TPN Tax Talks 600 x 400

Planned Giving and Other Estate Strategies

Clients always want to hear more ways they can reduce income tax liability, but few are taking advantage of planned giving and other estate reduction strategies. Even when wealth accumulation doesn't create a taxable estate, descendants may have unintended tax consequences that were not planned for.

Changes to RMDs & Tax Planning for Your Clients

This session explores efficient receivables management through automation and technology. Key topics include minimizing administrative burdens, selecting cost-effective payment processors, and leveraging flat fee models and ACH payments for improved accounts receivable processes. Learn best practices for updating engagement letters, and discover how automating reminders and late fee notifications can enhance cash flow and productivity.

Apps for Making Your Accounts Receivables Easier

This session explores efficient receivables management through automation and technology. Key topics include minimizing administrative burdens, selecting cost-effective payment processors, and leveraging flat fee models and ACH payments for improved accounts receivable processes. Learn best practices for updating engagement letters, and discover how automating reminders and late fee notifications can enhance cash flow and productivity.

Sorting Your Client List for Better Profit Margins

If you want to reduce stress this tax season but still have a healthy bottom line, learning how to analyze your client list is where to start. This Tax Talk will help you boost your profitability without taking on more returns

Leveraging Technology to Integrate Tax Consulting Services

Tax planning, strategy, and consulting services traditionally have a higher profit margin than other services. But how do you support offering those services in your practice when your team members are already burnt out and overworked?

Key Tax Law Changes

What's new for tax season? There are always a plethora of law changes but in this session we will focus on the key changes that will impact the most tax payers this filing season.

Social Media on a Budget

If you're seeing other accountants posting videos on TikTok wondering how to even dip your toe in the water of social media marketing join us this month for quick strategies that work.

Guerilla Marketing for your Small Firm

Tax season is a great time to bring in new business, but it may not be a great time to roll out an extensive marketing plan. In this tax talk you'll learn fast, easy and budget friendly ways to market your small firm that won't put more pressure on you during busy season.

R&D Tax Credits - What You Might Be Missing

This session will give you quick tools you can start applying in your practice right away to help your clients assess their R & D eligibility and boost your tax planning value!

Tax Practice News: New IRS WISP Requirements

Tax Practice News is a news source for today's tax professional written to help get your firm into good habits, efficient workflow procedures and increase the overall success of your firm.

How To Get The Most Out of Recruiting

Tax planning might seem like a no brainer service offering but are you doing a good job of marketing the value to your clients?  Re-examine your approach to tax planning and learn how to add more value to your clients and increase your profit margins.

Energy Improvements And Other Capital Expenditures Deductions

Get the high level overview of what preparers need to know and how to quickly answer client questions this tax season about energy improvement credits and capital expenditure deductions.

Save Your Tax Season with the Cloud

Tax planning might seem like a no brainer service offering but are you doing a good job of marketing the value to your clients? And are you providing the service in the most efficient manner to help grow your bottom line while still providing quality service? Re-examine your approach to tax planning and learn how to add more value to your clients and increase your profit margins.

Tax Practice News: Don't Screw Up Your S Corps

Form 7203 compliance could be an easily overlooked form this tax season. Not all tax softwares, or all preparers are away of the form’s filing requirements or when they need to be prepared.

Save Your Tax Season with the Cloud

“Save Your Tax Season with the Cloud” is designed to leave you with quick tips you can easily implement in your practice today to make your processes more automated and efficient.