Practice Management Course Information
The ever-increasing emphasis on taxpayer security requires that a tax professional office be run with efficient practices for operations, confidentiality, employee compliance with security standards and office policies and procedures. This course provides a hands-on operating manual to meet and exceed taxpayer confidentiality and security requirements by providing efficient operating systems, letters, policies and checklists as well as technical guidance for accuracy in tax preparation and the firm’s day-to-day operations.
Presenter: TaxSpeaker
Cost: $275/Members, $375/Non-members; Registration closes Thursday, May 26, 2022 at 12:00 PM Eastern.
Zoom: Important Information- upon registration with VSTAP you will receive a confirmation email which includes a registration link to the Zoom webinar. You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.
If you are not a VSTAP member, but want to get the member rate, you can join online. This event qualifies for use of VSTAP Education Bucks (member only).
Schedule
May 27 from 9:00 AM - 5:00 PM
- All 8-hour webcasts will break for lunch and have two 10-15 minute breaks.
Additional Information
This virtual course will be presented LIVE from TaxSpeaker's new, state of the art TV studio facilities, using interactive whiteboards and energetic and engaged speakers. All attendees receive electronic materials and Power Point slides.
This course is a nation-wide event offered by TaxSpeaker and not specifically for VSTAP. However, CPE credit will be issued by VSTAP, based on the attendance confirmation from TaxSpeaker. Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE credit. This only includes the electronic version of the materials.
Credit Hours: 8
Field of Study: Business Management & Organization, Taxes
Program Level: Basic
Designed for: Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
Prerequisites: None
Advanced Preparation: None
Instructional Method: Group Internet-Based
Approved by: NASBA & IRS
Course Objective:
This course is designed to guide the small firm of fewer than 50 employees through the myriad compliance rules of practice, to help the firm become more efficient, secure and yes, profitable. The course provides dozens of firm analyses points and guides and checklists, clear analyses tools, methods of improving operational efficiency and quality and clear guides on operating systems. It shows how to improve individual and firm profitability, how to determine and increase fee structures, analyze operational and security shortcomings and deal with employees for hiring, employment and compliance concerns. The course concludes with a free extra bonus-our Exit Strategies guide for selling, buying, merging, adding a partner and IRS and AICPA confidentiality requirements.
Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.
Each person watching this webinar must be REGISTERED AND PAID regardless if CPE is needed or not.
Refunds and Cancellations
Attendance Cancellation Policy
Attendee cancellations and requests for refunds MUST be done at least 72 business hours prior to the start of the event in writing by e-mail or mail. Postmarks for mail must be before the cancellation date. Phone calls and phone messages will not qualify as notice of cancellation.
This seminar has been approved by:
