To review the 2016 tax season & collectively rate the tax season compared to previous seasons. Discuss the challenges and offer suggestions from the speakers and the audience on actions they can take to make it a less stressful and more profitable tax season next year.
To recognize the "challenges" and "pains" of the 2016 tax season and offer items to consider to avoid those in the future.
Presentation of idea’s from successful 1040 practices to consider, including pre-scheduling tax appointments, expanded use of IRS e-services and paperless 1040 practice considerations.
Director of Tax Planning,
Cook Wealth Management Group