About This Webinar
Tax advice shouldn't be a once-a-year event. Join us to see how TaxPlan helps you keep every client's tax position live, visible, and ready to talk about, so you can move from compliance-driven tax prep to proactive, advisory-led client relationships.
Agenda
  • Keep clients informed about their tax position, with an up-to-date view you can walk them through in any conversation
  • Show the tax consequence of the advice you're giving, modelling outcomes in real time so clients see the impact rather than just hearing about it
  • Be prepared to explain the tax effect of CGT events and structuring advice, scenario-testing ahead of time so you're presenting an answer you've already worked through, not calculating one on the spot
Presenters
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    Scott Peeler-Hammond
    Head of Sales
    Scott joined ChangeGPS in mid-2022 after spending 18 plus years in service and technology sales.  He spends his time not just helping the leaders of accounting firms understand how to make more money, do the work faster, and most importantly get more love for the value they bring to their clients but also helping these leaders train their team to be able to grow together.
  • 1736820347-08f9fb04c0c8b955
    Matt Bambrick
    New Member Consultant
    Matt is a new member consultant with over 20 years experience, working for both accounting firms and accounting technology companies, specialising in platforms to help Accountants streamline and automate their Accounting Practices.