Meeting Information
Date:
Tuesday July 7, 2020
Time:
3:30pm - 5:00pm
Location:
ZOOM MEETING

Time is US PDT.

You must register on The FENG website by Monday, July 6th, 2pm to attend the virtual meeting.

You will be sent the Zoom link 24 hours prior to the meeting.

If you miss the deadline or do not receive the link, please write to:
Mark Johnson
(602) 882-3086
[email protected]
Directions:

Meeting capacity:

300

Suggested Donation:

Agenda:
Topic: When did your clients tax advisor last call you or your client with a tax savings strategy?

(Or How I help clients reduce their tax burden by almost 39% on average)

Speaker: Chris Middleton, Owner of Bridges Tax Solutions

Presentation:
- Review of most clients pain points when it comes to taxes and how to uncover those pain points!
- A preview of the key questions that most tax accountants simply don't take the time to ask
- An overview of my proprietary process that helps uncover tax savings of almost 39% on average for my clients

Speaker's bio:
Chris Middleton is an Enrolled Agent and has been preparing taxes since 2006.

In 2016 he realized that his clients needed more than just a tax preparer and has since morphed into a "tax strategist" with an emphasis on not just providing advice but helping clients put that advice into motion.
As a Certified Tax Coach he takes a much more active role with his clients to help them achieve optimization in their tax structure.

He is the proud father of 2 beautiful girls (ages 5 and 3) and resides in Northern California but services clients nationwide.

When not slicing and dicing clients tax bills he enjoys all things outdoors (hiking, biking, kayaking) and recently obtained his motorcycle license and is always looking for recommendations for great places to ride (bicycle or motorcycle).
For meeting information, please contact:

Mark Johnson

(602) 882-3086
Attendees
8
Please login/register in order to RSVP and see the participants list.