Management Courses

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The Tree of Wealth

Course Length: 1 Hour
Instructor: Larry Lawler, CPA, EA, CTRS

During this presentation National Director Larry Lawler will reveal the sales process that he uses every week to close 95% of the prospects that walk into his office. You will take away the very simple systems that you can put in place in your practice to replicate this same success.

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Contingency Fees

Course Length: 1 Hour
Instructor: Bill Nemeth, EA, CTRS, NTPI Fellow

When can Circular 230 Practitioners Charge Contingency Fees ? What Tax & Representation Services are eligible for Contingency Fees ? Circular 230 just had its 3rd birthday since the last revision and is horribly out of date. It does NOT reflect the Ridgely v. Lew court decision on Contingency Fees which the government lost. Join us for an interesting 50 minutes of applied ethics on Contingency Fees.

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Out-Swimming the Sharks and Business Turnaround

Course Length: 1 Hour
Instructor: Mike Brummer

In this line of work we often run into taxpayers with struggling businesses, and more often than not, they look to us for advice. This information-packed hour with a leading business turnaround specialist will include a discussion of the early warning signs of a business in distress. Your speaker, Mike Brummer, will cover the key elements of strength, leadership, and vision necessary to assist a troubled business.

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Practical Guide to Writing YOUR Data Security Plan

Course Length: 1 Hour
Instructor: Bill Nemeth, EA, CTRS, NTPI Fellow

Did you know as a paid tax return preparer you are required to have a data security plan to provide data and system security protections for all taxpayer information? Bill is going to walk you through step by step how to create a data security plan and was even nice enough to provide templates to get you started! After this presentation you will be able to: Understand basic security steps and how to take them, Recognize the signs of data theft and how to report data theft, Respond and recover from a data loss

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Protect your Practice from Cybersecurity Threats

Course Length: 1 Hour
Instructor: David Wolf

Learn how to protect your practice and your clients records from online threats. In this course we cover best practices you need to have place in your practice to avoid a catastrophic breach.

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