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Wednesday, July 28, 2021 Live WebcastMiddlesex/Somerset Chapter

Middlesex/Somerset Chapter Chat: Tax Season Wrap-Up in the Time of COVID (E2107229)

12:00 PM - 1:15 PM EDT
webcast

Zoom

1.0 CPE Credits in TX
New Date - Was 7/13, was 7/27, Now 7/28

OVERVIEW

Learn what you need to do to wrap up tax season in the COVID-19 environment, and prepare for next year's tax season.

HIGHLIGHTS

In this session, the speaker will discuss:
  • Client interaction
  • Common problems encountered during tax season
  • Keeping clients engaged
  • Selling additional services after tax season
  • Preparing for the next tax season

COURSE LEVEL

Update

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Edward Mendlowitz

Edward Mendlowitz, CPA/ABV/PFS/CFF

WithumSmith+Brown

Ed Mendlowitz, CPA, PFS, ABV, CFF is a partner at WithumSmith+Brown, PC.  He is a member of AICPA, NYSSCPA, NJSCPA and NCACPA.  Ed is the author of 27 professional books including the bestselling How to Review Tax Returns (2014 CPA Trendlines); author of over 1500 articles and blogs and 300 continuing education courses and speeches.  He won the Lawler Award for best article published in 2001 in Journal of Accountancy; and his article in January 2011 Journal of Accountancy was that year’s most viewed article.  Ed has testified twice before House Ways and Means Committee on tax reduction, equity and reform; he is admitted to practice before U.S. Tax Court; and is an MBA professor at Fairleigh Dickinson University.  He was a team captain and performed peer and quality reviews for over 60 practices.  Ed is also author of twice weekly blog, www.partners-network.com.

PRICING

Free Event
Pre-Registration Closed

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