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THE MAGIC OF TAX SEASON

Join the "Mine Your Own Business" workshop to learn strategies like internal control review automation, financial benchmarking, estate planning, and more. Presented by Ira S. Rosenbloom, CPA, delve into techniques to pump your business engine year-round.

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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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