About
"Building Bundles" is John Sheeley, EA’s third and pivotal installment in our series, designed to comprehensively address the composition of service packages in tax practices. This course intricately builds upon the foundational financial understanding from "Getting Even" and the strategic insights from "Packaging for Your Profits: Optimizing Service Offerings". Both courses are recommended prerequisites to ensure a deep and effective engagement with the content of "Building Bundles".

This is the final of three webinars on transitioning your practice from fee for service to a bundle/advisory practice.

12/7/2023 - "Getting Even: Mastering Your Practice's Break-Even Point"
12/11/2023 - "Packaging for Your Profits: Optimizing Service Offerings"

1 NASBA CPE*

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https://taxpracticepro.com/become-a-subscriber

*Self-Study recording not available for NASBA CPE credit.
Presenter
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John Sheeley EA
Founder
Chester, New York based John Sheeley, EA began his career in the tax industry in 1987, passing the IRS special enrollment exam in 1995. His career includes 13 years as a multi-unit franchisee of a national tax firm and 5 years as a tax manager at a regional CPA firm in New York. A National Tax Practice Institute fellow, John completed his undergraduate education at the State University of New York at Oswego.

John formed his current tax services firm in 2008, with a focus on the tax and representation needs of U.S. citizens living abroad, and non‐resident alien entrepreneurs and entertainers living and working in the United States. The Firm prepares the occasional cannabis industry and crypto currency tax return.

John is also the founder of Tax Practice Pro, Inc, a national continuing education provider. His current teaching focus centers on taxation of legal marijuana businesses, problems of S corps, and taxation of non-resident aliens and those living abroad. He can be reached at john@taxpracticepro.com
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