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How To Create A Tax Practice Of The Future

Wednesday, October 02, 2019 | 10:00 AM EDT

  • CPA
  • EA

1 Credit

FREE

Subject Area

Taxes

Upcoming Webinars

ias 1 financial statement presentation- ifrs

(1)

Jun 23, 2021 | 09:30 AM EDT View Details

s-corp preparation, basis calculations & distributions – form 1120s schedule k & k-1 analysis

(4)

Jun 23, 2021 | 10:00 AM EDT View Details

ethics for tax professionals (latest 2021)

(170)

Jun 23, 2021 | 10:00 AM EDT View Details

practical guide to fraud including cash, inventory & general frauds (latest)

(1)

Jun 23, 2021 | 10:00 AM EDT View Details

how to deal effectively with irs examinations and criminal investigations?

Jun 23, 2021 | 10:00 AM EDT View Details

tips on engaging employees in the midst of crisis

(1)

Jun 23, 2021 | 10:30 AM EDT View Details

quickbooks online for accountants work centre - managing you practice

(2)

Jun 23, 2021 | 10:30 AM EDT View Details

best workshop on partnership & llc (form 1065) tax return review & case study (new)

Jun 23, 2021 | 08:00 AM PDT View Details

annual federal tax update - individuals (form 1040)

(3)

Jun 23, 2021 | 08:00 AM PDT View Details

mastering irs representation

Jun 23, 2021 | 08:00 AM PDT View Details

sox internal controls for accounts payable, receivable & inventory

(2)

Jun 23, 2021 | 08:00 AM PDT View Details

14 ways to minimize data entry in excel

(153)

Jun 23, 2021 | 12:00 PM EDT View Details

regulatory ethics – data

Jun 23, 2021 | 12:00 PM EDT View Details

controller confidential: 4 ways automation powers accounts payable efficiency

Jun 23, 2021 | 12:00 PM EDT View Details

understanding, detecting and preventing payroll fraud

(1)

Jun 23, 2021 | 12:30 PM EDT View Details

Course Description

Two best practices and cloud technologies that enhance your value as a trusted advisor, and position planning and advisory services to delight a new generation of business clients. This webinar will enable you to supplement tax preparation services with planning and advisory services for business clients. Tax Reform presents an opportunity to transform your tax preparation practice and increase your value as a trusted advisor for clients through proactive tax planning and advisory services. The webinar will introduce advisory services, including proactive tax planning, business coaching, goal setting, updated firm workflows to increase productivity and how to position advisory services to help business clients achieve their goals.

Learning Objectives

  • Learn to provide advise on tax planning
  • Learn about cloud accounting and how offer bundled services
  • Learn how to offer business coaching and advisory services

Who Should Attend?

  • Accountant
  • Bookkeeper
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • Tax Pros