Maximizing your 2024 tax season debrief meeting

How did tax season go this year and what can you do to optimize your production processes during the extension season?

Join Roman Kepczyk as he addresses these questions and delivers the results of the 2024 Tax Debrief Survey. He'll walk you through best practices, recommendations and takeaways to tune up your tax production processes in the months ahead. He’ll also explore a variety of approaches for conducting your own tax season debrief meetings, including specific facilitation skills to guarantee your staff’s input and assure buy-in. Roman will also share about key future technologies and tax optimization recommendations garnered from his consulting with accounting firms.

In this webinar, you’ll learn about:

• Results/findings from the 2024 Tax Debrief Survey.
• Conducting a productive and insightful tax season debrief meeting.
• Key technologies and disrupters all firms should be aware of.
• Best practices and tax optimization recommendations to plan for next tax season.

Presenter:
Roman Kepczyk, Director of Firm Technology Strategy at Rightworks