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Content provided by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Level Up: Tax Practice Growth Tips
Manage episode 373552125 series 3436441
Content provided by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On this episode Roger and Annie review strategies for tax pros to strengthen their firms, including evaluating clients and fees, developing a niche, implementing new technologies, transitioning to subscription pricing, and creating a succession plan.
Sponsors
Padgett - Contact Padgett or Email Jeff Phillips
Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.
Chapters
- (00:00) - Federal Tax Updates Episode 14
- (01:33) - Welcome to Federal Tax Updates
- (10:26) - What to do with a client that is not experienced with technology?
- (14:43) - What technologies can be brought to improve your service?
- (20:51) - What can developing a niche do to help your firm?
- (30:26) - What do people mean when they talk about Subscription Pricing?
- (39:10) - IRS released OPR information reminders for succession plans
- (48:16) - Recent IRS updates to be aware of.
- (53:20) - Thanks for listening and please subscribe so you don't miss an episode
twitter.com/FedTaxPod
facebook.com/FedTaxPod
linkedin.com/showcase/fedtaxpod
Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab
Review
Leave a review on Apple Podcasts or Podchaser
Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!
This podcast is a production of the Earmark Media
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
41 episodes
Share
Manage episode 373552125 series 3436441
Content provided by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On this episode Roger and Annie review strategies for tax pros to strengthen their firms, including evaluating clients and fees, developing a niche, implementing new technologies, transitioning to subscription pricing, and creating a succession plan.
Sponsors
Padgett - Contact Padgett or Email Jeff Phillips
Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.
Chapters
- (00:00) - Federal Tax Updates Episode 14
- (01:33) - Welcome to Federal Tax Updates
- (10:26) - What to do with a client that is not experienced with technology?
- (14:43) - What technologies can be brought to improve your service?
- (20:51) - What can developing a niche do to help your firm?
- (30:26) - What do people mean when they talk about Subscription Pricing?
- (39:10) - IRS released OPR information reminders for succession plans
- (48:16) - Recent IRS updates to be aware of.
- (53:20) - Thanks for listening and please subscribe so you don't miss an episode
twitter.com/FedTaxPod
facebook.com/FedTaxPod
linkedin.com/showcase/fedtaxpod
Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab
Review
Leave a review on Apple Podcasts or Podchaser
Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!
This podcast is a production of the Earmark Media
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
41 episodes
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Similar to Federal Tax Updates
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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continue reading
Hosted by former Marvel entertainment lawyer Paul Sarker and entertainment enthusiast Mesh Lakhani, Better Call Paul will delve into the business and legal issues at play behind the glitz and glam. This show takes you beyond the catchy headlines to find out what’s really at play behind the scenes and gives you an introduction to the business side of show business.
…
continue reading
The day's biggest news dissected by the day's newsmakers. Diverse opinions from across the political spectrum. The show that makes you decide, are you the Left, Right or the Centre?
…
continue reading
Tempers fly as the newsmakers of the week face-off in this award-winning show. Anchored by Sanket Upadhyay, this weekly program has politicians battlling wits with a live audience.
…
continue reading
Join Larry Mantle weekdays for lively and in-depth discussions of Los Angeles and Southern California news, politics, science, entertainment, the arts and more. More AirTalk at www.kpcc.org.
…
continue reading
Diane Rehm’s weekly podcast features newsmakers, writers, artists and thinkers on the issues she cares about most: what’s going on in Washington, ideas that inform, and the latest on living well as we live longer.
…
continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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continue reading
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continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
