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Multicultural latinotax

HOW TO SERVE MULTICULTURAL CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 15, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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

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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.