CPAacademy.org | TAX SEASON KICKOFF: UPDATES, OPPORTUNITIES &

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Tax Season Kickoff: Updates, Opportunities & Challenges for 2023

Taxes

TAX SEASON KICKOFF: UPDATES, OPPORTUNITIES & CHALLENGES FOR 2023

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Taxes (Federal Tax Update)

CE Credits 1.0 hour

Course Id# - HURS9-U-01359-23-O

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent

Course Description

Are you ready for the upcoming tax season? Join Padgett's knowledgeable team for a discussion covering key reminders for the tax season, updates from DC, and opportunities in the 2023 filing season. Attendees should leave this session feeling confident in their next steps for a successful tax season.

Learning Objectives:

Define what to expect in the 2023 season

Outline practical steps for dealing with opportunities and challenges like ERC in tax season

Recognize changes coming out of DC

Roger Harris

Padgett Business Services
President
rharris@smallbizpros.com
(706) 548-1040

Roger Harris is the president of Padgett and has been serving in this role since 1992. He has worked with the company for 50 years, since studying at the J.M. Tull School of Accounting at the University of Georgia. Prior to becoming president of the company, Roger served as President and Chairman of the Board for 10 years in one of the largest Padgett franchises in the system, giving him years of valuable expertise in the franchise industry. He has used his expertise as an industry expert in the Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News and Accounting Today. Roger has also offered testimony before Congress, putting his decades of experience to work as an advocate for small business legislation.

Annie Schwab, CPA

Padgett Business Services
Franchisee Operations Manager
adhemecourt@smallbizpros.com
(706) 207-4450

Annie is a CPA with over 25 years of tax experience in public accounting, including positions held at Arthur Andersen and Ernst & Young. She is currently the franchisee operations manager at Padgett, supporting office owners with their tax and accounting needs. Annie is deeply knowledgeable about our ever-changing tax system and acts as a key resource to Padgett's hundreds of tax professionals. She works with small business owners to navigate the complexities of the current tax law. Annie attended Tulane University in New Orleans where she received her undergraduate and master’s degree in Accounting and Taxation.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

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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.

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EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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About Our Presenter

Padgett Business Services® is a small business tax, accounting and consulting company with more than 300 locations in the United States and Canada whose mission is to help its network of business owners make the most of their experience and expertise in an ever-changing industry. Its professionals receive streamlined client focus, top-line software and technology tools, client acquisition strategies, unmatched industry experience and expertise, and more. And with their Business Growth Program for Professionals, Padgett helps its professionals take their business to the next level…all while maintaining the control and independence they expect.