Tax Practice Quarterly: The Future-Focused Tax Practice Forum

Strategically position your tax practice for success. Learn how to expand your service offerings, delve into the evolution of digital tax practice ...

7/26/2022 9:00am - 10:00am  |  Online  |  AICPA

Members: $99.00, Non-members: $119.00

CPE Categories: Taxation (2 CPE)

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Description

Best practices to bolster your service offerings

As extension season gears up, now is an opportune time for you to evolve your tax practice to succeed as a future-focused organization.

Join us to:

- Discuss important issues and updates

- Learn tips to expand and evolve your tax practice

- Explore the human resource and a client-service perspective

Target Audience

CPAs, accounting and finance professionals

-@ tax professionals

-@ Sole practitioners

-@ professionals working in small-@ to medium-@sized businesses

Course Objectives

- Recognize the top practice management challenges facing tax practitioners

- Identify areas for growth in managing your clients, staff and technology

- Identify new services that CPA firms could consider offering

- Formulate best practice strategies for managing your workflow and practice now and in the future

- Use AICPA Tax Section resources to support your firm's practice management strategies

Subjects

@ tax Practice management

-@ make your tax Practice future-@ready

-@ Online tax Practice/@remote work

-@ Staff management Strategies

-@ Billing and client service Strategies

Prerequisites

Basic knowledge of tax planning, practice management and compliance