Skip to main content
Live Webcast Replay

K2’s 2023 Automating Your Tax Practice


Total Credits: 4 including 4 Taxes - Technical

Average Rating:
   5
Categories:
ACPEN Industry Institute |  Tax
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
4 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Automating the tax practice is – or should be – a major initiative of almost all public accounting firms today. From ingesting data, processing returns, distributing draft and final copies, and billing and collecting fees, practitioners have outstanding opportunities to automate their tax practice. Those that choose to automate will experience the benefits of reduced staff turnover, increased productivity and efficiency, fewer errors, and improved cash flow.

Participate in this session to learn the “how’s and why’s” of automating your tax practice. This session includes critical topics such as hardware and software options, workflows, and security and privacy issues. Plan to join us in this session to position your tax practice for greater success! 

Basic Course Information

Learning Objectives
  • Identify key tax return preparation processes that you can automate
  • Differentiate between various hardware and software solutions you can use in your automation efforts
  • List examples of workflows that automation will affect
  • Estimate the budget for your automation efforts and the related ROI

Major Subjects
  • Why tax automation is essential
  • Hardware and software selection
  • Workflow design
  • Best practices for ingesting data

Course Materials

Faculty

Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products

Shareholder

K2 Enterprises


Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

  • Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
  • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
  • Serving as a Chief Financial Officer for an international engineering organization; and
  • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Dates

Thu, Mar 07, 2024 - 04:00pm to 07:38pm MST
Sat, Mar 16, 2024 - 09:00am to 12:38pm MDT
Tue, Mar 26, 2024 - 11:00am to 02:38pm MDT
Mon, Apr 08, 2024 - 01:00pm to 04:38pm MDT
Wed, Apr 17, 2024 - 07:00am to 10:38am MDT
Fri, Apr 26, 2024 - 09:00am to 12:38pm MDT
Tue, May 07, 2024 - 11:00am to 02:38pm MDT
Thu, May 16, 2024 - 04:00pm to 07:38pm MDT
Sat, May 18, 2024 - 07:00am to 10:38am MDT
Fri, Jun 07, 2024 - 09:00am to 12:38pm MDT
Sat, Jun 15, 2024 - 11:00am to 02:38pm MDT
Fri, Jun 21, 2024 - 01:00pm to 04:38pm MDT
Fri, Jun 28, 2024 - 07:00am to 10:38am MDT
Tue, Jul 09, 2024 - 09:00am to 12:38pm MDT
Fri, Jul 19, 2024 - 11:00am to 02:38pm MDT
Fri, Aug 02, 2024 - 07:00am to 10:38am MDT
Mon, Aug 12, 2024 - 09:00am to 12:38pm MDT
Wed, Aug 21, 2024 - 11:00am to 02:38pm MDT
Fri, Sep 06, 2024 - 01:00pm to 04:38pm MDT
Sat, Sep 21, 2024 - 07:00am to 10:38am MDT
Thu, Sep 26, 2024 - 04:00pm to 07:38pm MDT
Tue, Oct 08, 2024 - 11:00am to 02:38pm MDT
Thu, Oct 17, 2024 - 01:00pm to 04:38pm MDT
Wed, Oct 30, 2024 - 07:00am to 10:38am MDT
Mon, Nov 04, 2024 - 09:00am to 12:38pm MST
Sat, Nov 16, 2024 - 11:00am to 02:38pm MST
Fri, Nov 22, 2024 - 01:00pm to 04:38pm MST
Mon, Dec 02, 2024 - 07:00am to 10:38am MST
Thu, Dec 12, 2024 - 04:00pm to 07:38pm MST
Sat, Dec 21, 2024 - 11:00am to 02:38pm MST
Mon, Dec 30, 2024 - 01:00pm to 04:38pm MST
Wed, Jan 29, 2025 - 07:00am to 10:38am MST
Fri, Feb 07, 2025 - 09:00am to 12:38pm MST
Thu, Feb 20, 2025 - 11:00am to 02:38pm MST
Tue, Mar 11, 2025 - 05:00pm to 08:38pm MDT
Sat, Mar 29, 2025 - 03:00pm to 06:38pm MDT
Tue, Apr 08, 2025 - 07:00am to 10:38am MDT
Thu, Apr 17, 2025 - 09:00am to 12:38pm MDT
Sat, May 03, 2025 - 11:00am to 02:38pm MDT
Thu, May 22, 2025 - 01:00pm to 04:38pm MDT
Thu, May 22, 2025 - 05:00pm to 08:38pm MDT

Additional Info

Basic Course Information

Prerequisites Fundamental understanding of tax return processing
Advanced Preparation None
Designed For Firm partners, principals, managers, and practitioners interested in improving productivity and profitability in their tax practices
Original Recording Date 09/2023
Course Developer K2 Enterprises
Date Added to Catalog 05/24/2023

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. 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


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Reviews

5
4
3
2
1

Overall:      4.4

Total Reviews: 5