CPA - medium firm
Other
As the country transforms, so must the ways in which we approach business. Leading firms are using multicultural strategies on the front line as part of their total market strategy.
Through their marketing efforts and client experience, the top firms are reflecting the country’s shift in cultural norms and expectations to connect with today’s diverse business owner. This webinar will examine how you can position your firm to serve the emerging multicultural trillion-dollar market.
Learning Objectives:
- Learn how to set up a partnership with foreign partners
- Understand how to advise an ITIN business client
- Guide your clients through the maze of undocumented workers
- Define which entity best serves your undocumented client for tax purposes
- Benefit planning for undocumented business owners and their employees
STUART CHARNEY (Stuart Charney)
"This was definitely different from what I expected. Based on the title I expected more of a cultural discussion in a non tax way. That would be okay, but not great. Instead it was a very tax oriented discussion for potential clients who are not US citizens whether they be illegal immigrants, legal immigrants, those here for a temprary period of time, and similar issues. There was a great deal of information that I did not deal with when I was employed. Therefore I learned a great deal. It was very well presented both in content and delivery. Excellent job."
Enrique Colon (Enrique Colon)
"Regardless of our political postures this is a very relevant subject and one, which is bound to grow with time. Although it’s both simple and complex, it’s one that can serve lots of potential customers. Thank you – I learned a lot!"
Gloria Washington (Washington Financial)
"Presenter Lopez was very knowledgeable. The PowerPoint is excellent resource material that included references to the relevant IRS publications. Great job. I hope he does more presentations."
SHARON DENMAN (THE TAX PROFESSIONAL)
"Antonio was great he explained everything meeting his objectives. I learned so much about multicultural clients and will contact Latino Tax Pro very soon and may attend the fest."
Hyrum Dille (Innovative Air Inc)
"I am happy that the different social security cards were discussed. I have came across all three types and was not sure how to deal with them. Thanks!"
Susana Canizal (HRB)
"Excellent information, I work with this kind of client, I learned a lot and will be able to help my clients better"
Roberta Roller (McKie Ford Lincoln, Inc)
"the presenter was super! I loved that he had a webcam and was very enthusiastic and well spoken!"
Shirley Green (H&R Block)
"This was a well presented webinar. Great information and understandable as presented!"
Carlos C. Lopez is the founder and President of Lopez Tax Service and Latino Tax Professionals Association located in Salinas, California. He holds a B.A. degree from Pacific Union College and a Certificate of Management Development for Entrepreneurs from UCLA Anderson School of Management. He has been active in tax preparation and representation before the IRS for 33+ years. His extensive experience includes developing qualifying continuing education and training programs for the California Tax Education Council and for the IRS Enrolled Agent CE program.
About Our Presenter
About Latino Tax Pro: Our mission is to provide knowledge, professionalism, and community to those who serve the Latino taxpayer. Our goal is to help you grow your practice and increase your profits by attracting more Latino clients. Our vision is to provide the best tax preparation training available in English and Spanish.
LTP is the only tax & bookkeeping training in English y en Español. Our Courses are designed for those tax professionals who serve Spanish speaking clients and need Spanish speaking tax preparers. We use a unique interactive e-book and online training system.
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