2025 Webinar/IN-PERSON CONFERENCE
June 10-12, 2025
Top Tax Education for a great price
Tax Alliance Conference
Offering Either
VIRTUAL or LIVE CONFERENCE!
LUNCH & LEARN May 8, 2024
5 Phases of Tax Planning for Maximum ROI: A Year-Round Strategy
5 Phases of Tax Planning for Maximum ROI: A Year-Round Strategy
5 Phases of Tax Planning for Maximum ROI: A Year-Round Strategy
Kickstart your tax advisory offering with a comprehensive blueprint of best practice workflows for 5 levels of services, enriched with real-world case studies, pricing suggestions, marketing communications, and project management insights, from Jackie Meyer, an award winning CPA and tax strategist. Transition seamlessly into a structured
Kickstart your tax advisory offering with a comprehensive blueprint of best practice workflows for 5 levels of services, enriched with real-world case studies, pricing suggestions, marketing communications, and project management insights, from Jackie Meyer, an award winning CPA and tax strategist. Transition seamlessly into a structured methodology for dissecting and communicating complex tax matters in a client-centric manner. Enhance your skills in crafting engaging and informative presentations, ensuring your clients are well-prepared as the year-end tax season approaches.
Moreover, discover actionable steps and essential software tools to streamline your tax advisory process, and stay updated with a quick cheat sheet of recent tax changes, ensuring compliance and up-to-date knowledge. This session is your gateway to mastering a systematic, efficient approach to tax planning (any time of year!), reducing overwhelm, and boosting ROI for both your firm and your clients.
Lunch & Learn CONFERENCE DETAILS
5 Phases of Tax Planning for Maximum ROI: A Year-Round Strategy
5 Phases of Tax Planning for Maximum ROI: A Year-Round Strategy
Do you need some CE? We offer education credits for EAs, CPAs and attorneys.
Noon - 1 PM, MAY 8, 2024
COST: FREE
REGISTER BY: Noon MAY 7, 2024
ZOOM PRESENTATION
Note: Materials will be emailed out on May 7, 2024.
Sponsor # pending IRS
Pending State Bar
LUNCH & LEARN EDUCATION May 8, 2024
5 Phases of Tax Planning for Maximum ROI: A Year-Round Strategy
LUNCH & LEARN EDUCATION May 8, 2024
COST: FREE
Our ANNUAL Conference
SPEAKERS
Annual Conference Details
UPCOMING TOPICS
We are excited to have one of our favorite speakers, the Honorable Elizabeth Copeland, a sitting U. S. Tax Court Judge, presiding over a mock trial.
We have other favorite speakers returning:
Tony Box
Bryan Camp
Kyle Coleman
Joel Crouch
Clint Davis
Robert Jackson
We are welcoming new speakers:
Steve Carter
Roslyn Banks
Grace Bates
Jernando Jurez
La
We are excited to have one of our favorite speakers, the Honorable Elizabeth Copeland, a sitting U. S. Tax Court Judge, presiding over a mock trial.
We have other favorite speakers returning:
Tony Box
Bryan Camp
Kyle Coleman
Joel Crouch
Clint Davis
Robert Jackson
We are welcoming new speakers:
Steve Carter
Roslyn Banks
Grace Bates
Jernando Jurez
Lauren Olson
Tim Turner
Check back as we add more speakers to our list.
UPCOMING TOPICS
Annual Conference Details
UPCOMING TOPICS
Corporate Transparency Act
Innocent Spouse
Post Nuptial Agreements
Recent Cases & Legislation
Changes in Depreciation
Abnormal Clients
Taking Care of Senior Clients
Exclusion Rules for Disability Payments
Child Tax Credits
Clean Energy Credits
Bad Preparers
Installment Sales
Mortgage Interest
Disposing of a Business
Ethics (2 hours for EAs)
Our topics
Corporate Transparency Act
Innocent Spouse
Post Nuptial Agreements
Recent Cases & Legislation
Changes in Depreciation
Abnormal Clients
Taking Care of Senior Clients
Exclusion Rules for Disability Payments
Child Tax Credits
Clean Energy Credits
Bad Preparers
Installment Sales
Mortgage Interest
Disposing of a Business
Ethics (2 hours for EAs)
Our topics are chosen from audience suggestions from the prior year as well as areas of interest offered by our board members who are all working tax professionals.
Annual Conference Details
Annual Conference Details
Annual Conference Details
VIRTUAL OR IN-PERSON???
For your convenience, you may attend virtually or in-person.
In-person attendance includes:
Downloadable handout material
Breaks with snacks
Two lunches
Wine & Cheese reception
Virtual attendance includes:
Downloadable handout material
Continuing Education from the comfort of of your office!
Mission Statement
Wine & Cheese Reception
Annual Conference Details
Our mission is to provide intermediate to advanced continuing education to tax professionals presented in the Dallas, Texas area at an affordable cost. We are a non-profit, volunteer organization offering practical tax training to enrolled agents, CPAs and attorneys from both the private sector as well as the Internal Revenue Service. O
Our mission is to provide intermediate to advanced continuing education to tax professionals presented in the Dallas, Texas area at an affordable cost. We are a non-profit, volunteer organization offering practical tax training to enrolled agents, CPAs and attorneys from both the private sector as well as the Internal Revenue Service. Our seminars encourage an exchange of ideas as well as networking opportunities for the attendees.
CONFERENCE DETAILS
Wine & Cheese Reception
Wine & Cheese Reception
Dates: June 11, 2024 - Bootcamp
2:00 - 5:30 PM
Followed by a Wine & Cheese Reception
June 12 & 13, 2024
Times: 8:00 AM - 5:00 PM CDT
CPE:
Enrolled Agents - Tax (18 hours) & 2 Hours ethics: Pending
CPAs - 20 hours Sponsor # 009389
Attorneys - Pending
Wine & Cheese Reception
Wine & Cheese Reception
Wine & Cheese Reception
WINE & CHEESE RECEPTION
Sponsored By Coleman-Jackson, PC
On the first day of our conference, after our Bootcamp Mock Trial, in-person attendees enjoy a Wine & Cheese reception !
Network, Mix & Mingle!
Our Partners
