Strategic Planning Retreat
Reposition Your Tax Business for the Next Decade of Growth and Profits
- Live Strategic Planning Retreat in Richmond, VA
- June 16-18, 2010 (contingent upon sufficient enrollment)
Who Should Attend?
- Anyone who wants to start, build or improve their own tax business
What’s Great About the Retreat?
The Strategic Planning Retreat is wonderful because you learn so much from every presenter, each of whom has a wealth of knowledge. In addition, you also learn from each participant.
Where else can you get together with other tax business owners to network, share ideas, and best practices? Tax business entrepreneurs come from all over the country and leave as colleagues and good friends.
Topics Include
- Tax Business Growth
- Six Secrets of Sales Magnets
- Tax Office Policies & Procedures
- Database Protection & Business Continuance
- Client Retention
- Marketing with Limited Resources
- Internet Marketing
- Financial Management & Business Strategy for Growth
- Labor Laws
- Recruiting and Training Tax Preparers
- Motivating and Retaining Employees
- Tax Business Site-Selection & Leasing
- Year-round Business Development
Testimonials of Strategic Planning Retreat Attendees
“Peoples is a class operation. Three days of learning and even though it costs money up front, we never once had to pay for a meal, and if we wanted to sign up for a course or buy a manual it was all low key. No pressure. Chuck McCabe, believe it or not, wants to pass on his knowledge and show off his tax offices and schools as successful models so others can benefit. Very approachable and I can call or e-mail him at anytime with no additional cost involved. I highly recommend his retreats. I will be going to the Next Level Retreat next year. I also signed up for his small business course. He had several speakers and after their presentations they just passed out their business cards. I walked away after three days with a wealth of knowledge, facts, and tips that will take a season or so to implement.” Roger J. Hourihan, Fast Tax, Grahamsville, CT
Click here for more Testimonials
About the Presenter
Charles E. “Chuck” McCabe, a 40+ year veteran tax industry executive, has managed hundreds of tax preparation offices in the U.S. and Brazil. He earned his B.S. degree in management from Adelphi University; and Executive M.B.A. degree from Pace University. He is founder and President of Peoples Income Tax, Inc., which operates multiple tax preparation offices in central Virginia and licenses income tax school and tax practice management systems to independent tax firms nationwide. Chuck is co-author of two books on career education for adults and numerous articles on adult education, income tax, and management. He has taught small business management as an adjunct faculty member of Virginia Commonwealth University.
Read article on Leveling the Playing Field (Adobe Acrobat PDF)
Special Guest Speakers
- Will Turner- President of Dancing Elephants
- Randy Sklar
- Cindy Creasey
- Roger Schnorbus
- Anne Richardson – Channel Marketing, Inc.
- Karen Elliott – Labor and Employment Law Attorney for Keeler Obenshain, PC, Attorneys at Law
Tuition Investment
- $995 Per Person
- Investment includes non-refundable registration fee of $100
- Seating is limited
- A Second business owner or key person of the same company is eligible for a $100 discount
- Deadline for cancellation (to receive full refund, less non-refundable fee) is June 1st
- Tuition Investment includes all meals and curriculum
- Travel and hotel accommodations are not included in tuition
- Hotel recommendations provided
What You Will Take Away
- Proven Methods to Generate Revenue & Profits
- Best Practices to Manage Your Tax Business Effectively
- Understanding of the Secrets of the National Tax Firms
- A Viable Plan to Generate Year-Round Revenue & Profit
- A Vision of the Successful Tax Business Model of the Future
- Systematic Methods to Enable Your People to Build Your Business for You
Plus, Earn CPE Credit For Attending!
Peoples Income Tax, Inc. 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 addressed to the National Registry of CPE Sponsors.
NASBA Contact Information: 150 Fourth Avenue North, Nashville, TN 37219-2417, Telephone 615-880-4200. Web site: www.nasba.org
Special Gift for Retreat Attendees
A $100 Gift Certificate will be given to each retreat attendee to use toward our products or a 15% discount, whichever is greater.
Meeting Location
Homewood Suites
4100 Innslake Drive
Glen Allen, VA 23060
(804) 217-8000
Hotel Accommodations
A block of rooms is being held for Retreat attendees at the Homewood Suites Hotel by Hilton. The negotiated room rate for retreat attendees is $99/per night (rate does not include local and state taxes). Meeting sessions are held at the hotel in their meeting room to make it convenient for attendees. Attendees should plan to stay at this hotel in order to really take advantage of the many networking opportunities.
The Homewood Suites Hotel is located at 4100 Innslake Drive, Glen Allen, VA 23060. To make your reservation, call (804) 217-8000 and be sure to mention that you are with the “Peoples Income Tax Strategic Planning Retreat”. This will ensure your negotiated room rate. All reservations must be booked prior to TBA. The block of rooms will be released after TBA and will be available to the general public. Please do not wait to make your reservations, as these rooms will fill up quickly.
Travel Arrangements
Each registrant will receive a package including airline information for Richmond and nearby airports, a Visitor’s Guide to the Richmond area and nearby attractions, maps of Richmond and Virginia, and driving directions to the hotel and Peoples Corporate Office.
Links to Great Virginia Sites:
Don’t miss this opportunity to learn how to take your tax business to the next level!
