SPECIAL EVENT: APRIL 28, 2021
TAX SEASON REVIEW—HOW FIRMS NAVIGATED
UPS & DOWNS of TAX IMPERATIVES & CHANGES

Join our Los Angeles MAP Committee for our 1st panel discussion on tax implications impacting quality of work, productivity, while managing inconsistent change in our 2nd COVID-19 Tax Season. Tap into experiences of tax leaders in the profession as to how they navigated their firms successfully through one of our planet’s most challenging times. Learn more about what has been taking place during these tax seasons with client interaction, team member productivity plus how firms created systems to manage interruptive processes of this tax season.

Please register:
April 28, 2021, 12:00 PM – 1:30 PM
Facility: Virtual Meeting
Member / Non-member Price: $0.00

Again, this panel of Managing Partners and Shareholders will participate in an interactive discussion of what they have learned and applied to navigate tax challenges in this current tax season while helping to create a new future for their firms.

As a participatory group, we will explore together these and other topics:

  • Waiting game on California conformity for 2020 PPP forgiveness and deductibility of related expenses
  • Orchestrating unintended consequences of Feds not extending 1st quarter 2021 estimate date to May 17
  • Dealing with complexities of Unemployment Compensation exclusion of $10,200/taxpayer
  • Managing additional workload that has emerged with Employee Retention Credit (ERC)
  • Expanding client education required to manage FFCRA Expanded Sick & Family Leave Program
  • Helping clients hunt for their Recovery Rebates
  • Planning difficulty for 2021 taxation/estimated taxes with likelihood of 2022 tax law changes
  • Collaborating with clients who won’t conform to new streamlining of COVID process
  • Handling “simple” returns complicated by ARPA
  • Working with Advance Child Tax Credit challenges for financially struggling families
  • When does technology add simplicity to your firm? When does it increase complexity?

This panel discussion is part of our successful Tax Season events. Panel presentations have been well attended and interactive. As such, over the next 12 to 18 months, we plan on having several panels on different topics to keep us all informed.

INTENDED AUDIENCE

Partners, Firm Administrators, Managers

FIELD OF STUDY
Practice management
Miscellaneous Information

NOTE: Online registration for all CalCPA events automatically closes at 11:59 pm, the night before the event. No CPE will be offered for this virtual meeting.

If registering the day of the event, please email:
Melissa Pineda (melissa.pineda@calcpa.org)
Shelly Medina (shelly.medina@calcpa.org)

The Zoom link for the event will be emailed 1-2 days prior to the event. If you do not receive that link, email Allan Fisher (allan@pfssearch.com) on the morning of the event.

FUTURE EVENTS

For future events, we plan to bring you information that will make a difference for you, the Firm, your team members and your clients. As such, over the next 12 to 18 months, we plan on having several panels on different topics to keep everyone informed.

May 26th: A coaching perspective for CPA Firm leaders – speaker Amber Setter
June 23rd: Annual Salary Survey – intake sheets will be emailed the week of March 1st for the survey.
July 21st: New Realities & Perspectives of Public Accounting – led by Mark H. Fowler.

All the best,

MARK