Day 1 of 2: 2023 Tax Season and Advisory Readiness- January 10th, 2024
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IntuitGabi
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IntuitGabi
| Updated on
Join the event
January 10th - 11th 2024
Join tax and accounting experts for this free virtual conference centered around preparing for the upcoming tax season and learn how to deliver tax advisory for your clients.
This free, 2-day, online event has an agenda packed with sessions and keynotes on recent tax law changes and their impact on your clients, new product enhancements, tax advisory services, and more.
10:00 AM-10:20 AM CT KEYNOTE Intuit's Strategy to Power Prosperity for Pros and Their Clients
Speaker: Brady Suggs, Director of Product Management, Intuit
SUMMARY
In this session, Brady Suggs, director of product management for Intuit, will cover Intuit’s ProTax Group’s strategy that is focused on powering prosperity for professionals and their clients. Key industry trends, common problems pros and their clients face, and emerging technology drive the actions Intuit is taking in service to helping pros and their clients succeed.
10 minute Coffee Break
10:30 AM-11:30 AM Tax Season Briefing with Lacerte, ProConnect Tax & ProSeries
Course Level: Basic
Field of Study: Computer Software & Applications - Non Technical
Speaker: Ross Olson
Description
In this session you will learn what new features, enhancements, and solutions have been added to the 2023 Lacerte, ProConnect or ProSeries Program and the Intuit ecosystem. This will include both tax specific enhancements, program operational enhancements, and workflow tool enhancements as well as handy tips and tricks. This session will help prepare you for the tax season by getting the most from your software.
Objectives
By completing this session, you will be able to better utilize Lacerte in the following areas:
10-minute Break
2:20 PM-3:20 PM CT Tax Law Updates, Planning Tips & Strategies
- Tax Enhancements
- Operational Enhancements
- Workflow Tools and Processes
- Handy tips and tricks
20-Minute Break
11:50 AM-12:50 PM CT: QuickBooks Desktop at Year End
Who should attend: Tax & Accounting Professionals serving individual and business clients who are using QuickBooks Desktop
Course Level: Basic
Field of Study: Computer Software & Applications - Non Technical
Speaker: Randi Sorenson
Description
Year-end is a busy time for accountants and bookkeepers. Thankfully QuickBooks Desktop has accountant specific features and tools to help us be more efficient. In this session, you will learn how QuickBooks can help with key year-end activities such as reclassifying transactions, writing off invoices and adjusting the trial balance just to name a few.
Objectives
By completing this webinar, you will be able to:
- Determine how to work efficiently in your client’s version of the software
- Identify accountant Client Data Review tools for use at year-end
- Evaluate when to use or not use journal entries when recording financial adjustments
- Recognize the importance of setting a file Closing Date and password
11:50 AM-12:50 PM CT: QuickBooks Desktop Online
Who should attend: Tax & Accounting Professionals serving individual and business clients who are using QuickBooks Online
Course Level: Basic
Field of Study: Computer Software & Applications - Non Technical
Speaker: Bryce Forney
Description
Year-end is a busy time for accounting professionals. Thankfully, QuickBooks has some features and tools to help us be more efficient. In this session, you will learn how QuickBooks can help with key year-end activities saving us significant time. Join Bryce Forney as he shares key features you’ll love in QuickBooks Online.
Objectives
By completing this webinar, you will be able to:
- Recognize how to use the Reclassify Transactions tool
- Utilize the Books Review tool and fix undeposited funds
- Understand the Prep for Taxes feature and how it can help you review and adjust balances
- Recognize the process for 1099s
20-Minute Break
1:10 PM-2:10 PM CT Your Top Questions in Lacerte, ProConnect and ProSeries
Who should attend: Anyone who prepares tax returns with Lacerte, ProSeries or ProConnect and sometimes has questions about their software
Course Level: Basic
Field of Study: Taxes - Technical
Speakers: Alicia Brown, Patrick Carroll & Ted Quillen, Richard Beaver & Eric Weaver
Description
“I don’t know how to do that” can cost you precious time when it comes to using the Lacerte, ProConnect or ProSeries program. Sometimes, you need an answer now because it is hours before a deadline and your clients are counting on you (even if it is partially their fault for bringing you those documents last minute…like they do every year). With that frightful image in mind, our goal is to alleviate the stress of “not knowing” by giving you proactive information about the questions that are most frequently asked of our Customer Success support team and by providing you with a battle plan to quickly and easily find answers. This session will provide you with insights to tackle the questions most frequently asked by tax and accounting professionals. Topics ranging from data entry and program settings to system issues and technical troubleshooting will be explored to give you the knowledge to better address them if they occur. A strategy for finding answers to other questions will also be developed so that you can stand tall in even the direst of circumstances and say, “I don’t know how to do that…but I know how to find out”.
Objectives
By completing this session, you will be better equipped to answer program questions by:
- Save time by recalling solutions to common questions
- Utilize various data entry methods to increase proficiency
- Understand in-program Diagnostics and Errors
- Access in-program help tools
- Navigate the Intuit Accountants Community
- Recognize different methods of collecting taxpayer data and documents
- Manage your account via My Account
2:20 PM-3:20 PM CT Tax Law Updates, Planning Tips & Strategies
Who should attend: Anyone who prepares tax returns and advises clients
Course Level: Basic
Field of Study: Taxes - Technical
Speakers:vMike D’Avolio & Diana Crawford
Description
Mike D’Avolio, CPA and Diana A. Crawford, CPA will provide a comprehensive review of individual and business tax law changes, tax form changes and key insights for tax year 2023. This session will cover important changes from the following pieces of legislation: the Inflation Reduction Act of 2022, the SECURE 2.0 Act of 2022 and the CHIPS Act of 2022, as well as other important updates from the IRS. Mike and Diana’s presentation will cover the current rule of law, the tax law change, illustrative examples, planning tips and strategies. Attending this course will provide you with guidance for preparing accurate tax returns and having meaningful conversations with your clients.
Objectives
By completing this session, you will be able to use the following content to prepare accurate tax returns and advise your clients accordingly:
- Changes to IRS tax forms and instructions
- Inflation adjustments to thresholds and limitations
- Inflation Reduction Act of 2022
- SECURE 2.0 Act
- CHIPS Act of 2022
- Expiring and extended tax measures and a look ahead to Tax Year 2024 and later years
- Reporting of third party network transactions (Form 1099-K)
- Tax planning tips and strategies
Event has ended
You can no longer attend this event.
Start:
Wed, Jan 10, 2024 10:00 AM CST
End:
Wed, Jan 10, 2024 03:30 PM CST
