How to develop & maintain a tax practice business plan
- Registration Closed
An in-depth overview of how to develop and maintain a workable business plan. The webinar will explore what is needed to develop and business plan. The session will conclude with the discussion on the pitfalls of not having a plan in place. Examples and templates will be provided.
At the end of this course, you will be able to:
- Recognize the formation of a workable business both short-term and long -term and how to adjust the plan when unexpected situations of events occur.
- Examine cash flows, and billings. loans and borrowings and cover and how to expand the business through planning.
- Recognize the pitfalls of not having a plan in place.
NASBA CE: 1 Hours/Practice Management
CTEC CE: 0
NSA Webinar Program Level: Basic
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.
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.