Practice Education Webinar: How to NOT repeat this tax season's woes
Course Description
Join this webinar and hear ideas on how to make your tax season less stressful! This webinar will feature NAEA members, Kenneth Portera and Alan Pinck discussing the challenges they faced this tax season and ways to improve it moving forward. Come prepared with your questions for this interactive panel discussion.Topics of Discussion:
- Using engagement letters and organizers
- Ideal resources in running a successful tax practice
- Office routines and controls
- Blunders, errors, and typos
- How to handle a difficult client
- Self care during tax season
Presenters
Kenneth Portera, EA
Kenneth Portera EA, ATP, has been preparing taxes for over 30 years and is the founder and owner/operator of Kenneth Portera & Associates LLC, a year round tax preparation and accounting practice which he started in 2009. His firm provides tax controversy representation, tax preparation for individuals, partnerships, corporations, estates, nonprofits, and gift tax filings.
Read the full bio here!
Kenneth Portera EA, ATP, has been preparing taxes for over 30 years and is the founder and owner/operator of Kenneth Portera & Associates LLC, a year round tax preparation and accounting practice which he started in 2009. His firm provides tax controversy representation, tax preparation for individuals, partnerships, corporations, estates, nonprofits, and gift tax filings.
Read the full bio here!
Alan Pinck, EA
Alan Pinck is an enrolled agent with 30 years of tax preparation experience in the Silicon Valley. Alan has built a practice specializing in individual, small business tax preparation and audit representation. Alan, a nationally recognized presenter you have seen him at NTPI events, the moderator of Tax Talk Today, CSEA Super Seminar, Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in examination, Alan has obtained tremendous insight of the exam process as well as knowledge on a wide variety of tax issues. His real world approach and stories bring his sessions to life!
Alan Pinck is an enrolled agent with 30 years of tax preparation experience in the Silicon Valley. Alan has built a practice specializing in individual, small business tax preparation and audit representation. Alan, a nationally recognized presenter you have seen him at NTPI events, the moderator of Tax Talk Today, CSEA Super Seminar, Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in examination, Alan has obtained tremendous insight of the exam process as well as knowledge on a wide variety of tax issues. His real world approach and stories bring his sessions to life!
Continuing Education
This course does not qualify for IRS and CTEC Continuing Education Hours. NAEA reports IRS/CTEC 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.