Automating Your Practice
Starting with the Tax Organizer
Tuesday, September 17, 2024 | 1pm – 2pm Eastern | via Live Webinar
Free 1 Hour for EAs and CPAs
During this special program we will review how to automate not only the tax organizer, but how to then leverage the documents to automate the entire tax preparation process, save almost 65% off the cost and timer of preparing returns, and eliminate input errors that are the number one cause of bad IRS audits. The key to maximizing your revenue and profit is to have the correct leverage in place, and it all starts from the tax organizer at the beginning of the tax process.
Program brought to you by:
PLEASE USE THE FORM BELOW TO REGISTER FOR THE PROGRAM.
About Your Speakers:
Eric Green – Attorney and Founder, Tax Rep Network
Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped thousands of accountants start and grow successful tax representation practices.
Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.
Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.
Dawn Brolin – CPA, CFE – CEO The Designated Motivator, Inc., & Powerful Accounting, Inc.
Dawn Brolin is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.
For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals, and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.
Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2023 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, 2021 and 2023 Top 100 Most Influential People in Accounting.”
Felecia Dixson, EA, CTRC, ATA
It’s not often you meet someone who has danced at opening ceremonies for Disney, been handed a contract from Sony to sing in Nashville, engineered fireworks displays for an entire city and told fish tales they can back up with photos all while lining up awards as an accountant. But for Felecia Dixson, math was one of many passions she pursued with all her heart.
Felecia first fell in love with math as a junior in high school. A tomboy at heart, she loves to take things apart and see how they go back together, so math and its problem-solving possibilities were a natural fit. “Math is amazing because it rules the world,” she explains. “We use algebra principles every day, having to know X and figure out Y to get to Z.”
Her passion has led her to serve as an officer or chairperson on committees from improving the IRS to taxpayer advocacy. She also serves as Treasurer for her local Board of the Veterans Park Association Committee. To no surprise, Felecia has also been named a TaxBuzz Top 100 Professional.
Prerequisites: None
Advanced Preparation: None
Program Level: Beginner
Delivery Method: Group Internet Based
Field of Study: Taxes
CPE: 1 hour
IRS CE: 1 hour
Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing 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. Green & Sklarz, LLC’s NASBA sponsor number is 132892.
Program Number: 15UFN-T-00379-24-O
Title: How the Tax Process Starts with the Tax Organizer
Cancellation Policy: If you find you cannot make the program after registering, please contact our office by email (team@taxrepllc.com) and let us know you will be unable to make the program.
Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to team@taxrepllc.com.
CPE Credits & Field of Study: Recommended 1 CPE Credit Hour in the Field of Taxes. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour
