Project Management for Tax Preparers
This 2-hour course introduces tax professionals to practical project management concepts that can be applied directly to tax return preparation, advisory engagements, and tax department workflow. Participants will examine how scope, deadlines, staffing, engagement letters, documentation, communication, workflow tools, controls, and technology affect profitability, compliance, client service, and team capacity.
The program focuses on building a more structured and sustainable tax practice by improving client intake, managing bottlenecks, controlling scope creep, standardizing processes, integrating technology, monitoring risk, and closing engagements more effectively.
The course is designed for practitioners who want to reduce busy season chaos while improving accountability, consistency, and the client experience.
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*Self-Study recording available for IRS CE Credit only (NO CPE)
NASBA Field of Study: TBA
IRS Program #: 7Q3WU-T-TBA
CTEC Course #: 6248-CE-TBA
Arthur Werner
,
JD, MS
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.
In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.
Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
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