Register today! Expert Insights on Adding Tax Advisory Services with Intuit Tax Advisor and Ignition - April 18, 2023
START DATE:4/18/2023
START TIME:1:00 PM CDT
DURATION:60 MINUTES
ABSTRACT:
Getting ready for another tax season? Join us for an interactive discussion with industry experts Dawn Brolin and Sean Duncan on how you can make this tax season the best one yet. In this webinar, we will explore the benefits of adding tax advisory services to your accounting practice. We will discuss how it can help you differentiate your services, increase your revenue, and take advantage of the current demand for tax advisory services. Our panelists will share their firsthand experience in offering tax advisory services to their clients and the success they have seen as a result. We will also cover the steps you can take to start offering tax advisory services in your own practice. You'll walk away with practical tips on how to get started and succeed in this area. The panelists will share how you can leverage Intuit Tax Advisor and Ignition to fast track your tax advisory service offerings. Don't miss this opportunity to learn from industry experts and explore the potential of adding tax advisory services to your practice. Sign up now to reserve your spot! LEARNING OBJECTIVES: By completing this webinar, you will be able to advise your clients on topics such as: o Learn about the benefits of offering tax advisory services to your accounting clients. o Understand the demand for tax advisory services in the current market. o Gain practical tips from industry experts on how to start offering tax advisory services in your own practice. o Explore the potential of using Intuit Tax Advisor and Ignition to fast track your tax advisory service offerings. o Hear firsthand experience from industry experts on the success they have seen in offering tax advisory services to their clients. Which one or all? o Consultative selling o Team Management o Process and Workflow Efficiency WHO SHOULD ATTEND? Anyone who prepares tax returns and serves taxpayers or business clients. Course Level: Basic Course Length: 60 Minutes Prerequisites: None Delivery Method: Group-Live Internet Field of Study: Business Management & Organization – Non-Technical Recommended CPE: 1 Recommended CE: 0
SPEAKERS: Ryan Embree Jim Buffington Dawn Brolin CPA, CFE
Powerful Accounting Inc Dawn W. Brolin, CPA, CFE is the founder of Team Brolin an organization dedicated to helping accounting professionals and small businesses optimize their operations and reduce their fraud risks. She is also the owner of Connecticut-based CPA firm, Powerful Accounting Inc., and author of The Designated Motivator, a practical guide for individuals who have the passion for engaging, encouraging and empowering others to reach their full potential in business and their personal lives.
Sean Duncan Founder of SMD Consulting & Accounting, LLC and The Chief Proactive Advisor System. Transitioned from a successful and growing and tax-centric firm into a Consulting and Advisor focused firm (by firing all the tax returns). Since the transition we have added Wealth Management, Law, and Insurance to the firm; and I also started a company to teach other CPAs how to transition their firms as well.
REGISTER TODAY! How to Get Maximum Tax Relief for Large IRS Balances - May 10, 2023
START DATE:5/10/2023
START TIME:3:00 PM CDT
DURATION:60 MINUTES
ABSTRACT:
Effective bookkeeping allows an accurate tax return to be prepared. But when that tax return yields a balance due, what are the next steps for your tax paying client? Pay in full? Installment agreement? Are these the only two options? And how does a tax payer prevent large balances in the future? By being told to increase their withholdings? In this presentation, you gain insight into how tax resolution fits in to the tax services environment and how you as a tax professional can provide real and satisfying advice to your clients who are looking for less anxious solutions for their large tax balances. You will also gain insight in to the fears your clients may be facing and how you as the tax professional can help them alleviate those fears, helping them to gain even more confidence in you and lead to referral business from their peers. LEARNING OBJECTIVES: By completing this session, you will be able to:
Define tax resolution
Understand the difference and timing between tax planning, tax preparation, and tax resolution
See the value of adding tax resolution to your existing practice
Identify with the feelings your clients are experiencing when faced with having to deal with the IRS
Know the difference between Form 8821 and Form 2848 and when to use each
Become educated on the various resolution tools your clients may benefit from
Increase your value by educating consumers of financial information
WHO SHOULD ATTEND? CPAs, Enrolled Agents, and tax preparers interested in understanding how tax resolution can help their existing tax practice, those interested in expanding their tax practice beyond tax preparation, or those interested in knowing who to refer tax resolution business out to. Course Level: Beginner Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Business Law –Technical Recommended CPE: 1 Recommended CE: 1 IRS Category: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00163-23-O In-Person: NESGF-T-00163-23-I
SPEAKER H. Randy Hughes III, CPA Owner, Counting Pennies LLC
Intuit Tax Advisor Accelerate your Path to Advisory Virtual Conference -- May 23-24, 2023
DATES: 5/23/2023 -- 5/24/2023
START TIME Both Days: 10:00 AM CT
DURATION: 2 days
Register Today for our free virtual conference!
ABSTRACT:
We’ve gathered top tax advisory experts to cover topics that include:
Delivering your first tax advisory engagement
Pricing your tax advisory services
Common tax strategies for new advisors
Positioning your tax advisory services
How Intuit Tax Advisor can accelerate your path to advisory
Connect with tax and accounting experts and peers in our interactive conference space to unlock your advisory potential and take your business from volume to value all while learning from the comfort of your home or office. Sign up now to reserve your spot!
Learnings:
Through hands-on workshops and expert panels, this free, 2-day, online event will help you on your path to advisory as you discover how to provide valuable tax advisory services, position advisory services to clients, set pricing, make your firm more efficient, and more.
Who should attend:
CPAs, Enrolled Agents, tax preparers and those interested in expanding their tax practice beyond tax preparation.
View the full agenda and event details
KEYNOTE SPEAKERS:
Dominique Molina, President of American Institute of Certified Tax Planners
Clayton Crouch, Senior Sales Solution Specialist, Intuit
Jorge Olavarrieta, VP Product Management, Inuit
REGISTER TODAY!
Expert Insights on Adding Tax Advisory Services with Intuit Tax Advisor and Ignition - June 6, 2023
START DATE:6/6/2023
START TIME:10:00 AM CDT
DURATION:60 MINUTES
ABSTRACT:
Getting ready for another tax season? Join us for an interactive discussion with industry experts Dawn Brolin and Sean Duncan on how you can make this tax season the best one yet. In this webinar, we will explore the benefits of adding tax advisory services to your accounting practice. We will discuss how it can help you differentiate your services, increase your revenue, and take advantage of the current demand for tax advisory services. Our panelists will share their firsthand experience in offering tax advisory services to their clients and the success they have seen as a result. We will also cover the steps you can take to start offering tax advisory services in your own practice. You'll walk away with practical tips on how to get started and succeed in this area. The panelists will share how you can leverage Intuit Tax Advisor and Ignition to fast track your tax advisory service offerings. Don't miss this opportunity to learn from industry experts and explore the potential of adding tax advisory services to your practice. Sign up now to reserve your spot! LEARNING OBJECTIVES: By completing this webinar, you will be able to advise your clients on topics such as: o Learn about the benefits of offering tax advisory services to your accounting clients. o Understand the demand for tax advisory services in the current market. o Gain practical tips from industry experts on how to start offering tax advisory services in your own practice. o Explore the potential of using Intuit Tax Advisor and Ignition to fast track your tax advisory service offerings. o Hear firsthand experience from industry experts on the success they have seen in offering tax advisory services to their clients. ● Which one or all? o Consultative selling o Team Management o Process and Workflow Efficiency WHO SHOULD ATTEND? Anyone who prepares tax returns and serves taxpayers or business clients. Course Level: Basic Course Length: 60 Minutes Prerequisites: None Delivery Method: Group-Live Internet Field of Study: Business Management & Organization – Non-Technical Recommended CPE: 1 Recommended CE: 0 SPEAKERS Amanda Sharples Sean Duncan: Founder of SMD Consulting & Accounting, LLC and The Chief Proactive Advisor System. Transitioned from a successful and growing and tax-centric firm into a Consulting and Advisor focused firm (by firing all the tax returns). Since the transition we have added Wealth Management, Law, and Insurance to the firm; and I also started a company to teach other CPAs how to transition their firms as well. Jim Buffington Dawn W. Brolin, CPA, CFE is the founder of Team Brolin an organization dedicated to helping accounting professionals and small businesses optimize their operations and reduce their fraud risks. She is also the owner of Connecticut-based CPA firm, Powerful Accounting Inc., and author of The Designated Motivator, a practical guide for individuals who have the passion for engaging, encouraging and empowering others to reach their full potential in business and their personal lives. Ryan Embree
REGISTER TODAY!
Intuit eSignature: Doing More With Less Clicks - July 18, 2023
START DATE:7/18/2023
START TIME:11:00 AM CDT
DURATION:60 MINUTES
SPEAKER: Ross Olson Ross Olson is a solution specialist for Intuit®. With a background in Intuit’s professional tax solutions – Intuit ProConnect™ Tax, Lacerte® Tax and ProSeries ® Tax, he strives to provide firms the means to discover workflows and implement strategies so that they can meet their unique definitions of prosperity. ABSTRACT:
Wanting to do more for your clients with less resources might just feel like an impossible equation to solve. The good news for tax and accounting firms is that Intuit has already contributed to the solution with Intuit eSignature! How did we navigate this monumental challenge? By addressing the problem with three “must-have” benchmarks. First, increasing speed means nothing if you are not compliant. Secondly, the process must be more efficient for you and your staff. Finally, the interaction with your clients should be intuitive and meet their needs in a convenient, easy to use way. Join us as we discuss how Intuit eSignature addresses each of those benchmarks so that you can best utilize Intuit eSignature to do more with less: less client chase, less administrative effort and, of course, less clicks. This session is currently not eligible for CPE/CE credit. LEARNING OBJECTIVES: By completing this webinar, you will be able to:
Do more with less clicks: Complete more administrative and compliance tasks with less effort
Understand the various security and compliance requirements for utilizing eSignature
Utilize One-Click eSiganture, Flexible KBA, and the eSiganture Dashboard within Lacerte, ProSeries, or ProConnect
WHO SHOULD ATTEND? Tax professionals that need documents electronically signed and can benefit form doing more with less effort. Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: NA Recommended CPE: 0 Recommended CE: 0
This session is currently not eligible for CPE/CE credit.
REGISTER TODAY!
Is Outsource Staffing Right for Your Practice? - July 19, 2023
Speaker: Kristen Keats CPA Sherwood Tax & Accounting Kristen Keats, CPA is a community leader with over twenty years of experience serving small businesses and self-employed clients. Kristen has worked for both large and small firms over the course of her career, most recently as a senior manager at a regional tax firm. She has also served in industry positions. In addition to her work as a CPA, is the proud founder of Breakaway Bookkeeping + Advising, an innovative small business advisory firm focusing on technology and community. Kristen is dedicated to her clients, always going above and beyond, and using the best tools and technology available to help her do so. She understands that being a CPA means so much more than just making sure her clients are tax compliant. Her work allows clients to set and achieve meaningful goals and grow their businesses in the ways that work for them.
START DATE:7/19/2023
START TIME:12:00 PM CDT
DURATION:60 MINUTES
ABSTRACT:
Are you struggling to find or maintain the right staff for your firm, drowning in work, not able to grow as fast as you want, or generally curious about outsourcing staff, then this course is for you. The tax and accounting industry has changed dramatically since Covid. Specifically, being able to hire the right staff for your practice has become a challenge for many. With various options for hiring available, this webinar will help you decide if outsourcing through a 3rd party firm is the right option for you. This session is an overview of why firms have decided to use outsourcing to meet their staffing needs, what you need to consider before exploring options, the differences you need to know about hiring staff inside or outside the US, and understanding compliance and security requirements. . LEARNING OBJECTIVES: By completing this webinar, you will be able to: ● Know the benefits of using outsourced staffing ● Decide which outsourced staffing options are best for you ● Be able to implement the required disclosures ● Implement best practices for onboarding and implementation ● Prepare your firm to make the transition WHO SHOULD ATTEND? Anyone with challenges finding capable staff or wants their current staff to focus on higher level work. Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Business management and organization - Non-technical Recommended CPE: 1 Recommended CE: 0
REGISTER TODAY! Is Outsource Staffing Right for Your Practice? - July 26, 2023
START DATE:7/26/2023
START TIME:1:00 PM CDT
DURATION:60 MINUTES ABSTRACT:
Are you struggling to find or maintain the right staff for your firm, drowning in work, not able to grow as fast as you want, or generally curious about outsourcing staff, then this course is for you. The tax and accounting industry has changed dramatically since Covid. Specifically, being able to hire the right staff for your practice has become a challenge for many. With various options for hiring available, this webinar will help you decide if outsourcing through a 3rd party firm is the right option for you. This session is an overview of why firms have decided to use outsourcing to meet their staffing needs, what you need to consider before exploring options, the differences you need to know about hiring staff inside or outside the US, and understanding compliance and security requirements. . LEARNING OBJECTIVES: By completing this webinar, you will be able to: ● Know the benefits of using outsourced staffing ● Decide which outsourced staffing options are best for you ● Be able to implement the required disclosures ● Implement best practices for onboarding and implementation ● Prepare your firm to make the transition
WHO SHOULD ATTEND? Anyone with challenges finding capable staff or wants their current staff to focus on higher level work. Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Business management and organization - Non-technical Recommended CPE: 1
SPEAKER Kristen Keats CPA Sherwood Tax & Accounting
Kristen Keats, CPA is a community leader with over twenty years of experience serving small businesses and self-employed clients. Kristen has worked for both large and small firms over the course of her career, most recently as a senior manager at a regional tax firm. She has also served in industry positions. In addition to her work as a CPA, is the proud founder of Breakaway Bookkeeping + Advising, an innovative small business advisory firm focusing on technology and community. Kristen is dedicated to her clients, always going above and beyond, and using the best tools and technology available to help her do so. She understands that being a CPA means so much more than just making sure her clients are tax compliant. Her work allows clients to set and achieve meaningful goals and grow their businesses in the ways that work for them.