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Multicultural latinotax

HOW TO SERVE MULTICULTURAL CLIENTS

Cost Free   CPE Credits 1.0 hour   Subject Area Taxes  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
Other 
Series: Bookkeeper, Culture, Inclusivity, and Diversity, Taxes 
Course Description

As the country transforms, so must the ways in which we approach business. Leading firms are using multicultural strategies on the front line as part of their total market strategy.

Through their marketing efforts and client experience, the top firms are reflecting the country’s shift in cultural norms and expectations to connect with today’s diverse business owner. This webinar will examine how you can position your firm to serve the emerging multicultural trillion-dollar market.

Learning Objectives:


  • Learn how to set up a partnership with foreign partners

  • Understand how to advise an ITIN business client

  • Guide your clients through the maze of undocumented workers

  • Define which entity best serves your undocumented client for tax purposes

  • Benefit planning for undocumented business owners and their employees

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Carlos C. Lopez is the founder and President of Lopez Tax Service and Latino Tax Professionals Association located in Salinas, California. He holds a B.A. degree from Pacific Union College and a Certificate of Management Development for Entrepreneurs from UCLA Anderson School of Management. He has been active in tax preparation and representation before the IRS for 33+ years. His extensive experience includes developing qualifying continuing education and training programs for the California Tax Education Council and for the IRS Enrolled Agent CE program.

Handout Materials
Presentation Slides
Additional Materials
Research Report
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

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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

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The Latino Tax Professionals Association (LTPA) is a professional trade association dedicated to excellence in the field of tax preparation and related services. LTPA is here to support all those who serve the Spanish speaking taxpayer. Our members work in all areas of tax practice, including individual practitioners, accounting and bookkeeping services, enrolled agents, certified public accountants, and immigration attorneys.

As the only Latino-focused provider of tax education and related services, LTPA presents regional seminars, workshops, tax instructor training at our headquarters and an annual national convention on topics that are of great interest to our members.  Some of these topics include evaluations of tax preparation, accounting and write-up software and materials to help with the marketing and growth of your practice, setting up your business for success and growth, etc.  We are here to help tax professionals grow their business with Latino clients. We've been doing it for 34 years, let us show you how.

LTPA members and students may attend our National and Regional Conferences and network with colleagues and other professionals who serve this community.  In addition, we anticipate forming chapters at local levels to increase education and networking opportunities.