CPA - medium firm
CPA - large firm
Other
When you expand your practice to include formal income tax planning in addition to income tax preparation, you not only serve the needs of your best clients, you also generate additional revenue for your firm. Most tax planning takes place during the off-season, resulting in increased annual cash flow. This webinar will discuss the benefits of comprehensive tax planning, as well as give you an outline of how you can add it to your practice.
|
Self-Study Course Instructions: FOR DOCUMENT-BASED COURSES Download the course document(s) (below) and follow prompts contained in the document. FOR RECORDED COURSES WITH VIDEO Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable. |
-
Identify best practices for structuring, pricing, and executing tax planning services (e.g., how to identify ideal clients, which tools to use, and how to present tax plans).
QUESTION 1: 16:00 minutes
QUESTION 2: 32:00 minutes
QUESTION 3: 48:00 minutes
- CPAacademy self-study courses are online.
- The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
- Per NASBA guidelines, you have one year from date of purchase to complete each program.
- Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
- Print your own certificate of completion on the spot upon passing the exam.
- Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
- Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.
Robert Bennett, CPA
Bloomberg Tax
Product Manager, Software
rbennett@bna.com
(703) 341-3597
Bob Bennett began his tax career in 1986 preparing returns by hand for H&R Block. Over the past 30 years he has worked in a variety of positions including, Tax Manager at several large and mid-sized CPA firms, Revenue Agent for the IRS, and in management at several tax software companies. Bob is a CPA, Enrolled Agent, and has his MBA. Currently, Bob is Product Manager for Bloomberg Tax of several of their software offerings, including Income Tax Planner™, Estate & Gift Tax Planner™, along with their tax preparer products. Bob has seen the power of tax planning first-hand and how, when done properly, it can benefit firms, clients, and staff.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.