Client Retention and Client Termination
- Registration Closed
Course Description:
Enhance your tax practice with our Client Retention and Termination course. Learn strategies to cultivate lasting client relationships and navigate professional terminations effectively. Elevate your client and practice management skills.
Learning Objectives
Explain the techniques to strengthen client relationships.
Describe the skills for effective communication during client termination.
Discuss the ethical considerations and legal aspects in client retention and termination.
NASBA CE: 1.0 Hour/Practice Management/Business Development
IRS: 0 Hours CTEC CE: 0 Hours
NSA Webinar Program Level: Basic Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Internet Based
No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.
NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.
Ken Portera
Owner
Kenneth Portera EA, ATP has been preparing taxes for over 30 years and is the founder and owner/operator of Kenneth Portera & Associates LLC a year-round tax preparation and accounting firm which he started in 2009. His practice provides tax controversy representation, tax preparation for individuals, partnerships, corporations, estates, non-profits and gift tax filings. Prior to going off on his own he held positions of CEO, CFO, Treasurer, and Controller for various financial service companies. He holds an undergraduate degree in accounting from Pace University and completed some specialized graduate courses from The New School a NYC University. Ken taught as an adjunct for 13 years in the New York City University system as part of the accounting and finance department and has held positions on the Board of the New Jersey Chapter of the NATP and is a past director of the NJSEA.
