Tax Strategies and Opportunities for Your Tax Practice

Your Course Price: 799.00

CE Credits

Advanced Preparation

None

Course Level

Intermediate

Prerequisite

Knowledge of Federal Income Tax Law

Course Instructor

Nina Tross MBA, EA

Delivery Method

Group Live

Date

Thursday, May 8, 2025

Time

IRS CE

NASBA CPE

CTEC Credits

Schedule

Registration Begins 07:30 AM PT

Session Begins 08:00 AM PT

Session Concludes 1:00 PM PT

There are many factors that go into managing your tax practice. In this session we will explore the use of artificial intelligence (AI), social media, the Written Information Security Plan (WISP), and other best practices to be employed in the operations of your tax practice.During this session we will address the measures to be employed in your tax practice to protect your right to practice and your requirements to protect your client’s personal information.

At the end of this session, the participant will:

Have a better understanding of the appropriate uses of Artificial Intelligence (AI).
Be able to implement best practices in the use of social media to promote their tax practice and provide general information.
Have the tools necessary to prepare and implement a Written Information Security Plan (WISP) in compliance with IRS requirements.

Course State

Special Topics Course Disclaimer
Special Topics Disclaimer
- Special Topics materials and Special Topics presentations are intended to stimulate thought and discussion and to provide attendees useful ideas and guidance in the areas of federal taxation and administration. These materials as well as the comments of the instructors do not constitute and should not be treated as tax advice regarding the use of any tax procedure, tax planning technique, device or suggestion, or any of the tax consequences associated with them.
- Although the NSTP has made every effort to ensure the accuracy of the materials and the seminar presentation, neither the author, the presenter nor the National Society of Tax Professionals assumes any responsibility for any individual’s reliance on the written or oral information presented during the presentation. Each attendee should verify independently all statements made in the materials, and during the seminar presentation, before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any device, technique, or suggestion before recommending the same to a client or implementing the same on behalf of a client, or on the attendee’s own behalf.
- Special Topics materials & presentations are fully protected under copyright law. Any attempt to copy for resale, distribution, or use other than personal use for tax preparation will be fully prosecuted of the law.