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Filing Returns in ProConnect Tax - October 19, 2023
START DATE:10/19/2023
START TIME:11:00 AM CDT
DURATION:60 MINUTES
ABSTRACT:
This webinar will equip users with the knowledge of how to review and file Individual tax returns and extensions, produced in ProConnect Tax Online, 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 E-file additional items such as Extensions WHO SHOULD ATTEND? Tax professionals utilizing ProConnect Tax Online, who file returns for clients, and/or who prepare tax returns to be filed. Course Level: Basic Course Length: 75 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 SPEAKER
Susan Tinel CEO April 15 Taxes Inc
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.
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Introducing Intuit Tax Advisor: Your secret weapon for tax advisory services - October 24, 2023
START DATE:10/10/2023
START TIME:1:00 PM CDT
DURATION:60 MINUTES
ABSTRACT:
Intuit Tax Advisor is a tax planning solution developed to support tax advisory services. In this session, we’ll show you how Intuit Tax Advisor can elevate your role as a trusted advisor by helping your firm transition to leading with valuable tax advisory services, communicate tax savings with strategies, and showcase your expertise. You’ll learn how Intuit Tax Advisor can help you move from leading with compliance and traditional tax planning services, to proactively lead with tax advisory services that create capacity, save you more time, increase overall profitability and better help clients reach their financial goals. ***Intuit Tax Advisor imports tax returns from ProConnect and Lacerte Tax. ProSeries does not currently sync with Intuit Tax Advisor, but is on our roadmap for the future.*** LEARNING OBJECTIVES: By completing this session, you will understand how to:
● Successfully use and implement Intuit Tax Advisor in your practice
● Generate beautiful personalized tax plans
● Quantify savings by strategy for measurable results
● Produce client-friendly reports that showcase your value
● Scale tax advisory services across your firm
● Save your firm time through automating manual time-consuming work
● Use the available resources to enable your firm to maximize your path to advisory
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
SPEAKER Jim Buffington CPA Intuit
Jim has been teaching in the tax and accounting industry for over 20 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 at https://www.linkedin.com/in/jimbuffington88/ and follow in on Twitter @Jimatintuit.
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Preparing Corporation Returns in ProConnect Tax - October 25, 2023
START DATE:10/25/2023
START TIME:1:00 PM CDT
DURATION:60 MINUTES
ABSTRACT:
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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Practical Security: A Checklist for Tax Pros - October 26, 2023
START DATE:10/26/2023
START TIME:12:00 PM CDT
DURATION:60 MINUTES
ABSTRACT:
Unfortunately tax professionals are prime targets for identity theft. Firms must ensure they are taking the appropriate action to secure their business against a data breach and recognize data security vulnerabilities that all tax pros face. Security laws and IRS regulations for tax professionals are complex and constantly changing and keeping up with this as well as running business day to day is challenging. This webinar is designed to simplify the importance of security and help guide firms to implement the appropriate security protocols to protect their business and their client's data. Learning objectives: By completing this webinar, you will be able to:
Understand the legal security requirements as a tax pro
Understand the security risks and potential impact to your business
Hear about security best practices that protect your business and your client's data
Start writing a security plan for your business
Who should attend? Anyone who prepares taxes, does bookkeeping, or any other accounting type work Course Level: Basic Course Length: 63 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Information Technology- Technical Recommended CPE: 1
SPEAKERS Christopher Denton Principle Security Engineer Intuit
Chris is a Principal Security Engineer with Intuit ProConnect. He has been involved in all aspects of security for the last 20 years, with subject matter expertise in the areas of application security, network security, forensics, incident response, and threat modelling. Chris loves to educate the industry about security issues and how to protect against them. He leads the team to secure the products and e-file system for Intuit’s tax professionals. He also contributes to the IRS Security Summit to better safeguard taxpayer data across our industry. Chris lives outside of Dallas, Texas with my wife and 2 cats, where I enjoy cycling, Denver Bronco football and obstacle course racing. Ross Olson Sr. Solution Specialist Intuit
Ross Olson is a solution specialist for Intuit®. With a background in Intuit’s professional tax solutions – Intuit ProConnect™ Tax, Lacerte® Tax and ProSeries ® Tax, he strives to provide firms the means to discover workflows and implement strategies so that they can meet their unique definitions of prosperity.
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Is Outsource Staffing Right For Your Practice? - October 26, 2023
START DATE:10/26/2023
START TIME:1:00 PM CDT
DURATION:60 MINUTES
ABSTRACT:
Are you struggling to find or maintain the right staff for your firm, drowning in work, not able to grow as fast as you want, or generally curious about outsourcing staff, then this course is for you. The tax and accounting industry has changed dramatically since Covid. Specifically, being able to hire the right staff for your practice has become a challenge for many. With various options for hiring available, this webinar will help you decide if outsourcing through a 3rd party firm is the right option for you. This session is an overview of why firms have decided to use outsourcing to meet their staffing needs, what you need to consider before exploring options, the differences you need to know about hiring staff inside or outside the US, and understanding compliance and security requirements. . LEARNING OBJECTIVES: By completing this webinar, you will be able to: ● Know the benefits of using outsourced staffing ● Decide which outsourced staffing options are best for you ● Be able to implement the required disclosures ● Implement best practices for onboarding and implementation ● Prepare your firm to make the transition WHO SHOULD ATTEND? Anyone with challenges finding capable staff or wants their current staff to focus on higher level work. Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Business management and organization - Non-technical Recommended CPE: 1 SPEAKER
Kristen Keats, CPA Sherwood Tax & Accounting
Kristen Keats, CPA is a community leader with over twenty years of experience serving small businesses and self-employed clients. Kristen has worked for both large and small firms over the course of her career, most recently as a senior manager at a regional tax firm. She has also served in industry positions. In addition to her work as a CPA, is the proud founder of Breakaway Bookkeeping + Advising, an innovative small business advisory firm focusing on technology and community. Kristen is dedicated to her clients, always going above and beyond, and using the best tools and technology available to help her do so. She understands that being a CPA means so much more than just making sure her clients are tax compliant. Her work allows clients to set and achieve meaningful goals and grow their businesses in the ways that work for them.
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How to Create a Tax Plan the Easy Way with Intuit Tax Advisor - November 1, 2023
START DATE:11/1/2023
START TIME:11:00 AM CDT
DURATION:60 MINUTES
ABSTRACT:
“How to Create a Tax Plan the Easy Way with Intuit Tax Advisor” Here’s what you can expect: This hands-on workshop will walk you through how to create a tax plan. We will demonstrate how to navigate Intuit Tax Advisor, create a pre-strategy baseline, add strategies, review the tax projection, and create a client-friendly report. This session will highlight strategies in entity selection, retirement, and depreciation. The goal of this session is to walk away with a fully built tax plan ready to support your planning conversation with your client. This session is not eligible for CPE/ CE. Pre-work:
Identify a tax planning client with a Schedule C, in Lacerte Tax or ProConnect Tax, to import for your first tax plan.
Confirm your login to Intuit Tax Advisor https://taxadvisor.app.intuit.com/tax-advisor-ui/taxplanner
If you are a Lacerte Tax user, sync your 2022 1040 tax return to Intuit Tax Advisor https://proconnect.intuit.com/support/en-us/help-article/tax-expert/sync-lacerte-clients-intuit-tax-advisor/L9zAhZNZs_US_en_US
Let's go!
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How to Create a Tax Plan the Easy Way with Intuit Tax Advisor - November 2, 2023
START DATE:11/2/2023
START TIME:11:00 AM CDT
DURATION:60 MINUTES
ABSTRACT:
“How to Create a Tax Plan the Easy Way with Intuit Tax Advisor” Here’s what you can expect: This hands-on workshop will walk you through how to create a tax plan. We will demonstrate how to navigate Intuit Tax Advisor, create a pre-strategy baseline, add strategies, review the tax projection, and create a client-friendly report. This session will highlight strategies in entity selection, retirement, and depreciation. The goal of this session is to walk away with a fully built tax plan ready to support your planning conversation with your client. This session is not eligible for CPE/ CE. Pre-work:
Identify a tax planning client with a Schedule C, in Lacerte Tax or ProConnect Tax, to import for your first tax plan.
Confirm your login to Intuit Tax Advisor https://taxadvisor.app.intuit.com/tax-advisor-ui/taxplanner
If you are a Lacerte Tax user, sync your 2022 1040 tax return to Intuit Tax Advisor https://proconnect.intuit.com/support/en-us/help-article/tax-expert/sync-lacerte-clients-intuit-tax-advisor/L9zAhZNZs_US_en_US
Let's go!
REGISTER TODAY November 8th - 9th 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 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
By completing this session, you will be able to better utilize Lacerte in the following areas:
Tax Enhancements
Operational Enhancements
Workflow Tools and Processes
Handy tips and tricks
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
By completing this webinar, you will be able to:
Determine how to work efficiently in your client’s version of the software
Identify accountant Client Data Review tools for use at year-end
Evaluate when to use or not use journal entries when recording financial adjustments
Recognize the importance of setting a file Closing Date and password
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
By completing this webinar, you will be able to:
Recognize how to use the Reclassify Transactions tool
Utilize the Books Review tool and fix undeposited funds
Understand the Prep for Taxes feature and how it can help you review and adjust balances
Recognize the process for 1099s
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
By completing this session, you will be better equipped to answer program questions by:
Save time by recalling solutions to common questions
Utilize various data entry methods to increase proficiency
Understand in-program Diagnostics and Errors
Access in-program help tools
Navigate the Intuit Accountants Community
Recognize different methods of collecting taxpayer data and documents
Manage your account via My Account
10-minute Break 2:20 PM-3:20 PM CT Tax Law Updates, Planning Tips & Strategies
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
By completing this session, you will be able to use the following content to prepare accurate tax returns and advise your clients accordingly:
Changes to IRS tax forms and instructions
Inflation adjustments to thresholds and limitations
Inflation Reduction Act of 2022
SECURE 2.0 Act
CHIPS Act of 2022
Expiring and extended tax measures and a look ahead to Tax Year 2024 and later years
Reporting of third party network transactions (Form 1099-K)
Tax planning tips and strategies
REGISTER TODAY! 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
SUMMARY
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
Course Level: Basic
Field of Study: Business Management & Organization – Non-Technical
Speakers: Jim Buffington
Description
Intuit Tax Advisor is a tax planning solution developed to support tax advisory services. In this session, we’ll show you how Intuit Tax Advisor can elevate your role as a trusted advisor by helping your firm transition to leading with valuable tax advisory services, communicate tax savings with strategies, and showcase your expertise. You’ll learn how Intuit Tax Advisor can help you move from leading with compliance and traditional tax planning services, to proactively lead with tax advisory services that create capacity, save you more time, increase overall profitability and better help clients reach their financial goals. ***Intuit Tax Advisor imports tax returns from ProConnect and Lacerte Tax. ProSeries does not currently sync with Intuit Tax Advisor, but is on our roadmap for the future.***
Objectives
By completing this webinar, you will be able to:
Successfully use and implement Intuit Tax Advisor in your practice
Customize report colors and branding
Quantify savings by strategy for measurable results
Create federal and state tax projections and estimates
Create multi-year projections
Leverage more time saving features
20-minute Break 11:50 AM - 12:50 PM CT Entity Selection and Income Shifting Strategies
Who should attend: Anyone who prepares tax returns and advises clients
Course Level: Basic
Field of Study: Business Management & Organization – Non-Technical
Speaker: Dominique Molina
Description
Dominique Molina, President of the American Institute of Certified Tax Coaches, shares the importance of beginning every tax planning engagement with an entity selection analysis, and then evaluates income shifting strategies that minimize taxes and support client goals. Dominique demonstrates ways to shift income from one entity to another, and how to leverage the International Sales Corporation strategy—great for businesses that export their goods and services outside the United States. She also provides examples of tax reduction strategies that will expand the way traditional preparers view tax advisory, and demonstrates how to use Intuit Tax Advisor to communicate the tax savings and projections with these unique tax saving strategies.
Objectives
By completing this session, you will understand how to:
Annually review entity selection strategies that align with client goals
Create personalized income shifting strategies
Leverage the International Sales Corporation strategy
Use and combine tax reduction strategies
Apply tax reduction strategies using Intuit Tax Advisor
20-minute Break 1:10-2:10 CT Using Tax Advisory Services to Create Capacity
Who should attend: Anyone who prepares tax returns and advises clients
Course Level: Basic
Field of Study: Business Management & Organization – Non-Technical
Speaker: Dawn Brolin
Description
If you feel overworked and underappreciated, consider updating your tax preparation practice to lead with planning and advisory services, powering prosperity for your firm and your clients. Join Dawn Brolin, the Designated Motivator, to learn how to shift from reactive, client dependent workflows to planning driven workflows. Learn how to reduce a 10 month tax season to a 3 month tax season, creating months of capacity for higher value tax advisory services. Learn how to separate compliance and advisory services, and get paid for your expertise delivering higher value tax advisory services. We’ll explore how to engage clients in tax advisory services, billing model best practices, scalable tax advisory services, practical insights, and tips that enable you to deliver a premium client experience.
Objectives
By completing this session, you will understand how to:
Create capacity by setting boundaries and meeting proactively
Gain insight about ideal planning and advisory client types
Create processes to separate compliance and advisory activities
Use Ignition to easily engage clients in tax advisory services
Scale your practice using tax advisory services
5-minute Break 2:15 PM-3:20 PM CT Panel Discussion: Engaging Clients in Tax Planning and Advisory Services (Now!)
Who should attend: Anyone who prepares tax returns and advises clients
Course Level: Basic
Field of Study: Business Management & Organization – Non-Technical
Speakers: Jim Buffington, Shahab Maslehati, Al-Nesha Jones, & Chris Picciurro
Description
Come learn from our panel of expert tax advisors on how to engage clients in high value tax advisory services. Our panelists will share personal experiences about how they launched, learned, and refined their tax advisory services. You'll learn how to communicate the benefits of planning and advisory services to clients, how to create a proactive workflow, update pricing models, and leverage an integrated cloud workflow to deliver tax advisory services. Learn the benefits of starting with planning and advisory services to simplify client workflows, eliminate surprises, create more client value and develop scalable workflows for staff to confidently deliver tax advisory services. Don't miss this opportunity to learn from industry experts sharing best practices to lead with tax advisory services.
Objectives
By completing this webinar, you will be able to:
Engage clients in tax planning and advisory services
Benchmark your firm’s tax advisory services
Optimize your tax advisory workflows and scale services
Identify the benefits of using Intuit Tax Advisor to support your tax advisory services