CPAacademy.org | PUBLIC ACCOUNTING HOT TOPICS: OCTOBER 2020

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Public Accounting Hot Topics: October 2020

Business Management and Organization

PUBLIC ACCOUNTING HOT TOPICS: OCTOBER 2020

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm
Other

Series: COVID-19: Tax Developments & Remote Work, Women in Accounting

Course Description

Join Jackie Meyer, award-winning firm owner & TheConciergeCPA.com coach, with guest speakers along the way, in discussing the latest hot topic issues for public accountants. 2020 is full of them! PPP, COVID-19 tax planning, IRS issues, value pricing, virtual best practices, fun new tax strategies. Earn 1 free CPE while interfacing with other accountants and a passionate presenter to take your firm to the next level.

Learning Objectives:

List the latest hot topics in public accounting firms

Identify pressing questions on pricing new engagements or tax technical issues

Determine how to set boundaries with your staff and clients for improved efficiencies

Recognize how to gain the confidence you need to have the latest practice management

Our October 2020 hot topics session will focus on a busy season debrief, support, and ending celebration. Then Michelle and Jackie will have a fireside chat on boundaries moving forward - to avoid client and staffing issues in 2021!

Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate

Meyer Tax Consulting LLC
President and Founder
cpa@meyertax.com
888-272-1258

Jackie Meyer has been recognized as a 40 under 40 honoree since 2018. Having founded an award-winning CPA firm Meyer Tax Consulting from 2010 to 2022, she is now the founder of TaxPlanIQ, a SaaS Tax Advisory Platform selected for the AICPA 2023 Accelerator Cohort. She is also a Coach of the Certified Concierge Accountant Mastermind and Certified Concierge Tax Accountant.

These experiences uniquely position Jackie to provide insights and best practices that can help transform accounting firms. Her approach, grounded in The ROI Method(TM), focuses on changing pricing modules to align better with client value and addressing cultural and workaholic tendencies that can lead to burnout and turnover, offering transformational solutions to help firms thrive in the face of challenges.

She leads a vibrant Facebook community of "Accounting Firm Influencers" who continue these discussions daily, sharing ideas and driving change in the profession. Jackie aims to promote better health, wealth, and relationships for accountants. With her leadership and expertise, the future of the accounting profession is bound to be bright and full of opportunities.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
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Handout Materials

Presentation Slides

NASBA Approved

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About Our Presenter

Our CPA firm, is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. We provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, we keep up-to-date with the changing tax laws and adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.