Tax Advice Masterclass (Early Access)

Thanks again for your interest in the Tax Advice Masterclass. I hope you're looking forward to being one of the first 5 people to access it.

As a reminder:

• I'll be reaching out soon after you pre-order;
• I'll keep you in the loop as I progress through the project; and
• You'll be able to influence what the final product looks like.

I'm excited to teach you how to provide top-quality tax advice, and help you become the trusted tax advisor of choice for many clients!

Want your employer to pay & allow you to attend the masterclass during work time?

This business case will help:

I created it for you to hand to your employer to explain the benefits to them. It's in Word so you can edit it as you like.

It might be essential for you to provide a business case, but even if not, it will increase the chances of them covering the costs and allow you to attend during work time.

Want more details?

Here's the flyer I sent you previously.

Idea of Modules

I still need to create the exact modules - you'll be able to have input on this - but they will look similar (if not exactly) like this:

1. Giving a Tax Answer vs Tax Advice
2. The Hallmarks of High-Quality Tax Advice
3. Means of Delivering Tax Advice
4. Bird’s Eye View – The Tax Advice Process for Providing High-Quality Advice
5. The Tax Advice Process – Understanding the Client and the Facts
6. Tax Advice Process – Identifying the Issues, Relevant Tax Rules, and Implications
7. Tax Advice Process – Establishing the Advice to be Provided
8. Tax Advice Process – Deciding on the Means
9. Tax Advice Process – Drafting the Advice
10. Tax Advice Process – Review and Finalisation
11. Tax Advice Process – Discussion of the Advice with the Client
12. Dealing with Queries or Requests for Advice on the Spot Verbally with Clients
13. Advising Where Tax Rules are Ambiguous and You Can’t Provide 100% Certainty
14. Tax Advice – Writing Tips
15. How to Continue Implementing  the Material from this Masterclass to Develop Strong Advisory Skills