Error loading player: No playable sources found
Efficiencies in Tax Technology
Date
May 18, 2015
As technology continues to change the profession, it is the CPA’s responsibility to stay ahead of the technology curve to best serve clients and maximize practice efficiencies. We will cover some of the newest trends in technology as it relates to tax practitioners, ways to analyze your current technological process and new techniques to better serve your clients.
Speakers
Chief Executive Officer, Cook Wealth
Owner, D.T. Moore & Company
Related Products
Secure 2.0: Planning Opportunities for Individuals & Businesses
This session will focus on the SECURE 2.0 Act of 2022 enacted on December 29, 2022. We will discuss the numerous provisions with staggered effective dates that affect both businesses and individuals…
It's Not Too Late to Plan for Tax Season
Tax Season 2023 will be here before you know it, but there are still opportunities to prepare for improvement. In this session, we will brainstorm strategies you can put in place in the next few months that will set you and your firm up for success…
Engaging and Inspiring: Key Tax Sessions, Trends & Takeaways
Engage 2025 is packed with valuable insights and opportunities, but how can attendees ensure they maximize their experience? This session will help participants identify must-attend sessions, navigate key industry trends, and develop a game plan to make the most of the conference…
Best Ideas Panel (PFP, EST, TAX)
A panel of CPA thought leaders from the Financial Planning, Income Tax, and Estate Planning areas will share their best ideas for planning for individuals and families in all areas of personal finances for 2023 and beyond…
