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

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.

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

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

Learning Objectives

After completing this course, you will be able to:

• Identify the key steps of a mindfulness practice
• Determine how mindfulness can be used to enhance innovation and energy
• Decide how to apply the basic principles of mindfulness
• Ascertain how to achieve health and work balance in the short and long term

• Field of Study: Specialized Knowledge and Applications
• Level of Knowledge: Intermediate
• Advance Preparation: None
• Teaching Method: Seminar/Lecture
• Delivery Method: Group-Internet (via computer)
• Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
• Prerequisite: None

Strafford Publications, Inc. 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 Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.