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Estate planning checklist for cpas4/16/2024 ![]() Mendlowitz.Īs our “thank you for attending” gift, firms registered for this webinar will receive a complimentary gift issue of CCH’s Top Federal Tax Issues for 2018 in electronic format. During the program, time will be provided for you to submit questions to Mr. Then you’ll write the details of your estate plan in a document called a will. You’ll start the estate planning process by creating an inventory of your assets and debts, figuring out which beneficiaries will inherit your belongings and choosing an executor to handle your final wishes. You will also receive many illustrative examples and downloadable practice-ready checklists and worksheets in your participant materials.Īll tax professionals involved with tax return preparation and review will greatly benefit from this seminar. Estate planning checklist: 8 basic steps. ![]() He will also introduce his tax comparison worksheet that has saved hundreds of CPAs immeasurable time, improved quality, streamlined partner top-side reviews, and doubles as a user-friendly deliverable and cross-selling tool. Mendlowitz emphasizes methods to reduce review time and bottlenecks and improve preparer quality including self-review techniques guaranteed to work. This “how-to” session will also demonstrate how to develop and use reviewer specific checklists and a reviewer qualification test, follow up schedules, and an advance review checklist. Seven types of tax return reviews and the one type of review that provides the true value of your services to the client.Molding your staff’s mind set to appreciate the value of tax season and the benefits to themselves, the firm, and clients. ![]() Tips for training reviewers to work better, delegate more effectively to preparers, reduce reviewer time and better identify planning opportunities for clients.Opportunities for staff development and advancement.Proper review procedures to control and tame workflow.Presented by nationally recognized tax season process expert Ed Mendlowitz, CPA, this insightful two-hour CPE webinar will provide you with tips and tactics to save valuable time for reviewers and partners while greatly improving the quality of the preparer’s work. Reviews are an essential part of completing tax returns, yet very little time is spent training reviewers on this critical process. Start Performing More Effective Tax Return Reviews View More Live Webinars How to Review Tax Returns: Best Practices (Completed) Date: Monday, July 16, 2018Ģ hours Federal Tax Related for EAs and OTRPs
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