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
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
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
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
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
i cannot log into the conference
This is absurd. I took a day off work to assist and now i cannot log in and there's no one to help
same for me to0. i know i am registered but getting message that i am not? i have tried different browsers and same issue.
Please try this link: https://onlinexperiences.com/Launch/Event.htm?ShowKey=244268
Thank you so much IntuitGabi 😊 I was not able to login to the conference either, until you posted the link shown above!
So it appears that this is not a live webinar but is prerecorded from November? Why then could we not just watch this at our leisure?
This is ridiculous to make a such a big deal out of something that is prerecorded. How sad.