Continuation, Business Continuity & Succession Planning for Tax Pros - 0.2 Nano CPE

ur Clients Rely on You.
But What Happens If You Can’t Show Up Tomorrow? 

Tax professionals often overlook one of their greatest risks: a lack of continuation, business continuity, and succession planning. Whether caused by illness, incapacity, cyberattacks, natural disasters, or sudden death—unplanned interruptions can harm clients, destroy practice value, and violate ethical obligations.

This course gives practitioners a practical, modern framework for ensuring their clients, systems, and practice remain protected—no matter what happens.

Learning Objective

Recognize the essential components of continuation, business continuity, and succession planning for tax professionals, including emergency readiness, secure access protocols, client protection procedures, and designated successor authorization.

Course Description

This 11-minute nano-learning course shows tax professionals how to protect clients and practice value through proper continuation, business continuity, and succession planning. Participants learn how to prepare emergency bridge files, secure MFA access, document client inventories, strengthen communication workflows, and designate authorized assisting practitioners to ensure orderly transitions during unexpected events. The course emphasizes professional responsibility, risk mitigation, and the operational steps required to maintain continuity and prevent client harm.

Who This Is For

• Professionals responsible for client continuity and operational risk
  
• Professionals seeking to protect their practice value
  
• Firms without a formal continuity or succession plan
  
• Practitioners preparing for retirement, transition, or emergency scenarios

Why It Matters

Your practice is more than a business—it’s a responsibility.

Without proper continuation and succession planning:

• Clients may be left without representation
  
• Families and executors cannot access encrypted records
  
• Practice value collapses within days
  
• Ethical and legal obligations may be violated
  

With proper planning:

• Clients remain protected
  
• Systems stay secure
  
• Successors can step in immediately
  
• Long-term practice value is preserved
  

Continuation planning isn’t optional.
It’s a professional duty.

Author / Instructor

Lee Thomas Reams II

Lee Reams II is a long-standing industry leader specializing in firm operations, risk management, and modern professional readiness. He teaches practitioners how to safeguard their clients and protect their legacy through structured continuation, business continuity, and succession planning frameworks aligned with IRS and OPR expectations.

Course Details

This course qualifies for NASBA continuing professional education credit. CountingWorks, 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 credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at nasbaregistry.org.

Protect Your Clients — and Your Legacy

Start Continuation, Business Continuity & Succession Planning for Tax Pros today and build a plan that safeguards your practice and clients in any emergency

🟩 Enroll Now or Join Total Practice