Content Provider
Teambrolin

Sponsored by
Rcreports
Self-Study CPE
INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
View Details/Register
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
View Details/Register
TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
View Details/Register
Free cpe webinars
Maximizing Tax Season Profitability: Efficient Workflows & Advisory Services

MAXIMIZING TAX SEASON PROFITABILITY: EFFICIENT WORKFLOWS & ADVISORY SERVICES

Available Date(s)
Thursday, January 23, 2025: 1:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Enhance your practice’s tax season by exploring automated workflows and new tax advisory services that can significantly boost your firm's profitability. Proactively learning about compliance-based services and supporting technology will be crucial before the next tax season commences.

Join Dawn Brolin, CPA, CFE, as she delves into the critical importance of incorporating reasonable compensation calculations in your tax preparation process to avoid compliance issues. Discover efficient workflows for calculating reasonable compensation and access Dawn's pricing models for reporting on reasonable compensation to create client engagements reflecting the true value of these services.

Learning Objectives:


  • Identify strategies to implement a strategic advisory product and service line tailored to reasonable compensation to future-proof your firm

  • Recognize the importance of introducing a strategic advisory service focusing on tax compliance for S-Corp and small business clients to generate new revenue streams

  • Describe methods to eliminate inefficiencies in tax preparation and advisory workflows by integrating AI-driven technology in your firm

  • Outline the use of automation to streamline client organizer delivery, document collection processes, and communication involved in tax return preparation

Linkedin
Teambrolin

Dawn is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.

For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.

Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”

As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.

Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.

Dawn's podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website, DawnBrolin.com.

 

 User-added image  User-added image  User-added image

Linkedin
Lisciologo

Chris has spent his career working both as an accountant and with accountants. Chris started at Arthur Andersen and served as a public-company CFO prior to Liscio. For the last decade, Chris has worked with accountants to improve business operations, efficiencies and profits.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Rcreports
RCReports is a tool for Tax and Financial advisors to determine Reasonable Compensation for a client. RCReports provides a defensible position to an IRS challenge (for S-Corps), and is an excellent planning and valuation tool. RCReports synthesizes a proprietary blend of IRS criteria, Court Rulings, geographic data and our EXCLUSIVE database of wages to accurately assess Reasonable Compensation for S Corp, Small & Closely Held Business Owners.