As a part of our commitment to the education of accountants and tax professionals, we are thrilled to share this free 41-minute comprehensive presentation discussing tools and strategies for maintaining a high-quality tax practice with Bruce Ball FCPA, CPA (VP Taxation at CPA Canada), John Oakey CPA, CA, TEP, CC (Vice-chair of the CPA Canada’s Medium and Small Practitioner Tax Committee, and National Director of Tax Services for Baker Tilly) and Joseph Devaney CPA, CA.
Title: 4 Pillars for Conducting a High-Quality Tax Practice
Presenters:
Bruce Ball FCPA, CPA, VP Taxation at CPA Canada
John Oakey CPA, CA, TEP, CC, Vice-chair of the CPA Canada’s Medium and Small Practitioner Tax Committee, and National Director of Tax Services for Baker Tilly
Joseph R. Devaney CPA, CA
Duration: 41 minutes
Description: Join this panel of knowledgeable tax specialists as they offer practical strategies and resources for tackling common issues impacting the quality, efficiency and profitability of tax practices supporting private companies. This comprehensive presentation will focus on the 4 key pillars including education, documentation, communication and systems aligned with leadership, ethics and integrity.
Sources:
CPA Canada Tax Blog - Tips on Running a High-Quality Tax Practice
Available now, through CPA Canada’s practice management, advisory, compilations and tax (PACT) guide (Practice management, advisory, compilations and tax guide (PACT) (cpacanada.ca))
Video recorded September 16, 2021
Stay tuned for these upcoming practical resources coming soon from CPA Canada:
Coming later this fall:
Capital dividend election checklist
Partnership and charity return checklists
Client Acceptance Checklist
Planned for release in 2022:
Revised tax risk checklist – the key things you need to consider for your tax practice
Estate planning checklist