K2's 2023 Automating Your Tax Practice
Total Credits: 4 including 4 Taxes - Technical
- Average Rating:
- 20
- Categories:
- ACPEN Industry Institute | Tax
- Faculty:
- Thomas G. Stephens Jr., CPA.CITP, CGMA
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
- Expires 30 day(s) after program date.
Description
Automating the tax practice is – or should be – a major initiative of almost all public accounting firms today. From ingesting data, processing returns, distributing draft and final copies, and billing and collecting fees, practitioners have outstanding opportunities to automate their tax practice. Those that choose to automate will experience the benefits of reduced staff turnover, increased productivity and efficiency, fewer errors, and improved cash flow.
Participate in this session to learn the “how’s and why’s” of automating your tax practice. This session includes critical topics such as hardware and software options, workflows, and security and privacy issues. Plan to join us in this session to position your tax practice for greater success!
*Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
Basic Course Information
Learning Objectives- Identify key tax return preparation processes that you can automate
- Differentiate between various hardware and software solutions you can use in your automation efforts
- List examples of workflows that automation will affect
- Estimate the budget for your automation efforts and the related ROI
Major Subjects
- Why tax automation is essential
- Hardware and software selection
- Workflow design
- Best practices for ingesting data
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| Automating Your Tax Practice Handout (9 MB) | Available after Purchase | ||
| IRS Credit Request Form (267 KB) | Available after Purchase | ||
Faculty
Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products
Shareholder
K2 Enterprises
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
Serving as a Chief Financial Officer for an international engineering organization; and
Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-nine years, Tommy has presented over 3,200 educational sessions to over 82,000 participants throughout the United States and Canada.
Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the AICPA and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Dates
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Sat, May 03, 2025 - 11:00am to 02:38pm MDT
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Thu, May 22, 2025 - 01:00pm to 04:38pm MDT
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Thu, May 22, 2025 - 05:00pm to 08:38pm MDT
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Additional Info
Basic Course Information
Prerequisites Fundamental understanding of tax return processingAdvanced Preparation None
Designed For Firm partners, principals, managers, and practitioners interested in improving productivity and profitability in their tax practices
Original Recording Date 09/2023
Course Developer K2 Enterprises
Date Added to Catalog 05/24/2023
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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