Accountant dinner "Elevate Your Tax Practice"


Andersen Midgley Wealth Counsel invited Bob Tam, Vice President of MacKenzie Financial, to speak to accountants about strategies to "elevate their tax practice. Bob spoke about different innovative methods of 1) communicating value 2) client-centric revenue models 3) segmenting client base 4) using technology to improve dialogue with clients. Andersen Midgley Wealth Counsel also invited Som Seif, of Purpose Investments, to speak about innovative tax deferred investments as a way to diversify client's portfolios.





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