Tax Projections Webinar

July 16, 2025

In this session, we’ll cover our process for providing tax projections to clients twice per year. We’ll cover our process for calculating projections and communicating with our clients.

Learning Objectives:

1.  List the steps in the tax projection process.
2.  Identify best practices to improve how you and your firm prepare projections.

Intended Audience: This session is for all firm team members especially those involved in the tax projection process.

CPE available: 1 credit