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Free cpe webinars
Managing and Controlling a Calm Tax Season

MANAGING AND CONTROLLING A CALM TAX SEASON

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 9, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This program covers the many functions involved in managing tax season. We will look at experiences with workflow management, smart scanning, reviewing techniques and checklists, deliverables to clients that also can be used as review, training and planning tools, effective preparer and reviewer training methods, introducing tax clients to additional services, pricing, and billing procedures, practical staff scheduling, and creating an exciting and more profitable tax season.

This program will also focus on providing better service to clients, having staff and partners work more effectively, generating additional revenues, and having more fun during the “12-month” tax season.

Learning Objectives:


  • Outline how to manage staff to accomplish YOUR objectives

  • Recall how to use technology effectively and what technology can be used

  • Summarize why your admin staff is a secret weapon

  • Determine how to increase fees without client complaints and “guarantee” clients are happy with your services

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ed is a partner in Withum’s East Brunswick, NJ, office and has over 40 years of public accounting experience. He is a licensed, certified public accountant in New Jersey and New York. He is accredited by the American Institute of Certified Public Accountants (AICPA) in business valuation and as a personal financial specialist (PFS). Ed is also admitted to practice before the United States Tax Court and has testified as an expert witness in federal and state court regarding business valuations.

A graduate of City College of New York, Ed earned his bachelor of business administration degree. He is a member of the AICPA, the New Jersey Society of Certified Public Accountants (NJSCPA), and the New York State Society of Certified Public Accountants (NYSSCPA). Ed was a founding partner of Mendlowitz Weitsen, LLP, CPAs, which joined Withum in 2005. Currently, he serves on the NYSSCPA Estate Planning Committee and was chairman of the committee that planned the NYSSCPA’s 100th Anniversary. The author of 16 books, Ed has also written hundreds of articles for business and professional journals and newsletters. He is the contributing editor to the Practitioners Publishing Company’s 1998/1999 706/709 Deskbook and the AICPA 2004 edition of The Management of an Accounting Practice Handbook. He is on the editorial board of Bottom Line/Personal and Tax Hotline financial newsletters. Appearing regularly on television news programs, Ed has also been quoted in numerous major newspapers and periodicals in the United States. He is the Lawler Award recipient for the best article published in 2001 in the Journal of Accountancy.

Ed is a frequent speaker to many professional and business groups, including the AICPA, NJSCPA, NYSSCPA, American Management Association, the National Committee for Monetary Reform, University of Medicine and Dentistry in NJ, and many more. For 11 years, he taught financial analysis courses, corporate financial policy and theory, monetary and fiscal policy, and managerial accounting in the MBA program at Fairleigh Dickinson University.

About Our Presenter

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Withum is a forward-thinking, technology-driven advisory and accounting firm, committed to helping clients be more profitable, efficient and productive in the modern business landscape. With office locations in major cities and financial centers across the country, and as an independent member of HLB, the global advisory and accounting network, Withum serves businesses and individuals on a local-to-global scale. Our professionals provide the expert advice and innovation solutions you need to Be in a Position of StrengthSM in today’s fast-paced, tech-driven world.