Expert guided event to level up your tax game and grow your business
2-DAY ONLINE EVENT
The Strong Finish
For Tax & Finance Professionals
End the year with a bang and make more money with better services, year round!
- Thur, Nov 16 - Fri, Nov 17
What is The Strong Finish?
It's a year end online event to guide tax & finance pros, like you, on how to:
- Better serve your clients with effective year-end strategies
- Close out your business year strong
- Level up your tax game and strategies for 2024.
Who is it for?
Enrolled agents, CPAs, JDs/Attorneys, Auditors, Tax professionals, and finance professionals that are passionate about serving their clients and have over a year of experience.
Here's what you can expect
This 2-day online event is guaranteed to provide you with:
- 3 CE & 5 CPE credits
- A community of Tax Experts ready to help you get unstuck
- Year end incentives for your clients: LCDs, Pro Formas, planning and representation, oh my!
- The knowledge of how to quickly and easily get clients into compliance
- Strategies to help you up-level your practice management with ease.
Two-Day Event Schedule
DAY 1
Thursday, Nov 16th
5pm - 8pm ET
Session 1: 5:00 - 6:00 pm ET
Welcome & The Anatomy of a Tax Pro
Session 2: 6:00 - 7:00 pm ET
Your next year, best year! Creating the Executive Touch for your clients
Session 3: 7:00 - 8:00 pm ET
Why The Executive Touch?
DAY 2
Friday, Nov 17th
10am - 4pm ET
Session 4: 10:00 - 11:00 am ET
How to Get Back in Compliance Quickly and Easily
Session 5: 11:00 am - 12:00 pm ET
Entity Structure Compliance Checklist
Session 6: 12:30 - 1:30 pm ET
Growth Panel
Session 7: 2:00 - 3:00 pm ET
End of Year Considerations for Your Clients
Session 8: 3:00 - 4:00 pm ET
Q&A and client breakout rooms
Meet your Host & Facilitator
Angie Toney, CPA/PFS, CTA
Angie has been on all sides of the finance professional field: a tax strategist, accountant, corporate auditor, etc. Her network extends into former IRS professionals/tax auditors. With these experiences, she knows first-hand how to move through representation and strategy work from an investigatory perspective, while still maintaining heart-felt trust and care for clients. This puts Angie in a unique position to understand the opportunities and pitfalls when it comes to talking to the IRS and strategizing what a client’s best move is…
If you join live, you’re in for a special treat —originally from Jamaica, Angie will lead-through a one-of-a-kind experience with the precision of someone’s who loves all those special touches that make an experience worth while and high-end.
Plus, hear from our expert panelists
Kingsley Ifedi, CPA, MAcc
Accounting Expert
Kingsley holds a Master’s degree in Accountancy, which he obtained to deepen his understanding of financial principles and strategies. As a licensed CPA, he brings a wealth of knowledge and expertise to his clients, ensuring their financial goals are not only met but exceeded. Hailing from Charlotte, North Carolina, Kingsley aka “The Quarterback of Taxes” has always had a competitive spirit and a drive for success.
Larry Pendleton, CPA
Tax & Investment Consultant
Larry’s mission is to help people achieve financial abundance by increasing their passive income and reducing their taxes with effective tax strategies. With over a decade of CPA experience, Larry has a focus on tax strategies for investors. His team adds value to 200+ investors across the US with tax consulting, cost segregation studies, accredited investor validation, and tax preparation.
Wendy Barlin, CPA
Success Strategist
After coming to the United States in 1997 with nothing but a bag of dirty clothes and a dream, Wendy is a staunch believer in the American Dream. Wendy Barlin, CPA, is an author, professional speaker and business strategist. Wendy has spent her entire career helping people keep more of their hard earned money with business strategies and cash management plans.
Ryan Moriarty, CEO
Serial Entrepreneur
Ryan is a seasoned entrepreneur with 15 years at the helm, currently leading DoneForYouTax.com to impressive growth, including a $100,000 sales surge last month. His adept leadership in technology and business continues to drive his company’s success and innovation.
Kim Lochridge, Executive Vice President
Tax & Practice Consultant
Kim Lochridge is Executive Vice President for Engineered Tax Services, Inc. (ETS), an industry-leading provider of specialty tax services in the United States. Kim possesses a powerful combination of real-world business management skills, with a fundamental understanding and practical application of tax codes as they relate to real estate, and energy efficiency incentives.
Ryan Foncannon, MBA
Advanced Tax Strategist
With over 14 years of experience in the financial services industry, I have earned the Series 65 and the National Social Security Advisor credentials, as well as the Certified Long-term Care designation. My mission is to help business owners and high-income earners build wealth by repositioning what they pay to the IRS into income-producing assets, with huge upfront tax benefits. I also help them reduce their non-labor costs, insurance costs, and labor costs, and leverage 21st century robotic automation to grow their businesses.
Antonio Glenn, Esq.
Corporate & Tax Attorney
Antonio Glenn has more than 15 years of extensive experience navigating the complex intersections between smart business growth, strategic financial planning, best practice contract negotiation and risk mitigation across a wide range of sectors. He advocates tirelessly for his clients in sectors as diverse as nonprofit, financial services, national trade associations, and information technology, and is widely respected as a client relationship management expert who executes successful strategies to accomplish measurable results with ease and confidence.
Growth – Accelerate From Number Cruncher to Trusted Advisor
Friday, Nov 17TH | 12:30pm ET
Find out how to use your marketing dollars, how to hire the right people, and build your practice to get to the next level of success you know you deserve.
FAQS
What is the IRS and NASBA accreditation for this webinar?
Representation and Strategy Workshop for Tax Professionals is presented. Expand your services and deliver high-profile work, with efficiency, care, and effectiveness, along with executive-level quality deliverables.
Course Title: Entity Structures and Tax Implications
Target Audience: CPAs, JD / Attorney, Auditors, Enrolled agents, EA, OTRP
Category: Federal Tax Law Topics/Federal Tax Related Matters
Delivery Method: Live
CE Credits: 1.0 hours
IRS Course Program Number: EOESH-T-00009-23-I
Total IRS CE Credits: 1.0 hours
Instructor: Antonio M. Glenn, Esq.
Course Description:
Understanding the pros and cons of business structures from Sole Proprietorship to C Corp is essential for any Tax Pro. Although the circumstances can vary, the specific advantages and disadvantages of each business structure is important to understand.
Join this webinar with seasoned legal counsel, Antonio M. Glenn, Esp. In this session, Antonio will explain the pros and cons of a Sole Proprietorship, Single Member LLC, S Corp, and C Corp. You will also get practical tips for success in any type of corporation.
Learning Objectives:
- Understand the concept of a sole proprietorship
- Explore the benefits of converting to a single member limited liability company (LLC)
- Learn the process of converting a sole proprietorship to a single member LLC
- Explore the benefits of converting to a C corporation
- Learn the process of converting an S corporation to a C corporation
- Compare and contrast the characteristics of different business entities
- Provide practical examples and case studies
- Discuss the implications of generating $250,000 in revenue
Course Title: End of Year Considerations for Your Clients
Target Audience: CPAs, JD / Attorney, Auditors, EA, OTRP
Category: Federal Tax Related Matters
Delivery Method: Online
CE Credits: 1.0 hours
IRS Course Program Number: EOESH-T-00013-23-O
Total IRS CE Credits: 1.0
Instructor: Ryan Foncannon
Course Description:
Presenting ideas surrounding planning and representation to expand your practice. Also, ideas for how to operationalize for clients and use as add-on to 2024 practice management.
Learning Objectives:
Related to planning:
- LCDs
- Pro Formas
Related to representation:
- Corporate Transparency Act – understanding why the IRS is cracking down on illegitimate LLCs
- Preparing for CP504s – collections issues
Course Title: How to Get Back in Compliance Quickly and Easily
Target Audience: CPAs, JD / Attorney, Auditors, EA, OTRP
Category: Federal Tax Related Matters
Delivery Method: Online
CE Credits: 1.0 hours
IRS Course Program Number: EOESH-T-00012-23-O
Total IRS CE Credits: 1.0
Instructor: Angie Toney
Course Description:
Understand how quickly and easily you can get clients back into compliance. You will go through a case study on unfiled returns and understand how to make these follow on clients.
Learning Objectives:
- Documents you’ll need and forms to fill out
- How to get the deduction numbers and income to fill out forms
- Realize that getting people in a better place leads to follow-on
Course Title(s):
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Target Audience:
Category:
Delivery Method: Live
CE Credits:
CPE Credits:
IRS Course Program Number:
Instructor(s):
Course Description:
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Will this event be recorded?
No. This is only CE/CPE credits for a LIVE class. It will not be recorded.
Finish the year strong
