Pronto Tax School is happy to share success stories from our Proto Tax School Members along with the common traits that brought them success!
CECL standards mandate the use of historical, current and anticipated information to forecast expected losses over the life of a loan.
Leading marketing consultant and business success coach Chauncey Hutter, Jr., calls into the show to share his valuable insights into marketing and salesmanship from his extensive career. As as an owner with 27,000 tax-return clients and coach with 3,700 tax business owner clients, Chauncey holds nothing back about the current landscape of the tax industry and where all the opportunities are. He has actually never seen more opportunity than now to capitalize on the giant shift under way.
Executive sales trainer David Reeser visits the show to take the fear out of selling. He shares his thoughts on the mindset required to have helpful sales conversations without fear. We discuss his Victory Mindset concepts and get to role-play a sales conversation that follows a 4-Step process anyone can follow in their business.
Learn when and how certain insurance benefits can be taxed so that you can set your client’s budget accordingly and not be surprised by any extra taxes during tax season.