A 3-hour, hands-on tax strategy workshop for CPAs, EAs, and tax firm owners. Learn a framework you can use with clients the following week.
Full details and registration open soon. Level Up Quest members and their employees attend free.
We start with a simple conversation. A client tells you they are expecting a new baby. Or you take on a new client and you see they have dependents. What do you advise them when it comes to their taxes? That is the question this workshop answers. I walk you through the CHILD framework, one letter at a time.
You can prepare a tax return. You have not sat across from a client and talked strategy yet. This room is for you. You will practice spotting these strategies and explaining them in plain language, out loud, before you ever do it with a real client.
Registration is not open yet. Leave your name and email and I will email you the moment it opens, before I announce it anywhere else.
I will only email you about this workshop. No spam.