TaxSpeaker

Technology/Practice Management

Live Seminar

Credit Hours: 6

By: Bob Jennings CPA, EA

Number of Attendees:

$225.00
 
Event Description:

Technology:
What do you say about a course that has been deemed "the best course I have ever taken?" It goes way beyond the "what-ifs" and actually covers, illustrates and shows how to use the latest tools available to make your office a screamingly efficient profit-machine. Everything we cover is used by Bob in his practice, so you know it works! This year’s topics include in-depth discussion of security with our own IT expert, web portal usage and implementation, the latest technological equipment, e-Signatures for IRS, electronic file cabinets, DropBox as a server, powerful web apps, tablets and return processing. The 2016 manual includes our all-new Security Guide-How to protect your employees, equipment and data as well as our in depth discussion of how to use portals and using DropBox as a server.

Practice Management:
TaxSpeaker's Practice Management for Your Tax Office addresses vexing small tax firm's issues like fees, billing, interviewing clients, tax return processing, client relationships, compliance, liability and practice transfer issues.

Sponsor Details

Sponsor: TaxSpeaker

TaxSpeaker is a unique, practitioner-led seminar company known for providing practical, useful information presented by extremely energetic, interesting and knowledgeable speakers. Nobody falls asleep at these lively training classes! These industry-leading classes are presented for over 25 state societies as well as via online webcasts and on-demand internet based training.

Attendees receive the most up-to-date guidance and value in the form of real practitioner speakers, email question response from the authors/speakers, free monthly newsletters for practitioners, free underlying tax research via the web for all tax classes, lunch included at every full-day live class, free 2-hour ethics self-study class for all 1040 attendees, and dozens of practical free downloadable practice aids written by real practitioners. And all of this comes from a US-owned, practitioner-based seminar company. Seminar material is updated throughout the season to reflect the most recent guidance as well as in the speaker presentations.

Knowledgeable speakers, passionate presentations and practicality-are the marks of a TaxSpeaker seminar.

Attendee Requirements


  • Dress warmly in layers as the room may be cool.

  • The registration fee includes: reference manual, lunch, and a hyperlinked E-Book.

  • Be sure to check out our multi-seminar discount.

Disclaimer

Fees/Schedule All Jennings Sponsored Group-Live 8 hour seminars begin promptly
at the stated time, break for 30 minute lunch, have 2-10 minute breaks and end promptly at the stated time.

Cancellation, Transfer and Refund Policy
THE CANCELLATION/REFUND POLICY FOR THE MYRTLE BEACH SEMINARS IS AS FOLLOWS- SINGLE SEMINAR or 3 DAY PACKAGE-Registration fees will be refunded in full for up to 30 days in advance of the seminar as usual. BECAUSE OF HOTEL GUARANTEES THERE WILL BE A 50% CANCELLATION FEE FOR CANCELLATIONS LESS THAT 21 DAYS OUT.

For more information regarding administrative policies, complaints and refunds please contact us at 877-466-1040 or visit www.taxspeaker.com. NO REFUNDS OR TRANSFERS WILL BE ISSUED AFTER THE SEMINAR BEGINS. NO EXCEPTIONS. Please call us at 877-466-1040 for auxiliary aid needs.

Continuing Education


Jennings Advisory Group, LLC 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.
NASBA Sponsor #108251

Each group-live seminar carries above mentioned hours of CPE credit, based upon a
50 minute contact hour. All Jennings Advisory Group seminars have been designed
to comply with the Statement on Standards for Formal Group Study Programs published
by the American Institute of Certified Public Accountants and the National Association
of State Boards of Accountancy and to comply with CPE accreditation standards
in the states in which they are held.

Jennings Advisory Group, LLC has entered into an agreement with the Return Preparer Office,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 Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR.

Event Details
Seating:
LIMITED
Cost:
$225.00
Hours:
6
Event Dates and Times

TIME ZONES: PLEASE NOTE: All live seminar times are listed for the time zone which the seminar is being held.

Date:   May 19, 2017
Time:   8:00 AM    Add to Outlook
 
Event Location
Venue:
Hilton Myrtle Beach Resort
Address: 10000 Beach Club Dr Myrtle Beach, SC 29572
Map Link
Contact Information
Speaker Bio(s)
Bob jennings
Bob Jennings CPA, EA

Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana),and an IRS Enrolled Agent. Bob is also a prolific author and has published over 60 professional ar...

Contact:
Samantha Zarantonello
Email:
info@taxspeaker.com
Phone:
812-288-1513 or 877-466-1040
Testimonials

Testimonial

Event Objective
Technology: Upon completion of this course, you will be able to-Implement the latest technology in your firm to maximize efficiency and improve daily operations; Implement the latest technology in your firm to maximize efficiency and improve daily operations; Increase your firm’s efficiency by using the IPad to e-file tax returns you prepare; Implement technology tools, resources, and practices that will provide the most benefits for your firm; Determine if smart phones and web tablets will be beneficial to your firm and select the products that will be serve your needs; Utilize social media to gain more online exposure and market to a greater audience; Utilize hardware technology to improve your firm’s daily operations; Utilize software technology to improve your firm’s daily operations; Prepare your firm for disaster situations and recovery; and much more. Practice Management: Upon completion of this course, you will be able to-Expand the services you offer to your existing clients; Determine situations in which is it appropriate to terminate the relationship with client and how to do so in a professional manner; Increase client retention through improving the service you provide to them; Evaluate each client to determine if you should continue providing services; Ensure that employees are properly trained and informed of firm policies and other applicable information; Implement workflow management software in your firm; Take the necessary steps to grow your practice; Plan and implement changes to increase office efficiency; and much more.

Field of Study
Taxes/Computer Science

Prerequisites
None

Event Level
Basic

NASBA Category
Taxes/Computer Science