Events

This session provides guidance on annual planning for independent accounting firms, including budgeting strategies, setting firm goals, and selecting technology tools. Participants will explore methods to increase efficiency and strengthen practice performance. Delivery Method: Live webinar Learning Objectives: Establish a firm budget and financial planning cycle. Set measurable annual practice goals. Evaluate technology platforms for workflows. […]

Join us on Wednesday, June 3rd at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please sign up for future sessions and make suggestions for future topics below!

This program offers an introduction to grassroots advocacy for tax professionals, focusing on engaging with state legislators and allied organizations like the NSA to influence tax policy. Attendees will learn practical strategies to communicate effectively with policymakers. Delivery Method: Live webinar Learning Objectives: Explain the fundamentals of grassroots advocacy in tax policy. Identify best practices for […]

Join us on Wednesday, July 1st at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please sign up for future sessions and make suggestions for future topics below!

This course examines modern engagement letter practices that reduce client risk while identifying revenue opportunities. Participants will learn how to structure engagement terms, manage compliance considerations, and enhance client management. Delivery Method: Live webinar Learning Objectives: Draft engagement letters that clearly define scope and expectations. Incorporate risk mitigation provisions in practice agreements. Apply engagement terms to […]

This session explores procedures for preparing amended returns, superseding returns, and disaster relief claims. Topics include when each filing approach is appropriate, documentation needed, and IRS processes to improve client outcomes. Delivery Method: Live webinar Learning Objectives: Differentiate between amended and superseding returns. Understand tax relief options for disaster‑affected taxpayers. Prepare appropriate forms and supporting documentation. […]

Join us on Wednesday, August 5th at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please sign up for future sessions and make suggestions for future topics below!

This course provides a comprehensive year‑end checklist for accountants, focusing on internal procedures and client‑facing standard operating procedures (SOPs). Topics include closing books, client communications, and process review to ensure year‑end readiness. Delivery Method: Live webinar Learning Objectives: Identify key internal year‑end accounting processes. Develop client‑focused checklists for year‑end tasks. Review and update SOPs to enhance […]

Join us on Wednesday, September 2nd at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please sign up for future sessions and make suggestions for future topics below!

This session focuses on client relationship management, including how to handle difficult clients, set professional boundaries, communicate expectations, and determine when to retain or terminate engagements. Practical scripts and policies will be shared. Delivery Method: Live webinar Learning Objectives: Recognize challenging client behaviors and responses. Establish professional boundaries and communication techniques. Use termination and retention strategies […]