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Tax Practice Quarterly: 2024 Future-Focused Tax Practice Forum
Tax
Webcast

Tax Practice Quarterly: 2024 Future-Focused Tax Practice Forum

Make sure your tax practice is strategically positioned for success. A big part of that is evaluating your pricing methodology. Join us as we explore how a future-focused practice can approach this topic.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Taxes

Level

Update

CPE Credits

2

Instructor

Jody Padar

Availability

3 months

Product Number

WC4748514

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 Business & partner 
Product Details

Tax practice success

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

Key Topics

  • Tax practice management
  • Quantifying value in advisory services
  • Pricing fundamentals
  • Billing and client service strategies

Learning Outcomes

  • 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.

Who Will Benefit

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

PCPS members save 20%

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!

More Details
NASBA Field of Study
Taxes
Level
Update
Prerequisites
Basic knowledge of tax planning, practice management and compliance
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Jody Padar
CPA
Jody Padar, CPA, also known as The Radical CPA, is one of the accounting profession's foremost visionaries and pioneers. A well-known advocate for tech adoption and general forward-thinking behavior inside the profession, she has been consistently named one of the Top 100 Most Influential to the Profession by Accounting Today. She is the author of Radical Pricing which will be published in early 2024 as well as two other books, From Success to Significance: The Radical CPA Guide; and The Radical CPA: New Rules for the Future-Ready Firm. She is a regular contributor to a number of industry publications, including Accounting Today and CPA Trendlines, where she offers practical tips and advice on running a next-generation firm. Since her days as a small firm owner, she has advocated for bringing the accounting profession into the digital age and leading the next generation of accounting professionals to a better life where they can go home on time, give more to their clients and foster their passion for the industry. Currently a senior tax advisor at april, Jody loves the idea of using AI and automation to transform taxes, and she’s excited to help develop, evolve and share a simplified and pleasurable tax experience. Padar is married with two adult children and currently resides in Door County Wisconsin. She earned her BBA from Saint Mary’s College and MST from Northern Illinois University. Follow her on LinkedIn, X, Instagram and Facebook.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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