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Tax Practice Management

October 2-4, 2008 CSEA will present a Tax Practice Management Workshop (TPMW) at the Hilton Orange County/Costa Mesa in Costa Mesa, CA.

For 2008, the popular program has been expanded to a full three-day event, with 8 hours of NAEA/CSEA CPE each day.

Day 1 will cover (a) Writing a Business Plan and (b) Hiring & Training Employees. Two hours of Ethics will be incorporated throughout the day.

Day 2 and Day 3 will cover (a) Office Procedures, (b) Time Management, (c) Technology,  and (d) Practice Critique.
Days 2-3 have been designed so that attendance at Day 1 is not a prerequisite.

Attendees are encouraged to bring items from their office to share, including advertising materials, engagement letters, employee handbooks, firm brochures, client newsletters, written office procedures, marketing plans, business plans, etc.  In addition, networking discussions will continue through lunch and informal evening gatherings will be encouraged to ensure that attendees get the most out of the program.

Date/Time: October 2-4, 2008, 8 a.m. - 5 p.m. daily

Location: Hilton Orange County/Costa Mesa, 3050 Bristol Street, Costa Mesa, CA 92626
Hotel reservations call: 800/445-8667 or 714/540-7000; use group code SEA

Speakers: Penny van der Meer, EA and Barbara Willingham, EA

Cost:
Members: Day One only - $295; after September 15 - $345
Day Two and Three only - $595; after September 15 - $645
All three days - $795; after September 15 - $845

Non-Members: Day one only - $495; After September 15 - $545
Day Two and Three only - $795; After September 15 - $845
All three days - $995; After September 15 - $1,045

Continental Breakfast and Lunch is included in your registration cost.

CPE: NAEA/CSEA: 24 hours

“I attended the Tax Practice Management Workshop my first year in business after taking over someone else’s tax practice and I am still benefiting from the knowledge shared in the course by both the instructors and participants. I left the course with a firm vision plan and a mission statement that I continue to use and update. From employment laws to negotiating there is no way would I have had the insight this course provided if I had just done reading and learning the processes on my own.”  - Kim Kastl, EA

Click here to REGISTER securely online!

 

 

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