Live 1-hour Webinar:
LESSONS FROM TAX SEASON 2019: 12 ways tax season can be better providing more effective client services while making more money and having more fun




Tuesday, April 30, 2019

1 hour, 1 CPE

Register Now for $79

Program Description:

Accounting firms learned a lot the hard way during the 2019 busy season. From under-trained staff to tech glitches to continuing tax law ambiguity, it’s time to take a breath, cool tempers, and reflect on what needs to be improved.

Don’t make any major changes in your firm (especially about staff) until you hear the advice in this session from tax season veteran and process expert Ed Mendlowitz. You’ll learn:

  • Top five problems firms struggled with this year and how to overcome them
  • What implementing TCJA taught us about running an accounting firm better
  • Tips on how to manage client service under the TCJA
  • What to focus on to generate new fees off-season from pushing 2020 tax season work into 2019 – 16 services you can perform
  • How to train, manage and supervise tax staff the right way
  • How to make your tax practice more efficient and effective

In this session, Ed will cover 12 broad categories with over 150 bullet points. He'll share client experiences as well as his 13 Fun Quotients.
You will pick up ideas to provide better service to clients, make more money and have more fun!

Presenter: Ed Mendlowitz

Edward Mendlowitz, CPA, is a partner at WithumSmith+Brown, PC and is one of Accounting Today’s 100 Most Influential People.  Ed is accredited as a personal financial specialist by the AICPA; is admitted to practice and has argued cases before the United States Tax Court; testified twice before the House Ways and Means Committee on Tax Reform, Fairness and Equity; is an adjunct MBA professor; and has been on the Bottom Line / Personal Panel of Experts for Taxes since the publication’s inception.

Ed is also the author of 26 books including the best selling How to Review Tax Returns (available at, and has written over 1200 articles and developed and presented over 250 professional speeches and webinars. He writes a twice a week blog that address issues his clients have at .  Ed’s practice management techniques have been reported on in many publications includingThe Wall Street Journal, the Journal of Accountancy.

Host: Rick Telberg

  • Founder and CEO CPA Trendlines, Bay Street Group
  • Accounting Today Top 100
  • CPA Practice Advisor Top 25

Host: Sandi Leyva

  • Founder and President Accountant's Accelerator, Sandra L Leyva, Inc.
  • CPA Practice Advisor Top 25
  • Most Powerful Women in Accounting

CPE Details

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Field of Study: Business Management and Organization

CPE Hours: 1


Sandra L. Leyva, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website Our NASBA sponsor number is 112525.

Seating is limited, so register now.  This webinar is packed with high quality content and will fill up fast!

Register Now for $79