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Tax Practice Quarterly: 2025 Future-Focused Tax Practice
Tax
Webcast

Tax Practice Quarterly: 2025 Future-Focused Tax Practice

Gain expert insights on building efficiency, attracting top talent, fostering retention and leveraging technology to navigate the evolving tax landscape.

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

Mackey McNeill, April Walker

Availability

3 months

Product Number

WC4635363

 View  
 Business & partner 
Product Details

This webcast is dedicated to exploring innovative strategies in tax practice management, designed to help firms stay at the forefront of the industry.

We'll focus on:

  • Identifying and prioritizing growth opportunities
  • Practical tools for transitioning from a compliance expert to a trusted business coach
  • Real-world implementation strategies from successful CPA firms
  • Collaborative action plans
  • Techniques for building high-value advisory relationships with business owners

This event is perfect for tax CPAs who see the impact of AI on compliance work, want to make a bigger impact on their clients' success, are ready to move beyond traditional service models, value collaboration and innovative thinking, and seek sustainable, strategic growth for their practice

Key Topics

  • Tax practice management
  • Billing and client service strategies

Learning Outcomes

  • Recognize the top practice management challenges facing tax practitioners.
  • 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

  • Large firms
  • Medium firms
  • CPAs
  • Tax professionals
  • Small firms/sole practitioners
  • Small/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
Mackey McNeill
CPA, PFS
Mackey McNeill, Mackey McNeill, CPA, PFS, is the mastermind behind MACKEY and The Prosperity People, the CFO firm for owners and founders. As a CPA, PFS, and award-winning author of The Prosperity Playbook and The Intersection of Joy and Money, Mackey brings a refreshing perspective gained from helping thousands of entrepreneurs achieve the three freedoms of prosperity – mind, time, and money freedom. Her wisdom has graced the pages of INC magazine, The Wall Street Journal, The New York Times, Money, and more. MACKEY was one of the first certified B Corps in its region, is a 5-time Real Leaders Impact Award Winner, scored a seat on the INC 5000 in 2022, and received INC Power Partners awards in 2023 and 2024. When she's not helping others achieve their financial aspirations, you'll find Mackey at her permaculture homestead, RedSunflower Farm, cooking from her garden, exploring the woods, or cherishing time with her grandchildren.
April Walker
CPA, CGMA
April Walker is a Lead Technical Manager in the AICPA’s Tax Division. Prior to joining the AICPA in January 2016, April was in the public accounting field for twenty years, specializing in individual tax, closely held businesses and their respective owners, and not-for-profit taxation. April practiced at Blackman & Sloop, CPAs, a local firm in Chapel Hill, NC, for the past 14 years and prior to joining that firm, she worked for almost 5 years at PriceWaterhouseCoopers, LLP in Raleigh, NC. April is a member of the American Institute of CPAs and the North Carolina Association of CPAs.
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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