Practice Management - VIRTUAL
8.00 Credits
Member Price $300
Non-Member Price $400
Overview
Was tax season 2024 your most difficult and least profitable seasons in recent memory? What will you change for 2025 to improve it? As one of the most challenging courses ever taken, we jump right in to changing the outmoded and old-fashioned billing practices many firms use. With letters, real-life experiences from having sold 3 self-built CPA firms and bought over 20 smaller firms and practical guidance honed from dozens of mistakes we show you how to grow and operate a small firm efficiently and profitably while dealing with clients and employees. Designed specifically for firms with fewer than 20 professionals, this class includes the rarely available “Exit Strategies” course about how to buy, sell, and merge a firm and add a partner. We begin by analyzing how much you make and how much you should me charging, based on your opinions. We then address competition, growth and most importantly, efficiency tools, moving to employees and ending with exit strategies.
Prerequisites
None
Designed For
CPAs working in accounting and audting
Objectives
This course is the answer for any and all Social Security questions. Beginning with an overview of facts, taxability and benefits, the instructor then examines the individual rules to calculate benefits, when to draw, how to qualify and the tax inter-related aspects of these decisions. We then specifically and carefully discuss survivor and divorce benefits, children and other dependents, and disability. We then conclude with an in-depth and up-to-date explanation of Medicare. In prior years this course was sold to the general public as an Amazon best-seller on Social Security.
Preparation
None
Leader(s):
Leader Bios
Bob Jennings, Owner, TaxSpeaker
Bob Jennings, CPA, EA, CFP®, is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Jennings is a licensed CPA (Indiana) and an IRS Enrolled Agent. He is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications. Jennings annually authors several tax, accounting and technology manuals and is a regular columnist for FoxBusiness.com. As the founder of his own regional CPA firm in 1984, Jennings has dealt exclusively with individual and small business financial issues for over 30 years. Jennings appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at TaxSpeaker.com.
Non-Member Price $400
Member Price $300