TaxSpeaker Complete Retirement Guide WEBINAR
The ‘Complete Retirement Guide’ will consist of overviews for each of the following: Business Pension plans, IRAs, Roths & Conversions & Retirement Distributions and has been updated to include the latest retirement changes from 2022’s Secure Act 2.0
How to Scale Your Practice, Ocean City, MD
With the 2023 tax season behind us, it is now time to plan ahead. To do that, it’s vital to optimize your client growth, your team, and your operations. In this informative masterclass, I’ll share with you my 5 best post-tax season moves to help you: ✅ Increase cash flow growth with high-value clients ✅ Build a high performance team culture ✅ Create a systemized operation that runs independently You will leave with a clear step-by-step plan on what to do and...
How to Scale Your Practice, WEBINAR
With the 2023 tax season behind us, it is now time to plan ahead. To do that, it’s vital to optimize your client growth, your team, and your operations. In this informative masterclass, I’ll share with you my 5 best post-tax season moves to help you: ✅ Increase cash flow growth with high-value clients ✅ Build a high performance team culture ✅ Create a systemized operation that runs independently You will leave with a clear step-by-step plan on what to do and...
TaxSpeaker Social Security & Medicare WEBINAR
Upon completion of this course you will be able to explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information. You will be able to guide clients through the process of applying for Social Security benefits and inform them about the various health insurance benefits they are eligible for under Medicare.
TaxSpeaker Preparations, Compilations & Review, Ocean City, MD
Introducing the most useful accounting course you’ll ever attend: Preparations, Compilations, and Reviews! This ultra-practical course is full of up-to-date SSARS 26 material in addition to SSARS 21. Written and taught by experienced practitioners, we’re giving you applicable, relevant guidance at every step, including dozens of example report, engagement, and client letters, as well as unofficial checklists. Together, we will walk through a rapid review of the latest SSARS and alerts,...
TaxSpeaker Preparations, Compilations & Review Webinar
Introducing the most useful accounting course you’ll ever attend: Preparations, Compilations, and Reviews! This ultra-practical course is full of up-to-date SSARS 26 material in addition to SSARS 21. Written and taught by experienced practitioners, we’re giving you applicable, relevant guidance at every step, including dozens of example report, engagement, and client letters, as well as unofficial checklists. Together, we will walk through a rapid review of the latest SSARS and alerts,...