CPA Practice

AUGUST 9, 2024

This webinar will be held on Tuesday, September 10, 2024 at 3:00pm ET Sponsor: Drake Software Duration: 1 Hour (CPE and CE) Register Now As online communication and storage become the new norm for the tax preparation industry, data thieves have taken advantage of more opportunities to steal sensitive taxpayer information.

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CPA Practice

OCTOBER 25, 2023

Date: Monday, November 13, 2023 Time: 3 PM ET / 2 PM CT / 12 PM PT / 7 PM GMT Sponsor: Drake Software Duration: 1 Hour Receive 1 hour of free CPE credit for participating in this live webinar. Already registered for this webinar? Are you ready for the upcoming tax season? Click here to log in. He is a U.S. Navy veteran.

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Canopy Accounting

FEBRUARY 1, 2023

In our recent webinar, "A Guide for 2023 Tax Season Individual Updates" , we provided a quick guide to understanding the updates for the 2023 tax season and highlighted some ways you can help your clients (and yourself) prepare for the season.

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Nancy McClelland, LLC

JANUARY 15, 2023

As you might imagine, we get quite a few inquiries for tax preparation services, but a) we only do taxes for our small business accounting & bookkeeping clients, and b) we only work with clients in Illinois, Indiana and Wisconsin. Tax Preparer. It’s an arena rife with underrepresentation issues.).

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CPA Practice

SEPTEMBER 17, 2024

With 20 years of experience in public accounting and 16 years in tax software development, she has a deep understanding of accounting and tax companies’ needs and utilizes that knowledge to develop a quality tax preparation product. Moderated by: Gail Perry is the editor-in-chief of CPA Practice Advisor.

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MyIRSRelief

DECEMBER 13, 2024

Focus on Core Work: CPAs can concentrate on financial statements, financial assurance, tax preparation and planning, while lawyers can focus on legal strategies, knowing their clients tax issues are in capable hands. Joint Webinars: Host educational events to attract and inform potential clients.

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Withum

NOVEMBER 28, 2023

With the year coming to an end, it’s essential to kickstart your 2023 tax preparations and start thinking about tax-saving techniques, potential opportunities, and the recent legal modifications that might impact your tax obligations.

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Xero

NOVEMBER 2, 2022

You may prefer to learn how to set up your small business in Xero through interactive webinars. We hear from our customers that the ‘Set up your small business in Xero’ webinar helps them understand the basics in an interesting and engaging way. .

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CPA Practice

FEBRUARY 8, 2024

The IRS warned that scammers are posing as tax software providers and requesting EFIN documents from tax professionals under the guise of a required verification to transmit tax returns. To register for a session, tax professionals can click on the date/time below. 12 and running each day next week.

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CPA Practice

AUGUST 15, 2023

Date: Tuesday, September 12, 2023 Time: 3 PM EDT / 2 PM CDT / 12 PM PDT / 7 PM GMT Sponsor: Drake Software Duration: 1 Hour Receive 1 hour of free CPE credit for participating in this live webinar. Already registered for this webinar? Ann Campbell , CPA CIA, joined Drake Software in 2021 as a Tax Software Trainer.

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ThomsonReuters

MAY 31, 2024

The recent Future of Tax Automation webinar series dives into various aspects of tax automation and its implications for the future. These webinars provide valuable perspectives from industry experts on leveraging automation to streamline operations, improve client services, and optimize recruitment and retention strategies.

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TaxConnex

MARCH 18, 2021

Your first best option if you find you have nexus exposure or think you might have it: Let your tax preparer know ASAP. As with sales tax, states can offer Voluntary Disclosure Agreements to help alleviate the penalties of non-compliance and limited lookback periods. Check with the state or a tax expert first. (To

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Canopy Accounting

MARCH 24, 2023

In our recent webinar, "Two Clicks to Transcripts with Dawn Brolin," Dawn discussed the firm-wide benefits of Canopy's Transcripts & Notices tool and how it's increased the value of her firm, improved client relationships, and saved time. If you need to pull transcripts for your client, you must have a signed Form 2848.

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ThomsonReuters

JULY 11, 2023

Firms have various situations when working with clients, such as tax planning, tax preparation, or risk management. Tax planning and research : Faced with ever-changing tax laws , clients can quickly find it challenging to keep pace and navigate the complexities. What are the paths to advisory services?

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ThomsonReuters

APRIL 4, 2022

For starters, the rise of DIY tax software has fueled the commoditization of tax preparation. However, as technology becomes increasingly advanced more and more taxpayers are bound to turn to DIY online tax filing services that can walk them through the process for less money than your firm would charge. This is not new.

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CPA Practice

OCTOBER 23, 2023

Accounting firms know that offering only tax preparation services makes maintaining consistent cash flow and workloads throughout the year challenging. Invite anyone who you believe is a good fit for your new services to join in on webinars and workshops that you have on the service they would benefit from the most.

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CPA Practice

AUGUST 14, 2024

This webinar will be held on Wednesday, September 18, 2024 at 2:00pm ET Sponsor: Wolters Kluwer Duration: 1 Hour Register Now Course Overview: Discover how to leverage automation and AI to streamline processes, enhance client service, and drive growth. Gail is a member of the AICPA’s PFS Credential Committee.

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CPA Practice

JANUARY 18, 2024

[Your credentials] with [#] years of experience helping individuals and small businesses with tax filings and compliance. Saving [your niche] money one tax write-off at a time! Accepting new tax preparation clients for the 2024 filing season. link to your contact page] c. link to your contact page] d.

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CPA Practice

SEPTEMBER 11, 2024

In this engaging webinar a panel of accounting professionals will dive into the data, share their insights, and forecast where they see the profession going in the future. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars.

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ThomsonReuters

NOVEMBER 26, 2024

This minimizes manual effort, reduces errors, and accelerates tax preparation. With faster processing times and better resource management, AI-powered tax technology can help your small firm focus on scaling operations without increasing staff or overhead. Train and upskill staff.

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ThomsonReuters

JUNE 13, 2023

All this, alongside the more traditional tax preparation, payroll, and accounting/bookkeeping services that your clients have come to know and trust. By using technology to automate traditional tax compliance work, forward-thinking accounting firms are engaging clients based on the value and experience they bring to the table.

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Nancy McClelland, LLC

FEBRUARY 13, 2022

The domestic partnership or S corporation has no knowledge that the partners or shareholders are requesting such information for tax year 2021. 4) If even one of the partners or shareholders plans to or is required to report foreign tax credits on Form 1116, Foreign Tax Credit , the Partnership or S-Corp must prepare Schedules K-2 and K-3.

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Going Concern

FEBRUARY 9, 2024

IRS warns tax professionals to be aware of EFIN scam email; special webinars offered next week [ IRS ] The IRS warned that scammers are posing as tax software providers and requesting EFIN documents from tax professionals under the guise of a required verification to transmit tax returns.

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Nancy McClelland, LLC

APRIL 16, 2023

To that end, when you do share something with your tax preparer, I beg you to phrase it in respectful language that recognizes they are experts in their field. Though keep in mind — there is no requirement that a tax preparer be a CPA, or even an EA. Out with the ego, in with the knowledge.

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SkagitCountyTaxServices

SEPTEMBER 11, 2020

This is not a “definitely happening” development, but as we have been listening to webinars and researching the process on behalf of our Mount Vernon clients, we are hearing more and more bankers and experts suggest that a VERY simple form will be established for businesses with these kinds of loans.

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CPA Practice

JULY 12, 2024

Promotion Educational Content: Create and share valuable content (blogs, whitepapers, webinars) that educate potential clients about the benefits of your practice. Product: Jane defined her services clearly, offering bookkeeping, payroll processing, financial reporting, tax preparation, and strategic financial planning.

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CPA Practice

SEPTEMBER 11, 2024

Tax preparation software, client portals, and general ledger systems are identified as the most important tools, indicating a focus on core accounting functions. Technology Usage and Satisfaction A high level of satisfaction (87%) with current tech stacks suggests that firms are generally content with their technological tools.

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ThomsonReuters

FEBRUARY 2, 2022

You can do this online through blogs, white papers, webinars, and podcasts, or offline through speaking engagements and networking opportunities. A better approach is to build a reputation as an accounting expert. When you provide educational value, you establish credibility and nurture trust.

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ThomsonReuters

FEBRUARY 8, 2022

Host webinars, seminars, virtual conferences and other events to share your expertise and knowledge with clients and prospects. As Boomers transition to a new phase of life, they will be looking to you for more than just tax preparation. Boost your accounting firm’s SEO to maximize visibility and searchability.

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Nancy McClelland, LLC

DECEMBER 1, 2023

I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting.

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Nancy McClelland, LLC

DECEMBER 1, 2023

I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting.

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xendoo

APRIL 8, 2022

Business education tax deductions include. Classes, seminars, webinars, and workshops. Because legal and accounting are necessary expenses to operate a business, they count as tax write-offs. Personal legal and accounting fees like estate planning are not tax-deductible. . Business books. Business meal expenses.

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ThomsonReuters

OCTOBER 31, 2023

Webinar Discover how generative AI is changing the accounting industry in a new webinar. While accounting software and tax preparation programs increasingly include elements of AI, accounting remains largely a human process. Can AI do accounting?

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ThomsonReuters

NOVEMBER 2, 2023

The answer lies in tax automation. Tax automation is using technology to streamline and optimize the tax preparation process, from gathering source documents to filing returns. Also, explore the available automation solutions and embrace the future of tax automation with Thomson Reuters and SurePrep.

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ThomsonReuters

JUNE 4, 2024

For example, aim to increase the number of clients served by a certain percentage or reduce the average time spent on tax preparation. Register for our Adopting a Growth Mindset webinar to learn how these strategies can help you tackle common challenges and find time for personal and professional development. Create a roadmap.

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Snyder

NOVEMBER 17, 2022

This magazine deals with all the crucial matters of accounting like tax preparation and tax law, bookkeeping and accounting standards, auditing, financial planning, wealth management, and the latest accounting technology. Its advisory role is seen also in a range of helpful resources like webinars, podcasts, events, and e-books.

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CPA Practice

AUGUST 28, 2024

This enables firms to easily manage key tax positions for their clients, shifting from simple tax preparation to high-value advisory services. By empowering firms to proactively find tax savings for clients, Instead helps them attract and retain business.

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