TaxSpeaker

Technology & Practice Management Combo Course

Online Webcast

Credit Hours: 16

By: Bob Jennings CPA, EA, Ryan Jennings

Number of Attendees:

$320.00
 
IRS Number: 5KBKR-T-00407-16-O
Event Description:

Combo Course--Day 1 Technology, Day 2 Practice Management.

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 2017 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.

2016 Course Version NO IRS CREDIT

Attendee Requirements

THIS IS A REBROADCAST - Earn Live CPE credit. This is a rebroadcast of an earlier webcast with a Live Moderator to answer your questions.

SYSTEM REQUIREMENTS - You must
have a high speed internet connection, speakers connected to your computer and monitor.

GROUPS - PROCTORS - If you have
more than 1 person REGISTERED for the streaming webcast and all would like
to watch from the same computer, please complete the Proctor Form and return
to us after completion of the webcast in order to receive proper CPE credit.
A CPA must attest to the attendance of each person. The CPA does not have to
be in attendance of the webcast, just attest that the persons on the form have
attended. Proctor Form
(Word doc) Proctor From
(PDF)

DAY OF WEBCAST - You can login 10 minutes early. Please note that you will not see or hear a speaker until the prompt start time.


FAQ - Visit our FAQ
page for more answers regarding our Streaming Webcasts.


TIME ZONES:
PLEASE NOTE: All streaming seminars times listed are Eastern Time Zone. Please adjust to your time zone.

Disclaimer

Fees and Schedule

This Jennings Sponsored Internet-Live seminars begin promptly at stated time.


Attendees must answer 75% of all polling questions given during the day to obtain
the full hours of CPE Credits.

Cancellation, Transfer and Refund Policy

Registration fees will be refunded in full for up to 30 days in advance of the
seminar. Registrations cancelled between 1-30 days prior to the seminar date
are subject to a $50 cancellation fee. For more information regarding administrative
policies, complaints and refunds please contact us at 877-466-1040 or visit
www.taxspeaker.com. A 30-day money back guarantee applies to all self-study
products. 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.learningmarket.org.
NASBA Sponsor #108251


This Internet-Live seminar carries the 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.


We have 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:
$320.00
Hours:
16
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 1 :   December 20, 2017
Time 1 :   9:00 AM    Add to Outlook
 
Date 2 :   December 21, 2017
Time 2 :   9:00 AM   
 
Contact Information
Speaker Bio(s)
Dsc 4151  resized for site
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...

Dsc 4373 resize
Ryan Jennings

Ryan Jennings brings a wealth of technology experience to seminars. After setting up the network in his Dad's busy CPA firm at age 12 Ryan attended Ball State University and operated a CD replication and computer security consulting business. In 2009 he became Jennings Seminars full-time IT direc...

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
3 Taxes, 5 Computer Science, 8 Business Management & Organization

Prerequisites
None

Event Level
Basic

NASBA Category
3 Taxes, 5 Computer Science, 8 Business Management & Organization