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The Next Level Retreat
For Prior Strategic Planning Retreat Participants
Scheduled Dates:
Who Should Attend?- Tax Business Owners who want to take their businesses to the next level
What's Great About the Next Level Retreat?- The Next Level Retreat is wonderful because not only do you learn so much from each presenter, each of whom has a wealth of knowledge, but 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 owners come from all over the country and leave as colleagues and good friends.
- In addition, several of the presenters are Executive MBA-level adjunct faculty members who present current business strategies based on solid research, combined with high-level real-world experience as entrepreneurs.
Topics to be Covered:- Growth Strategies
- Financial Management
- The Evolution of the Tax Industry
- Tax Business Growth Strategies
- Internet Marketing
- Sales and Marketing Management
- Human Resources
- Affirmative Inquiry
- Business Planning and Financing Growth
- Strategic Takeaways
What You Will Take Away From This Program- Proven Methods to Generate Revenue & Profits
- Best Practices to Manage Your Tax Business Effectively
- Understanding of the Secrets of the National Tax Firms
- Knowledge of How to Use State of the Art Technology
- 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 16 Hours 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
About the Leading Presenter
Charles E. McCabe (Chuck), a 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. Chuck's Bio
Special Guest Speakers Include:
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.
Tuition Investment
- Next Level Retreat: $1,195* Per Person, including presentations by Executive MBA-level Faculty
NATBO Members: Save $50 on the Retreat!
Scheduled Dates:
Meeting Location:
NEXT LEVEL RETREAT
TBA
Holiday Inn Express Downtown
201 East Cary Street
Richmond, VA 23219
(804) 788-1600
Hotel Accommodations:
A block of rooms is being held for attendees of the Next Level Retreat at the Holiday Inn Express Downtown. The negotiated room rate for retreat attendees is $99/per night (rate does not include local and state taxes). We plan to hold the meeting sessions at the hotel in their meeting rooms to make it convenient for attendees. Everyone will be able stay at this hotel in order to really take advantage of the many networking opportunities. The Holiday Inn Express Downtown is located at 201 East Cary Street, Richmond, VA 23219. To make your reservations, call (804) 788-1600 and please make sure to mention that you are with the "Peoples Income Tax, Inc. Next Level 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:
We will mail each registrant 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:www.virginia.org
www.richmondguestline.com
www.visit.richmond.com
Don't miss this opportunity to learn how to take your tax business to the next level!
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