Now is when the rubber starts to hit the road! Join us to talk about boundaries and how to provide client updates more efficiently. Bring one nagging bottleneck with you and we will crowdsource solutions for mid-season adjustments.
Reimagining your tax practice
Tackle today’s top practice management issues with insights and tips from pioneers in the tax community.
Managing a future forward tax practice that is efficient, profitable and agile can be overwhelming.
How do tax practitioners meet client expectations, streamline workflows, rethink their business model, handle staffing challenges and keep up with technology?
The Reimagining Your Tax Practice webcast series will tackle these issues and more in a Q&A roundtable series with tax pioneers from the profession.
Managing a future forward tax practice that is efficient, profitable and agile can be overwhelming.
How do tax practitioners meet client expectations, streamline workflows, rethink their business model, handle staffing challenges and keep up with technology?
The Reimagining Your Tax Practice webcast series will tackle these issues and more in a Q&A roundtable series with tax pioneers from the profession.
Register for free upcoming live roundtable sessions
Get insights and tips from experts in the tax community on practice management trends and issues through these interactive online sessions.
Note: No CPE is offered for these sessions. Tax Section members can log in down below and access the recordings after the live event.
Register for free upcoming live roundtable sessions
Get insights and tips from experts in the tax community on practice management trends and issues through these interactive online sessions.
Note: No CPE is offered for these sessions. Tax Section members can log in down below and access the recordings after the live event.
2026 roundtables; 3pm ET
Feb. 18, 2026 — Mid-Season Momentum
March 18, 2026 — Tax Season Triage
What is going well? What small tweaks can be made in the next month? Hear from practitioners who have made improvements in their tax season.
April 22, 2026 — Preventing Burnout in a Tax Practice that never slows down
Burnout often peaks after tax season ends. This expert‑led session focuses on burnout prevention and recovery for tax professionals, grounded in the PCPS Burnout Prevention Toolkit. We’ll explore early warning signs, practical firm‑level prevention strategies, and realistic steps to rebuild energy and capacity post‑deadline.
May 20, 2026 — Building a Smarter Tax Technology Workflow
Now is the time to fix the systems that made tax season harder than it needed to be. Hear from Jason Staats on tech selection and what apps you need to be considering for your practice.
June 17, 2026 — Designing the Tax Season You Want: How Scheduling Can Change Everything
What if tax season didn't have to feel chaotic? Brenda Cannon will share how rethinking return scheduling fundamentally changed her firm's tax season - reducing stress, improving workflow and setting clearer expectations with clients.
July 15, 2026 — Pricing and Packaging
Is it time to change your pricing model? Learn from others who have successfully used this strategy to change their tax season for the better.
Aug. 19, 2026 — Staffing Solutions
Staffing challenges remain one of the biggest stressors for small firms. This session examines flexible staffing models and retention strategies that help firms prepare their teams and themselves for the next filing season.
Sept. 19, 2026 — Proactive Client Touches = Less Busy Season Chaos
Proactive communication and year-round check-ins with clients have the benefit of added advisory services as well as reducing the need for last-minute scrambles during busy season.
Oct. 21, 2026 — Year-End Processes That Prevent Busy-Season Fires
Now that extension season has passed, it is time to evaluate systems and readiness so that you can head into the next filing season with fewer surprises and stronger processes.
Nov. 18, 2026 — Right Clients, Right Risks: Acceptance, Continuance and When It Is Time to Say Goodbye
Busy season outcomes are heavily determined before January - by which clients you keep, which you manage and which you disengage. We will walk through practical decision making criteria for acceptance and continuance, red flags that increase risk and how to execute a client termination confidently.
Dec. 16, 2026 — Strategic Reset
Close the year with a focus on 2027. What will you plan to do differently in order to improve your next tax season? What lessons have you learned from this series that you will be into practice?
Tax Section members:
Log in below to view the archives of past roundtable sessions.
Tax Section members:
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