Join us to discover the best, worst, and funniest stories from this tax season. Learn how our expert panelists navigated challenges and managed unexpected issues, like when a client attempted to write off a $12K pool expense for client meetings, or landscaping costs as a home office expense. Hear firsthand how they kept their composure and handled these surprising scenarios.
These stories will not only entertain and inspire you but also provide valuable lessons and cautionary tales to prepare you for the next tax season. Break from the usual dry tax discussions with a fun and lively session that promises to lighten your day and bring a smile while inspiring you to make meaningful changes in your firm. Join us to learn the biggest takeaways and what our panelists learned from their experiences.
Learning Objectives:
Ignition
Head of Accounting
[email protected]
Through social learning, Jennie advocates for financial technology to make bookkeeping simple for small business owners and accounting professionals. She has a passion for figure skating, accepting failure as learning, and helping people accept change.
The Designated Motivator
CEO
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(860) 234-2059
Dawn is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.
For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.
Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”
As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.
Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.
Dawn's podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website, DawnBrolin.com.
SMD Consulting
President & Founder
[email protected]
(469) 252-4547
Sean founded SMD Consulting & Accounting on the steadfast belief that small business owners want and need advice and strategy to minimize taxes, increase work/life balance, improve cash flow, and plan for the future. He aggressively pushes SMD forward in new and innovative ways to further add value to the lives of small business owners.
Esquire Accounting
Founder & Principal Advisory Consultant
[email protected]
(714) 369-5961
Enae's knowledge of Management Accounting and passion for Strategic Advisory spans over 20 years. At Esquire Accounting, Enae partners with and services a variety of firms, ranging from ‘start-ups’ to multi-million dollar financial portfolios. She has extensive expertise in helping attorney clients with strategic business planning, modeling, system integration, and cash/profit forecasting. Enae passionately "accounts" for Esquire's clients and guarantees growth, security, and success.