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Finance
HOW TO TALK TO YOUR CLIENTS ABOUT TAX PREPARATION OUTSOURCING AND 7216 CONSENT
Course Description

Offshore outsourcing offers tax practices an effective way to prepare more 1040 returns at a reasonable cost, without the need to hire additional staff. However, the concern over 7216 client consent often prevents many firms from exploring third-party support. This webinar will provide practical tips on how to navigate the outsourcing discussion with your clients, while clarifying why 7216 consent should not prevent you from gaining relief during busy season.



Learning Objectives
- Understand Section 7216 and its significance in tax practices
- Identify which tax services require 7216 consent and which do not

- Learn best practices for communicating outsourced services to clients and securing their approval

- Explore how outsourcing can help address staffing shortages and manage workload peaks

- Review real-world examples from a SurePrep customer on their 7216 consent process


Credits and Other information
⁠ Recommended CPE credit – 2.0
•⁠ Recommended field of study – Taxes
•⁠ Session Prerequisites and preparation: None
•⁠ Session learning level: Basic
•⁠ Location: Virtual/Online
•⁠ Delivery method: Group Internet Based
•⁠ Attendance Requirement:  Yes
•⁠ Session Duration: 2 Hours
•⁠ Case Studies and Live Q&A session with speaker
•⁠ PowerPoint presentation for reference

Who Will Benefit
•⁠ CPA
•⁠ Enrolled Agents (EAs)
•⁠ Tax Professionals
•⁠ Attorneys
•⁠ Other Tax Preparers
•⁠ Finance professionals
•⁠ Financial planners

Speaker

Peter Miele is a Vice President of Sales for Thomson Reuters. Pete is responsible for leading sales and business development activities within the tax workflow large firm segment. Previously, Pete spent twelve years as the Vice President of Sales for SurePrep. Pete combines comprehensive tax & accounting, paperless workflow and sales knowledge, along with the ability to communicate effectively across all levels of customer management. Prior to his time with Thomson Reuters and SurePrep, Pete was a Tax Manager with the accounting firm Deloitte, where he gained nearly a decade of tax and accounting experience. Pete earned a bachelor's degree in accounting from Seton Hall University in 1998.


Reading: Ut enim ad minim veniam

14 minutes 2 questions

Video: Greetings and introduction

15 minutes

Audio: Interactive lesson

7 minutes 3 questions

Reading: Ut enim ad minim veniam

22 minutes

Reading: Ut enim ad minim veniam

14 minutes

Video: Greetings and introduction

15 minutes

Audio: Interactive lesson

7 minutes 2 questions

Reading: Ut enim ad minim veniam

22 minutes

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  • Eleanor Fant

    July 14, 2022

    So I said lurgy dropped a clanger Jeffrey bugger cuppa gosh David blatant have it, standard A bit of how's your father my lady absolutely.

  • Shahnewaz Sakil

    July 17, 2022

    David blatant have it, standard A bit of how's your father my lady absolutely.

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Overview:
  • Speaker : Peter Miele
  • Duration :60 Minutes
  • Date :03/22/2025
  • Time :1pm ET / 12pm CT / 11am MT / 10 am PT

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