Our May Event

SESSION 1
“Growth and Retention Client Acquisition Strategies”
Christopher J. Picciurro, CPA, MBA, PFS, ARA, Presenter
10am – 12pm EST
In Person Meeting

This session will focus on how tax professionals can develop a systematic and scalable client acquisition process to attract, onboard, and retain high-value clients. Attendees will explore proven techniques for identifying ideal clients, leveraging technology for marketing and client management, and creating personalized touchpoints to enhance the client experience. The session will emphasize practical tools and strategies, including how to build referral networks, optimize client onboarding processes, and improve retention through exceptional service.

Learning Objectives
Attendees will leave this session with:
• A Clear Understanding of how to design a tailored client acquisition process for their specific tax practice.
• Actionable Strategies to identify, attract, and onboard high-value clients.
• Insights into Technology Tools that streamline marketing and relationship management (e.g., CRM systems and automated client outreach tools).
• Best Practices for nurturing client relationships and building long-term retention strategies to foster organic referrals.

CPE Information
Continuing Education: Up to 2 hour of CPE credit Field of Study: Communications and Marketing
Delivery Method: This event is being held Group Live – In Person Only
Program Level: Basic
Prerequisite: None
Advanced Preparation: None

SESSION 2
“Tax Planning for Businesses”
Christopher J. Picciurro, CPA, MBA, PFS, ARA, Presenter
1pm – 3pm EST
In Person Meeting

Tax planning at is an essential in these fast-paced times that require pivoting for tax law or economic changes. During this session, we’ll discuss tax planning strategies such as the best time to purchase assets, depreciation options, retirement plan contribution limits and timing, strategies by business type and pricing models for planning services. These and other planning opportunities will provide tax preparers with tax strategies for managing their client’s tax liability.

Learning Objectives
Upon completion of this course, you will be able to:
• Explain the tax impact of using bonus depreciation, §179 and regular MACRS depreciation.
• Outline various employee benefit strategies such as employee fringe benefits and retirement plans.
• Summarize tax strategies available to your clients tailored to their entity type.

CPE Information
Continuing Education: Up to 2 hour of CPE credit Field of Study: Taxes
Delivery Method: This event is being held Group Live – In Person Only
Program Level: Basic
Prerequisite: None
Advanced Preparation: None

Refund Policy:
As this session is included in the yearly membership dues, no refunds will be issued to members. Non-members will be billed directly after the meeting. Chattanooga Tax Practitioners 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 submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For questions or concerns, please contact Stephanie Franks at StephanieFranks4@outlook.com or 423-883-2929.