Battening Down the Hatches for the 2025 Tax Season

Some firms can find themselves in hot water because they don’t have enough good habits or infrastructure built into their practice.

Like other disciplines in our lives, if we fail to prepare and build healthy habits many of us fall right back into bad ones. Education and preparation are step #1, the crux of the matter is creating a system that replaces our default so in those moments of stress and vulnerability we can lean into our procedures and policies to protect us.

This webinar discusses how to add layers of protection to you and your firm. Things like how to comply with GLBA (Gramm-Leach Bliley Act), Communication with clients and outside related parties (sec. 7216), necessary documentation to firm up defendable positions, adding internal policies to protect staff and taxpayer data. Workload and stress can make good tax professionals into bad tax professionals very quickly.

2 IRS CE/2 NASBA CPE*

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*Self-Study recording not available for NASBA CPE credit.