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Now that we have experienced our new “normal tax season” after the pandemic, it’s a perfect time to debrief and reflect on this past tax season. This session will present as a panel of seasoned professionals discussing what went well, what we are struggling with, and what strategies our firms are using that made this tax season a success. The session will be interactive by using polls and audience participation to identify and tackle the issues the collective group cares most about. Firms will likely take away ideas to implement into their own practice.
Learning Objectives:
Recall best practices among firms related to operating a less “taxing” tax season.
Identify key areas we are all struggling with and learn simple strategies you can put into play to make tax season better.
Speaker(s):
Chet
Buchman,
Managing Partner,
Swindoll, Janzen, Hawk & Loyd, LLC
Nicole
Davis,
Founder and Chief Hello Officer,
Butler-Davis
Matthew
B. Wilson,
CPA, CMS, CGMA,
Partner,
Wilson Ivanova Certified Public Accountants Inc.