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Tax Town Hall - Filing Season Recap

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(Check-In 12:30pm)

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One Acadiana

523 Jefferson Street
Lafayette, LA 70501

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2.00 Credits

Member Price $0.00

Overview

Join us in person for an insightful Tax Town Hall where we explore the complexities of tax laws and regulations at both the state and federal levels. This free event offers a comprehensive overview of the recent tax filing season, featuring Louisiana CPA practitioners who will share their experience and insights.

Our esteemed panel of CPAs will unpack the challenges and opportunities encountered during the last tax season, providing practical guidance and analysis. From navigating state-specific tax codes to understanding federal updates, our discussion will cover a wide range of topics relevant to individuals and businesses alike.

This Town Hall highlights the collaborative effort of CPAs coming together to address key issues and provide clarity in the ever-changing tax landscape. Whether you're a tax professional seeking to stay updated on the latest developments or a taxpayer looking for valuable insights, this Town Hall promises to be an informative and engaging experience.

This is a FREE event — an exclusive LCPA member benefit!

AGENDA

1:00-1:05p 
Welcome/Introduction

1:05-1:50p 
Filing Season Discussion (Panel)

  • Client acceptance/Client satisfaction/client retention
  • What worked
  • What did not work
  • IRS/LDR Issues

1:50-2:30p 
Billing-Hourly, Menu Pricing, and Value Billing/Costs/Software

  • Billing/Costs/Software Onboarding/Discovery Fee/Initial consultation Tech Fee
  • Screening potential clients/charge for initial consultatione

2:30-2:45
Refreshment Break (Sponsored By ACE Scholarships Louisiana)

2:45-3:20p
Processes - Panel Discussion

  • Work Flow
  • Engagement letters
  • Tax organizers
  • Portals
  • More electronic acceptance by clients
  • Best practices for tax departments such as workflow, electronic storage and workpapers, etc.
  • Practice Continuation/Emergency Assistance

3:20-3:50p
Software Issues

  • Return preparation
  • OCR/Tax Dome/Smart Vault
  • Accuracy of electronic products

3:50-4:00p 
Wrap Up

Designed For

This event is available to all LCPA members and is especially relevant to sole practitioners and small and medium CPA firms.

Notice

Tax Town Hall Location
One Acadiana
523 Jefferson Street
Lafayette, LA 70501

Recommended Parking (Requires Fee)
Vermilion Street Parking Garage (AKA: Parc Auto du Centre-Ville)
121 E Vermilion St.
Lafayette, LA 70501

PRO TIP
For the quickest route to walk from the parking garage to One Acadiana’s office, CLICK HERE.

Leader(s):

Leader Bios

Charles Hausknecht Jr., Consultant, Hausknecht Accounting LLC

Charles “Benny” Hausknecht, CPA, CGMA, Notary, runs a tax practice in Metairie, LA. 

Benny graduated cum laude from the Loyola University Presidential Honors program and begin his career as an accountant while attending Loyola as an Arthur Anderson tax intern. Upon graduation, Benny accepted a full-time staff role in the New Orleans office of AA & Co.Upon passing of the CPA exam, Benny was hired by the local firm of Pailet, Meunier & LeBlanc LLP as a senior tax accountant until he accepted a position with the Louisiana Receivership Office in 1993. 

Following a return to public accounting and a return to the firm Pailet, Meunier & LeBlanc LLP, Benny rose to the title of firm managing partner of LeBlanc Hausknecht CPAs in 2015.

After the firm liquidation, Benny opened Hausknecht Accounting LLC in Metairie to serve a smaller, more focused cadre of clients. Benny is joined by his admin., Sharon, and a remote LA CPA in Hammond. 

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Jeremy Klibert, Faulk & Winkler, LLC

Jeremy M. Klibert is a partner in Tax Services at Faulk & Winkler in Baton Rouge where he is responsible for providing tax return review, tax research, tax planning, and consulting services for the firm. Jeremy works with a wide range of clients and focuses his efforts on serving high net-worth individuals, nonprofit organizations and closely held small businesses. In his client relationships, Jeremy provides invaluable insight on tax, accounting and consulting issues. 

Jeremy seemed to always have a way with numbers. In high school, he was the baseball team’s statistician for three years. Jeremy was eventually inspired to enter the accounting profession while working as an intern at a local oil company. His strong work ethic and determination are just some of the contributing factors of his successful career in accounting. In addition, Jeremy’s parents instilled in him good values and the importance of hard work.
  
Jeremy grew up in Garyville and currently resides in Geismar, Louisiana with his wife, Liz and their son Jackson. Outside of the office, he can be found attending a Louisiana State University football game, a live concert or playing trivia games. Jeremy also enjoys cooking.

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Gerard Schreiber Jr., Schreiber & Schreiber, CPAs

Jerry Schreiber is a Partner in the local accounting firm of Schreiber & Schreiber. He received his BBA from Loyola University and is a member of the AICPA, SLCPA, and New Orleans Estate Planning Council. He is the 2019 recipient of the AICPA Special Recognition Award and the 2018 Arthur J. Dixon Award. The AICPA Special Recognition Award has only been given out 30 times since 1887 by the AICPA. The Arthur J. Dixon Award is the highest honor bestowed by the accounting profession in the field of taxation.

He is currently a member of the AICPA Tax Executive Committee and has served on the AICPA IRS Advocacy and Relations Committee, AICPA IRS Practice and Procedures Committee, AICPA Tax Practice Responsibilities Committee, SSTS Guidance Task Force, SSTS Revision Task Force, Tax Forms Committee, Tax Forms and Education Task Force, and Circular 230 Education Task Force. 

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Kevin Willis, Taylor and Willis CPAS and Advisors LLC

Kevin C. Willis, CPA, CGMA, is a partner in Taylor and Willis Attestation Services Section where he had been heavily involved in client accountings services, auditing, tax and consulting, and planning services since he and Roy O. Taylor, Jr. started the firm in 2008. Kevin began his career working for his father in 1991, providing many of these same services. He provides litigation support services, small business consulting services, accounting services, review services, and tax services to a variety of businesses, governmental entities, and individuals.

Litigation support services provided by Kevin include trial preparation for clients involving divorce, community property, and child support calculations. Kevin had provided testimony and been qualified as an expert witness in the 24th Judicial District of Louisiana.

Kevin hails from the great city of Kenner, LA, attended the University of Southwest Louisiana (ULL), and graduated from the University of New Orleans with degrees in Business Management and Accounting.

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Member Price $0.00