TaxSpeaker's Practice Management for Your Tax Office addresses vexing small tax firm's issues like fees, billing, interviewing clients, tax return processing, client relationships, compliance, liability and practice transfer issues.
Our Practice Management for Your Tax Office course addresses vexing small tax firm's issues and provides common sense guidance in the areas of Choosing tax software, Fees, Billing, Interviewing clients, Tax return processing, Client relationships, Compliance, Liability and Practice transfer issues & much more. Ask yourself these questions: 1. Did you work 60 or more hours per week this year in tax season? 2. Were you "maxed out" in terms of your ability to crank out quality tax returns, or close to it? 3. Did you make enough money to justify the wear and tear on your body, the toll on yourfamily and personal life, and to live comfortably the rest of the year? Did you answer yes to the first two questions, but no to the last one? It stinks, doesn't it? This means we worked our tails off, mistreated ourselves and our loved ones, and did not make enough money doing it to make it worthwhile.
Accountants Reports & Letters
Our Accountants Reports and Letters course begins with a rapid review of professional standards requirements necessary to issue compiled or reviewed financial statements to clients. Written by practitioners, we discuss those unusual reporting situations affected by independence, income-tax basis, selected disclosures and no disclosures Our course then concludes by providing literally dozens of practical examples of GAAP and SSARS compilation and review reports for annual and interim financial statements with full, selected and no-disclosures under GAAP and OCBOA.
Attendees call it "America's Best Accounting Course" simply because it is written and taught from a small firm practitioner point of view, with all the latest report letters, checklists and guides to use immediately in your office. This course is designed to cover during its 4 hours the SSARS rules for compiled financial statements, including OCBOA financial statements as well as accountant’s reports for SSARS compilations and OCBOA compilations.
Compilations & Reviews
Our 2017 compilation and review course is just the guide you need to understand and implement SSARS 21. Our small firm oriented manual walks your firm through all of the new rules and provides the SSARS-21 compliant engagement letters, report letters and statement disclaimers you need in a busy practice, and it is updated to include SSARS 22 and 23! Combine the letters with clear explanation and guidance of the nuances of the new preparation standard and the changes to the compilation rules and you will have a new understanding of what rules apply and what rules do not apply when working with clients for bookkeeping, and reporting needs for preparations, compilations and reviews. The review chapter includes the new report and engagement letters provided by SSARS 21 as well as guidance on analytical review, inquiry and new management representation letters.
The exit strategies course is designed to provide guidance to the accounting professional facing retirement, growth limitations, workload and special client needs. In this top-rated 2 hour course we determine how to value an accounting practice for both the buyer and the seller and provide checklists and guidance on transfers, non-competes, and non-solicitation agreements. We also discuss pricing and sales strategies and then ease into the discussion of adding a partner, including financial and practice management considerations, concluding with a discussion of firm mergers.
Tax Planning for Individuals
After 40 years of training and experience with low income and high income clients, TaxSpeaker has brought this wealth of knowledge to this incredibly practical new class. We bring literally dozens of new ideas to the class, identify major and minor planning options, provide multiple calculators, checklists and worksheets and explain with examples, numerous solutions for clients with low income, high income or AMT income tax planning concerns. Bob Jennings and Joe Walloch have collaborated on this new course to bring you practical guidance from real, full-time practitioners that will have an immediate impact on your income tax clients. Even more importantly, since each concept includes real life examples and forms you will be able to actually understand the ideas presented!