2025 Tax Practitioner Checklist: Key Actions for the Year

1:00 PM ET | 12:00 PM CT | 10:00 AM PT
90 MINUTES
April 28, 2025
Special Offers :
  • Get a free course of Taxation update with each purchase
Speaker Image

Nicholas Preusch


Nicholas has worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professi...

Cart Value $ 0.00

Description

Boost Your Tax Practice in 2025 – Essential Post-Season Strategies

The rush of tax season may be over, but it’s now time to capitalize on the quieter months to sharpen your skills, streamline your operations, and set your practice up for long-term success. Join us for an engaging webinar designed to help tax professionals like you focus on the critical tasks that can drive efficiency, compliance, and growth throughout the rest of the year.

This session will explore actionable strategies for tax practitioners to implement now, including essential post-tax season reviews, proactive client planning, staying updated on mid-year regulatory changes, and ensuring ongoing professional development. With practical insights, you'll walk away with a clear action plan to elevate your practice and stay ahead of the competition.

What You’ll Learn

  • Streamline Your Operations: Discover the critical post-tax season tasks that help simplify your workflow, reduce stress, and improve operational efficiency for the remainder of the year
  • Proactive Client Engagement: Learn how to stay connected with your clients year-round by developing a strategy that includes personalized planning and communication to add value to your services
  • Stay Ahead with Tax Law Changes: Get up to speed on mid-year tax law changes and compliance updates to ensure your practice is always on the right side of the law
  • Boost Practice Efficiency: Explore tools, techniques, and best practices to optimize the management of your tax practice, saving time and increasing productivity
  • Plan for Growth & Development: Discover strategies for continuous professional growth, from advanced certifications to new skills that can help you stand out and excel in your field

Why you should Attend

  • Actionable Insights: Walk away with a clear, step-by-step action plan for your practice
  • Expert Guidance: Learn from top industry experts who bring real-world experience and the latest knowledge to help you navigate tax season challenges
  • Networking Opportunities: Connect with fellow tax practitioners, share tips, and grow your professional network

Who Should Attend

CPA

Tax Professionals 

Accountants

HR & Payroll Manager

Owner

Finance Professionals 

Register Today and Start Building a Stronger Tax Practice for 2025!

Don’t miss out on this opportunity to enhance your practice’s productivity, compliance, and client relationships. Sign up now to secure your spot in this must-attend webinar!


Yearly Plan

$999

Unlimited live sessions

  • ✔ Handouts
  • ✔ Certificates
  • ✔ Access to all sessions
  • ✔ 20 Downloads + Transcript

THE SUBSCRIPTION IS VALID FOR A YEAR

6-Month Plan

$499

Unlimited live sessions

  • ✔ Handouts
  • ✔ Certificates
  • ✔ Access to all sessions
  • ✔ 10 Downloads + Transcript

THE SUBSCRIPTION IS VALID FOR 6 MONTHS

Related Products

2024 Independent Contract Rule By DOL and NLRB a
2024-05-23
3:00 PM ET | 2:00 PM CT | 12:00 PM PT |
90 MINUTES | $ 169 onwards
certificate image
certificate image
author image

Margie Faulk

Margie Faulk is a senior-level human resources professi...

Understanding the 2024 EEOC Enforcement Guidance
2024-05-24
1:00 PM ET | 12:00 PM CT | 10:00 AM PT |
60 MINUTES | $ 189 onwards
certificate image
certificate image
author image

Jacquiline M. Wagner, Esq.

Jacquiline M. Wagner, Esq. is the proud President of Wa...

2024 EEOC update on the Pregnant Workers Fairnes
2024-06-06
1:00 PM ET | 12:00 PM CT | 10:00 AM PT |
60 MINUTES | $ 159 onwards
certificate image
certificate image
author image

Jacquiline M. Wagner, Esq.

Jacquiline M. Wagner, Esq. is the proud President of Wa...

Unlisted Procedures And The Use Of Modifier 22
June 20,2024
1:00 PM ET | 12:00 PM CT | 10:00 AM PT |
60 MINUTES | $ 189 onwards
author image

Lynn Anderanin

Lynn Anderanin, CPC,CPC-I, COSC is the Sr. Director Cod...

Staying Ahead: Compliance Strategies for the Lat
2024-06-24
11:00 AM ET | 10:00 AM CT | 8:00 AM PT |
60 MINUTES | $ 169 onwards
certificate image
certificate image
author image

Jacquiline M. Wagner, Esq.

Jacquiline M. Wagner, Esq. is the proud President of Wa...

Summertime Review: 2024 Q2 California Employment
2024-06-27
1:00 PM ET | 12:00 PM CT | 10:00 AM PT |
60 MINUTES | $ 159 onwards
certificate image
certificate image
author image

Jacquiline M. Wagner, Esq.

Jacquiline M. Wagner, Esq. is the proud President of Wa...

Generative AI Tools for Innovative Client Report
2024-06-28
1:00 PM ET | 12:00 PM CT | 10:00 AM PT |
120 MINUTES | $ 169 onwards
certificate image
certificate image
author image

Garrett Wasny , MA, CMC, CITP/FIBP

GARRETT WASNY, MA, CMC, CITP/FITP, is a Certified Manag...

Administering the Proper Coding of Infusions and
July 17, 2024
1:00 PM ET | 12:00 PM CT | 10:00 AM PT |
60 MINUTES | $ 229 onwards
certificate image
certificate image
author image

Lynn Anderanin

Lynn Anderanin, CPC,CPC-I, COSC is the Sr. Director Cod...

Cryptocurrency Taxation in 2024: Understanding R
July 23, 2024
1:00 PM ET | 12:00 PM CT | 10:00 AM PT |
60 MINUTES | $ 169 onwards
certificate image
certificate image
author image

Nicholas Preusch

Nicholas has worked with the Internal Revenue Service a...

The Supreme Court Changed the Role of Federal Re
July 27, 2024
1:00 PM ET | 12:00 PM CT | 10:00 AM PT |
90 MINUTES | $ 199 onwards
certificate image
certificate image
author image

Margie Faulk

Margie Faulk is a senior-level human resources professi...

ChatGPT and Complex Financial for Accountants
July 31, 2024
1:00 PM ET | 12:00 PM CT | 10:00 AM PT |
120 MINUTES | $ 189 onwards
certificate image
certificate image
author image

Garrett Wasny , MA, CMC, CITP/FIBP

GARRETT WASNY, MA, CMC, CITP/FITP, is a Certified Manag...

Understanding the 2025 Proposed CMS Physicians F
August 28, 2024
1:00 PM ET | 12:00 PM CT | 10:00 AM PT |
90 MINUTES | $ 229 onwards
author image

Lynn Anderanin

Lynn Anderanin, CPC,CPC-I, COSC is the Sr. Director Cod...