Download the Digital Brochure




CPE credits are offered.

Track: Tax

Monday, November 3, 2014

11:00 a.m. - 11:50 a.m.
Recruiting & Training Tax Preparers (T)

This session will focus on best practices to identify, screen, recruit, hire and train seasonal tax preparers, covering interviewing and hiring (including legal compliance), essential provisions of tax preparer employment agreements, and training in tax preparation, as well as pre-work and on-the-job training in company policies and procedures and client service.

2:45 p.m. - 3:35 p.m.
21 Key Things to Do Before Tax Season (T)
Chris Frederiksen, CPA, CEO, 2020 GROUP USA

Tax is the bedrock of the accounting profession, and for small and midsized firms, it is usually the most lucrative. This session will first focus on the steps that practitioners should take now to ensure a more profitable tax season, including client selection, technology, processing systems, client agreements, payment systems and staffing. The second focus will be on marketing tax services through electronic direct mail, social media, client communications and making clients into raving fans. You’ll also learn how to make tax time more fun.

4:45 p.m. - 5:35 p.m.
The State of the Affordable Care Act (T)
Kaya Bromley, President, YOUR OBAMACARE ADVISORS

In addition to a legislative update covering the most recent changes in health care reform, this session will teach you how to go from mere compliance to strategy for both your firm and your clients, identifying the numerous strategic planning opportunities that appear at every turn in the ACA, including self-insurance and other nontraditional insurance strategies, Workforce planning strategies, and internal planning strategies documentation.

Tuesday, November 4, 2014

9:10 a.m. - 10:00 a.m.
Understanding the Repairs and Maintenance Tax Deduction (T)
Heidi Hendersen, Director, Marketing & Business Development, ENGINEERED TAX SERVICES

The new repair and maintenance regs are complex and confusing – and this presentation is designed to give clarity and awareness to the preferred method of depreciation and capitalization of repair & maintenance items, a property's building systems and the proper handling of assets after renovation or retrofit, with the aim of ensurong that attendees clearly understand the available incentives, can identify applicable situations, and have clear examples for how their clients can benefit from the final tangible property regulations.

11:40 a.m. - 12:30 p.m.
Landmines in International Tax - How to Keep You & Your Clients Safe (T)
Steve Miller, President, STEVEN E MILLER CPA PC

This presentation will provide practical steps to discover the hidden international tax landmines that the vast majority of tax professionals don't know are there – and show you how to find them, deal with the issues and generate fees from these opportunities.