Reimagining your tax practice
Tackle today’s top practice management issues with insights and tips from pioneers in the tax community.
Managing a future forward tax practice that is efficient, profitable and agile can be overwhelming. How do tax practitioners meet client expectations, streamline workflows, rethink their business model, handle staffing challenges and keep up with technology?
The Reimagining Your Tax Practice webcast series will tackle these issues and more in a Q&A roundtable series with tax pioneers from the profession.
Register for free upcoming live roundtable sessions
Get insights and tips from experts in the tax community on practice management trends and issues through these interactive online sessions.
Note: No CPE is offered for these sessions. Tax Section members can log in down below and access the recordings after the live event.

Register for free upcoming live roundtable sessions
Get insights and tips from experts in the tax community on practice management trends and issues through these interactive online sessions.
Note: No CPE is offered for these sessions. Tax Section members can log in down below and access the recordings after the live event.


2025 roundtables (all at 3pm ET)
Aug. 20, 2025 — Transforming Your Firm: Preparing for Succession and/or M&A
Sept. 17, 2025 — Transforming Your Firm: Tech tools for Tax Prep
Oct. 22, 2025 — Cures for Burnout – Strategies for Mental Health and Well-being
Nov. 12, 2025 — CPA Exam Insights -Supporting Your Staff’s Success
Dec. 17, 2025 — Balancing Caregiving and CPA Practice – Support Strategies
2025 roundtables (all at 3pm ET)
Aug. 20, 2025 — Transforming Your Firm: Preparing for Succession and/or M&A
Sept. 17, 2025 — Transforming Your Firm: Tech tools for Tax Prep
Oct. 22, 2025 — Cures for Burnout – Strategies for Mental Health and Well-being
Nov. 12, 2025 — CPA Exam Insights -Supporting Your Staff’s Success
Dec. 17, 2025 — Balancing Caregiving and CPA Practice – Support Strategies

Rewatch past roundtable sessions
Rewatch past roundtable sessions
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