Due to many circumstances in life, the holiday season can bring out the highs and lows in all of us.  When clients are suffering from grief and loss—whether it be in life, business, career, etc—what can we do to help them?  These emotional states cannot be addressed through numbers and information.  In fact, by avoiding the client’s difficult issues and “sticking to the numbers,” we can create the perception that we don’t care, creating a divide between us and the client.  

CPE: 1 hr, Personal Development.

How should we really be using our websites?  Most practitioners tend to make one of two mistakes; they either buy a canned website that sits on the web doing nothing for them, or they get sold on an over-the-top website with unreasonable expectations.  Where is the balance?  It should be in a website that leverages you in areas of practice management, business development, and positioning you properly with clients and prospects—without costing much time or money.  

Tax season tends to amplify the effects of how we lead our teams and clients—positively or negatively.  In order to get the most out of our practices, we need to be intentional on how we are leading others around us. 

CPE: 1hr, Personal Development.

When appropriate for a client, cost segregation can yield incredible tax benefits for clients, instantly turning the CPA into the hero. The challenge with this strategy is that there is a lot of misunderstanding as to what it is and when it’s appropriate.  To make matters worse, there are countless salespeople, consultants, and even CPA practitioners who try to “sell” it.  Here they will share the truth about these tax strategies, including what to look for and what to avoid. 

CPE: 1hr, Communications and Marketing