Tax Talk Live
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 […]
10 events found.
Events
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July Education Session: Engagement Letters 2026 Style: Risk Reduction and Revenue Opportunity
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. […]
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July Education Session: Amended Returns, Superseding Returns, and Disaster Relief Claims
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 […]
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Tax Talk Live
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 […]
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August Education Session: Year‑End Close Checklist, Internal and Client‑Facing SOPs
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 […]
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Tax Talk Live
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 […]
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September Education Session: Dealing with Difficult Clients; Termination, Retention, and Boundaries
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 […]
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Tax Talk Live
Join us on Wednesday, October 7th 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 […]
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October Education Session: Audit Readiness; Documentation, Representation, and Support Files
This course prepares tax professionals for client audits at both IRS and state levels. It covers documentation standards, representation strategies, and assembling support files to facilitate examinations and compliance. Delivery […]
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Tax Talk Live
Join us on Wednesday, November 4th 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 […]