GetWise 2024 Conference
Houston (Nov. 22) | Virtual Sessions (Dec. 3-5) | Miami/Ft. Lauderdale (Dec. 10)
GetWise In-person Agenda At-A-Glance
Houston and Miami/Ft. Lauderdale
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7:00 a.m. to 8:00 a.m. |
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8:00 a.m. to 9:50 a.m. Latest tax policy developments, proposed regulations, notices, and executive actions that have a significant impact on tax law, including: Individual and Family Tax, Home/Individual/Small Business Energy Tax Issues, Retirement Tax, Cryptocurrency, Tax Administration, and more. 2 CE/CPE
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9:50 a.m. to 10:20 a.m. |
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10:20 a.m. to 12:00 p.m. Join leading experts from the public and private sectors as they share critical insights on the pressing issues facing tax professionals today. Topics will include post-election tax policy considerations, the IRS Strategic Operating Plan, the implications of Direct File, WISP requirements, and the current state of the tax industry. This session will equip you with guidance and potential planning scenarios to help you navigate the future with confidence. 2 CE/CPE
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12:00 p.m. to 1:00 p.m. |
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1:00 p.m. to 2:40 p.m. TaxWise Desktop: A Day in the life of a TaxWise Desktop User This session will focus on the features and functionalities that TaxWise Desktop users can use to help save time, save money and/or increase their revenue per client from start to completion of a tax return. Other topics to be covered: completing a tax return, Versicom, TheTaxBook, Protection Plus, Bank product integration, e-Signature, CCH iFirm Client Portal for storage and sharing of documents with the taxpayer. TaxWise Online: A Day in the life of a TaxWise Online User This session will focus on the features and functionalities that TaxWise Online users can use to help save time, save money and/or increase their revenue per client from start to completion of a tax return. Other topics to be covered: Taxpayer interview in TaxWise Mobile, importing interviews, completing a tax return, Versicom, TheTaxBook, ProtectionPlus, Bank product integration, e-Signature, storage of a completed return, and sharing of documents with taxpayers. ATX: What’s new for tax year 2024? Join us for an insightful session on preparing for the tax year 2024 season. We’ll cover upcoming ATX enhancements, IRS mandates, and industry updates while also discussing important topics like BOI, 1099-K, and data security. This session will also provide time for attendees to network with other tax professionals in a round table discussion setting where peers can exchange best practices and ideas for tax season success. 2 CE/CPE
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2:40 p.m. to 3:10 p.m. |
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3:10 p.m. to 4:50 p.m. TaxWise Desktop: On-Premise vs. Online Solutions for Tax Professionals This session will dive deeper into the differences between working in an online environment vs. an on-premise solution. We’ll discuss industry trends, data security, maintenance and infrastructure. In addition, we will discuss how to equip tax professionals with the best of both solutions in order to help grow, streamline, and maximize the potential of your tax business. TaxWise Online: Advanced features and functionality of TaxWise Online This session will delve deeper into uncovering and comprehending key functionalities of TaxWise Online that are commonly overlooked. Items to be covered: Working with TaxWise Desktop and TaxWise Online. Setup features for TaxWise Online users such as user roles, security options, using the interview form and working with depreciation and asset worksheets. ATX: Maximizing your success with ATX Join us for an in-depth session on maximizing your success with ATX. We’ll explore key features and share best practices for both administrators and tax preparers. In addition, we will highlight the ATX integration with CCH iFirm and delve into our Payroll Compliance Reporting component. Attendees will also learn best methods for accessing timely and accurate information from our ATX product management team as well as other valuable industry resources throughout the year. In conclusion, and in line with our goal to make tax season successful, our product team will also take time to educate attendees about some of our other available products, including our newest offering, CCH Axcess™ Tax Essentials. This new configuration of CCH Axcess™ Tax, which is a cloud-based solution, is configured and scaled specifically for small to medium firms, providing robust functionality typically found in larger firms. 2 CE/CPE
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4:50 p.m. to 6:00 p.m. |
Industry Partners in attendance at GetWise 2024
GetWise Virtual Sessions Agenda At-A-Glance
December 3, 4, and 5
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Tuesday, Dec. 3 This session will review any relevant tax law changes and updates ahead of tax season, including: individual and small business tax credits, bracket changes, form updates, recent tax provisions, and all other legislation updates impacting tax returns in tax year 2024. 2 CE/CPE/CTEC
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Wednesday, Dec. 4 Building a sustainable tax practice requires more than technical expertise – it demands a careful balance of ethical compliance, risk management, and strong client relationships. This presentation offers a practical, comprehensive approach to integrating Circular 230 requirements throughout the client engagement lifecycle. Learn how to transform professional responsibility obligations into opportunities for practice growth while protecting both practitioner and client interests. Through proven best practices, discover how to build a robust practice foundation that supports long-term success. Whether you're establishing a new practice or strengthening an existing one, this session provides actionable insights for ethical practice management in today's complex tax environment. 2 CE/CPE/CTEC
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Wednesday, Dec. 4 TaxWise Desktop: Getting ready for the tax year 2024 season This session will focus on new form changes for TY 2024, preparing business tax returns with the Trial Balance and Schedule K-1s, self-help resources for TaxWise Desktop users, including Knowledgebase, chat, and learning portal. TaxWise Online: What’s new with TaxWise Online? This session will highlight new features and enhancements in TaxWise Online. Attendees will have the opportunity to experience enhancements to the form 1040, while highlighting the newly added 1065 and 1120-S business return functionality, which TaxWise Online users have been asking for. ATX: Increasing efficiency and boosting revenue Join us for an exciting session on streamlining your tax preparation workflow. During this session, we will show how the user-friendly interface of ATX makes onboarding quick and easy for your staff. We’ll walk you through preparing returns in ATX and Payroll Compliance Reporting, and we’ll also demo how to use advanced features such as tax planning and CCH AnswerConnect to generate additional revenue for your firm. 2 CE/CPE/CTEC
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Thursday, Dec. 5 As tax professionals, your role in safeguarding sensitive client information in an increasingly digital world is crucial. This course equips you with a comprehensive understanding of data security requirements tailored specifically to your profession. It focuses on developing a Written Information Security Plan (WISP), governance frameworks added with NIST 2.0, End User License Agreements (EULA), and privacy regulations. The course will guide you through critical security components, helping you mitigate risks, ensure compliance, and maintain client trust. You will also explore the importance of governance and ethical responsibility in handling client data securely. By providing you with practical tools and integrating regulatory knowledge, this course empowers you to create robust data security policies for your firms. 2 CE/CPE/CTEC
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Please note
- Session details are subject to change.
- By attending both the in-person and virtual sessions, you can earn up to 16 continuing education credits.
- In-person and virtual sessions cover different topics.
- To earn continuing education credits for the GetWise In-person events, you must be present during the scheduled session times.
- To earn continuing education credits for the Virtual Sessions, you must attend each virtual session at the scheduled time and answer all polling questions.
- Virtual sessions will be recorded and made available for on demand viewing within 24 hours.
- Watching a session recording is not eligible for CE/CPE/CTEC credits.
Continuing Education Credits
- CE, CPE, and CTEC Credits will be issued by CCH CPELink within 14 days after each session ends:
- IRS CE credits are reported directly to your PTIN account
- CTEC credits (if applicable) are reported directly to the California Tax Education Council
- CPE Certificates of Completion will be available for printing and downloading from your complimentary account at CCHCPELink.com (you will receive a notification email)