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Tales From the Trenches: The Good, the Bad, and the Funny of Tax Season


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 31, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join us to discover the best, worst, and funniest stories from this tax season. Learn how our expert panelists navigated challenges and managed unexpected issues, like when a client attempted to write off a $12K pool expense for client meetings, or landscaping costs as a home office expense. Hear firsthand how they kept their composure and handled these surprising scenarios.

These stories will not only entertain and inspire you but also provide valuable lessons and cautionary tales to prepare you for the next tax season. Break from the usual dry tax discussions with a fun and lively session that promises to lighten your day and bring a smile while inspiring you to make meaningful changes in your firm. Join us to learn the biggest takeaways and what our panelists learned from their experiences.

Learning Objectives:

  • Recognize how to equip yourself with actionable strategies and tips to enhance your tax planning and client communication skills

  • Summarize real-life cases and learn how our expert panelists tackled these situations

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Through social learning, Jennie advocates for financial technology to make bookkeeping simple for small business owners and accounting professionals. She has a passion for figure skating, accepting failure as learning, and helping people accept change.


Dawn is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.

For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.

Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”

As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.

Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.

Dawn's podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website,


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Sean Duncan

SMD Consulting
President & Founder
(469) 252-4547

Smd consulting

Sean founded SMD Consulting & Accounting on the steadfast belief that small business owners want and need advice and strategy to minimize taxes, increase work/life balance, improve cash flow, and plan for the future. He aggressively pushes SMD forward in new and innovative ways to further add value to the lives of small business owners.


Enae Jackson-Atkins

Esquire Accounting
Founder & Principal Advisory Consultant
(714) 369-5961

Esquire logo

Enae's knowledge of Management Accounting and passion for Strategic Advisory spans over 20 years. At Esquire Accounting, Enae partners with and services a variety of firms, ranging from ‘start-ups’ to multi-million dollar financial portfolios. She has extensive expertise in helping attorney clients with strategic business planning, modeling, system integration, and cash/profit forecasting. Enae passionately "accounts" for Esquire's clients and guarantees growth, security, and success. 

About Our Presenter

Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.