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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 Alabama Society of CPAs, Connecticut Society of CPAs, Georgia Society of CPAs, Illinois CPA Society, Indiana CPA Society, Kentucky Society of CPAs, Nebraska Society of CPAs, New Mexico CPA Foundation, Oklahoma Society of CPAs, Virginia Society of CPAs, Colorado Society of CPAs, Kansas Society of CPAs.
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
Securing Confidentiality: Safeguarding Client...
4 sessions across 1 day, taught by Randolph Johnston and Brian Tankersley — 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.
Register — pick your days or sessions
Register below — click the class to see full details.
Day 1 Wednesday, December 23, 2026
4 sessions · 8 CPE Credits
$400.00
9:30 – 11:10 AM · Randolph Johnston · 2 CPE CreditsAccounting
$100.00
K2’s AI-Powered Tax Workflow: Portals, Prep Tools, and Automation
11:20 AM – 1:00 PM · Brian Tankersley · 2 CPE CreditsTaxes
$100.00
K2's Excel Tips for an Efficient Tax Season
1:30 – 3:10 PM · Tommy Stephens · 2 CPE CreditsComputer Software and Applications
$100.00
3:20 – 5:00 PM · Stephen Yoss · 2 CPE CreditsTaxes, Information Technology
$100.00
Your instructors
Randolph Johnston
Partner · K2 Enterprises · ★ 4.5 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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Brian Tankersley
Speaker & Author · K2 Enterprises · ★ 4.2 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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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...
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Lawrence A. "Mac" McClelland
Speaker & Author · K2 Enterprises · ★ 4.3 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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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...
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.
Alabama Society of CPAs
Kansas Society of CPAs
Virginia Society of CPAs
Georgia Society of CPAs
Connecticut Society of CPAs
Nebraska Society of CPAs
Kentucky Society of CPAs
Indiana CPA Society
Illinois CPA Society
Colorado Society of CPAs
New Mexico CPA Foundation
Oklahoma Society of CPAs
Not sure whether your society participates? Ask us — we'll point you to the right registration path.
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What attendees say about these sessions
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★★★★★
“Very practical with relevant examples. Appreciate the insight to 'Best Practices'”
★★★★★
“Great concise summary of the information with useful information”
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