Proactive communication and year-round check-ins with clients have the benefit of added advisory services as well as reducing the need for last-minute scrambles during busy season.
Reimagining your tax practice
Tackle today’s top practice management issues with insights and tips from pioneers in the tax community.
Managing a future forward tax practice that is efficient, profitable and agile can be overwhelming.
How do tax practitioners meet client expectations, streamline workflows, rethink their business model, handle staffing challenges and keep up with technology?
The Reimagining Your Tax Practice webcast series will tackle these issues and more in a Q&A roundtable series with tax pioneers from the profession.
Managing a future forward tax practice that is efficient, profitable and agile can be overwhelming.
How do tax practitioners meet client expectations, streamline workflows, rethink their business model, handle staffing challenges and keep up with technology?
The Reimagining Your Tax Practice webcast series will tackle these issues and more in a Q&A roundtable series with tax pioneers from the profession.
Register for free upcoming live roundtable sessions
Get insights and tips from experts in the tax community on practice management trends and issues through these interactive online sessions.
Note: No CPE is offered for these sessions. Tax Section members can log in down below and access the recordings after the live event.
Register for free upcoming live roundtable sessions
Get insights and tips from experts in the tax community on practice management trends and issues through these interactive online sessions.
Note: No CPE is offered for these sessions. Tax Section members can log in down below and access the recordings after the live event.
2026 roundtables; 3pm ET
Sept. 16, 2026 — Proactive Client Touches = Less Busy Season Chaos
Oct. 21, 2026 — Year-End Processes That Prevent Busy-Season Fires
Now that extension season has passed, it is time to evaluate systems and readiness so that you can head into the next filing season with fewer surprises and stronger processes.
Nov. 18, 2026 — Right Clients, Right Risks: Acceptance, Continuance and When It Is Time to Say Goodbye
Busy season outcomes are heavily determined before January - by which clients you keep, which you manage and which you disengage. We will walk through practical decision making criteria for acceptance and continuance, red flags that increase risk and how to execute a client termination confidently.
Dec. 16, 2026 — Strategic Reset
Close the year with a focus on 2027. What will you plan to do differently in order to improve your next tax season? What lessons have you learned from this series that you will be into practice?
Tax Section members:
Log in below to view the archives of past roundtable sessions.
Tax Section members:
Log in below to view the archives of past roundtable sessions.
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