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THE MAGIC OF TAX SEASON

THE MAGIC OF TAX SEASON. A Workshop On Creating New Business To Pump The Engine Year Round. A “Mine Your Own Business” Specialty Workshop Presented to Main Line Association for Continuing Education December 20, 2012. Presented by: Ira S. Rosenbloom , CPA COE, Optimum Strategies, LLC

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THE MAGIC OF TAX SEASON

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  1. THE MAGIC OFTAX SEASON A Workshop On Creating New Business To Pump The Engine Year Round A “Mine Your Own Business” Specialty Workshop Presented to Main Line Association for Continuing Education December 20, 2012 Presented by: Ira S. Rosenbloom, CPA COE, Optimum Strategies, LLC (972)244-9300 ira@optimumstrategies.com

  2. In This Session, We Will Learn How To:

  3. A Sneak Preview:  An Abridged Outline:  • Getting Started • Keeping the Goals in Mind • What is Take-Away? What Are We Trying to Accomplish? • What is Relevant to Our Clients? • A Successful Pitch Requires Solid Positioning • Set Expectations • Put the Plan in Action • Mine Your Own Business – Planned Options/ Spontaneous

  4. Internal Control Review Automation/Efficiency Assessment Financial Benchmarking and Personal Performance Agreed Upon Procedures Upgrading Reporting Retreat- Strategic Plan SWOT Analysis Best Practices Estate Planning Mine Your Own Business Planned Options:

  5. Mine Your Own Business Planned Options: • Estate Planning • Succession Planning • Retirement Planning • Incentivized Compensation Programming • Tax Credit Studies • Cost Segregation • Capitalization Analysis • Revenue Enhancement Protocols • Fill In the Blanks/Other

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