Ensuring Success (Moderator)

Alexandra DeFelice served as co-moderator of “Ensuring Success” a two-day seminar consisting of 14 panel discussions aimed at helping partners and other firm leaders navigate hot topics in professional service environments, many of which straddle both the accounting and legal fields.

Topics included:

• Your Key to Successfully Providing Tax Advisory Services
• Starting a Technology-Focused Practice
• Finding Your Niche
• Multi-State and Remote Worker Tax Issues Post-COVID
• Your Firm’s Employee Improvement Plan
• Reenvisioning Client Advisory Services
• Child Tax Credit/Education Credits
• Marketing Your Firm
• Succession Planning: Don’t Leave (your firm) Without It!
• Surviving the Sales Tax Audit
• Using Technology to Help Solve Staffing Issues
• Time Management
• Security Trends for Firms
• Project Management and Understanding Scope