Compass Tax Educators

This program will explore the cultural and practical applications of purchasing and selling a tax practice. The discussion will include determining a firm’s culture and if the potential acquiring firm's culture is a good fit for the clients. We will review options for the seller's role, should the seller choose to stay. We will look at practical questions to ask to determine the business’s health and discuss tips for merging the firms.

Learning Objectives

• Understand your client’s needs and goals, and how this translates into purchasing/selling a firm.
• Understand how to clearly explain firm expectations and cultures to potential buyers/ sellers.
• Determine which areas should be examined when reviewing the health of the business.
• Review the practical nuts, bolts, and pitfalls of acquisition negotiations.

Education Information

IRS Program Number: This webinar does not qualify for IRS CE.

Length: 50 minutes plus optional question-and-answer session (no CE)

Prerequisite: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Online Webinar/Group Internet Based

Field of Study: NASBA Taxes

Credit hours: 1 CPE for NASBA, 1 CE for NAEA

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators.  IRS CE and NASBA CPE credits are available for the live webinars by responding to polling questions that randomly appear during the live event.  Attendees must respond to the required number of poll questions for each CE/CPE 50 minute hour; if you meet that minimum and if you have provided a valid PTIN, your CE is  automatically reported to irs.gov and a CE/CPE certificate is generated within 10 days of the event. 

See below for more information regarding administrative policies, such as complaints or refunds, or contact Sherrill Trovato, EA, USTCP, President of Gregory & Associates, Inc., at 714.777.9359.  There are no prerequisites or advanced preparation required for this webinar.  

OFFICIAL NATIONAL REGISTRY OF CPE SPONSORS STATEMENT:  Gregory & Associates, Inc. dba Compass Tax Educators is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.  

IRS CE: Gregory & Associates, Inc., IRS Provider Number MNVBP, dba Compass Tax Educators is authorized by the IRS Return Preparer Office to offer CE to enrolled agents in accordance with their policy for the live course sessions under Treasury Department Circular 230 Sections 10.6(f) and 10.9. This does not constitute an endorsement by the IRS RPO.

Webinar Policies, Refunds, Cancellations: 

Ticketing ends 30 minutes prior to the live event, or 1:30 PM ET.

If you are unable to attend the live webinar for any reason, you can cancel up to 12:00 PM ET the day before the webinar begins. If you cancel, you can receive either a refund of fees paid, less a $35 administrative fee, or access to the on-demand webinar on the same topic. 

If you have any questions regarding our refund policy, or any other administrative policy, please contact Sherrill Trovato, EA, USTCP at 714.777.9359 or Geri Bowman, CPA, EA, USTCP at 330.628.0415.