Describe the process of planning a client's future financial goals. Consider the following in your presentation: The intake process and questions you will ask your clients Ensuring you have a strong understanding of your clients' goals Preparation before a meetingExplain the approach of ethical considerations during tax planning strategies to align with an organization's future financial goals. Consider the following in your presentation: Refer to Circular 230 for tax practitioner responsibilities. Consider ways to protect yourself from liability issues.