ou are a new tax accountant. A potential client would like to
meet with you to discuss your tax preparation and planning
services
A young couple, both employed full time, have a child, age 8,
and are considering purchasing a home. They would like to wisely
save for retirement and their child’s educations
Before your meeting, prepare a list of tax opportunities or tax
issues to highlight with your potential clients. Choose 3 items
from your list of tax opportunities...