Practice Education Webinar: How to NOT repeat this tax season's woes

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Description

Practice Education Webinar: How to NOT repeat this tax season's woes
IRS Program #: n/a
CE: 0
Speakers: Kenneth Portera, EA and Alan Pinck, EA

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

Contributors

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. Prior to going off on his own, he held positions of chief executive officer, chief financial officer, treasurer, and controller for a number of financial service companies. He holds an undergraduate degree in accounting from Pace University and completed some specialized graduate courses from the New School. Ken taught as an adjunct for 13 years in the City University system as part of the accounting and finance department. Ken currently serves on the Executive Board of the New Jersey Chapter of the National Association of Tax Professionals and is a past director of the New Jersey Society of Enrolled Agents.
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!