Are you looking to add tax planning to your practice or do you want to upsell tax clients into tax planning engagements? Look no further!
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TRANSCRIPT:
It’s 2018…
Let’s say you do this for somebody that’s 38 years old…
They’re going to be working for another 30 years…
Let’s say you can help somebody restructure to save $15,000 a year in taxes.
So $15,000 a year in savings…
Some of you out there are going to do this…
I’m not going to get out my retirement calculator right now…
If they invest that $15,000 each year in retirement with compounding interest, do you know how much money that’s going to be over the course of 30 years?
It’s gonna be over a million.
I’ll tell you that…
So as a result of working with you…
They don’t need to increase sales…
They don’t need to reduce expenses…
They don’t need to reduce lifestyle…
They don’t need to hire more people…
They don’t need to get more clients…
If all they do is work with you on a tax plan and invest that money…
They’ll retire with an extra million plus.
Think about that.
That’s really the purpose of why they’re working with you.
They’re working with you for this current year savings…
But they’re really working with you to achieve financial prosperity…
To take care of their family…
To take care of their business…
To take care of their life…
To take care of themselves in older age.
Tax Planning and Sales Training
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