I try to be proactive with tax planning and financial consulting with my clients. I was looking for a reference guide and ideas for consulting with clients in turbulent times when I came upon this publication. As a CPA dealing with small businesses and individuals, I often have to bring up questions that my clients need to know the answers to because they may not know what to ask. I found the question/answer format in this publication very insightful, thought provoking and helpful in my consultation engagements so far this year.
Reviewer Profile
Job Type:
Tax/Financial Planning
Job Title:
Sole Practitioner
Experience with this Topic:
Intermediate
Are you a CPA?:
Yes
I was searching for information to update me on things so I could make a presentation about the current state of the economic problems and the stimulus act for a local club when I came across this product. It is a hodge podge of relevant information for our times providing information that our clients need now. This product brings you up to speed on the situation fast and how to advise clients in light of the current situation.
Reviewer Profile
Job Type:
Tax/Financial Planning
Job Title:
Sole Practitioner
Experience with this Topic:
Advanced
Are you a CPA?:
Yes
