Describe the process of planning a client's future financial goals. Consider the following in your presentation: The intake process and questions you will ask your clients Ensuring you have a strong understanding of your clients' goals Preparation before a meetingExplain the approach of ethical considerations during tax planning strategies to align with an organization's future financial goals. Consider the following in your presentation: Refer to Circular 230 for tax practitioner responsibilities. Consider ways to protect yourself from liability issues.

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Planning a Clients Future Financial Goals 1Intake Process and Questions Start by gathering basic inf... View the full answer