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Wednesday, January 10, 2024

REGISTER TODAY 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: 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 10-minute Break 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

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Thursday, January 11, 2024

REGISTER TODAY! January 10th - 11th 2023 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 CT Better Together: Compliance and Tax Advisory Speaker Jim Buffington Advisory Services Leader, Intuit SUMMARY Better together means all of your key workflows in the cloud, leveraging a single client across books, tax and advisory. Better together means bundling tax advisory services with your compliance services to showcase your financial and tax acumen with your clients. Learn from Jim Buffington, CPA and Advisory Services Leader for Intuit Accountants how the profession is simplifying tax preparation by delivering tax advisory services. 10-minute Break 10:30 AM-10:30 CT What's New in Intuit Tax Advisor (a lot) Who should attend: Anyone who prepares tax returns and advises clients Course Level: Basic Field of Study: Business Management & Organization – Non-Technical Speakers: Jim Buffington Description Intuit Tax Advisor is a tax planning solution developed to support tax advisory services. In this session, we’ll show you how Intuit Tax Advisor can elevate your role as a trusted advisor by helping your firm transition to leading with valuable tax advisory services, communicate tax savings with strategies, and showcase your expertise. You’ll learn how Intuit Tax Advisor can help you move from leading with compliance and traditional tax planning services, to proactively lead with tax advisory services that create capacity, save you more time, increase overall profitability and better help clients reach their financial goals. ***Intuit Tax Advisor imports tax returns from ProConnect and Lacerte Tax. ProSeries does not currently sync with Intuit Tax Advisor, but is on our roadmap for the future.*** Objectives By completing this webinar, you will be able to: Successfully use and implement Intuit Tax Advisor in your practice Customize report colors and branding Quantify savings by strategy for measurable results Create federal and state tax projections and estimates Create multi-year projections Leverage more time saving features 20-minute Break 11:50 AM - 12:50 PM CT Entity Selection and Income Shifting Strategies Who should attend: Anyone who prepares tax returns and advises clients Course Level: Basic Field of Study: Business Management & Organization – Non-Technical Speaker: Dominique Molina Description Dominique Molina, President of the American Institute of Certified Tax Coaches, shares the importance of beginning every tax planning engagement with an entity selection analysis, and then evaluates income shifting strategies that minimize taxes and support client goals. Dominique demonstrates ways to shift income from one entity to another, and how to leverage the International Sales Corporation strategy—great for businesses that export their goods and services outside the United States. She also provides examples of tax reduction strategies that will expand the way traditional preparers view tax advisory, and demonstrates how to use Intuit Tax Advisor to communicate the tax savings and projections with these unique tax saving strategies. Objectives By completing this session, you will understand how to: Annually review entity selection strategies that align with client goals Create personalized income shifting strategies Leverage the International Sales Corporation strategy Use and combine tax reduction strategies Apply tax reduction strategies using Intuit Tax Advisor 20-minute Break 1:10-2:10 CT Using Tax Advisory Services to Create Capacity Who should attend: Anyone who prepares tax returns and advises clients Course Level: Basic Field of Study: Business Management & Organization – Non-Technical Speaker: Dawn Brolin Description If you feel overworked and underappreciated, consider updating your tax preparation practice to lead with planning and advisory services, powering prosperity for your firm and your clients. Join Dawn Brolin, the Designated Motivator, to learn how to shift from reactive, client dependent workflows to planning driven workflows. Learn how to reduce a 10 month tax season to a 3 month tax season, creating months of capacity for higher value tax advisory services. Learn how to separate compliance and advisory services, and get paid for your expertise delivering higher value tax advisory services. We’ll explore how to engage clients in tax advisory services, billing model best practices, scalable tax advisory services, practical insights, and tips that enable you to deliver a premium client experience. Objectives By completing this session, you will understand how to: Create capacity by setting boundaries and meeting proactively Gain insight about ideal planning and advisory client types Create processes to separate compliance and advisory activities Use Ignition to easily engage clients in tax advisory services Scale your practice using tax advisory services 5-minute Break 2:15 PM-3:20 PM CT Panel Discussion: Engaging Clients in Tax Planning and Advisory Services (Now!) Who should attend: Anyone who prepares tax returns and advises clients Course Level: Basic Field of Study: Business Management & Organization – Non-Technical Speakers: Jim Buffington, Shahab Maslehati, Al-Nesha Jones, & Chris Picciurro Description Come learn from our panel of expert tax advisors on how to engage clients in high value tax advisory services. Our panelists will share personal experiences about how they launched, learned, and refined their tax advisory services. You'll learn how to communicate the benefits of planning and advisory services to clients, how to create a proactive workflow, update pricing models, and leverage an integrated cloud workflow to deliver tax advisory services. Learn the benefits of starting with planning and advisory services to simplify client workflows, eliminate surprises, create more client value and develop scalable workflows for staff to confidently deliver tax advisory services. Don't miss this opportunity to learn from industry experts sharing best practices to lead with tax advisory services. Objectives By completing this webinar, you will be able to: Engage clients in tax planning and advisory services Benchmark your firm’s tax advisory services Optimize your tax advisory workflows and scale services Identify the benefits of using Intuit Tax Advisor to support your tax advisory services

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