Understanding the Corporate Transparency Act

Erin Leckie, CPA
Director of Product Management
Wolters Kluwer Tax & Accounting

What's New with Tax

Mel Rowlett, Zoya Givehchin and Donna Callihan
Technology Product Managers
Wolters Kluwer Tax & Accounting

Increase Revenues via Predictive analytics, AI, and CCH Axcess iQ

John Barnes
Vice President, Product Management
Wolters Kluwer Tax & Accounting

Year-End Tax Planning

Mark Luscombe J.D., LL.M., CPA
Principal Analyst
Wolters Kluwer Tax & Accounting North America

Key Considerations of the Pass-Through Entity Tax

Robert W. Jamison, CPA, PH.D.
Professor Emeritus of Accounting
Indiana University and Purdue University, Indianapolis

Crypto Tax Landscape Update

Shehan Chandrasekera
Head of Tax Strategy
CoinTracker

Generating Revenue via Proactive Client Advisory Services

Lisa Erickson
Manager, Technology Product Management
Wolters Kluwer Tax & Accounting North America

Tax Update

Mark Luscombe J.D., LL.M., CPA
Principal Analyst
Wolters Kluwer Tax & Accounting

A Sneak Peek at What's New with Tax

Frank Giudice
Senior Tax Software Consultant
Wolters Kluwer Tax & Accounting

A Look at State Pass-Through Entity Taxes

Andrew Soubel, J.D.
Content Management Analyst
Wolters Kluwer Tax & Accounting

Tax Planning for 2023: A Look at What's Ahead

Mark Luscombe, J.D., LL.M., CPA
Principal Analyst
Wolters Kluwer Tax & Accounting

Accounting Firm Mergers

Allan D. Koltin, CPA, CGMA
CEO
Koltin Consulting Group

What's New with CCH Axcess Tax

Tate Davis
Director of Tax Software Product Management
Wolters Kluwer Tax & Accounting

Josette Reo
Lead Technology Product Manager for Tax Software
Wolters Kluwer Tax & Accounting

Taking Advantage of APIs to Increase Firm Efficiency

Shahbaz Khan
Associate Director, Product Management — API Program and Partners
Wolters Kluwer Tax & Accounting

Tax Season Interview with Ken Corbin

Ken Corbin
Chief Taxpayer Experience Officer and Wage & Investment Division Commissioner
IRS

Schedules K-2 and K-3 Software Update

Frank Giudice and Tiffany Roussel
Technology Product Managers
Wolters Kluwer Tax & Accounting

What You Need to Know About Crypto for 2021 Tax Filings

Seth Wilks
Head of Government Relations
TaxBit

Schedules K-2 and K-3 in Partnership & S Corporation Returns

Rod Lear and Tiffany Roussel
Technology Product Managers
Wolters Kluwer Tax & Accounting

Saving Time via Digital Tools for Account Management

Randal Schafers
Account Services Manager
Wolters Kluwer Tax & Accounting

Utilizing DataScan to Increase the Value of Your Tax Data

Rod Lear and Tiffany Roussel
Technology Product Managers
Wolters Kluwer Tax & Accounting

Tax Planning for 2022: Adding Value to Client Engagements

Mark Luscombe, J.D., LL.M., CPA
Principal Analyst
W olters Kluwer Tax & Accounting

Putting the CCH ProSystem fx Scan Funnel to Work for You

Art Feldman
Solution Architect Lead
Wolters Kluwer Tax & Accounting

Online Bill Pay and Account Management at Your Fingertips

Randal Schafers
Account Services Manager
Wolters Kluwer Tax & Accounting

What’s New with CCH Axcess Tax and CCH ProSystem fx Tax — Individual Returns

Frank Giudice
Product Manager
Wolters Kluwer Tax & Accounting

Navigating Support.CCH.com for Tax Season Success

Cameron Iverson
Manager, Service Excellence
Wolters Kluwer Tax & Accounting

Don’t Just Roll Forward, Move Forward!

Lance Center
Manager, Technology Sales Support
Wolters Kluwer Tax & Accounting

Tax — The Foundation for Exponential Growth

L. Gary Boomer
Shareholder, Visionary & Strategist
Boomer Consulting, Inc

What’s New with CCH Axcess Tax and CCH ProSystem fx Tax — Business Returns

Frank Giudice
Product Manager
Wolters Kluwer Tax & Accounting