december2021 - 4

FROM THE EDITOR
Your Personal
Enrichment
Schedule for
IF YOU HAVEN'T done so already, try being proactive with your plans for growth in 2022.
This might sound like a variation on the traditional New Year's resolutions, and perhaps
it is, but it seems that, too often, we squeeze in our learning and improvement as an
afterthought when we have a bit of time to kill or when we're up against the wall to fill
in our CPE hours.
We start the new year, busy
season takes hold, then we make
some time to relax in the summer,
we get busy in the fall again and
prepare for family gatherings, and
the year-end approaches and we're
back to the start of another cycle.
Instead, how about taking some
time right now to think about how
you want to better yourself in the
next year, and then actually schedule
that education intentionally?
Your plans can take several forms.
■ Stay on top of legislation, standards,
and other developments that
impact the work you do regularly.
This can take the form of reading
certain publications and following
CPA
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Site Manager: Lester Craft
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Marketing Manager: Judy Corey
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news sources, taking CPE classes,
at tending conferences, and
connecting with your state and
national professional societies and
organizations.
■ Learn new skills to improve or
expand the services you offer to
clients. Whether you take classes
online or in person, or use self-study
programs, or even intern yourself
to a mentor, it's never too late to
expand your skillset so that you can
do your job, or even your life, better.
■ Read to add to your knowledge.
Schedule real time for regular reading
- books, magazines, newsletters,
websites - whatever sources you
prefer. If you don't set aside time
Today's Technology for Tomorrow's Firm
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Roman H. Kepczyk, CPA.CITP
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Garrett Wagner, CPA.CITP
Richard D. Alaniz, J.D.
Mary Girsch-Bock
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Jim Boomer, CPA.CITP, CGMA, MBA
Bob Cedergren, CPA.CITP, CGMA, CISA
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regularly to read, it's easy for you
to procrastinate and then never get
around to it.
■ Share knowledge with others.
Plan frequent meetings with your
friends and colleagues and learn
from each other. Practice what you
have learned.
If you start now, you can lay out
your self-improvement schedule for
2022 and actually get this schedule
on your calendar. Make a list of
what you want to learn in the year
ahead, seek out the resources where
that information can be found,
and then create your educational
program. Sign up for the events
and classes you plan to attend and
Today's Technology for Tomorrow's Firm
Practice Advisor (USPS 017-576), (ISSN 2160-8725 print; ISSN
2160-8733 online) is published four times per year (April,
June, August and December) by Endeavor Business Media
LLC incorporating two editions known as CPA Practice
Advisor and NSA Practice Advisor. Periodicals postage paid
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GAIL PERRY, CPA
Editor-in-Chief
gail.perry@cpapracticeadvisor.com
@gperrycpa
set aside time each week for your
learning activities.
Next, think about how you plan
to use your new knowledge. Will
you change the services you offer
to clients? If so, plan for how and
when that will happen and add
implementation steps to your calendar.
Will you expand your group of
personal contacts to include those
from whom you can learn? If that's
your plan, decide who that will
include and how you will alter your
relationships with these people.
Picture yourself a year from
now, looking back on the past year
and looking forward to a future that
includes your new-found knowledge.
You can make the choices right now
for how and in what ways you will
improve and take the steps to make
those choices a reality.
Meanwhile, the staff at CPA
Practice Advisor wishes all of you a
happy and safe holiday season. ■
available. Printed in the USA. Copyright 2021 Endeavor
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are the property of their respective owner.
4 DECEMBER 2021 ■ www.CPAPracticeAdvisor.com
http://www.endeavorbusinessmedia.com http://www.CPAPracticeAdvisor.com

december2021

Table of Contents for the Digital Edition of december2021

From the Editor: Your Personal Enrichment Schedule for 2022
Evaluating the "New" Tax Season Normal for Tax Advisors
Gearing Up for Tax Season
Checklist for End-of-Year Activites with Clients
Calm Down - It's Only Taxes
How to be Proactive vs. Reactionary as a Tax Pro
From the Trenches: Client Experience for Today and Tomorrow – Ten Ideas for Your Playbook
Let's Build a 2022 Q1 Marketing Plan for Your Firm
Commemorating 100 Years of Black CPAs and Looking Forward
Why Your Firm Needs Gated Content
Dancing in the Dark: 2022 Will See Shifting Tax Regulations in the U.S. and Abroad
The Labor Law Advisor: Preparing for an OSHA Inspection
The Millennial Advisor: Avoiding the Inevitable
Accounting Meta Influencers Discuss Trends, Provide Actionable Insights
The Leadership Advisor: COVID-19 Taught Us the Importance of Slowing Down
Apps We Love: Apps for Charitable Giving
The ProAdvisor Spotlight: Integration of QuickBooks Online and Mailchimp Create Personalized Marketing Campaigns
The Staffing & HR Advisor: How a Learning Culture Can Transform Your Practice
Getting Paid by Venmo or PayPal? The IRS Will Know
AICPA News: A round up of recent association news and events
Bridging the Gap: 6 Tips for Managing Technostress
december2021 - 1
december2021 - 2
december2021 - 3
december2021 - From the Editor: Your Personal Enrichment Schedule for 2022
december2021 - Evaluating the "New" Tax Season Normal for Tax Advisors
december2021 - Gearing Up for Tax Season
december2021 - 7
december2021 - Checklist for End-of-Year Activites with Clients
december2021 - 9
december2021 - Calm Down - It's Only Taxes
december2021 - How to be Proactive vs. Reactionary as a Tax Pro
december2021 - 12
december2021 - 13
december2021 - From the Trenches: Client Experience for Today and Tomorrow – Ten Ideas for Your Playbook
december2021 - 15
december2021 - 16
december2021 - Let's Build a 2022 Q1 Marketing Plan for Your Firm
december2021 - Commemorating 100 Years of Black CPAs and Looking Forward
december2021 - 19
december2021 - Why Your Firm Needs Gated Content
december2021 - Dancing in the Dark: 2022 Will See Shifting Tax Regulations in the U.S. and Abroad
december2021 - The Labor Law Advisor: Preparing for an OSHA Inspection
december2021 - The Millennial Advisor: Avoiding the Inevitable
december2021 - Accounting Meta Influencers Discuss Trends, Provide Actionable Insights
december2021 - 25
december2021 - 26
december2021 - 27
december2021 - The Leadership Advisor: COVID-19 Taught Us the Importance of Slowing Down
december2021 - Apps We Love: Apps for Charitable Giving
december2021 - The ProAdvisor Spotlight: Integration of QuickBooks Online and Mailchimp Create Personalized Marketing Campaigns
december2021 - The Staffing & HR Advisor: How a Learning Culture Can Transform Your Practice
december2021 - Getting Paid by Venmo or PayPal? The IRS Will Know
december2021 - AICPA News: A round up of recent association news and events
december2021 - Bridging the Gap: 6 Tips for Managing Technostress
december2021 - 35
december2021 - 36
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