Join Scott and Marty to review a case study from a funding and outcome perspective. See how the correct tax answer may have underserved the client’s desires and how Scott’s process attracted and bonded the client to the “solution” and his practice. Focus on and protect the most important values and objectives of the client while still serving the tax, numbers, and technical factors – a practical discussion to apply in your business.

(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

Presented by Scott Noble, CPA, PFS & Marty Burbank, Esq.