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Description
Get a jump start on your TY25 tax season with Empower 2025: Tax Season Readiness virtual conference! Join us for a single day of learning and discovery of essential insights from our top experts who will share strategies for a smarter, faster and more efficient tax season. Deep dive into the latest tax law changes and learn about all the exciting Intuit product updates. We can't wait to see you there!
Bonus: Earn up to 5 CPE and 2 CE credits - FREE!
Agenda
November 13 9:00 AM - 9:50 AM
Keynote Fireside Chat: Productivity & Wellness in Tax Season - How to Optimize Both
This keynote focuses on why mental health is essential and how it influences both personal productivity and the wellbeing of your business. The presenters will share honest experiences and offer actionable advice, highlighting the benefits of vulnerable leadership. By openly discussing challenges, setting boundaries, and encouraging support, teams can learn to spot burnout, evaluate risk factors, and apply strategies that ease stress, strengthen resilience, and boost performance. In addition, we’ll outline organizational and leadership approaches that foster psychological safety and help create a workplace where productivity and wellness thrive.
CPE: 1 CE: 0
November 13 9:50 AM - 10:00 AM 10 Minute Break
November 13 10:00 AM - 11:00 AM
Tax Season Briefing for Intuit Lacerte
In this session you will learn what new features, enhancements, and solutions have been added to the Tax Year 2025 Lacerte 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.
CPE: 1 CE: 0
November 13 10:00 AM - 11:00 AM
Tax Season Briefing for Intuit ProSeries
In this session you will learn what new features, enhancements, and solutions have been added to the Tax Year 2025 ProSeries Professional 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.
CPE: 1 CE: 0
November 13 10:00 AM - 11:00 AM
Tax Season Briefing for Intuit ProConnect Tax
In this session you will learn what new features, enhancements, and solutions have been added to the Tax Year 2025 ProConnect 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.
CPE: 1 CE: 0
November 13 11:00 AM - 11:20 AM 20 Minute Break
November 13 11:20 AM - 1:20 PM
TY25 Tax Law Updates, Planning Tips & Strategies
Mike D’Avolio, CPA and Megan Leesley, CPA will provide a comprehensive review of individual and business tax law changes, tax form changes and key insights for Tax Year 2025. This session will cover important changes from the Big Beautiful Bill Act.
CPE: 2 CE: 2
November 13 1:20 PM - 1:35 PM 15 Minute Break - Stretch Break
November 13 1:35 PM - 2:35 PM
The Intuit Tax and Accounting Ecosystem
This session provides accounting and tax professionals with a comprehensive overview of the Intuit Tax and Accounting Ecosystem, enabling you to boost efficiency, streamline operations, and more faster, confident decisions. The focus will be on the powerful new tools and the latest strategies to streamline integration between Intuit's accounting solutions and ProConnect Tax software. Attendees will learn how to refine their workflow, improve data transfer, and leverage key features for a more efficient and profitable tax season.
CPE: 1
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Description
This 1-hour webinar is designed for tax professionals who are either new to Intuit ProSeries or exploring its capabilities for their practice. We will provide a practical overview of key ProSeries features, including Intuit Link, Client Checklist, Protection Plus, and Pay-by-Refund. Discover how these integrated tools streamline data collection, enhance compliance, offer valuable client protections, and simplify payment processes. This session will demonstrate how ProSeries can boost your firm's efficiency, improve client satisfaction, and support your decision-making process for adopting new tax software.
By the end of this webinar, attendees will be able to:
Understand how Intuit Link facilitates secure client information gathering and minimizes manual data entry.
Examine the functionality of the Client Checklist feature within ProSeries for efficient document tracking and workflow management.
Evaluate the benefits of Protection Plus in offering audit assistance and identity theft restoration to clients.
Explore the Pay-by-Refund options as a flexible payment solution for clients and a method for managing firm fees.
Assess how integrating these workflow tools can enhance the overall efficiency and client service capabilities of a tax practice using or considering ProSeries.
Who should attend?
Tax professionals who are either new to Intuit ProSeries or exploring its capabilities for their practice.
Prerequisites: None Course Level: Basic Course Length: 60 minutes Delivery Method: Group - Live internet Field of Study: Non-Technical - Computer Software & Applications CPE: 1 CE: 0
Intuit (Sponsor ID# 103311) 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.nasbaregistry.org.
Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.
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Description
Identity theft is a growing concern for tax professionals, as cybercriminals continue to develop new tactics to exploit personal and financial data. This course provides tax professionals with essential knowledge to identify, prevent, and respond to identity theft in tax preparation.
Participants will learn about common fraud schemes, how identity theft affects tax returns and the warning signs of compromised client information. The session also explores the IRS’s efforts to combat tax-related identity theft and offers practical steps for strengthening data security, protecting client information and assisting victims in the recovery process.
By completing this session, you will be able to:
Recognize and differentiate various forms of identity theft that commonly affect taxpayers, including phishing, data breaches, and fraudulent tax return filings.
Understand how identity theft impacts tax preparation by analyzing real-world cases and identifying potential red flags in client returns.
Implement proactive security measures to safeguard client information, including the use of secure passwords, multi-factor authentication, and encryption tools.
Identify common vulnerabilities in tax practices that cybercriminals exploit and develop strategies to mitigate these risks.
Educate clients on best practices to protect their personal and financial information from identity theft schemes.
Respond effectively to identity theft incidents by following IRS guidelines for reporting fraud, assisting affected clients, and implementing recovery strategies.
Who Should Attend? Tax and Accounting Professionals who want to learn about protecting you and your clients identity.
Prerequisites: None Course Level: Basic Course Length: 60 Minutes Delivery Method: Group - Live Internet Field of Study: Business Management & Organization – Non-technical CPE: 1 CE: 0
Intuit (Sponsor ID# 103311) 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.nasbaregistry.org.
Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.
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Description
Are you an accounting or tax expert who wants to grow, make more money, and reclaim your time for more important work?
Join our webinar and discover Intuit Select Pro Staffing, your secret weapon for success. Learn how strategic staffing can help you achieve a better work-life balance while boosting profits.
By attending this webinar, you'll learn how to:
Expand your business and take on more clients without increasing your workload.
Boost your profit margins by strategically outsourcing tax, bookkeeping, and administrative tasks.
Free up valuable time to focus on high-value services and strengthen client relationships.
Gain peace of mind with Intuit's vetted and secure staffing solutions, including guidance on IRS Section 7216 compliance.
Explore flexible staffing options to find the perfect fit for your firm's needs, whether you're looking for full-time, part-time, or seasonal help.
Who Should Attend? Accounting professionals who need help with staffing to keep up with demands and/or expand their practice.
Course Level: Basic Course Length: 60 Minutes Delivery Method: Group - Live Internet Field of Study: Business Management & Organization – Non-Technical CPE: 1 CE: 0
Intuit (Sponsor ID# 103311) 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.nasbaregistry.org.
Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.
Register here
Description
Preparing business tax returns can be complex, but leveraging ProConnect Tax’s robust features simplifies the process, reduces errors, and increases efficiency. This course provides a guide to handling essential forms, including 1040, 1065, 1041, 1120-S, and 1120.
Participants will learn how to confidently enter data, calculate key deductions, and troubleshoot common issues like balance sheet discrepancies. By optimizing these workflows, tax professionals can save time and improve accuracy. This session is ideal for those looking to deepen their understanding of ProConnect Tax and maximize its potential for business tax preparation.
By attending this course, attendees will be able to:
Enter business use of home expenses and apply the simplified method for Form 8829 within ProConnect Tax to ensure accurate calculations for 1040 returns.
Efficiently allocate income and generate K-1 packages for Form 1065 Partnership returns using ProConnect Tax.
Enter officer compensation and shareholder distributions for 1120-S returns.
Resolve common balance sheet issues and apply strategies to suppress unnecessary schedules for various business tax returns in ProConnect Tax.
Who Should Attend? Anyone new to or considering using Intuit ProConnect Tax to prepare tax returns.
Prerequisites: None Course Level: Basic Course Length: 60 Minutes Delivery Method: Group - Live Internet Field of Study: Business Management & Organization – Non-Technical CPE: 1 CE: 1 IRS Course ID: NESGF-T-00197-24-O
Intuit (Sponsor ID# 103311) 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.nasbaregistry.org.
Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.
Register here
Description
In this course, you will see a demonstration of Intuit ProConnect Tax, the most widely used dedicated cloud-based tax application for professional tax preparers and firms. In addition to eliminating software installation and PC and network maintenance, ProConnect Tax uses the latest technology to save data entry time with direct import from hundreds of W-2 providers, banks, and brokerages. Also, see two of our ProConnect Tax More Connected services: Intuit Link, which improves client collaboration and document collection, and E-Signature, the fastest way to get signed 8879's.
LEARNING OBJECTIVES
Identify the benefits of using ProConnect Tax
Identify time-saving features built directly into ProConnect Tax
Determine how to sign up for ProConnect Tax
Recognize tools in ProConnect Tax to help manage firm workflow and increase productivity
Identify how to import QuickBooks data into a tax return
WHO SHOULD ATTEND?
Tax professionals that are interested in or new to the ProConnect Tax program
Course Level: Basic Course Length: 60 Minutes Prerequisites: None Delivery Method: Group-Internet Based Field of study: Taxes - Technical CPE: 1 IRS CE: 1 IRS Course ID: NESGF-T-00191-24-O
Intuit (Sponsor ID# 103311) 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.nasbaregistry.org.
Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.