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Practice Management: Enhancing Your Tax Firm

Course Price: N/A
CPE Credits
4
Advanced Preparation
None
Course Level
Basic
Prerequisite
None
IRS CPE
4
NASBA CPE
4
CTEC CPE
4
Author
Nina Tross MBA, EA
Course Description

IRS: Federal Tax Law Topics 4 CPE

CTEC: Tax Law 4 CPE

NASBA: Taxes 4 CPE

During this course we will look at ways to improve the efficiencies of your business, manage clients and enhance communication, increase value added services, and address the life/work balance. Tax professionals are experiencing increasing breaches leading to identity theft and refund fraud. We will look at ways to enhance the security in your business, protect your client data and insure your business and personal assets.

NOTE: EA’s and AFSP participants will receive 2 hours of continuing education for this course.

Learning Objectives

At the completion of this course the tax professional will be able to:

  • Implement various strategies to improve the efficiency of their business
  • Assist clients with value added services such as elder care, representation, and security concerns
  • Develop a marketing plan to strategize the growth of their business
  • Identify market trends and provide appropriate services

NOTE: EA’s and AFSP participants will receive 2 hours of continuing education for this course.

FAQ

To receive the member price, first log into your member account. Your member discount will then be automatically applied. We can also take your registration by phone.

Your registration confirmation will be emailed to you when your payment is processed. During our busy season, this can take up to 2-3 business days after we receive your registration.

Check your SPAM folder for the email. To prevent SPAM filters from blocking our emails please add taxes@nstp.org to your address book or safe senders list. For more information, click How to Whitelist an Email Address or Email Whitelist Instructions.

Yes. If you have a PTIN on file with us, we will submit your hours. To insure we have your correct info, please provide your PTIN when you register for a course. Please notify us if you have recently submitted a name change request to the IRS.

Your certificate will be emailed to you within 10 business days of the completion of the course.

Administration:
Refunds
  • Once your registration confirmation is emailed, due to the proprietary materials and content of orders are NOT ELIGIBLE for refund, cancellation, or transfer to another NSTP course.
Disclaimer
  • materials and 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.
  • 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.
Testing Policy
  • require a test for CPE. 3 attempts are allowed.
  • You have 1 (one) year from date of purchase to complete the course by taking the test.
More Information For more information regarding refund, cancellation, and complaint policies, please contact our offices at 1(800) 367-8130.