It’s often said that clients can’t pick a good tax return from a bad one. In other words, a tax advisor’s business is all about relationships, and the more they communicate and provide solid advice, the stronger the ties with their clients and prospects.
Whys…An informed client is a lifelong client. Implementing the best planning strategies, quickly answering your client “whys” when asked about complex tax situations - all are keys to demonstrating commitment, talent and results.
Providing tax advisors the expertise and knowledge are elements of what we do. A tax advisor’s success is not just based on professional designations. It is based on how they manage their practice, the services they offer, and the way they communicate and address issues facing their clients year-round.
SOURCE ClientWhys, Inc.
Contact: Lee Reams II, President
1-818-338-8700 x 222