Wednesday, July 24 | 11:15 a.m. - 12:05 p.m. | Concurrent Session
Navigating the Paper Trail: Recordkeeping Essentials
1 CPE for CPA
In the ever-evolving landscape of tax preparation, keeping accurate records isn’t just important — it’s essential. In this session, we will explore strategies, best practices and requirements for successful tax professionals.
Objectives
Upon completion of this session, you will be able to:
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Describe best practices for efficient recordkeeping
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Identify paid preparer due diligence requirements for record retention
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Recall important security measures to protect client records
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Recognize common client questions related to record retention and organization
CPE information
Duration: 50 minutes
Course level: Overview
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live
