CPE & Learning

    Tax CPE & Learning 

    The AICPA schedules webcasts and events that provide expert advice on technical tax and planning issues that matter to CPAs. Tax Section members receive additional discounted pricing on webcasts and four complimentary webcasts (annually) that offer up to eight hours of CPE credit. This page provides registration links and other information on upcoming learning opportunities.

    Featured Tax Section Event: Terminating Tax Clients


    Terminating Tax Clients: When, Why, and How
     (Feb. 18, 1pm ET)
    Proper document management within a tax practice is a critical function at many levels. While most tax practitioners would not disagree, they may provide differing descriptions of what they believe constitutes document management. - See more at: http://edit.aicpa.org/InterestAreas/Tax/Resources/practicemanagement/Pages/TaxPowerHour.aspx#sthash.f6QO4JdN.dpuf

    We will discuss the importance of conducting regular reviews of client relationships to determine which to continue and which make sense to end. We will also share methods for evaluating each client and how best to disengage, if appropriate.

    In this webcast, you will learn:

    • Why a regular client base review is integral to the health and viability of a tax practice
    • Methods for conducting a review of your firm's existing client base
    • Reasons to consider terminating clients
    • Techniques for terminating clients
    Register now>>
    Upcoming Webcasts

    Upcoming Conferences

    Archived Tax Section Events

    Archived Tax Section Events

    Can't make it to the live event or prefer to watch a webcast on-demand? Tax Section webcasts are archived and available for Tax Section members to watch any time (without CPE credit). In most cases, presentation materials are also available for download as part of the webcast archive. Archives are generally available one week after the original event, unless the event offers a rebroadcast. In that case, the archive is generally available within one week after the final rebroadcast.

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