Tax Practice Quarterly: 2024 Future-Focused Tax Practice Forum (2 hours)

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

ú Tax practice management ú Outsourcing ú Offshoring ú Virtual tax practice/remote work ú Staff management strategies ú Billing and client service strategies

Prerequisites

Basic knowledge of tax planning, practice management and compliance

Designed For

ú Medium firms ú CPAs ú Tax professionals ú Small firms/sole practitioners
ú Small and medium businesses

Objectives

ú Recognize the top practice management challenges facing tax practitioners. ú Identify areas for growth in managing your clients, staff and technology. ú Identify new services that CPA firms could consider offering. ú Apply best practice strategies for managing your workflow and practice now and in the future. ú Use AICPA Tax Section resources to support your firm’s practice management strategies.