Our speaker for this event is Susan Tinel! Susan is the CEO of April 15 Taxes Inc. which has cloud-based full service offerings in tax, accounting and entity filings.
Register today by clicking on this link! Description:
In this webinar, you will develop and hone the fundamental input related to preparing Form 1120 returns in ProConnect Tax Online. The presentation is designed for intermediate users of ProConnect Tax Online who already have an understanding of the organization and layout of the program but would like to gain insights into the specific inputs surrounding a corporation’s tax return. This session will provide attendees with an understanding and confidence in preparing corporate returns. The topics explored will examine basic corporate income, deductions, and credits as well as how to enter and allocate information pertaining to officers and owners. A discussion surrounding the balance sheet, M-1, M-2, and M-3 will help build confidence in troubleshooting and resolving balance sheet questions within the program. LEARNING OBJECTIVES
By completing this webinar, you will be able to: Open and begin a corporation return Enter officer demographic information Complete corporation ownership information Input general income items Input cost of goods sold Input dispositions, K-1s, and passive activity income Enter general deductions Input assets for depreciation Enter officer compensation Enter general business credits Troubleshoot and resolve problems surrounding the balance sheet Generate a net operating loss for a corporation WHO SHOULD ATTEND? Tax Professionals who understand the basic use of ProConnect Tax Online who need a refresher on corporation input within the program or that have never entered a corporation return in ProConnect Tax Online. Course Level: Intermediate Course Length: 60 Minutes Prerequisites: Preparing a Simple 1040 in ProConnect Tax Online or equivalent knowledge Delivery Method: Group-Internet Based Field of Study: Taxes - Technical Recommended CPE: 1 Recommended CE: 1 IRS Category: Federal Tax Law Update Online: NESGF-T-00095-19-O
Our speaker for this event is Susan Tinel! Susan Tinel, EA, heads up April 15 Taxes, Inc., a full-service, cloud-based firm offering services in tax, accounting and entity filings. Based in San Diego, Calif. – and armed with her Blackberry – she works with more than 150 clients across the country, in Canada and the United Kingdom, 75 percent of which are small businesses. Susan is a QuickBooks ProAdvisor® and certified in QuickBooks® Online Advanced; she also uses Intuit® ProConnect™ Tax Online, Intuit Link, QuickBooks Online Accountant and Intuit Online Payroll. Follow Susan on Twitter @April15Taxes.
Register today by clicking on this link!
Description: This webinar will go over the different entries where users would enter pass-through income, deductions, and credits coming from a 1065, 1120-S or 1041. This session will provide attendees with an understanding and confidence in preparing Partnership, S Corporation, and 1041 returns. The topics explored will examine basic income, deductions, and credits as well as how to enter and allocate information pertaining to partners and shareholders. Discussion around mandatory input, input required to generate relevant supporting forms or schedules as well as the electronic filing process will be central to this session. LEARNING OBJECTIVES:
By completing this webinar, you will be able to: Input Partnership and Partner information Locate input for Partnership Income, Deductions, and Credits Recognize Direct and Automatic Input on the 1065 Balance Sheet, M-1, M-2 and M-3 Understand Partner Percentage and Change in Ownership Utilize Special Allocation Enter S Corporation and Officer Information Find Input for S Corporation Income, Deductions, and Credits Recognize Direct and Automatic Input on the 1120-S Balance Sheet, M-1, M-2 and M-3 Complete S Corporate Shareholder Information Enter Basic Input and Beneficiary Distributions for a Fiduciary (Form 1041) Produce Grantor Trusts and Split-Interest Trusts (1041) WHO SHOULD ATTEND? Tax Professionals who would like to learn how ProConnect Tax handles the pass-through income from the Partnership, S Corporate and Fiduciary tax modules. Course Level: Intermediate Course Length: 120 Minutes Prerequisites: Preparing a Simple 1040 in ProConnect Tax Delivery Method: Group-Live Internet Field of Study: Taxes - Technical Recommended CPE: 2 Recommended CE: 2 IRS Course Category: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00094-19-O In Person: NESGF-T-00094-19-I
Our speaker for this event is Susan Tinel! Susan Tinel, EA, heads up April 15 Taxes, Inc., a full-service, cloud-based firm offering services in tax, accounting and entity filings. Based in San Diego, Calif. – and armed with her Blackberry – she works with more than 150 clients across the country, in Canada and the United Kingdom, 75 percent of which are small businesses. Susan is a QuickBooks ProAdvisor® and certified in QuickBooks® Online Advanced; she also uses Intuit® ProConnect™ Tax Online, Intuit Link, QuickBooks Online Accountant and Intuit Online Payroll. Follow Susan on Twitter @April15Taxes. To register for this event, fill out this link here. Description: This webinar will equip users with the knowledge of how to review and file Individual tax returns produced in ProConnect Tax to the related taxing agency. You will learn how to utilize workflow processes and tools available in the program to quickly review forms, check for errors in diagnostics, print tax returns, and e-file. In addition, you will also learn how to track the status of e-file returns and correct rejections. LEARNING OBJECTIVES: By completing this webinar, you will be able to: Review tax returns to ensure input has been made it appropriate areas Check for any Diagnostics generated and understand the different types of diagnostics Print copies of the entire tax return or specific forms and schedules Attach a PDF file to a return Use the e-Signature feature to request a digital signature for Form 8879 E-file a return Track the status of e-filed returns Know how to troubleshoot e-file rejections WHO SHOULD ATTEND? Tax professionals utilizing ProConnect Tax, who file returns for clients, and/or who prepare tax returns to be filed. Course Level: Basic Course Length: 60 Minutes Prerequisites: Preparing a Simple 1040 in ProConnect Tax, or equivalent Delivery Method: Group-Live Internet Field of Study: Taxes - Technical Recommended CPE: 1 Recommended CE: 1 IRS Category: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00090-19-O In Person: NESGF-T-00090-19-I
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Our speakers for this event are Heather Satterley, Clayton Crouch and Ryan Embree!
ABSTRACT:
This session will cover the tools to manage your firm’s communications and streamline your workflows to provide full visibility across your tax and accounting practice. Attendees will hear first hand how leading firms are more efficient than ever and are saving over 13 hours a week per employee. By documenting, standardizing, and automating your firm’s most important processes, your team will have clear steps for the common tasks that are repeated from client to client, and job to job. Through critical integrations, automation, customized dashboards and templates, every team member knows exactly what they are required to do, for every single process, and have the ability to do so more consistently and more efficiently. Transform your firm by gaining total team alignment across your team so you can deliver on your goals as a firm. Ignition alongside Intuit Practice Management, brings everything you need to optimize your workflow, engage clients and get paid effortlessly all in one place. From selling your services and creating digital proposals, to automated invoicing and payment collection. These tools will help you to power up your productivity and continue to build strong relationships with your clients.
LEARNING OBJECTIVES By completing this webinar, you will be able to: Optimize your workflows by implementing documented standardized processes through fully customizable templates for your firm to align your team, deliver on firm goals, and scale your practice Apply insights on how a leading firm leverages the Intuit ecosystem and Ignition to power her practice Automate common, time-consuming tasks by leveraging the tools within Intuit Practice Management and Ignition so your team can give your clients more attention and deliver higher quality services Improve collaboration across your team by centralizing all clients and communications in one database and break free from email silos by directly integrating email into your workflow Discover additional integrations that connect Intuit Practice Management to provide a robust ecosystem of tools WHO SHOULD ATTEND? Accounting professionals who strive to create more value for their clients and greater profitability for their firm Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Management Services - Technical Recommended CPE: 1 Recommended CE: 0
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Our speakers for this event are Josh Lance and Ryan Embree!
Josh Lance | Managing Director at Lance CPA Group | Head of Accounting at Practice Ignition
CPA & CGMA. At Lance CPA Group, I manage a virtual and remote team serving craft brewery and digital agency clients around the country. At Practice Ignition, I work with accountants to help them optimize their firm and how they can use Practice Ignition to better run their practice.
Ryan Embree | Partnerships | Practice Ignition
ABSTRACT:
Generally speaking, tax season—the four-month-long period where tax professionals diligently set about collecting their clients’ financial figures, making sense of everything, and submitting timely, accurate returns—is where accounting practices tend to make the majority of their yearly revenue. What if there was a better way to run your firm? As it happens, there is. Practices looking to avoid feast and famine type of scenarios should transition towards a year-round recurring revenue model, protecting their cash flow in the process. Over the years, Josh Lance, CPA has expanded his firm’s business model to focusing more on recurring revenue and less on tax season. This expansion increased his revenue by 300%. Join Josh Lance, CPA of Lance CPA Group to discover new ways to serve your tax clients year round. During this webinar Josh will cover how to provide additional services, plan out your recurring revenue for the year and identify new revenue streams in your firm. LEARNING OBJECTIVES: By completing this webinar, you will be able to advise your clients on topics such as: Identify new services to offer your tax clients Tips on structuring your firm to be less reliant on tax season revenue How to leverage sales and marketing efforts to obtain new revenue streams Which one or all? Pricing Strategies Packaging and Bundling your services Process and Workflow Efficiency Managing a remote team WHO SHOULD ATTEND? Anyone who prepares tax returns and serves taxpayers or business clients.
Course Level: Basic Course Length: 60 Minutes Prerequisites: None Delivery Method: Group-Live Internet Field of Study: Business Management & Organization – Non-Technical Recommended CPE: 1 Recommended CE: 0