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 […]
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 […]
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 […]
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 […]
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. […]
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 […]
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 […]
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 […]
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 […]
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 […]