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Tuesday, February 21, 2023

REGISTER TODAY! How to Automate Tax Engagement Letters in Ignition - February 21, 2023 START DATE: 2/21/2023 START TIME: 12:00 PM CST DURATION: 60 MINUTES ABSTRACT: Do you want to streamline onboarding, automate engagements and eliminate accounts receivable for your firm? Join Ryan Embree of Ignition and Josh Lance of Lance CPA Group to learn how you can scale your revenue and win high value clients with Ignition. Ignition brings together everything you need to engage clients and get paid effortlessly in one place. From selling your services and creating impressive digital proposals, through to automated invoicing and payment collection, Ignition helps you to build strong relationships that work for you and your clients. Win win. In this interactive, hands-on session follow along with accounting expert Josh Lance to get up and running fast with Ignition. He'll also give tips and share his experience for managing his own firm. You'll also have an opportunity to ask questions in an open Q&A. LEARNING OBJECTIVES: By completing this webinar, you will be able to advise your clients on topics such as: o How to create tax proposals in Ignition for 1040, 1120, 1065, and tax planning clients o How to leverage Ignition’s proposal templates to fast track proposal creation o How to streamline your sales process and upsell services by allowing your clients to choose from up to three proposal options o Why getting payments (ACH and Credit Card) set up inside the proposal (instead of post-proposal) is a huge time saver o Designing a compliant engagement letter engagement letter SPEAKER: Josh Lance CPA, LLC Managing Director at Lance CPA Group and Head of Accounting at Practice Ignition CPA & CGMA. At Lance CPA Group, I manage a virtual and remote team serving craft brewery and digital agency clients around the country. At Practice Ignition, I work with accountants to help them optimize their firm and how they can use Practice Ignition to better run their practice.

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Wednesday, February 22, 2023

REGISTER TODAY! How to Get Maximum Tax Relief for Large IRS Balances - February 22, 2023 START DATE: 2/22/2023 START TIME: 12:00 PM CST DURATION: 60 MINUTES ABSTRACT: Effective bookkeeping allows an accurate tax return to be prepared. But when that tax return yields a balance due, what are the next steps for your tax paying client? Pay in full? Installment agreement? Are these the only two options? And how does a tax payer prevent large balances in the future? By being told to increase their withholdings? In this presentation, you gain insight into how tax resolution fits in to the tax services environment and how you as a tax professional can provide real and satisfying advice to your clients who are looking for less anxious solutions for their large tax balances. You will also gain insight in to the fears your clients may be facing and how you as the tax professional can help them alleviate those fears, helping them to gain even more confidence in you and lead to referral business from their peers. LEARNING OBJECTIVES: By completing this session, you will be able to: Define tax resolution Understand the difference and timing between tax planning, tax preparation, and tax resolution See the value of adding tax resolution to your existing practice Identify with the feelings your clients are experiencing when faced with having to deal with the IRS Know the difference between Form 8821 and Form 2848 and when to use each Become educated on the various resolution tools your clients may benefit from Increase your value by educating consumers of financial information WHO SHOULD ATTEND? CPAs, Enrolled Agents, and tax preparers interested in understanding how tax resolution can help their existing tax practice, those interested in expanding their tax practice beyond tax preparation, or those interested in knowing who to refer tax resolution business out to. Course Level: Beginner Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Business Law –Technical Recommended CPE: 1 Recommended CE: 1 IRS Category: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00163-23-O In-Person: NESGF-T-00163-23-I If you're already registered for the How to Get Maximum Tax Relief for Large IRS Balances - February 22, 2023 webcast, click below: SPEAKER H. Randy Hughes III, CPA Owner of Counting Pennies LLC

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