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Free cpece webinars
Tax Season Kickoff: Updates, Opportunities & Challenges for 2023

TAX SEASON KICKOFF: UPDATES, OPPORTUNITIES & CHALLENGES FOR 2023

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 3, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Are you ready for the upcoming tax season? Join Padgett's knowledgeable team for a discussion covering key reminders for the tax season, updates from DC, and opportunities in the 2023 filing season. Attendees should leave this session feeling confident in their next steps for a successful tax season. 

Learning Objectives: 


  • Define what to expect in the 2023 season 

  • Outline practical steps for dealing with opportunities and challenges like ERC in tax season 

  • Recognize changes coming out of DC

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Roger Harris

Padgett
President
[email protected]
(706) 548-1040

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Roger Harris is the president of Padgett and has been serving in this role since 1992. He has worked with the company for 50 years, since studying at the J.M. Tull School of Accounting at the University of Georgia. Prior to becoming president of the company, Roger served as President and Chairman of the Board for 10 years in one of the largest Padgett franchises in the system, giving him years of valuable expertise in the franchise industry. He has used his expertise as an industry expert in the Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News and Accounting Today. Roger has also offered testimony before Congress, putting his decades of experience to work as an advocate for small business legislation.

Annie Schwab, CPA

Padgett
Franchisee Operations Manager
[email protected]
(706) 207-4450

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Annie is a CPA with over 25 years of tax experience in public accounting, including positions held at Arthur Andersen and Ernst & Young. She is currently the franchisee operations manager at Padgett, supporting office owners with their tax and accounting needs. Annie is deeply knowledgeable about our ever-changing tax system and acts as a key resource to Padgett's hundreds of tax professionals. She works with small business owners to navigate the complexities of the current tax law. Annie attended Tulane University in New Orleans where she received her undergraduate and master’s degree in Accounting and Taxation.

About Our Presenter

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Padgett is a leading franchise network of over 250 tax and accounting firms across North America, dedicated to providing small businesses with the financial and operating guidance they need to meet their goals. Our mission is to serve as trusted advisors. For small businesses we offer tax planning and preparation, payroll, bookkeeping and accounting. For franchisees, we provide comprehensive professional support, practice management coaching, proven marketing programs and software discounts all delivered within the context of a supportive community. 

At Padgett we empower small business leaders to identify and achieve their unique vision of success.