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Tax Practice Quarterly: The Evolving Tax Practice in the Midst of a Pandemic

  • 05/12/2021
  • 2:30 PM - 4:30 PM



The end of every tax season offers opportunities to review best practices for the future. But due to the pandemic, this tax season has been unlike any other and, for most, is still ongoing. Join us as we discuss important issues, such as how to expand your service offerings as a result of the pandemic, delve into the evolution of the virtual tax practice and explore best practices from a human resource and a client-serving perspective. Make sure your tax practice is strategically positioned for success in the present and future in the midst of the COVID-19 pandemic.

Topics Discussed:

  • Tax practice management
  • Ensuring your tax practice is future ready

Designed For: CPAs, Tax professionals, Financial planners, Other qualified professionals

Learning Objective:

  • Recognize the top practice management challenges facing tax practitioners in the midst of a pandemic
  • Identify areas for growth in managing your clients, staff and technology o Identify new services that CPA firms could consider offering
  • Develop best practice strategies for managing your workflow and practice now and in the future
  • Utilize AICPA Tax Section resources to support your firm’s practice management strategies

Level: Basic

Instructor: Jan Lewis

Developer: AICPA

CPE Credits: 2

Area of Study: Taxes  2                                                                                                     

Prerequisite: Basic knowledge of tax planning, practice management and compliance

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