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This two-part series will help you learn the non-technical skills needed to build the advisory side of your business, discover how to identify opportunities and how to add value to your existing relationships.

Presented by Rae Ni Corraidh, Robert Campbell.

Purchase this series on USB and receive access to the videos online FREE. Use campaign code: Summer Sale

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Purchase the two videos bundle and
save 20%

$202.00 - Member
$253.00 (20% discount)

$233.00 - Non-member
$291.00(20% discount)

Two videos on USB – (6 CPD hours) – SAVE 20%

Presentations

5 minute preview

Compliance to advisory – video one

This webinar recording covers:

  • incorporating more advisory work into the mix
  • how to use existing compliance information to offer value-add advisory services
  • how to identify potential opportunities and issues, and draw out relevant information from clients
  • examples of how to identify and discuss key tax issues with clients
  • how to charge for your advisory services
  • critical tax agent responsibilities
  • distinguishing between legitimate tax planning and tax avoidance
  • applying the general anti-avoidance provisions including Part IVA
  • applying specific tax anti-avoidance provisions that exist in tax legislation.

5 minute preview

Compliance to advisory – video two

This webinar recording covers:

  • consolidating your client portfolio
  • where to get help
  • case studies working through the main areas of interest of participating delegates






Get the 2 videos from $202.00 and save 20%

To claim access to the free videos, use campaign code: Summer Sale

Member
$202.00
$253.00 (20% discount)
Non-member
$233.00
$291.00(20% discount)