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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
*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
*Tax practice management *Make your tax practice future-ready *Online tax practice/remote work *Staff management strategies * Billing and client service strategies
Basic knowledge of tax planning, practice management and compliance
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