Date/Time
11/10/2026
3:00 PM - 7:00 PM Central
Course Registration
Member: $149.00
Non-Member: $169.00
Credits
4 Credits
Event Type(s)
Webinars
Event Description

This course provides tax professionals with a framework for applying project management principles to tax preparation engagements. Participants will explore the full client lifecycle, from onboarding through workflow execution and delivery.

The course emphasizes improving efficiency, reducing bottlenecks, and enhancing client communication while managing risks in a deadline-driven environment.


Speakers:
Arthur Werner
Location
Webinar
Outlook/vCalendar/Google
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