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Tax & Technology: Gearing Up for Your Best Busy Season
★★★★★
4.8 · 43 attendee ratings across these sessions
Tax & Technology: Gearing Up for Your Best Busy Season is a one‑day live online CPE conference created specifically for small and mid‑sized tax and accounting firms that want to modernize workflows before the next peak season. Taking place Dec 23, 2026 (Central Time), this hands‑on summit...
Presented in partnership with Oklahoma Society of CPAs, New Mexico CPA Foundation, Georgia Society of CPAs, Kentucky Society of CPAs, Colorado Society of CPAs, Virginia Society of CPAs, Alabama Society of CPAs, Connecticut Society of CPAs, Illinois CPA Society, Indiana CPA Society, Nebraska Society of CPAs, K2 Enterprises.
On the agenda
K2's CPA Firm Update
K2’s AI-Powered Tax Workflow: Portals, Prep...
K2's Excel Tips for an Efficient Tax Season
K2's Excel Tips for an Efficient Tax Season
Securing Confidentiality: Safeguarding Client...
5 sessions across 1 day, taught by Brian Tankersley and Lawrence A. "Mac" McClelland — see the full agenda ↓
About this event
Tax & Technology: Gearing Up for Your Best Busy Season is a one‑day live online CPE conference created specifically for small and mid‑sized tax and accounting firms that want to modernize workflows before the next peak season. Taking place Dec 23, 2026 (Central Time), this hands‑on summit delivers practical technology strategies, workflow optimization, and security guidance you can implement immediately—ideal for firms evaluating new tools or looking to get more from the systems they already use.
Across five focused sessions, you’ll explore the CPA Firm Update, AI‑powered tax workflows, Excel tips for faster tax prep, and best practices for protecting client data and confidentiality. Led by nationally recognized instructors Brian Tankersley, Lawrence A. “Mac” McClelland, Randy Johnston, Stephen Yoss, and Tommy Stephens, the event offers up to 8 CPE credits in Accounting, Software & Applications, and Taxes—plus IRS CE reporting for EAs and AFSP participants.
Agenda
Select a day, then a class, for full details.
Day 1 Wednesday, December 23, 2026 5 sessions
K2's CPA Firm Update
9:30 – 11:10 AM · Randy Johnston · 2 credits
In a rapidly evolving public practice accounting landscape, K2's CPA Firm Update continues to be your essential guide to staying ahead. This session provides actionable insights into transformative technologies and management strategies reshaping the profession. With a focus on data analytics, cybersecurity, practice management, and client service excellence, this year's update delves into how firms can thrive amidst change. Key technologies covered include AI-powered auditing, blockchain applications for financial processes, advancements in cloud computing, robotic process automation (RPA), and workflow optimization tools. Gain clarity on significant trends and how they affect your firm's strategy, enabling you to make well-informed decisions for sustainable growth.
You'll learn to:
- Understand supplier and market changes impacting the profession
- Compare and assess software solutions for various service lines and specialties
- Explore emerging technologies that enhance efficiency and deliver competitive advantages
- Select the most suitable technology stack for your firm's long-term success
Taught by Randy Johnston · ★ 4.6
Accounting2 CPE creditsLiveHero
K2’s AI-Powered Tax Workflow: Portals, Prep Tools, and Automation
11:20 AM – 1:00 PM · Brian Tankersley · 2 credits
Discover how AI can streamline tax workflows, enhance preparation tools, and automate processes for efficiency and accuracy.
Taught by Brian Tankersley · ★ 4.5
Taxes2 CPE creditsLiveHero
K2's Excel Tips for an Efficient Tax Season
1:30 – 3:10 PM · Tommy Stephens · 2 credits
Taught by Tommy Stephens · ★ 4.6
Computer Software and Applications2 CPE creditsLiveHero
K2's Excel Tips for an Efficient Tax Season
1:30 – 3:10 PM · Lawrence A. "Mac" McClelland · 2 credits
Taught by Lawrence A. "Mac" McClelland · ★ 4.5
Computer Software and Applications2 CPE creditsLiveHero
Securing Confidentiality: Safeguarding Client Data Under IRS Rules
3:20 – 5:00 PM · Stephen Yoss · 2 credits
Tax Security Essentials: Implementing a WISP for Tax Professionals Tax practices face a critical responsibility: safeguarding client data against cyber threats. This course is tailored for professionals in the tax industry, offering a deep dive into the essentials of creating and maintaining a Written Information Security Plan (WISP) as mandated by IRS regulations and the FTC Safeguards Rule. With a focus on IRS Publications 4557, 5293, and 5708, along with insights from NISTIR 7621, participants will learn not just the theory but the practical steps needed to enhance their practice's security posture. The course content is designed to be direct and engaging, ensuring that attendees can easily translate knowledge into action. The curriculum covers a broad spectrum of critical topics, from developing a compliant WISP to recognizing and responding to cyber threats, and from...
You'll learn to:
- Classify the essential components of a Written Information Security Plan (WISP) that fulfills IRS and FTC Safeguards Rule requirements for protecting sensitive taxpayer data
- Evaluate organization practices to identify security gaps and areas for improvement in meeting IRS standards for access controls, employee training, and data protection
- Apply encryption, backup procedures, and other practical data security measures to reinforce defenses against unauthorized access or cyberattacks
- Develop risk mitigation strategies and response plans to recognize phishing attempts, monitor EFIN/PTIN usage, and report suspected data breaches
- Construct a customized information security plan utilizing IRS Publication 4557 to safeguard confidential client records while ensuring ongoing compliance through continuous monitoring
Taught by Stephen Yoss · ★ 4.7
Information TechnologyInformation Technology2 CPE creditsLiveHero
Your instructors
Brian Tankersley
Speaker & Author · K2 Enterprises · ★ 4.5 instructor rating
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of...
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Lawrence A. "Mac" McClelland
Speaker & Author · K2 Enterprises · ★ 4.5 instructor rating
Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas. Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business...
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Randy Johnston
Partner · K2 Enterprises · ★ 4.6 instructor rating
Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. K2 Enterprises (K2E.com) – Executive Vice President,...
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Stephen Yoss
Speaker & Author · CPE Today · ★ 4.7 instructor rating
Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping...
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Tommy Stephens
Partner · K2 Enterprises · ★ 4.6 instructor rating
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began...
Full profile →Co-sponsored with your state society
We're proud to co-sponsor this event with the societies below. Society members: register through your state society to receive special member pricing — check your society's CPE catalog or member portal for this event, or register directly with us here.
K2 Enterprises
New Mexico CPA Foundation
Nebraska Society of CPAs
Georgia Society of CPAs
Virginia Society of CPAs
Alabama Society of CPAs
Indiana CPA Society
Colorado Society of CPAs
Oklahoma Society of CPAs
Illinois CPA Society
Connecticut Society of CPAs
Kentucky Society of CPAs
Not sure whether your society participates? Ask us — we'll point you to the right registration path.
What attendees say about these sessions
Every event runs once, so these are verified reviews from past attendees of the individual sessions on this agenda — the same instruction, the same courses.
★★★★★
“Very practical with relevant examples. Appreciate the insight to 'Best Practices'”
★★★★★
“Great concise summary of the information with useful information”
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