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The Magic of Tax Season: Create Year-Round Business Engine - Workshop by Ira S. Rosenbloom, CPA

Join the workshop on creating new business strategies to keep your engine pumping year-round, presented by Ira S. Rosenbloom. Learn how to mine your own business effectively, set expectations, and implement financial benchmarking. Explore planned options for estate planning, succession planning, retirement planning, and more. Enhance your reporting, SWOT analysis, and best practices for business success.

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The Magic of Tax Season: Create Year-Round Business Engine - Workshop by Ira S. Rosenbloom, CPA

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  1. THE MAGIC OFTAX SEASON A Workshop On Creating New Business To Pump The Engine Year Round A “Mine Your Own Business” Specialty Workshop Presented to Main Line Association for Continuing Education December 20, 2012 Presented by: Ira S. Rosenbloom, CPA COE, Optimum Strategies, LLC (972)244-9300 ira@optimumstrategies.com

  2. In This Session, We Will Learn How To:

  3. A Sneak Preview:  An Abridged Outline:  • Getting Started • Keeping the Goals in Mind • What is Take-Away? What Are We Trying to Accomplish? • What is Relevant to Our Clients? • A Successful Pitch Requires Solid Positioning • Set Expectations • Put the Plan in Action • Mine Your Own Business – Planned Options/ Spontaneous

  4. Internal Control Review Automation/Efficiency Assessment Financial Benchmarking and Personal Performance Agreed Upon Procedures Upgrading Reporting Retreat- Strategic Plan SWOT Analysis Best Practices Estate Planning Mine Your Own Business Planned Options:

  5. Mine Your Own Business Planned Options: • Estate Planning • Succession Planning • Retirement Planning • Incentivized Compensation Programming • Tax Credit Studies • Cost Segregation • Capitalization Analysis • Revenue Enhancement Protocols • Fill In the Blanks/Other

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