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ClientWhys, Inc. has been chosen to present their “40 Most Overlooked Tax Strategies & Benefits” Seminar at the 2006 CFP Annual Meeting.

July 27, 2006, Agoura Hills, CA – ClientWhys, Inc. will be presenting their popular “Tax Strategies” Seminar at the upcoming Certified Financial Planner Annual Meeting on August 4, 2006 at 1:45 p.m. at the Los Angeles Convention Center. This one-hour seminar examines and reviews 40 of the most frequently overlooked tax strategies and benefits impacting the Federal 1040 return. It covers tax issues that are infrequent, disguised, and frequently overlooked. The course will hone the skills of practitioners who wish to provide their clients with superior preparation service. It will be presented by one of ClientWhys’ popular speakers, Claudia Hill, EA, MBA, a nationally recognized tax professional in the fields of individual taxation, tax planning and representation before the IRS.

The "40 Overlooked Tax Strategies" course was so popular that we added 20 more strategies” stated Lee Reams, Sr., Chief Technical Officer of ClientWhys, Inc. “We are thrilled to have been chosen to present these hidden strategies to the CFP community.”

For more information regarding the presentation, visit the Certified Financial Planners' website at www.cfp.net or call 1-800-487-1497. This course is also available online at www.clientwhyscpe.com for those that cannot attend the annual meeting.

About ClientWhys, Inc.

ClientWhys serves over 10,000 tax and financial professionals nationwide. ClientWhys is geared to the hard new realities of ever-changing tax law, increased client demands and new competition from larger corporate financial service firms.

Client…It’s about you and your client relationships. It’s often said that your clients can’t pick a good tax return from a bad one. In other words, your business is all about relationships, and the more you communicate and provide solid advice, the stronger the ties with your clients and prospects.

Whys…An informed client is a lifelong client. Implementing the best planning strategies, quickly answering your client “whys” when asked about complex tax situations - all are keys to demonstrating commitment, talent and results.

Providing you the expertise and knowledge are elements of what we do. Your success is not just based on your professional designations. It is based on how you manage your practice, the services you offer, and the way you communicate and address issues facing your clients year-round.

If you're committed to building a great practice with rock solid client relationships, contact ClientWhys today at 1.800.442.2477 or visit us online at www.clientwhys.com.

SOURCE ClientWhys, Inc.
Contact: Lee Reams II, President
1-818-701-3090 x 222
lee2.reams@clientwhys.com

 

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