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Tuesday, August 2, 2022
Our speaker for this event it Anita Robinson!  Anita is the President for Synergy Tax & Accounting LLC. She has been enrolled agent since '96, in the accounting and tax business for 20+ years, and a QuickBook Pro Advisor since 2007.  Register Today by clicking this link! ABSTRACT: This foundational webinar is designed to assist new ProConnect Tax Online users in understanding how to set up the account and begin preparing a simple 1040 return.  This webinar will help new users successfully set up the administrative information in the settings and navigate the program. You will learn where to enter W-2, Interest, Dividend, and Capital Gain Income and use the K-1 Import feature. In addition to this, you will also be guided through entering Estimated Payments, shown where to locate the EIC and Due Diligence worksheets, go over recurrent tax credits and learn the steps to completing an amended return. We will also cover how to navigate and use Intuit Link. This course provides an excellent introduction to the tax preparation workflow needed to complete an Individual tax return. This course is the first step in learning the ProConnect Tax Online program.          LEARNING OBJECTIVES: By completing this webinar, you will be able to: ●        Set up and edit firm and preparer information ●        Manage & Invite Users to have access to the program ●        Go over different types of access for other users ●        Manage Your Account for each user ●        Find where the Customer Account Information is located ●        Edit and Customize the Tax Return Statuses  ●        How to set up Bank Products with Refund Advantage ●        Batch Transfer all clients from prior to current year ●        Find Important IRS/Intuit Announcements ●        Start a return and learn where the general client information is entered ●        Enter estimated payments in ProConnect Tax Online ●        Learn where to enter W-2 Income ●        Learn where to enter Schedule B Income ●        Learn where to enter Schedule D Income ●        Learn where to enter Schedule A Deductions ●        Navigate and use Intuit Link ●        Import your K-1’s into an individual return ●        Generate Credits/Deductions ●        Learn how to Amend a return created in ProConnect Tax Online ●        Learn how to Amend a return not created in ProConnect Tax Online   WHO SHOULD ATTEND? Tax Professionals who are new to ProConnect Tax Online or existing users who would like a refresher on the fundamentals of the program.  
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Thursday, August 11, 2022
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  
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Tuesday, August 16, 2022
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    
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Thursday, August 18, 2022
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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Register for this webinar by following this link here.    Our speaker for this event is Sonia Dumas!    Founder | ALT Monie | Cash Flow Conversations Sonia Dumas is the Founder of ALT Monie and Cash Flow Conversations. She’s a subject matter expert who helps tax professionals understand the big picture risks and opportunities of Web 3 – and how to turn this disruption into expanded high-fee services for clients.    ABSTRACT: The world is in the early stages of adapting to cryptocurrencies, digital assets, and blockchain technology. This fast-paced informative session will help you to see the big picture vision and reality of this technological shift. Discover the reason why early adopting taxpayers and business leaders are embracing this soon to be regulated global transformation. In addition, capture a sneak peak look into the world of triple entry accounting and learn the important smart questions to ask crypto-curious clients.  LEARNING OBJECTIVES By completing this session you will be able to: ●       Discuss the big picture of blockchain technology, cryptocurrencies, and smart contracts with colleagues. ●       Know how to research which Web 3 software companies are disrupting business as usual.   ●       Start thinking strategically about triple entry accounting. ●       Be able to ask smart questions to taxpayers who are integrating cryptocurrencies into business and life. BEST SUITED FOR - Tax professionals, accountants, attorneys, financial advisors Course level:  Beginner Length: 60 minutes Prerequisites: None Delivery Method: Group - Live internet Field of Study: Technology CPE: 1 CE: 0      
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Monday, September 19, 2022
Register for this webinar by following this link here. Our speaker for this event is Josh Lance!  Managing Director at Lance CPA Group and 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.   ABSTRACT: When was the last time you refined your sales process? Now that we’re past the tax filing deadline it’s a great time to reimagine your sales process and start cross selling advisory services to your existing clients. When accounting professionals lean into their advisor role with their clients, they can unlock tremendous value. In today’s new world, a modern advisor is an invaluable asset to a client’s business, supporting employees’ livelihoods and helping economic recovery. How do firms communicate this added-value clearly and create client advisory service proposals that sell? We’re joined by Josh Lance of Lance CPA group and he’ll be sharing his top tips for selling advisory services to his clients.   LEARNING OBJECTIVES:             By completing this webinar, you will be able to advise your clients on topics such as: o   Identify the value of delivering advisory services for clients and your firm o   Recognize the key elements and best practices for every advisory proposal o   How to cross sell advisory services to your existing clients ●      Which one or all? o   Packaging and Bundling your services o   Consultative selling o   Process and Workflow Efficiency o   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      
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Register for this webinar by following this link here.  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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Tuesday, September 20, 2022
Register for this webinar by following this link here.    Our speaker for this event is Dean Aramburu! Dean Aramburu is a Product Specialist at Intuit specializing in cloud hosting and Intuit Practice Management. He is a Texas A&M University graduate and will be receiving his MBA from the University of Louisiana at Lafayette in May. Dean has a passion around helping accounting firms embrace technology that will make their lives easier and helping with the change management that comes with it.  ABSTRACT: The cloud has historically been a scary concept for many accounting firms, but the fact of the matter is the cloud is helpful and can change the way you do business. Today we’ll cover in layman’s terms what the cloud is and how you can utilize a hosting solution to use your current desktop based software's and still get the benefits of the cloud. Listen to Intuit Product Specialist Dean Aramburu, Right Networks Director of Sales Kevin Roosa and Right Networks Director of Firm Consulting as they talk about the different challenges that hosting solves for accounting firms. LEARNING OBJECTIVES By completing this webinar, you will be able to: ·       Explain what the cloud is in layman’s terms ·       Understand the data security that protects the cloud ·       Understand the potential impact to your business ·      Hear from Intuit's partner Right Networks on their setup to help in you Who Should Attend?  Anyone who prepares taxes, does bookkeeping, or any other accounting type work  Course Level: Basic [SJ1]  Course Length:  60 Minutes[SJ2]  Prerequisites:  NONE  Delivery Method: Group-Live Internet Field of Study: Information Technology- Non Technical Recommended CPE: 1  
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Wednesday, September 21, 2022
Register for this webinar by following this link here.    Our speaker for this event is Robin Gervais!  Robin is a Tax Content Analyst at Intuit Enrolled Agent since 2010 Solo Tax Practice owner since 2014 Small business owner since 1997 Memberships: • NAEA Tax Instructor: • Idaho Association of Tax Professionals     ABSTRACT: From Serious Self-employed business owners to gig workers. more clients than ever before are coming to our practice with self-employed income that requires a Schedule C. While changing laws keeps all tax professionals from being too complacent, it is easy to go through the same motions year after year and not do the best for your client. Come join me for a chance to look at the nuts and bolts in this fast-paced webinar through the Schedule C. Attendees will refresh their knowledge of the Schedule C LEARNING OBJECTIVES By completing this webinar, you will be able to advise your clients on topics such as: Discuss who should file a Schedule C. Identify income to be reported and cost of goods sold. Identify ordinary and necessary expenses. Discuss depreciation at a high level. Identify vehicle expenses and documentation Discuss the qualifications for Business Use of Home Who should attend? Anyone who prepares tax returns and advises clients Course Level: Basic  Course Length: 120 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet Field of Study: Taxes - Technical Recommended CPE: 2 Recommended CE: 2 IRS Course Topic: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00150-22-O In Person: NESGF-T-00150-22-I  
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Wednesday, September 28, 2022
Register for this webinar by following this link here.    Our speaker for this event is Robin Gervais!  Robin is a Tax Content Analyst at Intuit Enrolled Agent since 2010 Solo Tax Practice owner since 2014 Small business owner since 1997 Memberships: • NAEA Tax Instructor: • Idaho Association of Tax Professionals     ABSTRACT: The Circular 230 is the guide for ethical standards when practicing before the IRS. What exactly is practicing before the IRS? This course dives into the circular itself and provides an overview to its contents and answers that question and discusses many more. This course discusses how these ethical guidelines relate to your everyday practice.  Attendees will be refreshed and ready for the upcoming tax season.                 Learning objectives:              By completing this webinar, you will be able to:  Define who is covered under Circular 230. Understand what it means to practice before the IRS. Discover who is a tax preparer. Identify “due diligence” and “unreasonable position” Discover the four types of sanctions that may be imposed when practitioners violate regulations and how to avoid them. Identify Due Diligence requirements. Who should attend? Anyone who prepares tax returns and advises clients Course Level: Basic  Course Length: 120 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet Field of Study: Taxes - Technical Recommended CPE: 2 Recommended CE: 2   IRS Course Number: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-E-00108-19-O In Person: NESGF-E-00108-19-I  
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Register for this webinar by following this link here.    Our speakers for this event are Josh Lance and Ryan Embree! Josh is a CPA & CGMA. At Lance CPA Group, manages a virtual and remote team serving craft brewery and digital agency clients around the country. At Practice Ignition, he works with accountants to help them optimize their firm and how they can use Practice Ignition to better run their practice. Ryan Embree is the Director of Partnerships at Practice Ignition.   ABSTRACT: Do you want to streamline onboarding, automate engagements, and eliminate accounts receivable for your firm? Join Ryan Embree of Ignition and Josh Lance of Lance CPA Group to learn how you can scale your revenue and win high value clients with Ignition. Create and send your proposal and engagement letter within minutes from Ignition. Once your client accepts, Ignition automatically creates invoices and marks as paid in QuickBooks when payments are processed. In this interactive, hands-on session follow along with accounting expert Josh Lance to get up and running fast with Ignition. He will also give tips and share his experience for managing his own firm. You will also have an opportunity to ask questions in an open Q&A. Learning objectives:   By completing this webinar, you will be able to advise your clients on topics such as: How to create and send a proposal in 5 minutes that gets signed electronically and gets you paid automatically How to streamline your sales process and upsell services by allowing your clients to choose from up to three proposal options Why getting payments (ACH and Credit Card) set up inside the proposal (instead of post-proposal) is a huge time saver Designing a compliant engagement letter  Identify ways to speed up your engagement process with Practice Ignition Which one or all? Packaging and bundling your services Consultative selling Process and Workflow Efficiency   Who should attend? Anyone who prepares tax returns and advises 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   
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Tuesday, October 18, 2022
Register for this webinar by following this link here.    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    
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Register for this webinar by following this link here.    Our speaker for this event is Sonia Dumas!    Founder | ALT Monie | Cash Flow Conversations Sonia Dumas is the Founder of ALT Monie and Cash Flow Conversations. She’s a subject matter expert who helps tax professionals understand the big picture risks and opportunities of Web 3 – and how to turn this disruption into expanded high-fee services for clients.   ABSTRACT: The world is in the early stages of adapting to cryptocurrencies, digital assets, and blockchain technology. This fast-paced informative session will help you to see the big picture vision and reality of this technological shift. Discover the reason why early adopting taxpayers and business leaders are embracing this soon to be regulated global transformation. In addition, capture a sneak peak look into the world of triple entry accounting and learn the important smart questions to ask crypto-curious clients.  LEARNING OBJECTIVES By completing this session you will be able to: ●       Discuss the big picture of blockchain technology, cryptocurrencies, and smart contracts with colleagues. ●       Know how to research which Web 3 software companies are disrupting business as usual.   ●       Start thinking strategically about triple entry accounting. ●       Be able to ask smart questions to taxpayers who are integrating cryptocurrencies into business and life. BEST SUITED FOR - Tax professionals, accountants, attorneys, financial advisors Course level:  Beginner Length: 60 minutes Prerequisites: None Delivery Method: Group - Live internet Field of Study: Technology CPE: 1 CE: 0              
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Thursday, October 20, 2022
Register for this webinar by following this link here.    Our speaker for this event is Josh Lance!    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.   ABSTRACT: When was the last time you refined your sales process? Now that we’re past the tax filing deadline it’s a great time to reimagine your sales process and start cross selling advisory services to your existing clients.  When accounting professionals lean into their advisor role with their clients, they can unlock tremendous value. In today’s new world, a modern advisor is an invaluable asset to a client’s business, supporting employees’ livelihoods and helping economic recovery.  How do firms communicate this added-value clearly and create client advisory service proposals that sell? We’re joined by Josh Lance of Lance CPA group and he’ll be sharing his top tips for selling advisory services to his clients.            LEARNING OBJECTIVES:             By completing this webinar, you will be able to advise your clients on topics such as: o   Identify the value of delivering advisory services for clients and your firm o   Recognize the key elements and best practices for every advisory proposal o   How to cross sell advisory services to your existing clients ●      Which one or all? o   Packaging and Bundling your services o   Consultative selling o   Process and Workflow Efficiency o   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      
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