Day 1 – Tuesday, July 30

These sessions are designed to help you grow your business. They do NOT qualify for continuing education hours.

Room 301 Room 302 Room 303 Room 304 Room 305
11:15am – 12:00pm

Actualización de Cumplimiento de Nómina y Recursos Humanos

Thalia Rodriguez

11:15am – 12:00pm

Your Home, Your Taxes

Louise Hartford,

CPA

 

 

11:15am – 12:00pm

Supercharging Your Workflow Automation

Jose Zavala

 

 

11:15am – 12:00pm

Building a Scalable Sales Process

Ryan Embree

 

 

11:15am – 12:00pm

Lleve su Práctica al Siguiente Nivel con Servicios de Asesoramiento

Tony Hunt, Alex Assuncao, Alejandra Matias

12:15pm – 1:00pm

Payroll & HR Compliance Trends Update

Thalia Rodriguez

 

12:15pm – 1:00pm

How to Automate your Tax Preparation Process in 5 Easy Steps

Brian Unger

 

12:15pm – 1:00pm

Supercarge su Automatización de Trabajo

Jose Zavala

 

12:15pm – 1:00pm

Be a Five-Star Business

Israel Marin

 

 

12:15pm – 1:00pm

Take Your Practice to the Next Level with Advisory Services

Tony Hunt, Jim Buffington, Alejandra Matias

2:50pm – 3:10pm

Introduction to Drake Software – What Makes Us Different

Michael Jenkins

 

2:50pm – 3:10pm

TaxAct Professional Software Demonstration: Cost-Effective Solutions for Practices of All Sizes

 

2:50pm – 3:10pm

Growing Your Tax Preparation Business with Time Saving Solutions

Jason Garner, EA

2:50pm – 3:10pm

5 Reasons Why You Should Consider an Online Tax Prep Solution

Luis Galvis

 

Day 2 – Wednesday, July 31

These sessions are designed to help you grow your business. They do NOT qualify for continuing education hours.

 

Breakout Room 301 Breakout Room 302 Breakout Room 303 Breakout Room 304 Breakout Room 305
7:00am to 7:45am

Crezca su Practica de Impuestos

Joel Lacayo and Rafael Alvarez

7:00am to 7:45am

Increased Profits: Why Every Tax Preparer Should Perform Bookkeeping Services

Joe Woodard

7:00am to 7:45am

Como Ser Encontrado En Google Búsqueda y Mapas

Roberto Martinez

7:00am to 7:45am

Cómo Sobrevivir Una Auditoría del IRS

Antonio Nava, EA

7:00am to 7:45am

The New 1040

Timur Taluy

9:40am to 10:00am

Get to Know Hubdoc

 

9:40am to 10:00am

Section 529: Qualified Tuition Programs

Julio Cesar Lugo

9:40am to 10:00am

Why and How to Get a Business Email Address

Alberto Contreras

9:40am to 10:00am

Managing Your Paper and Electronic Documents – How to Set Yourself Up to Win

Kevin Anderson

9:40am to 10:00am

Tax Season Marketing

Gary Mixco

11:55am to 12:40pm

Ciberdelincuencia – Protege tu negocio

Beatriz Zaragoza

11:55am to 12:40pm

Actualizaciones de las Tendencias y Tecnologías del 2019

Carmen Manrique

11:55am to 12:40pm

Tecnología para optimizar el trabajo de impuestos y aumentar la eficiencia

German Hernandez

11:55am to 12:40pm

Incorporación: lo que los contadores pueden y no pueden hacer por sus clientes

Milton Turcios

11:55am to 12:40pm

Lleve su Práctica al Siguiente Nivel con Servicios de Asesoramiento

Tony Hunt, Alex Assuncao, Mariette Martinez

12:55pm to 1:40pm

Drake Tax – Office Efficiency

Michael Jenkins

12:55pm to 1:40pm

2019 CPA Firm Trends, Technologies and Disrupters Updates

Roman Kepczyk

12:55pm to 1:40pm

Technology to optimize tax workflow and increase efficiency

German Hernandez

12:55pm to 1:40pm

Business Incorporation & Compliance: What Accountants Can and Cannot Do For Their Clients

Nellie Akalp

12:55pm to 1:40pm

Take Your Practice to the Next Level with Advisory Services

Tony Hunt, Jim Buffington, Marriette Martinez

3:30pm to 3:50pm

How to Grow Your Business Through Multi-Channel Marketing

Sal Ayala

3:30pm to 3:50pm

Secure your file sharing with SmartVault

Will Madrid

3:30pm to 3:50pm

Bringing Your Bookkeeping to the 21st Century

Dallen Ashby

3:30pm to 3:50pm

How to Create a Successful Tax Website

Kevin van Uitert

3:30pm to 3:50pm

Email is Killing Your Business

Chris Farrell

Day 3 – Thursday, August 1

These sessions are designed to help you grow your business. They do NOT qualify for continuing education hours.

Breakout Room 301 Breakout Room 302 Breakout Room 303 Breakout Room 304 Breakout Room 305
7:00am to 7:50am

Scaling Your Tax Practice

Arthur Garcia and John Hewitt

7:00am to 7:50am

Conquering Task Overload: The Art of Living with Extreme Productivity and Intentionality

Joe Woodard

7:00am to 7:50am

Alcance Clientes en Linea con Google

Roberto Martinez

7:00am to 7:50am

Crezca Su Negocio con Office Tools

Tania Arvizu, EA

 

7:00am to 7:50am

Let Go of Manual Processes Embrace New Ways to Work

Jesse Wood

11:45am to 12:30pm

The Real Cost of Having No Insurance

Beatriz Zaragoza

11:45am to 12:30pm

How to Serve Mixed-Status Immigrant Families

Cassaundra, Rodriguez, Ph.D.

Eunkyong Choi, TAS

11:45am to 12:30pm

Business Financing is Dependent on Proper Tax Filings

Joseph P. Amato

11:45am to 12:30pm

Expanding your business with Financial Services

Gilbert Mercado, EA

12:45pm to 1:30pm

Ingresos de Fuentes de Puerto Rico

Gloribel Noriega & Neville Ortiz

12:45pm to 1:30pm

Como Ofrecer Servicios de Contabilidad en su Oficina

Luis Parra, EA

12:45pm to 1:30pm

How to Become an Immigration Consultant

Greg Mckewen

12:45pm to 1:30pm

Como Expandir tu negocio con Servicios Financieros

Gilbert Mercado, EA

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