Tax Cuts & Jobs Act: Fundamentals

Learn about important, recently passed tax reform legislation that will affect you and your clients this year and next year. Don’t miss out on an opportunity to be a hero and save your clients time and money by advising them on important tax law changes that will affect them as individuals or in their businesses.

 

CPE Credits: 0

Tax Cut and Jobs Act: 2018 Tax Planning Implications

Learn tax strategies and planning around the Tax Cut and Jobs Act. Don’t miss out on an opportunity to be a hero and save your clients time and money by advising them on important tax law changes that will affect them as individuals or in their businesses, while other practitioners scramble to keep up.

 

CPE Credits: 0

Estimating 2018 Taxes in Lacerte: The Tax Cuts & Jobs Act

This 60 minute webinar will teach you how to use your Lacerte software to advise clients about the impact of The Tax Cuts and Jobs Act on your clients’ 2018 taxes. This webinar will introduce a new Lacerte worksheet that estimates the taxpayer’s 2018 tax liability based on the 2017 income and deductions. 

 

CPE Credits: 0

Setup & Administration

In this course you will learn where and how to setup your online account access, what new customer requirements will need to be satisfied before you can load the program or e-file. 

 

 

 

CPE Credits: 0

What's New & Season Readiness

Utilize Lacerte to its fullest. Our product experts, will guide you through advanced tips and tricks, new functionality and the key improvements of Lacerte for Tax Year 2017 – all designed to help you boost your productivity and exceed expectations.

 

CPE Credits: 0

Data Entry Fundamentals

This course will help you get familiarized with how the program is organized, the fundamentals of program navigation, using built in tools to find input fields and an overview of various forms generation.

 

 

 

CPE Credits: 0

Intermediate Data Entry

This 120-minute webinar is designed for Lacerte users to gain a more in-depth data entry knowledge.

 

 

 

 

 

CPE Credits: 0

Advanced Data Entry

Experienced Lacerte Tax users will be able to expand their knowledge of inputs for less frequently used tax forms and the necessary inputs to generate them.

 

 

 

CPE Credits: 0

Business Return Fundamentals

(1120, 1120s, 1065)

This course is an introductory overview of the various inputs screens unique to the business modules. This webinar includes a scenario covering several forms, error-checking, helpful tips, forms navigation and filing returns.

 

CPE Credits: 0

Business Return Intermediate

An Intermediate overview of more detailed inputs screens unique to the business modules. The discussion will look at the composite, consolidated and amended returns, as well as NOL and apportionment inputs.

 

CPE Credits: 0

Handling State and
Multi-State Returns

In this 60-minute webinar, you will learn how to produce a state return and the program capabilities for multi-state returns.

 

 

 

CPE Credits: 0

Navigating and Customizing

This 90-minute webinar is to teach you how to navigate and customize your program, complete basic data entry, and review, print and e-file a return. This will prepare you to be ready for your Tax Season.

 

CPE Credits: 0

 

Tax Season Preparation Tools

 

An Inside Look at Data
Theft From a Tax Office

This course will feature a tax professional from a multi-service firm who experienced data theft in 2017. Learn how cyber criminals targeted this firm, gained access to the network, stole taxpayer data, and filed hundreds of fraudulent tax returns. In this Q&A session, you will learn how the firm responded, the impact to clients and the practice, and what the firm recommends you do to protect your office from the same experience.

 

CPE Credits: 0

Finding Your Niche

A look at small businesses and how niche apps solve for those clients' workflows. You will gain knowledge on how to find apps that will work for the niche that your practice specializes in.

 

 

 

 

 

 

 

 

CPE Credits: 0

Tax Law Update for
Tax Year 2017

This class will ensure tax practitioners understand the latest tax law and form changes for tax year 2017. Tax professionals and their clients will stay up to date and compliant with latest changes to replace or augment training they receive elsewhere. We will cover the following topics: tax law changes, extender provisions, miscellaneous topics, Affordable Care Act, IRS Annual Filing Season Program and inflation adjustments.

 

 

CPE Credits: 0 

Safeguarding Taxpayer Data

This session will enable the attendees to better safeguard taxpayer data in their office and with their clients. Current facts and trends will be presented so you can communicate the risks of identity theft to staff and clients.

 

 

 

 

CPE Credits: 0

Paperless Tax Workflow

This session will enable the attendees to implement a paperless tax workflow in their office and better collaborate with clients. ProConnect Lacerte practitioner and recognized trainer Renee Daggett, EA will demonstrate best practices to save time and reduce errors so attendees can implement a paperless workflow in their office. 

 

CPE Credits: 0

Working Remotely

This session will enable the attendees to save time by working efficiently with remote employees and clients. ProConnect Lacerte practitioner and recognized trainer Renee Daggett, EA will demonstrate best practices to save time and create great client experiences so attendees can work with remote employees and clients in their practice.

 

CPE Credits: 0

Paperless Practice with Lacerte

This 1-hour webinar will teach you how to securely collect your client’s source documents, improve collaboration, and reduce processing time leading up to e-file using Intuit Link and eSignature in Lacerte tax software. This webinar will be delivered by Robbie Randall, a Product Specialist at Intuit, who specializes in QuickBooks Online Accountant and cloud workflows. Robbie is also a certified expert in QuickBooks Online.

 

CPE Credits: 0

I Hate QBO!

This webinar addresses the common challenges that frustrate professionals using QuickBooks Online. We heard your feedback, and we have great news to share to break the cycle. In this 1-hour webinar, we will share with you best practices from our power users about how to get the most out of QBOA.

 

 

 

 

 

CPE Credits: 1

May. 22 - 1PM

Jun. 4 - 9AM

Jun. 19 - 1PM

YES you CAN do that in QBO!

We have heard your feedback, and we want to share the features we’ve added to QBO to make you productive. This 1-hour webinar will teach you the tricks power users leverage in QuickBooks Online to be more productive than in QuickBooks Desktop. We’ll also share how to do the functions you miss from QuickBooks desktop.

 

 

 

CPE Credits: 0

Mar. 29 - 9AM

Jun. 15 - 1PM

Jun. 26 - 1PM

 

 

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Frequently Asked Questions

1. When will I receive my CPE credit? 

Please allow 2-3 Weeks for processing CPE credit. 

2. It has been over 3 weeks, why doesn’t the IRS have record of my (month) classes? 

We send a report to the IRS every month for all the webinars that are presented during that month. 

3. A group of us attended the webinar from the same conference room in our office and answered all of the polling questions, why did only one of us get credit? 

Certificates are sent to the name registered with the email. Please be sure to register with an individual email for each attendee to receive credit. Unfortunately we cannot retroactively issue credit for attendees that did not register. 

4. Email registered for the webinar needs to be updated. 

Please contact PCGtraining@intuit.com and include the following: First and Last name; Exact session name and date/time; Email used to register along with updated email.

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Intuit, 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: www.learningmarket.org.

For information regarding refund, complaint resolution and program cancellation policies, please contact our customer support team at 800-933-9999.

 

Program cancellation policy:
At times, we must change a course location, course date, or postpone a course. We will give the customer as much advanced notice as possible of any such change. If the customer is unable to attend a course at the revised location or date, we will credit 100% of any course fees paid against a future course or, if requested, refund those fees. However, we will not be liable for any other costs incurred including (for example) travel charges or any consequential damages even if we were advised of them. Intuit may cancel courses for low attendance or due to unforeseen weather conditions up to 3 days prior to the start date. Should your course be cancelled by Intuit, you will be offered a future event or a full refund.

 

Refund policy:
Any registration cancelled up to 5 days prior to the course will be refunded in FULL. Substitutions will be accepted at any time prior to the beginning of the course. NO refund or credits will be issued for participants that fail to attend any days of the course. Intuit may cancel courses for low attendance or due to unforeseen weather conditions up to 3 days prior to the start date. Should your course be cancelled by Intuit, you will be offered a future event or a full refund. Any refund with respect to cancellation of course where an alternative option cannot be provided by Intuit, would be processed within 30 days from date of request.

 

Complaint resolution policy:
Intuit will make every effort to resolve complaints regarding NASBA compliance within a reasonable amount of time and in a confidential manner