Pre-Busy Season Tax Practitioner Roundtable

AGN roundtables are an opportunity for professionals in similar practice areas to talk about significant changes or trends in the field and learn how other firms are handling them. Topics will be determined by registrant input, but are likely to include:

• Planning for busy season
• A review of tech/software platforms – who is using what, general feedback
• Project management
• Client experience/management/communication
• And more! (You can submit your topic when you register.)

The format is different from a traditional webinar. This is an open discussion where you can ask questions of the group, share best practices, and brainstorm solutions. Being on camera is recommended, but not required, and you will not be muted by the moderator so be conscious of background noise. Don’t miss it!

Learning Objectives:

• Discuss recent changes and current trends in the practice area and their impact on firms and clients.
• Discuss solutions to challenges and share best practices.
• Expand your network of professional peers.

Roundtables 101:

• Bring your questions. If you have a specific issue you want to discuss, you can submit it during the registration process, but you will also have an opportunity to pose questions during the discussion.
• It’s an open discussion. You will not be muted by the hosts and being on camera is encouraged, but not mandatory.
• Add your firm’s name to your screen name – it helps to keep track of which firm is doing what.

Core Team Leads/Discussion Leaders:

• Tammy Ordway, Faw Casson
• Dee Palaschak, Sisterson
• Kimberley Miller, Sisterson
• Angelina Milo, Meaden & Moore
• Mike McNerney, SFW Partners

CPE Information:

• CPE Credits: 1 hour
• Field of Study: Taxation (Technical)
• Delivery Method: Group Internet Based
• Level: Basic
• Prerequisites: None

Accessibility/Language Assistance: If you would like closed captioning or translation services, you can access those by clicking the arrow on the ‘Show captions’ button at the bottom of your screen. You can choose captioning and/or translation and set your preferences there.

AGN International – Americas, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Texas CPAs: AGN International – Americas, LLC is also registered with the Texas State Board of Public Accountancy. (Sponsor ID: 010173)

Questions and comments can be directed to AGN Programs Manager Misean Reed.