Tax preparers are facing more challenges than ever before in today’s market. Competition is increasing from all sides. Tax technology is both more complex and easier to use, meaning more and more taxpayers are opting for “DIY.” More specifically, during these current times of economic uncertainty, many traditional tax preparation customers have not only become more demanding, but they’ve also become more price-sensitive.
Yet regardless of these current challenges, our industry experts – backed by data – tell us that exciting market growth opportunities exist for tax preparers who are willing to think outside the box. During this webinar, you will hear from Shannon Bond, vice president of Wolters Kluwer’s Preparer Segment and 25+ year tax industry veteran, and Robert Kerr, tax policy expert and principal at Kerr Consulting LLC., as they discuss active industry trends, challenges, and opportunities within the tax preparation industry, as well offer their analysis of what recent industry report findings mean for the future.
Learning Objectives:
Wolters Kluwer Tax & Accounting
Vice President & Segment Leader
(847) 580-5000
Shannon Bond is the Vice President and segment leader with Wolters Kluwer Tax & Accounting North America. Shannon has been a part of the tax industry for more than 20 years and works with professionals across the industry, ranging from individuals and owners to franchises and large CPA firms to understand the needs of their businesses and the clients that they serve.
Kerr Consulting
Principal
[email protected]
(202) 276-6145
During a dozen years at the Internal Revenue Service (IRS), he held a variety of positions both in the agency’s Washington, DC headquarters and in its Chicago, IL district office. While in the Service’s artificial intelligence labs, he led two nationwide electronic filing pilot programs, which required an understanding of and coordination between multiple functional areas. He also served in a professional staff position on the U.S. Senate Finance Committee, where he helped Senator Grassley provide IRS oversight on issues ranging from private debt collection to relocation expenses.
His experience with the National Association of Enrolled Agents and H&R Block provides him with a deep tax professional perspective. He served as NAEA’s chief advocate for more than a decade, acted as primary spokesman to both tax and general media, founded its political action committee, and subsequently served as head of office.
Bob is an enrolled agent who brings to the table significant public sector, trade association, and private sector experience in tax administration, tax policy, and public policy.