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Phone Presentation Template For A Tax Office

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Tax Presentation

Transcript: Loren Collins quote. “A democracy cannot exist as a permanent form of government. It can only exist until the voters discover that they can vote themselves largesse from the public treasury. From that moment on, the majority always votes for the candidates promising the most benefits from the public treasury…” Tax code is very complex. Small businesses are not usually engaged in large transactions. Forced to spend a lot of time and resources on tax code compliance. Some business spend almost as much on tax compliance as they do in taxes. Higher compliance costs stifle innovation and entrepreneurship. “Requires that revenue be increase as part of a balanced approach that asks the wealthiest to contribute more, while protecting the middle class from tax increases. The business sector must also be asked to contribute to restoring fiscal sustainability.” Tax Relief for Small Businesses Tax Relief for Small Businesses "According to estimates by Tax Policy Center, about 97% of taxpayers reporting business income would not be impacted by the President’s tax proposals -- which only affect those earning over $250,000. This has been confirmed by the independent Congressional Research Service, which concluded that “only a small fraction of businesses will be affected [by allowing the temporary income tax cuts to expire for people earning over $250,000 a year], around 2% to 3%.” Andrew Ellender, Ryan Sage, Annie Saucier Improving the Deficit Focus on Job Creation Bush tax cuts extended except for high income households New tax brackets: 10%, 15%, 25%, 28%, 33%, 36%, and 39.6% Capital Gains: up to 20% tax on long term capital gains Dividends: up to 39.6% tax Additional 3.8% tax on capital gains and dividends for high income households Limit income exclusions and itemized deductions to 28%. Simplifying the Tax Code Individual Tax Implications Allowing the Bush Tax Cuts to expire for the top two tax brackets will cut the deficit by $968 billion over the next decade. Fiscal Responsibility Allowed to expense up to $1 million in investments. Allow cash accounting on businesses with up to $10 million in gross receipts. Double the deduction for start up costs. Reform and expand the health insurance tax credit for small businesses Obama's Presidential Tax Reform: Pass-through Entities Cut taxes for small businesses seeking to grow and expand. 10% income tax credit for small businesses who hire unemployed workers or increase wages on existing employees Spur job creation by enhancing small business access to credit

Phone Call Template

Transcript: 8. The next step 2. Up-Front Contract Angry when they realize that _________ is causing _________. This is an awkward call, we actually don't know each other... 7. Pain Funnel Questions I don't know if these things are happening to you? If they are, perhaps we should talk. Vulnerable because their ________ is causing them to lose ____________. We are in the dynamic email business...You may be 100% satisfied with your email strategy 4. Pain Bullets 3. Description Perhaps if I took 30 seconds to tell you why I called, you can decide if we should keep talking... Hi ______. This is _____. I'm a little embarrassed. I get so many voice mails I'm a bit surprised to reach you... Tell me more... Help me understand... Be more specific... Give me an example... How long has that been a concern (or happening)? Have you tried to fix that? Why didn't that fix work? Everything you told me (summarize) is what we do. I'm not sure if how we have helped other companies would work with yours. We wouldn't know that until we _____________. 1 Pattern Interrupt 5. Pain Generation Questions At risk because the lack of ______ often results in ________. Have you given up trying? Who else does this affect? What happens if you don't fix it? What is the impact on the company? On you? Don't rack your brain, we've never spoken... Did I get you at a bad time? 6. Trigger Questions Worried because they can't figure out how to stop _______ which is causing ______. Stuck because the lack of _______ makes it difficult to _______. We recently sent you an email regarding _______. I don't know if it was valuable info or not, I thought I would check in with you... Are you open to _________ (meeting, 2nd call, etc.)? Phone Call Template The companies we speak with tell us that they feel... This is ________ from ___________. It sounds like my name or company is not familiar... Logo

Office Phone Etiquette

Transcript: Script ID: Your name, Position, an Office Confirm ID of person you a trying to reach QUICK ask or summary of the purpose of the call ICE numbers / Extension List Paper and Pen Before the Phone Rings... SAMPLE SCRIPT Have a Plan Know chain of command; where do you stand? Office mission and values Office programs and/or point of contacts Know the purpose for the call Know your office phone number Best Practices Speak Clearly Smile - it shows in your voice Identify yourself Before placing a caller on hold, ask their permission and THANK THEM Do your best to pick up a phone no later than 3 rings Never interrupt Never engage in argument; always defuse signs of agression immediately No eating or chewing gum Have paper and a pen near by to take notes Office Phone Etiquette SCENARIO You are interning under a politically focused nonprofit called "LEAD". You are asked to contact community members in the area to ask for their support for the Data Disaggregation Bill, AB 1726. You want to ask them to sign your online letter of support to send to their Representatives. Your manager left for the day, but gave you a list of people to call. The only other person in the office is a the CEO of LEAD, who seems to be very busy. Do You Know What To Do When that Hotline Bling? Hi this is ____ from ____'s office. May I please speak to ____? Hi ____. I am an intern for ____ and I am calling to [ask/inform/etc.] you ________. Thank you for your time. Don't know something? Be honest Take down a number/email best time to reach them at Actually follow through and call them back! Transfer the call to your Supervisor Let them know you will transfer the call first!

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