GetWise 2021 Virtual Training
Session Highlights
During this session, the IRS Criminal Investigation Division will take a deep dive into emerging cybercrimes and crypto tax compliance, sharing what they are doing to help protect taxpayer data and their confidence in the tax system, as they continue to combat the emerging areas of refund fraud and cybercrime.
Speakers
How can tax preparers go beyond the status quo to retain their existing clients and attract a new generation of tech-savvy taxpayers? During this session, Shannon Bond, VP & Segment Leader and Lisa Alvarez, Senior Marketing Director at Wolters Kluwer Tax & Accounting North America, discuss new technology trends, marketing tactics to engage with your community, and tax industry insights that will help set your tax business apart from the competition in 2022 and beyond!
Speakers
This session will provide an overview of common practice issues that come before the Office of Professional Responsibility such as conflicts of interest, lack of due diligence, failure to meet standards, and incompetence and disreputable conduct arising from handling clients’ federal tax matters, discussing best practices to avoid these issues, and how practitioners can identify, explain, and address these issues. We’ll also introduce Circular 230 and the Office of Professional Responsibility (OPR), define who is a practitioner and practitioner obligations to the client and the IRS, and highlight key provisions of Circular 230 to include due diligence, competency, best practices regarding recordkeeping and data security, and personal tax compliance.
Speakers
Deep dive into tax law changes in 2021, including: tax increases on corporations and wealthy individuals, tax cuts for working families, general tax law changes for small business, and recent guidance and regulations released by the Treasury Department. We’ll also discuss tax planning tips impacting individuals and business entities, 1099 reporting requirements, general tax law changes for TY 2021, changes to credits, deductions and exclusions, new forms and schedules, tax return due dates, expiring tax extenders, late breaking news, state tax law issues, important tax dates, and upcoming tax policy developments.
Speakers from Brownstein Hyatt Farber Schreck LLP
Deep dive into tax law changes in 2021, including: tax increases on corporations and wealthy individuals, tax cuts for working families, general tax law changes for small business, and recent guidance and regulations released by the Treasury Department. We’ll also discuss tax planning tips impacting individuals and business entities, 1099 reporting requirements, general tax law changes for TY 2021, changes to credits, deductions and exclusions, new forms and schedules, tax return due dates, expiring tax extenders, late breaking news, state tax law issues, important tax dates, and upcoming tax policy developments.
Speakers from Brownstein Hyatt Farber Schreck LLP
What's new in TaxWise? Join our Product Experts to learn about updates to the tax forms, new software functionality, and integrated solutions available to you in 2022. This session covers both the TaxWise and Refunds Today solutions, Desktop & Online.
Speakers
What's new in ATX 2021? Join our Product Experts Team to learn about updates to the tax forms, new software functionality, and integrated solutions available to you in 2022. If you are an ATX User, this is a must-attend session for you!
Speakers
How can you maximize your use of TaxWise Desktop and TaxWise Online? Join our Product Experts to learn more about all the time-saving components, functionality, and key features that are often missed or underutilized. If you are a TaxWise User, this is a must-attend session for you!
Speakers
Are you using ATX to its full potential? Join our ATX Software Experts in an information-packed session to discover features and functionality that can help you maximize your use of the ATX tax preparation software. Whether you are an experienced ATX user, or are looking for refresher training, you can’t miss this session!
Speakers