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Lessons from Two COVID Tax Seasons

4.3 (85)

Frank Stitely, CPA (US)

Clarity Practice Management, LLC

Wednesday, July 14, 2021 | 03:00 PM EDT

  • CPA (US)

1 Credit

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Jul 30, 2021 | 02:00 PM EDT Register
Aug 10, 2021 | 01:00 PM EDT Register
Aug 26, 2021 | 02:00 PM EDT Register

Course Description

Just how much has the pandemic affected the way CPAs conduct their business? Quite a lot, it seems

Every day, we hear tales of how COVID-19 has upended people’s lives—from the way they work to the way they spend their free time. And it’s only natural that CPAs and the businesses they serve have been affected as well.

In the midst of all the uncertainty, one silver lining of the pandemic was that, as tax professionals, we learned strategies about how to approach tax season that we otherwise might not have come across, and how we and our clients alike might benefit from them in the future.

Some of the main themes that emerged:

FROM ONSITE TO OFFSITE

As might be expected, the pandemic brought a rapid—and sometimes enduring—shift to remote work for many CPAs.

NEW NEEDS, NEW REQUESTS

The massive uncertainty associated with COVID-19 naturally unleashed a whole range of new and unprecedented requests and challenges from clients and others.

We’ve adapted, adjusted and benefited from a lot of lessons learned’

Below are some of the takeaways from the last two tax seasons, and although we hope it’s an experience we never have to face again, these strategies can improve the process—even in the best of times.

  • Planning has never been more important.
  • Filing early is still a great strategy
  • Know your firm, your clients and your staff.

In this online CPE webinar, the following major questions will be answered:

  • How did this past tax season go?
  • Which factors contributed to the mess that the last two tax seasons were?
  • What were the effects of government behavior and how to react?
  • What are the effects of client behavior and how to react?
  • What are the effects of staff behavior and how to react?
  • What are the attributes of adaptable practice management systems?

This online CPE course can be a key for the accountants, tax preparers to smoothen the rough patches and improve customer experience and convenience.


Learning Objectives

  • To list the reasons for the last two tax seasons difficulty.
  • To list the factors, we can control and those we cannot.
  • To discuss how we can change our practices to adapt to uncertainty.
  • To discuss how we can influence client behavior to improve our practices.
  • To discuss the strategies to manage our staffs effectively and improve their productivity.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Tax Firm
  • Tax Preparer
  • Young CPA

Testimonial

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(
    [no_of_record] => 85
    [average] => 4.3294
)
 

4.3

(85)
42%
49%
7%
1%
0%

CS

This presenter was great, loved the material, loved his real-life examples. He was very effective, would take another training with him.

RC

Excellent presentation.

HW

Very good speaker

PS

goog

MM

Very good.