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Mindfulness for Tax Professionals: Principles of a Practice for CPAs, Achieving Health and Work Balance

Including a Live Guided Meditation

Recording of a 110-minute CPE webinar with Q&A

This program is included with the Strafford CPE Pass. Click for more information.
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Conducted on Friday, July 12, 2024

Recorded event now available

or call 1-800-926-7926

This webinar will describe the basic principles of mindfulness and how tax professionals can use these to provide focus, efficiency, and a better state of being throughout the year. Our Mindful-CPA and coach will introduce CPAs and tax advisers to mindfulness and its application specifically to their practices.

Description

The demands placed on tax professionals particularly during busy season can be overwhelming. Individuals working in this field are constantly pressured to balance efficiency with expeditiousness against hard government deadlines. There is constant interaction with clients while striving to satisfy their expectations, all adding to the immense pressures tax professionals feel throughout the season.

Most tax practitioners have heard of mindfulness, though tax preparation and mindfulness are rarely intertwined. However, mindfulness can enhance innovation, energy, balance, and strength. These gains can generate a feeling of restfulness and a better state of mind, leading to increased efficiency and focus. Understanding the background and concepts of mindfulness, including the science of neurology, can ease tax professionals through tax season.

Listen as our CPA and Mindfulness expert explains the basic concepts of mindfulness specifically for tax advisers and guides us through a brief live guided practice.

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Outline

  1. Introduction
  2. Background
  3. Current state of a CPA
  4. The Compass of Mindfulness
  5. The Guided CPA Mindfulness Practice
  6. Science of Neurology
  7. The Honesty of Monotasking
  8. Practice and customer management
  9. Best practices

Benefits

The panelist will cover these and other key issues:

  • The key steps of the CPA mindfulness practice
  • How to apply the basic principles of mindfulness to enhance energy and strength
  • Applying mindfulness to everyday activities at your firm
  • Utilizing mindfulness to achieve health and work balance

Faculty

Mehta, Sunish
Sunish G. Mehta, CPA
Founder
Mindful-CPA and Mindful-Pro

Mr. Mehta is the Founder and Principal of Mindful-CPA and Mindful-Pro with over 28 years of client service...  |  Read More

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