Specialty Tax Webinar Series

Beat Burnout with Integrated Technology and Delegation


Topic: Tax season can be a trying time for even the most seasoned of professionals, so now is the perfect opportunity to take a well-deserved break and brush up on best practices. Get ready for next year’s filings by learning from Dawn Brolin, CPA, CFE and Randy Crabtree, CPA – they have invaluable advice to help reduce workflow bottlenecks before you find yourself right back in another tax crunch!

Date: Wednesday, May 3rd, 2023

Time: 1:00 PM – 2:00 PM (EST)

Cost: Free

Field of Study: Tax

Prerequisites: None

Who Should Attend: Public Accounting Tax Partners, Sr. Tax Managers, Tax Managers; CFOs, CEOs, and small business owners in manufacturing, technology, software development, fintech

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet

Additional Information: Participants will earn 1.0 CPE credit

Cancellations: For more information regarding refund, complaint, and program cancellation policies, please contact our offices at 800-624-1076.

Featured Speakers:

Dawn Brolin, CPA, CFE, The Designated Motivator for Accounting Professionals

​​​​​Randy Crabtree, CPA
Partner, Co-Founder of Tri-Merit

Randy - Tax Credit Webinar 2 - Tri-Merit

Randy Crabtree

Phil Williams

Dawn Brolin

About the Webinar

In this session, Dawn and Randy will offer valuable insights on how to revolutionize your firm’s operations through the effective use of an integrated technology ecosystem and delegation skills. Dawn will provide real-life examples of how she managed to boost her firm’s profitability by $30,000 during tax season while reducing the number of working hours without losing any clients. Meanwhile, Randy will share his team-building and delegation expertise to help you prioritize your mental health while preserving, protecting, and enhancing your business. This session promises to be a practical and engaging experience for all those looking to take their firm to the next level.



Learning Objectives

  • How to reassess your success
  • Create a plan to eliminate common workflow issues using operational efficiencies and technology solutions.
  • Identify effective processes to ensure that next year goes smoothly with no overtime or stress.
  • Understand how to maximize the use of a proven tech stack that delivers throughout the year.
  • Discover new ways to get more comfortable delegating tasks that free you up to do higher-level work.

Don’t miss this opportunity!

National Registry Cpe - Tax Credit Webinar 2 - Tri-Merit

Tri-Merit, LLC 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 credit. It is up to you to check with your state board/organization to determine if credit applies toward your continuing education requirements. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Register Here

Want to learn more? We make it easy.