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Why and How to Tax Plan During Tax Season?

4.2 (86)

Andrew Argue, CPA (US)


Thursday, March 11, 2021 | 01:00 PM EDT

  • CPA (Canada)
  • CPA (US)

1 Credit


Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

Fact: Most tax firms don’t even consider doing tax planning during the busy tax season. 

After all, why should firms begin tax planning when they already have a mountain of 1040s and business returns on their plate?

The answer is that tax season is actually the best time to begin tax planning—and we want to show you exactly why.

Register for this CPE webinar to see how you can leverage the latest technology to speed up the tax planning process and to potentially save each of your clients tens to hundreds of thousands of dollars. 2021 is going to be a monumental tax year with many changes likely to come, and adding tax planning right now will actually save you time and energy, making this your most important tax season ever. It will also help you serve your clients even better. 

Key topics:

  • How to prepare a questionnaire for tax planning
  • Use of technology to assist in Tax planning
  • Ways to efficiently get clients to answer the right questions during tax preparation season so that you can have tax planning 80% done for 90% of your clients by April 15th
  • The increased importance of tax planning after the coming off the Biden administration and the new Covid-19 relief bill.  

Who Should Attend:

CPAs, Tax professionals and staff involved in preparation and filing of tax returns for clients. 

Learning Objectives

  • To identify ways to efficiently get clients to answer the right questions during tax preparation season
  • To identify specific steps you can take to maximize your time and profits during tax season

Who Should Attend?

  • Business Owner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA


    [no_of_record] => 86
    [average] => 4.1860






Love the platform.


Excellent Webinar and Presentation.


Great presentation.


Instructor was very knowledgeable and helpful.