Tax Planning & Tax Preparation:
A Service with a Huge Ability to Add Value
Recently Released!!!
Date Published: August 27, 2024
Summary PowerPoint Deck: 460 Slides
Reference PowerPoint Deck: 899 Slides
The purpose of this research is to provide readers with a comprehensive understanding of tax planning & tax preparation, including implementing tax-sensitive investment strategies, reducing federal, state, & local tax liabilities, preparing federal & state tax returns, and managing tax audits. This research is part of Tiburon's broader coverage of financial planning.
This research begins with a context setting chapter, and then addresses the key historical phases of tax planning & tax preparation, including:
Date Published: August 27, 2024
Summary PowerPoint Deck: 460 Slides
Reference PowerPoint Deck: 899 Slides
The purpose of this research is to provide readers with a comprehensive understanding of tax planning & tax preparation, including implementing tax-sensitive investment strategies, reducing federal, state, & local tax liabilities, preparing federal & state tax returns, and managing tax audits. This research is part of Tiburon's broader coverage of financial planning.
This research begins with a context setting chapter, and then addresses the key historical phases of tax planning & tax preparation, including:
- Tax Preparation Phase
- Middle Phase
- Tax Planning Phase
- Tax Planning & Implementing Tax-Sensitive Investment Strategies
- Maximizing Tax Deductions and Reducing Federal, State, & Local Tax Liabilities
- Preparing Federal & State Tax Returns
- Managing Tax Audits
- Substantial Growth in Tax Planning & Tax Preparation
- Fastest Growth in Tax-Sensitive Investment Strategies
- More Financial Advisors to Offer Tax Preparation Services
Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
