2025 Tax Practitioner Checklist: Key Actions for the Year

1:00 PM ET | 12:00 PM CT | 10:00 AM PT
90 MINUTES
April 28, 2025
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Description

Boost Your Tax Practice in 2025 – Essential Post-Season Strategies

The rush of tax season may be over, but it’s now time to capitalize on the quieter months to sharpen your skills, streamline your operations, and set your practice up for long-term success. Join us for an engaging webinar designed to help tax professionals like you focus on the critical tasks that can drive efficiency, compliance, and growth throughout the rest of the year.

This session will explore actionable strategies for tax practitioners to implement now, including essential post-tax season reviews, proactive client planning, staying updated on mid-year regulatory changes, and ensuring ongoing professional development. With practical insights, you'll walk away with a clear action plan to elevate your practice and stay ahead of the competition.

What You’ll Learn

  • Streamline Your Operations: Discover the critical post-tax season tasks that help simplify your workflow, reduce stress, and improve operational efficiency for the remainder of the year
  • Proactive Client Engagement: Learn how to stay connected with your clients year-round by developing a strategy that includes personalized planning and communication to add value to your services
  • Stay Ahead with Tax Law Changes: Get up to speed on mid-year tax law changes and compliance updates to ensure your practice is always on the right side of the law
  • Boost Practice Efficiency: Explore tools, techniques, and best practices to optimize the management of your tax practice, saving time and increasing productivity
  • Plan for Growth & Development: Discover strategies for continuous professional growth, from advanced certifications to new skills that can help you stand out and excel in your field

Why you should Attend

  • Actionable Insights: Walk away with a clear, step-by-step action plan for your practice
  • Expert Guidance: Learn from top industry experts who bring real-world experience and the latest knowledge to help you navigate tax season challenges
  • Networking Opportunities: Connect with fellow tax practitioners, share tips, and grow your professional network

Who Should Attend

CPA

Tax Professionals 

Accountants

HR & Payroll Manager

Owner

Finance Professionals 

Register Today and Start Building a Stronger Tax Practice for 2025!

Don’t miss out on this opportunity to enhance your practice’s productivity, compliance, and client relationships. Sign up now to secure your spot in this must-attend webinar!

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Nicholas Preusch

Nicholas has worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility. Nicholas has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure. He also co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomson Reut...