Continuing Education
In the past, let’s face […]
advanced tax training
40 posts
Now Is the Time To Grow Your Tax Business
Right now is a great […]
The “Tax Preparer Apocalypse” Has Been Canceled
Although this whole COVID-19 Crisis […]
Change to Earned Income Credit Creates New Earning Opportunity for …
Recent changes to the Earned Income Credit have created new earning opportunities for tax professionals.
Legitimize Your Hustle with Teowonna Clifton
"Legitimize Your Hustle" is the new message of the Schedule C Queen, Teowonna Clifton, of Simply Taxes of South Carolina, LLC, as she establishes her independent tax preparation business in the Columbia local market. She wants to focus on helping employees and entrepreneurs legitimize their side hustles. Join us in this episode of Tax Pro Nation as we listen to her stories and challenges as she grows her tax business through the Elevation Step and beyond.
How Does CECL Affect Taxes?
CECL standards mandate the use of historical, current and anticipated information to forecast expected losses over the life of a loan.
Salesmanship with Chauncey Hutter, Jr.
Leading marketing consultant and business success coach Chauncey Hutter, Jr., calls into the show to share his valuable insights into marketing and salesmanship from his extensive career. As as an owner with 27,000 tax-return clients and coach with 3,700 tax business owner clients, Chauncey holds nothing back about the current landscape of the tax industry and where all the opportunities are. He has actually never seen more opportunity than now to capitalize on the giant shift under way.
A Strategic Desire to Help with David Reeser
Executive sales trainer David Reeser visits the show to take the fear out of selling. He shares his thoughts on the mindset required to have helpful sales conversations without fear. We discuss his Victory Mindset concepts and get to role-play a sales conversation that follows a 4-Step process anyone can follow in their business.
Insurance Benefit Taxation: What You Need to Know
Learn when and how certain insurance benefits can be taxed so that you can set your client's budget accordingly and not be surprised by any extra taxes during tax season.
Are Tax Liabilities Bankruptable?
Bankruptcy has evolved over the years, and stringent measures have been put in place to prevent exploitation of the bankruptcy laws. But are overdue taxes allowed under our bankruptcy laws? Read to find out!
5 Strategies for Helping Lower Income Families Escape Debt
Helping lower income clients escape debt and achieve financial security is obviously a big challenge, but it's something that we should be working towards for our clients who need help most, here are five strategies that can help.
How To Maximize Tax Savings For Military Veterans
Military tax breaks can be very powerful, but difficult to find. Especially for tax professionals who don't work with military clients every day, sometimes you can feel like you don't know about all the military tax breaks that could be available. Here are some of the ways to ensure tax savings are maximized.
5 Professional Development Strategies for Tax Professionals
5 Professional Development Strategies for Professionals explores five effective methods for expanding your skillset.
Intrapreneurship with Sean Ahlum
Experienced intrapreneur, executive, and tech disruptor Sean Ahlum speaks about succeeding within the framework of a larger organization. We cover a wide range of interesting and helpful topics like intrapreneurship, innovation accounting, lean startup methodology, managing up, white spaces, unique selling propositions (USP), mindset, sharing ideas, and finding the right team.
Scale to Success with Glen Wielandt
Veteran tax pro Glen Wielandt speaks about scaling franchises with the top 3 tax franchises and what it takes to succeed in the tax business.
Client Care with Casimiro Jesse Peña
Tax pro and entrepreneur Casimiro Jesse Peña sits with Jeff and Andy as Tax Pro Nation’s first guest on the show to talk about client care. Jesse goes deep into the insights that have helped him grow his tax career and how truly caring about the client is key.
Step 9 of The Pronto Path: Fruition
This week, we complete our series on our journey through all 9 steps of The Pronto Path. Step 9 is called Fruition: leave your legacy. This step is truly an achievement, but only for those who prepare for it ahead of time.
Download The Pronto Path Infographic
Free visual description of the proprietary Pronto Path to success in the tax preparation industry.
Step 8 of The Pronto Path: Transformation
This week, we continue the series on our journey through all 9 steps of The Pronto Path. Step 8 is called Transformation: your business is profitable even when you're not there. Not many achieve this level of mastery in their business.
What I Learned About Doing Taxes from Not Doing Taxes
Lessons learned from taking a break from tax preparation during 2015 taught me that tax preparation is only 20% of being a tax professional. Training others to prepare taxes is the remaining 80% of tax business success. Top-shelf tax professionals are extremely valuable!