Connect the Dots for Improved Tax Efficiency

Thomson Reuters Presents:

Year-End Tax Planning: How advisors do more for clients

On-Demand

Hosted by Thomson Reuters

Let’s talk year-end tax planning. Though there are still a few months of 2021, it’s that time of year when many firms start thinking about year-end preparations. Businesses were dealt a tough hand in 2020, and many are still recovering from it. The proper tax strategies will play a critical role in their longevity, meaning your knowledge is more valuable than ever. As the expert in the room, you need to be up to date on legislative changes affecting clients as well as know how to advise them on what is best for their business.

Join Thomson Reuters’ Will Hill and Shaun Hunley, along with Business by Design’s Paul Miller for a webcast designed to provide accountants with the information they need going into year-end planning and learn how advisory services can serve your firm and your clients better as the year begins to wrap.

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Speakers:

Paul Miller

For almost 20 years, Paul Miller has been building his firm with a focus on meeting client needs beyond compliance work, and with a business consultancy mindset.

When he became self-employed in 1993, Paul found resources for tax planning, business structure/entity optimization and overall business coaching difficult to find. After founding Business By Design in Edina, MN, his goal was to help other entrepreneurs and small businesses be more tax-efficient and make smarter business decisions, in addition to providing traditional accounting firm services.

Today, Paul has developed a firm that provides high-margin business coaching, tax planning and asset protection services for small businesses, employing many of the same tax planning strategies that larger firms offer. This creates a trusted advisor relationship with his clients, builds multiple income streams for his firm and establishes the firm’s unique value proposition. Whether it’s tax savings, business transition guidance or equity building strategies, clients see the value Business by Design delivers — thereby virtually eliminating the client fee pressure situations many accounting firms find themselves in today.

The firm employs a unique “team” approach that pairs Paul’s own entrepreneurial expertise with a highly trained and diverse staff that includes accountants, CPAs, enrolled agents, paralegal and administrative staff to provide high-level, results-oriented services to their clients. Paul’s focus on progressive use of technology to drive firm efficiency and better serve clients, coupled with his consultative approach to helping business clients, has positioned Business by Design as a firm of the future.

Will Hill

Senior Product Manager

Thomson Reuters

Currently serving as Senior Product Manager – Tax Professionals Advisory at Thomson Reuters, Will has been with Thomson Reuters since 2001. Presently, he focuses on helping firms make the transition to being advisory focused through the development and growth of Practice Forward. His varied background with firms of all sizes and specialties provide a solid foundation for business process-oriented training and consulting. Will was named to the CPA Practice Advisor 40 under 40 list in 2015 and 20 under 40 in 2018.

Shaun Hunley

Tax Consultant

Thomson Reuters

Shaun Hunley is a Tax Consultant with the Tax & Accounting Professional Services team at Thomson Reuters. In this role, Shaun develops and delivers web-based and live training sessions to tax professionals, primarily as an instructor for TaxWatch University. Before accepting this role, Shaun spent a little over five years as an author and editor for Thomson Reuters Checkpoint, with articles featured in PPC’s Practitioners Tax Action Bulletins.

Prior to joining Thomson Reuters, Shaun spent over ten years with national accounting firms. Early in his career, Shaun led research and development tax incentive studies for Fortune 500 companies. Following this, he specialized in tax due diligence, corporate restructurings, and international tax compliance and planning. Shaun also has extensive experience in advising small businesses and closely held companies on a variety of tax matters.

Shaun received a J.D. from Texas Tech University School of Law and an LL.M. in Taxation from New York University School of Law. In 2018, he was named a “tax expert to watch” by Accounting Today.