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Taxresearch bloombergbna

4 WAYS TO HELP YOU GROW YOUR PRACTICE WITH TAX RESEARCH

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 13, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As the New Year approaches, CPA firms should be proactively thinking about ways to keep engaging clients after busy season. Join the experts from Halt, Buzas & Powell, LTD and Bloomberg Tax for a free webinar where you’ll learn how to grow your practice and provide client service more efficiently, ultimately increasing your firms earnings.

In this webinar, you’ll gain valuable information to help you:


  1. Utilize tools such as interactive forms to increase efficiency by simplifying the filing process

  2. Communicate with clients more effectively using checklists

  3. Explain complicated transactions through the use of Transactional Diagrams

  4. Understand the available research tools and how to use them to be more efficient with your time


Join this webinar to gain a greater understanding of how online research tools can help you grow your practice with tax research.
 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Haltbuzas

Ashley Miller is Senior Tax Accountant at Halt, Buzas & Powell specializing in compliance experience.  Her expertise lies in multi-state apportionment, sale of businesses and changes of ownership for complex individual and pass-through tax reporting. By understanding her clients’ unique individual and business needs along with their future goals, she is able to implement tax planning strategies identifying valuable savings opportunities.  
 
Ashley completed her Masters in Accountancy from the University of Massachusetts in Boston, Massachusetts in 2015 before relocating to the District of Columbia.  When she’s not helping clients with their tax needs, she enjoys running charity 5K races and taking yoga classes at her gym.
 

Haltbuzas

Stephen Davis is a Tax Manager at Halt, Buzas & Powell, providing a wealth of tax understanding that’s both broad and deep to support his clients’ financial goals. With over 7 years of experience in individual, partnership, trust and corporate tax, as well as other disciplines of public accounting, he has a way of tailoring complex tax strategies so neatly that they almost seem simple to the clients who reap their benefits. From tax planning to compliance, Stephen makes taxes not just manageable but understandable for individuals, trusts and businesses. His specialties include family wealth transfer and multi-state taxation issues.
 
Stephen graduated with cum laude honors from the University of North Carolina, Greensboro with a Bachelor of Accounting before heading to George Washington University, where he completed a Masters in Accountancy. He is a member of the American Institute of CPA and likes to volunteer for the Alzheimer’s Association and the MS Society.
 

About Our Sponsor

Bloombergtax stacked blk
Bloomberg BNA Tax software products provide unique insight, actionable information, and smart tools in the areas of corporate tax, fixed assets, individual tax planning, and tax compliance resources. With category-leading software and top-rated technical support, we are the solution of choice for professional firms and corporations of every size. More than 70,000 customers, including the IRS, depend upon Bloomberg BNA’s Tax’s software products for the highest degree of tax, regulatory, and compliance expertise available in the market.