Skip to main content
  1. Courses
  2. On-Demand: How To Manage an...

On-Demand: How To Manage and Run a Virtual Tax Season - Sponsored by Ignition

No Ratings

Course Title
IRS Program #: N/A
CE: none
Materials
Course Description
Tax season is just around the corner, it's time to start thinking of future-proofing your firm. Josh Lance, the Managing Partner at Lance CPA Group, has been running his Chicago-based firm virtually for the last seven years. He'll be sharing his blueprint to build an efficient and profitable virtual firm in time for the next tax season.

Learning Objectives
  • Recognize how to transition your current clients to your virtual way of working.
  • List key technology and workflow considerations for a virtual tax season.
  • Identify how to motivate and manage a virtual team.
  • List common traps to avoid when making the switch to virtual.
Presenters
Jennie Moore, Partnerships Manager, The Americas
Jennie Moore, Partner Marketing Manager at Ignition, has 20+ years of accounting experience. She helps accounting professionals with financial technology, delivers expert content to professional associations, and is a global FinTech expert. Jennie founded her own practice, Moore Details Inc., and enjoys figure skating and skiing with her family when she’s not working.
Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at education@naea.org. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.