AICPA logo
AICPA logo
  • Home
Tax Practice Quarterly: 2023 Future-Focused Tax Practice Forum

Tax Practice Quarterly: 2023 Future-Focused Tax Practice Forum

Strategically position your tax practice for success. Learn how to expand your service offerings, delve into the evolution of digital tax practice and gain insights from a client-service perspective.

$0 - $131
Do you have an AICPA membership? Log in to apply your member discount.




Jul 19, 2023

NASBA Field of Study




CPE Credits



April Walker


Product Number


 Business & partner 
Product Details

Create a future-focused tax practice

Another tax season has come and gone. We hope your staff has had time to take some much-needed vacation.

As extension season gears up, now is an opportune time for CPA practitioners to evolve their tax practices to succeed as a future-focused organization.

Ensure your tax practice is strategically positioned for success.

In this Tax Practice Quarterly webcast, experts will discuss:

  • Expanding client service offerings
  • The evolution of the virtual tax practice
  • Best practices from a human resource and a client-service perspective

Key Topics

  • Tax practice management
  • Ensure tax practice is future ready
  • Virtual tax practice/remote work
  • Staff management strategies
  • Billing and client service strategies

Learning Outcomes

  • Recognize the top practice management challenges facing tax practitioners.
  • Identify areas for growth in managing clients, staff and technology.
  • Identify new services that CPA firms could consider offering.
  • Develop best-practice strategies for managing workflow now and into the future.
  • Utilize AICPA Tax Section resources to support firm’s practice management strategies.

Who Will Benefit

  • Medium firms
  • CPAs
  • Tax professionals
  • Small firms/sole practitioners
  • Small/medium businesses

PCPS members save 20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!

Credit Info
CPE Credits
NASBA Field of Study
Basic knowledge of tax planning, practice management and compliance
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
2 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members
PFP Section Members
Tax Section Members
PFS Credential Holders

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
April Walker
April Walker is a Lead Technical Manager in the AICPA’s Tax Division. Prior to joining the AICPA in January 2016, April was in the public accounting field for twenty years, specializing in individual tax, closely held businesses and their respective owners, and not-for-profit taxation. April practiced at Blackman & Sloop, CPAs, a local firm in Chapel Hill, NC, for the past 14 years and prior to joining that firm, she worked for almost 5 years at PriceWaterhouseCoopers, LLP in Raleigh, NC. April is a member of the American Institute of CPAs and the North Carolina Association of CPAs.

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Ratings and reviews

Cancellation Policy
View our Cancellation policy here
Tax Practice Quarterly: 2023 Future-Focused Tax Practice Forum
Jul 19, 2023
Select from the following options:
Jul 19, 2023
5pm7pm GMT
Jul 25, 2023
7pm9pm GMT
Nonmember Price
Price excluding sales tax
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

Related content