You 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 childs educations

Before your meeting, prepare a list of tax opportunities or tax issues to highlight with your potential clients and expand on them, preparing a short write up on each item that you will share with the potential client.