1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Date: June 4, 2020
Time: 08:00 am - 04:00 pm
Cost: $175 to $245
Event Category: Taxes,Accounting,Business Tax,Computer Science,Ethics,Personal Tax,Practice Management
Phone: (503) 282-7247
Email: info@oaia.net
Live Streaming Webinar

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Bob Jennings, CPA, EA
Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana), a licensed CFP, an IRS Enrolled Agent and a Registered Tax Return Preparer. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for FoxBusiness.com. As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at TaxSpeaker.com.

2020 Practice Management Live Streaming Webinar

Event Description



Due to the COVID-19 Pandemic, OAIA has decided that it would be best for everyone to offer this course as a live streaming webinar.  It will be taught by Bob Jennings, but you can maintin your social distancing and take it in comfort of your own office or home via a webinar.  You will register and pay your fee to OAIA the same as a live seminar and than a day or two prior to the seminar you will be issued log in information to access the webinar as well as a download code to get the manual.


Was tax season 2020 your most difficult and least profitable season in recent memory?  What will you change for 2021 to improve it?  As one of the most challenging courses ever taken we jump right in to changing the outmoded and old-fashioned billing practices many firms use.  With letters, real life experiences from having sold 3 self built CPA firms and having bought over 20 smaller firms; we offer practical guidance honed from dozens of mistakes.  We show you how to grow and operate a small firm efficiently and profitably while dealing with clients and employees.  Designed specifically for firms with fewer than 20 professionals, this clss includes the rarely available "Exit Strategies" course about how to buy, sell, and merge a firm and add a partner


If you have any questions or concerns, please call or e-mail Sue Robertson at (503) 282-7247 or srobertson4oaia@aol.com



Additional Information
Course Objective

Upon completion of this course, you will be able to: Implement some new practice management tools that will steamline your practice.

CPE Hours : 8
Level : Basic
Prerequisites : None
Field Of Study : Taxes

Price for members : $175
Price for nonmembers : $245