WAATP Signature Monthly Meeting - Pre-Tax Season Preparation and Work Paper Requirements

Presented by Washington Association of Accounting and Tax Professionals 

Tuesday, November 17th, 2020 Webinar

Event schedule: 

• Beginning of Webinar: 11:00 am - 12:00 pm
• Chapter Breakout Time: 12:00 pm - 12:30 pm

Speaker: Bob McKinley, CPA

CPE Credits: 1 Practice Management Hour

Course Description:  Start getting ready for 2020 Tax Season now with this practical, organizational seminar with longtime CPA and WAATP member, Bob McKinley. He has many years of tax season experience to share. Bob will help you evaluate the 2019 Tax Season for things that went well that should be repeated and for issues that need to be addressed before the 2020 Tax Season begins. The next step in preparing for tax season is creating an inclusive checklist to have clear reminders of what needs to be done. The final topic Bob will cover is what should be included in our work papers, Circular 230 and accounting standard requirements, and how those documents should be organized.

Learning Objectives:

1. Develop a plan for successful tax season.
2. The attendee should come away with a system to organize tax season and their work papers.

WAATP members, $0 

Non-members, $15 

Join WAATP today to receive a discount. 

Just by registering you are entered into a drawing for a special TaxBook prize!! 

Disclaimer:

Fees and Schedule - This WAATP Internet-Live webcast will begin and end promptly at stated time. 

 Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

 Cancellation and Refund Policy: Registration fees will be refunded in full for up to 3 days in advance of the seminar. Registrations may be transferred 1-3 days prior to the seminar date. NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE SEMINAR MATERIALS AND WEBINAR LINK HAS BEEN SENT AND THE SEMINAR BEGINS. NO EXCEPTIONS