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Future-Proofing Your Tax Preparation Business

FUTURE-PROOFING YOUR TAX PREPARATION BUSINESS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 12, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Tax preparers are facing more challenges than ever before in today’s market. Competition is increasing from all sides. Tax technology is both more complex and easier to use, meaning more and more taxpayers are opting for “DIY.” More specifically, during these current times of economic uncertainty, many traditional tax preparation customers have not only become more demanding, but they’ve also become more price-sensitive. 

Yet regardless of these current challenges, our industry experts – backed by data – tell us that exciting market growth opportunities exist for tax preparers who are willing to think outside the box. During this webinar, you will hear from Shannon Bond, vice president of Wolters Kluwer’s Preparer Segment and 25+ year tax industry veteran, and Robert Kerr, tax policy expert and principal at Kerr Consulting LLC., as they discuss active industry trends, challenges, and opportunities within the tax preparation industry, as well offer their analysis of what recent industry report findings mean for the future. 

Learning Objectives:


  • Summarize trends and the current state of the industry with an outlook for the next five years 

  • Identify several key challenges in 2023 and beyond and how to combat them 

  • List steps to think outside the box and find opportunities to grow

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Shannon Bond

Wolters Kluwer Tax & Accounting
Vice President & Segment Leader

(847) 580-5000

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Shannon Bond is the Vice President and segment leader with Wolters Kluwer Tax & Accounting North America. Shannon has been a part of the tax industry for more than 20 years and works with professionals across the industry, ranging from individuals and owners to franchises and large CPA firms to understand the needs of their businesses and the clients that they serve.

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Bob Kerr

Kerr Consulting
Principal
[email protected]
(202) 276-6145

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During a dozen years at the Internal Revenue Service (IRS), he held a variety of positions both in the agency’s Washington, DC headquarters and in its Chicago, IL district office. While in the Service’s artificial intelligence labs, he led two nationwide electronic filing pilot programs, which required an understanding of and coordination between multiple functional areas. He also served in a professional staff position on the U.S. Senate Finance Committee, where he helped Senator Grassley provide IRS oversight on issues ranging from private debt collection to relocation expenses.

His experience with the National Association of Enrolled Agents and H&R Block provides him with a deep tax professional perspective. He served as NAEA’s chief advocate for more than a decade, acted as primary spokesman to both tax and general media, founded its political action committee, and subsequently served as head of office.

Bob is an enrolled agent who brings to the table significant public sector, trade association, and private sector experience in tax administration, tax policy, and public policy.

About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.