We had another great, mind boggling, session yesterday with the brainstorming hour. Talked almost the entire hour about cross-selling, upselling and referring, and how to meet the requirements of IRC §301.7216.
I was shocked at how few folks really understood the requirements of §7216, or were even aware of its existence.
If you are not familiar with its requirements, and if you want to grow your practice internally, in ANY manner, you really need to review the requirements and make sure your consent forms are up to date, and spell out exactly what you plan to do.
Join in the discussion and let me know where you are with §7216 by joining us in our private Facebook group (see below). I’ll be adding a new post on the same topic some time in the near future. If I can remember, I’ll add a link in here.
Share your experiences, and pick our brains.
Join us here at Practice Builder Publishing and become a part of the community, whether you become a contributing author, a peer recruiter, or merely a raving devotee of the Practice Builder Publishing resources, I'll work with you personally so you can reach the goals you set.
Best to you and yours,
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