2 webinars, 1 marketing plan, and a llama

This past week was amazing.

I’m incredibly fortunate to get to work with a great group of tax professionals. Last week’s Coaching Retreat for Tax Resolution Academy® members created some powerful breakthroughs for those that participated. I was very hesitant about trying to do such an event online, but Dan was confident it would work, and it did. Thank you to each of you that participated, as I always learn a lot from those retreats myself.

That was followed by our first ever Tax Resolution Start Boot Camp conducted on-camera via livestream. Again, I was hesitant that it would work, especially with the case study exercises and group discussions, but it went better than I could have hoped. Based on feedback from this first group, we’ll be making some tweaks for future classes to further adapt the learning experience to the online environment. For all intents and purposes, I am assuming that we will be conducting ALL seminars and workshops online for the entirety of 2020. If you plan to participate in a future session, I’d encourage you to install the GoToMeeting app now and test it in order to be ahead of the curve on any technology gremlins.

This coming week, I am retreating deep into my writing bunker in order to work on a project that I am literally 6 months behind on. For those of you that have already pre-ordered the 2020 Collections case work checklist update, this week’s for you. 🙂

I will re-emerge from the bunker on Friday morning, in order to have a fireside chat with Joey Brannon, CPA. Joey is the founder of Axiom Strategic Consulting LLC, a business advisory firm in Florida. He os also the creator of the Strategic CPA course, a program teaching other accountants how to add small business advisory services to their practice. On this webinar, we will discuss the centrist role that you can play with your clients to help them achieve their long-term goals. This is a conversation I’ve been wanting to have with Joey for literally a year and a half, so I’m super excited about it, and I hope that you’ll join us.

Again, that’s next Friday, March 15, at 10am Pacific (1pm Eastern). Click here to register.

The following week, on May 19th, Dan Henn, CPA will be teaching the best 8821/2848 class on the planet. He normally teaches the two separately, but I cajoled him into putting the two together as a single, comprehensive session. Doing it this way makes for a better compare/contrast opportunity between the usage of the two forms, and allows for a longer Q&A session (20 minutes vs just 10) as we rope him in to stay for the entirety of the second hour. Click here for CE/CPE info.

Last but not least, I want to remind you of one of the many, many FREE resources available to you on the Tax Resolution Academy® website. There are 421 blog posts on the site, and many of them provide detailed marketing instructions for growing your tax resolution practice. By far one of the best marketing plans on the site, if I may be so bold, is the 30-day 941 marketing challenge. A tremendous amount of time and Red Bull went into creating this, and since we are currently at the start of a new recession, putting together your business tax resolution marketing plan is more important than ever. Enough new 941 resolution work is being created right now to keep you busy for the next few years.