The Tax Planning Advisory System
RM 25.36
ISBN:
9781923078932
Categories:
Business & Management
File Size
3.69 MB
Format
epub
Language
English
Release Year
2025
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Author
Darren GleesonSynopsis
"How can I save tax?"
It's the question clients always ask. Are you ready to answer-confidently, every time?
For years, tax planning has been a challenge for accountants:
– Manual spreadsheets.
– Complex rules.
– Hours chasing numbers-and the fear of missing something.
This book gives you the system:
– The 10-Step Framework for delivering proactive tax advice-proven in firms across Australia.
– How to select and apply over 300 tax strategies-without guesswork.
– The right questions to ask, the data to collect, and how to present advice clients understand.
– Practical tips to build trust, generate $30K-$100K+ in new advisory fees, and transform tax planning into a high-value service.
Tax planning shouldn't be an afterthought.
This book will show you how to turn it into a core advisory offering-step by step.

