The Tax Planning Advisory System

Darren Gleeson

• 01 juli 2025
• 9781923078932

Samenvatting:

"How can I save tax?" It's the question clients always ask. Are you ready to answer-confidently, every time? For years, tax planning has been a challenge for accountants: – Manual spreadsheets. – Complex rules. – Hours chasing numbers-and the fear of missing something. This book gives you the system: – The 10-Step Framework for delivering proactive tax advice-proven in firms across Australia. – How to select and apply over 300 tax strategies-without guesswork. – The right questions to ask, the data to collect, and how to present advice clients understand. – Practical tips to build trust, generate $30K-$100K+ in new advisory fees, and transform tax planning into a high-value service. Tax planning shouldn't be an afterthought. This book will show you how to turn it into a core advisory offering-step by step.