Tax Practice Quarterly: 2024 Future-Focused Tax Practice Forum

Friday, December 6, 2024 2:00pm - 4:00pm

Online

2.00 Credits

Member Price $125.00

Non-Member Price $149.00

Overview

Tax practice success (bold)

Summer is an opportune time to reimagine your tax practice. Before extension season gears up, CPA practitioners should take some time to explore areas to evolve their tax practices to succeed as a future-focused organization.

To make sure your tax practice is strategically positioned for success, we will discuss crucial issues, such as:

Offshoring and outsourcing strategies

How to expand your service offerings

Delving into the evolution of the virtual tax practice

Exploring best practices from a human resource and a client-service perspective

Highlights

Tax practice management

Outsourcing

Offshoring

Virtual tax practice/remote work

Staff management strategies

Billing and client service strategies

Prerequisites

Basic knowledge of tax planning, practice management and compliance

Designed For

Medium firms

CPAs

Tax professionals

Small firms/sole practitioners

Small and medium businesses

Objectives

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.
Apply 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.