Schedule of Events

8:30 – 9:00
Registration & Networking

Cyber Security for Tax Professionals in 2022 presented by Vaughan Long, EA (1 HR CE/CPE)
A discussion of current cyber security threats and the best practices to help tax professionals address those challenges.
Learning Objectives:

  • Discuss threats to tax professionals
  • Review best practices to address these threats
  • Discuss how pricing with an IT firm typically works so that you can plan a budget
  • Discussion on how choices of computer hardware and software impact cyber security

IRS Communications in the New Era presented by Knox Wimberly EA (1 HR CE/CPE)

Entities: Are you still a Schedule C? Should You Be? When to Change Entities presented by Patrick Knightly, EA (1 HR CE/CPE)

Noon-1:00 p.m.
VASEA Annual Meeting & Awards Luncheon

1:00-2:00 p.m.
Best Practices for Client Management & Communication presented by LuSundra Everett, EA

  • Onboarding – scoping the engagement and engagement letters (samples)
  • Tax Filing Process – identity verification, secure document transfer, signature authorization, what happens if there is an issue (what happens if you get a rejection), how do you separate representation from the tax filing process
  • Client Review Process – Questions, Lessons learned, Set up for next year – estimated taxes, questions
  • Closing Them Out for the Year / Offboarding / Prep for next year

2:00-4:30 p.m.  (short break at 3:15)
Process in Practice – What Other Tax Professionals Do & What You Should Consider
Panelists will discuss what solutions they use to manage their practices. Panelists include Bob Brammer, Eric Duncan, LuSundra Everett, Vaughan Long, and Carol May.

4:30 Seminar Concludes
Optional group dinner nearby. Location to be announced. Individual pay on your own.


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