Reimagining your tax practice

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.

Ask the experts — How to handle Sec. 174 research and development costs for 2022
Sec. 174 research and development costs for tax year 2022 are capitalized and amortized over 60 months. Have you addressed how to handle this issue with your clients? Come and learn how two practitioners are planning to handle this in their practice knowing that retroactive legislation may be forthcoming.
Watch the recorded broadcast from Feb. 9, 2023.

Ask the experts — Integrating advisory services into your tax season
Tax season isn’t just about completing the tax return. It’s also the perfect time to strengthen your client relationships. Taking advantage of the client engagement that you have during this time can help you expand your services and increase your value.
Watch the recorded broadcast from Feb. 8, 2023.

Ask the experts — Small firm solutions
Tax practitioners with a small firm background answer questions and concerns from their peers.
Watch the recorded broadcast from Feb. 7, 2023.

Ask the experts — Large firm solutions
Tax practitioners with a large firm background (approximately 35–125 employees) answer questions and concerns from their peers.
Watch the recorded broadcast from Feb. 1, 2023.

Getting to tax season zen
What does your ideal tax season look like and how do you get there? Tax season zen might look different for everyone as well as the path to get there.
Watch the recorded broadcast from Dec. 13, 2022.

Rethinking staffing
The workplace environment is rapidly changing and to stay nimble you must execute thoughtful approaches to workplace culture, remote working, outsourcing and training.
Watch the recorded broadcast from Dec. 8, 2022.

Pivoting your business model
Walk through innovative approaches to your firm structure, service offerings, profitability and billing.
Watch the recorded broadcast from Nov. 29, 2022.

Troubleshooting your tech
How do you stay agile with the various tax technology available for your practice? Find out what works and what doesn’t work and how to keep your practice future forward.
Watch the recorded broadcast from Nov. 15, 2022.

Level setting client expectations
Don’t let clients set the tone for your tax season. Hold yourself and your clients accountable through proactive, effective communication.
Watch the recorded broadcast from Nov. 10, 2022.