Mastering the Tax Extension Process for Individuals and Businesses

Member-only Webinar for Accounting Professionals | 1 CPE Credit

Description

Filing tax extensions accurately and on time is essential to avoiding penalties and maintaining an efficient tax workflow. In this session, we will review the complete tax extension process for both individual tax returns and business tax returns, providing clear steps and best practices your firm can implement immediately.

Whether you are new to extensions or looking to improve your current workflow, this webinar offers practical guidance to help streamline the process and ensure compliance.

Learning Objectives

Participants will learn how to:

1. List the required steps to extend individual tax returns.

2. List the required steps to extend business tax returns.

Intended Audience

This session is designed for all accounting firm team members, especially those involved in the tax preparation and filing process. Staff responsible for organizing client documents, preparing returns, or submitting extensions will benefit from the structured, step-by-step guidance provided.

CPE Credit

CPE Available: 1 credit

KPIs That Double Your Firm Value

Date: February 25, 2026 | Time: 12:00 PM CT | CPE: 1 Credit

Maximizing your accounting firm’s value starts with knowing the right numbers. In this dynamic webinar, designed specifically for firm owners and leaders, we’ll explore the five KPIs that matter most for driving operational efficiency, uncovering growth opportunities, and increasing firm valuation.

You’ll also learn how to implement a proven planning framework to transform insights into actionable improvements, helping your firm perform better today while building long-term value for the future.

What You’ll Learn

• The five KPIs that have the greatest impact on efficiency, profitability, and firm value

• The five-step Backwards Mapping framework to convert KPI insights into strategic action

Who Should Attend

• Accounting firm owners

• Managing partners

• Directors and firm leaders

Why This Webinar Matters

Understanding and applying the right KPIs allows firm leaders to:

• Spot operational issues before they escalate

• Optimize resources and improve workflows

• Strategically grow firm value for long-term success

Whether you’re scaling your advisory services, managing multiple offices, or preparing your firm for the future, this webinar gives you the tools to make data-driven decisions with confidence.

Reserve your spot today!

Preparing for the April 15 Tax Deadline: Post–March 15 Review & Best Practices

Member-only Webinar for Accounting Professionals | 1 CPE Credit

Get ready for a more efficient and stress-free tax season. Join us as we review the outcomes of the March 15 tax deadline and outline key strategies to help your firm prepare for the April 15 tax deadline. This session provides actionable insights, workflow improvements, and best practices that accounting teams can apply immediately to stay organized and on track.

Learning Objectives

Participants will learn how to:

1. Identify successes and areas for improvement following the March 15 tax deadline.

2. Implement strategies and best practices to prepare for the April 15 tax deadline.

Intended Audience

This webinar is designed for all accounting firm team members, especially those involved in the tax preparation and filing process. Team members responsible for workflow management, client communication, or deadline coordination will find this session especially valuable.

CPE Credit

CPE Available: 1 credit

Firm owners and changemakers, it's time to Gather. As we begin to wrap up the year, we'll celebrate how far we’ve come and chart the course for what’s ahead. At Gather 2026, connect with fellow members, collaborate with industry experts, and plan for 2027. This conference isn’t just about reflection—it’s a launchpad for what’s next. Come ready to swap stories, snag fresh ideas, and soak up the best southern hospitality.

Details:

• October 19-20, 2026
• Hotel Vin Grapevine/DFW, TX
• 11 CPE Credits
• Intended for accounting firm owners and leaders with firms $500K-$5M

Topics:

• Improving accounting firm performance
• Growing a remote or hybrid team
• Compensation and incentives for your team
• Client onboarding process
• Leadership skill development
• AI in specific firm roles
• Developing your 2026 firm roadmap