Day 2 of 2: 2023 Tax Season and Advisory Readiness- January 11th, 2024

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Day 2 of 2: 2023 Tax Season and Advisory Readiness- January 11th, 2024

Published on ‎11-28-2023 10:15 AM by Moderator


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

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

20-minute Break

11:50 AM - 12:50 PM CT  Entity Selection and Income Shifting Strategies

20-minute Break

1:10-2:10 CT Using Tax Advisory Services to Create Capacity 

5-minute Break

2:15 PM-3:20 PM CT  Panel Discussion: Engaging Clients in Tax Planning and Advisory Services (Now!)

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Thu, Jan 11, 2024 10:00 AM CST
Thu, Jan 11, 2024 03:30 PM CST
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