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Friday, February 20, 2026 Live Webcast

Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (X1-WLB2-2026-01-WEBNR-51-01)

3:00 PM - 5:00 PM EST
webcast

Vendor Platform

1 CPE Credits in MT
1 CPE Credits in TX

OVERVIEW

Working as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career, studies show that being overworked is the greatest source of anxiety and dissatisfaction among financial professionals.

DESIGNED FOR

Anyone who seeks to understand ways to improve quality of life when balancing the demands of work and non-work-related obligations

BENEFITS

  • Understand the unique challenges professionals confront when trying to achieve work-life balance
  • Learn which skills and organizational structures render the best results for those looking to improve work-life balance
  • Understand the research available to help organizations improve work-life balance

HIGHLIGHTS

  • Discuss how productivity strategies may improve work-life balance
  • Understand the state tax consequences that may arise when working from home
  • Identify and discuss challenges unique to financial professionals
  • Review how some organizations are providing support to improve work-life balance
  • Explore the role of alternative work arrangements 
  • Examine challenges unique to auditors versus tax professionals
  • A comparison of work-life balance between public and industry accountants
  • How work-family conflict varies among financial professionals
  • Recommendations for improving work-life balance

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Jason Cornwell

Jason Cornwell, Esq.

PRICING

$89.00 - Member

$109.00 - Nonmember

Register Today


Note: Online pre-registration will close on February 20 at 2:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent