Tax Practice Quarterly: 2025 Future-Focused Tax Practice

Overview

This webcast is dedicated to exploring innovative strategies in tax practice management, designed to help firms stay at the forefront of the industry.

We’ll focus on:

Recruitment and retention strategies

Building a more efficient practice

Attracting top talent

Fostering a culture of retention

Our expert speakers will share insights on leveraging technology and implementing best practices. Don't miss this opportunity to future-proof your tax practice and gain a competitive edge in the industry.

Highlights

Tax practice management

Staff management strategies

Billing and client service strategies

Prerequisites

Basic knowledge of tax planning, practice management and compliance

Designed For

Large firms

Medium firms

CPAs

Tax professionals

Small firms/sole practitioners

Small/medium businesses

Objectives

Recognize the top practice management challenges facing tax practitioners.
Identify areas for growth in managing your clients, staff and technology.
Identify new services that CPA firms could consider offering.
Apply best practice strategies for managing your workflow and practice now and in the future.
Use AICPA Tax Section resources to support your firm's practice management strategies.