Practice Management

Live Seminar

Credit Hours: 8

By: Bob Jennings CPA, EA, CFP®

    Registration for state sponsored events such as this one are handled by the individual states and not through our site. Contact information for registration is:

    Phone: 800-222-2270

    Event Description:

    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

    State Sponsor: Independent Accountants Association of Illinois

    Phone: 800-222-2270


    Sponsor Details

    Sponsor: Independent Accountants Association of Illinois

    IAAI provides accounting and tax professionals with the very best in education, representation, legislative alertness, cutting edge technology, and the opportunity to interact with other professionals.

    Attendee Requirements

    Call society/sponsor for location and hotel information as needed.

    All policies and registration and fees are established by society/sponsor.

    Dress warmly in layers as the room may be cool.

    Event Details
    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:   August 28, 2017
    Time:   8:00 AM    Add to Outlook
    Event Location
    Holiday Inn 847-336-6300
    Address: 6161 W Grand Ave. Chicago-Gurnee, IL 60031
    Contact Information
    Speaker Bio(s)
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    Bob Jennings CPA, EA, CFP®

    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...

    Carmen DeVoss


    Event Objective
    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.


    Event Level