Description
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.
Speaker(s):
- Jason
Deshayes,
CPA, CGMA,
Director of Tax Planning,
Cook Wealth Management Group
- Michael
G. Shost,
CPA, CGMA,
Advisor,
Judd Thomas Smith & Company, P.C.
