Course curriculum

  • 01

    Welcome & Instructions

    • Welcome & Instructions
  • 02

    Recorded Live Sessions

    • ChatGPT for Tax Pros

    • Supply vs. Demand for Tax Preparers

    • Work Smarter, Not Harder

    • Employee Retention Credit - Golden Opportunity?

    • Post-Tax Season Improvements

    • Adam Live Q & A 01-27-2022

    • Why do After Action Reviews (AARs)?

    • Is this the year for advisory services?

    • Change = Challenge or Opportunity?

    • Adam Live Q & A 10-28-2021

    • Adam Live Q & A 9-23-2021

    • Adam Live Q & A 8-26-2021

    • Adam Live Q & A 7-22-2021

    • Adam Live Q & A 6-24-2021

    • Adam Live Q & A 4-22-2021

    • Adam Live Q & A 3-25-2021

    • What should I consider with 4/15 to 5/17 deadline move?

    • What to do with breaking tax news?

    • What should I be thinking about stimulus round 3?

    • Adam Live Q & A 2-25-2021

    • Adam Live Q & A 1-28-2021

    • How Do I Review Income Tax Returns?

    • What should you tell your clients about the upcoming tax season?

    • What are some talking points for PPP and ERC?

    • Adam Live Q & A 9-24-2020

    • Adam Live Q & A 8-27-2020

    • Adam Live Q & A 7-30-2020

    • Adam Live Q & A 6-25-2020

    • Adam Live Q & A 5-28-2020

    • Adam Live Q & A 3-26-2020

    • Adam Live Q & A 2-27-2020

    • Adam Live Q & A 1-30-2020

    • Adam Live Q & A 11-21-2019

    • Adam Live Q & A 12-19-2019

    • Adam Live Q & A 10-31-2019

    • Adam Live Q & A 9-26-2019

    • Adam Live Q & A 7-25-2019

    • Adam Live Q & A 6-27-2019

    • Adam Live Q & A 5-30-2019

    • Adam Live Q & A 4-25-2019

    • Adam Live Q & A 3-28-2019

    • Adam Live Q & A 2-28-2019

    • Adam Live Q & A 6-25-2020

    • Adam Live Q & A 1-31-2019

    • Change = Challenge or Opportunity?

    • Adam Live Q & A 12-27-2018

Instructor:

Instructor Bio:

Adam started his tax career as a seasonal tax preparer at a Jackson-Hewitt® franchise in Wilmington, North Carolina.Within a few months, Adam was promoted to General Manager of the franchisee's six existing offices. Adam then helped the company open nine more office locations over the next five years.During his time in the "retail" segment of the tax prep business, Adam trained hundreds of tax preparers and supervised the operations of the company out of the main office, processing thousands of tax returns every year.In January of 2010, Adam struck out to start his own business and, in March of 2010, obtained his CPA license. Adam decided to focus on serving entrepreneurs and business owners and that focus continues today.Adam Shay CPA, PLLC has now grown to become a premier tax and accounting firm in Southeastern North Carolina, employing a team of six CPAs and four support staff and earning widespread respect in the business community with his team's proactive, results-oriented approach.

Adam Shay, CPA, MBA

Adam Shay CPA, PLLC