Events

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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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Wednesday, September 7, 2022

Our speakers for this event are Jim Buffington and Clayton Crouch! Jim has been teaching in the tax and accounting industry for over 15 years and is an expert in the implementation of advisory services based on his experience working with thousands of tax and accounting firms across the U.S. In addition to being a CPA, Jim holds a Bachelor’s in Business Administration and Accounting from Texas A&M University, then went on to get his MBA at University of Texas Dallas. To learn more about Jim, feel free to visit his LinkedIn profile and follow him on Twitter @Jimatintuit. Clayton received his Master of Business Administration from the University of North Texas. He is a Senior Solution Specialist who supports the sales teams in the professional tax group, while hosting webinars and product demos for Intuit’s professional tax customer base. He is passionate about helping customers implement the right cloud-based solutions which allow them to grow and scale their business and power prosperity for their clients. Register for this webinar by following this link here. ABSTRACT: Join us in this session to meet the Intuit Tax Advisor team to help you maximize your return on investment on your journey to advisory. We will discuss the latest product updates and customer feedback, showcase custom strategies, and address the most common questions around Intuit Tax Advisor. ***Intuit Tax Advisor is only available to ProConnect and Lacerte users. ProSeries customers will not be able to use the software at this time*** WHO SHOULD ATTEND? Anyone currently using Intuit Tax Advisor and anyone interested in adding tax advisory to their compliance services.

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Wednesday, September 14, 2022

Register for this webinar by following this link here. ABSTRACT: This session will enable attendees to learn about common IRS red flags on Form 1040 and supplemental forms and schedules. The course will provide detailed explanations of tax situations that could trigger IRS correspondence, an overview of common notices, and tips for responding appropriately when a taxpayer receives a letter from the IRS. Plus attendees will have the chance to ask questions to certified EAs and CPAs and get them answered in real time. After attending this session, tax professionals will be better prepared for situations that may result in IRS LEARNING OBJECTIVES: By completing this session, you will be able to: Identify common IRS notices Identify tax situations on IRS form 1040 that may trigger IRS correspondence Understand how supplemental IRS tax forms can prompt IRS notices Understand mistakes that taxpayers make upon receipt of a notice Formulate appropriate responses to common IRS letters WHO SHOULD ATTEND? Tax professionals who prepare individual tax returns for their clients.

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Thursday, September 15, 2022

Register for this webinar by following this link here. ABSTRACT: Get a jump start on the upcoming tax season and prepare early and efficiently with Intuit Pay-by-Refund, the solution that gives your clients a simple way to pay for your tax preparation without worrying about upfront, out-of-pocket costs. In this session, we will provide an in-depth overview of the Intuit Pay-by-Refund program, covering how it works, bank and enrollment options, and tips for a smooth start. Join us for this session where we will talk about not only how Intuit Pay-by-Refund works, but also discuss best practices, practical insights, and how you can get your business ready for the upcoming tax season. LEARNING OBJECTIVES: By completing this webinar, you will be able to: Understand how Intuit Pay-by-Refund works, from enrollment to disbursement Choose which bank offering is the right fit for your business and clients Explain to your clients the convenience of Intuit Pay-by-Refund, from worry-free payments, to no upfront costs, to flexible disbursement options Understand the importance of early enrollment for bank season and tax year readiness Take advantage of Intuit Pay-by-Refund benefits, such as quick setup, live support, and bank marketing materials WHO SHOULD ATTEND? Anyone who utilizes ProSeries, ProConnect, or Lacerte to prepare tax returns Course Level: Basic Course Length: 30 Minutes Prerequisites: NONE Recommended CPE: 0 Recommended CE: 0

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Thursday, September 15, 2022

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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Tuesday, September 20, 2022

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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Events

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