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Friday
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10:00 - 10:50 AM EST Back to Top
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AUDIT A look at the practical implications of implementing and maintaining CCH® ProSystem fx® Knowledge Coach in a small and medium-size firm environment. In this presentation, participants will learn a number of "bite-sized pieces" based on experience from having been involved in two Knowledge Coach implementations. Topics covered will include planning for a transition for an audit department, training the staff, and updating methodology.
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TAX Is your firm using CCH® ProSystem fx® Scan, including CCH® ProSystem fx® PDFlyer and AutoFlow Technology, as efficiently as possible? Join this session for insight into the tips and tricks that are often overlooked but can provide new efficiencies when leveraged properly. Some of the topics covered in this course include the effective use of target sheets, methods for improving AutoFlow accuracy, effective management of incoming PDF files using the new CCH® ProSystem fx® Funnel, standardization ideas for PDFlyer, and overall process improvement suggestions.
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TAX | GROUP DISCUSSION FORUM For existing CCH® ProSystem fx® Tax users - join your peers in discussing tax preparation, review, and electronic filing best practices.
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TECHNOLOGY We live in a world of technology and automation. As firms look to be more efficient and streamlined, they want to explore how technology can be leveraged within their businesses. CCH Axcess™ Open Integration provides a set of tools that will help firms achieve that efficiency and automation. By leveraging connections to existing CCH Axcess functionality through APIs, firms can imagine new possibilities for how they accomplish their current workload faster and with less resources.
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TECHNOLOGY | GROUP DISCUSSION FORUM Join your peers in discussing best practices, tips and tricks for using technology to support the growing demand of a flexible work environment for your staff.
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XCM SOLUTIONS Our new reality has forced many firms to not only transition to a distributed work environment but to adopt workflow technologies to create capacity and increase productivity. As the industry looks towards the next normal, technology and workflow automation will be imperative to streamline business processes, minimize risk, and deliver superior client service results. During this session, attendees will learn:
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Friday
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11:00 - 11:50 AM EST Back to Top
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AUDIT | GROUP DISCUSSION FORUM Accounting professionals using CCH® ProSystem fx® Engagement for A&A and/or Tax engagements — would saving 30-minutes or more per audit during preparation time benefit your workflow? Join this discussion to hear how Engagement Organizer not only gives you back time but also boosts your collaboration with clients so you can stay ahead of your audit schedule.
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MANAGEMENT Join our Wolters Kluwer Product Management team as they reveal recent releases and the exciting enhancements planned for CCH Axcess™ Tax, CCH Axcess™ Practice, and CCH Axcess™ Workstream that will help drive efficiency and productivity at your firm. In addition, learn more about what’s coming with CCH Axcess™ Financial Prep, CCH Axcess™ iQ, CCH Axcess™ Client Collaboration, and CCH Axcess™ AutoCheck. Our team will also provide a preview of CCH Axcess™ Engagement that you don't want to miss!
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TAX Join this session to learn how to enter data to calculate the Section 199A deduction using CCH® ProSystem fx® Tax. The session will begin with a basic overview of Section 199A input using the Worksheet View interface. Input examples will utilize scenarios for Non-service and Service income for Schedules C, E, and F, and for flow-through entities. Aggregation examples will be worked through as well as examples of processing section 199A carryovers. The Worksheet View interface utilizes the same sections and fields for both CCH ProSystem fx Tax and CCH Axcess™ Tax. CCH Axcess Tax users are welcome to join this session.
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TECHNOLOGY Gizmos and gadgets have become an indispensable part of our digital lives — ever transforming the way we work, play, and live. From cloud computing, mobile and hybrid devices to entertainment, home automation and the Internet-of-Things — every aspect of our days are impacted by the latest technology offerings. Join "Inspector Gadget" as he shares cutting edge tech trends and the hottest gear that every user will want to consider in the months ahead.
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GETWISE The benefits of an Online Tax Prep Solutions go beyond accessibility anytime, anywhere. How can you maximize your use of TaxWise Online or Refunds Today Online? Join our Product Experts to learn more about all the components and functionality of your Virtual Tax Office and discover key features that are often missed or underutilized.
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Friday
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12:00 - 12:50 PM EST Back to Top
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AUDIT To gain maximum efficiencies, successful audit teams leverage an integrated audit approach that enables working together seamlessly throughout the entire audit. Notably, Wolters Kluwer’s Integrated Audit Approach is a match! Firms have noted as much as:
Join this session to learn how audit professionals benefit from the powerful combination of CCH® ProSystem fx® Engagement, CCH® ProSystem fx® Knowledge Coach and TeamMate® Analytics — ensuring they’re ready NOW for audit of the future.
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MANAGEMENT | GROUP DISCUSSION FORUM For existing CCH Axcess™ Workstream users - join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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MANAGEMENT The effect of the global pandemic on business and lifestyles has been incalculable. Companies either have had to adapt to a new way of operating or face extinction. Join this session to experience a deep drill-down at how the CPA firm's merger and acquisition process has changed — perhaps permanently — as a result of the Coronavirus and how COVID-19 may prompt a succession exodus among accounting firm owners.
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TAX The program will cover legislative and regulatory tax developments in 2020, with an emphasis on the taxation of investments, capital formation, and businesses. We will examine the landmark COVID-19 legislation with a focus on the business tax provisions in those bills. In addition, we will look ahead to what tax policies might be in store for America's enterprises in 2021 after the November 2020 election.
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TECHNOLOGY | GROUP DISCUSSION FORUM Join your peers in discussing best practices, tips and tricks for using technology to support the growing demand of a flexible work environment for your staff.
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GETWISE Are you taking full advantage of the functionality available in your tax preparation software? During this session, we'll show you how to manage your tax returns more efficiently, use our on demand self-help resources, backup and restore your data, leverage the software security options, share files securely with CCH iFirm Client Portal, research your tax questions, maximize your use of the time saving features, and more!
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Friday
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1:00 - 1:50 PM EST Back to Top
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AUDIT | GROUP DISCUSSION FORUM Accounting professionals using CCH® ProSystem fx® Engagement for A&A and/or Tax engagements — join your peers in sharing your experiences and any other tools your firm uses to ensure your paperless engagements run efficiently and effectively.
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AUDIT | GROUP DISCUSSION FORUM When an audit data analytics solution can turn a test that used to take 1–2 hours into a 10-minute exercise, that’s gained efficiency you should learn more about! Current and potential user of TeamMate™ Analytics, join this discussion to understand how TeamMate Analytics empowers your audit team to do exactly that … and more.
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MANAGEMENT Learn how to integrate your workflow using all modules of CCH Axcess™: CCH Axcess™ Tax, CCH Axcess™ Document, CCH Axcess™ Portal, CCH Axcess™ Workstream, and CCH Axcess™ Practice. During this session, we will walk through a sample workflow and illustrate how to collaborate effectively across roles, departments, or office locations. We will also review how to use the single integrated Dashboard to manage your clients, projects, notifications, notes, discussions and how using CCH Axcess™ iQ can further contribute toward effective collaboration and client management.
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TAX With more companies conducting business globally, the number of foreign subsidiaries has exploded. That leaves many U.S. owners needing to know the tax rules when filing Form 5471, Information Return of U.S. Persons With Respect To Certain Foreign Corporations. The IRS is aggressively pursuing penalties for non-filing, so Form 5471 compliance is critical for your business or clients. Join us to learn more about Form 5471!
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TECHNOLOGY Changing economic and work conditions have had a profound impact on the role and expectations for the IT function within CPA firms. In this session, we’ll talk about the need for IT to align with and even drive strategic firm initiatives and showcase some examples of how industry-leading firms have done just that.
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XCM SOLUTIONS The modern firm is faced with increased regulation, tight deadlines, and staffing constraints which drains budgets, impacts efficiencies, and creates a disengaged workplace culture. Even when auditors have engagement software to effectively manage activity onsite, they still are consistently missing deadlines and running over budget on the post-audit reports. In this session you will learn how to use workflow technology to automate the pre & post audit deliverables, identify how to increase audit engagement visibility and standardize audit workflow processes, make knowledge management more accessible and centralized for streamlined and cost-effective audit engagements; mitigate risk, while creating an engaged A&A workforce and workplace culture.
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GETWISE With cyber threats on the rise, the Internal Revenue Service and the Security Summit partners have urged tax professionals to review their security steps to ensure they are fully protecting client data whether working in the office or a remote location. During this session, we’ll review the basic "Security Six" protections from the IRS Security Summit, as well as guidance from the IRS Pub. 4557.
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Friday
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2:00 - 2:50 PM EST Back to Top
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AUDIT Improving quality and realization on every audit engagement is easy when you have a data analytics tool that works for you, not against you. Whether a central group performs your analytics or otherwise, it’s essential to empower your auditors with an easy-to-use ADA solution. Why? Because the AICPA encourages every audit incorporate analytics. The good news is that TeamMate® Analytics is the answer. Firms say TeamMate Analytics:
Join this session and learn practical ways to incorporate analytics in your audits using TeamMate Analytics. Moreover, gain insights from other firms’ key learnings regarding how they embraced this technology and experienced a quick, positive difference. Now, that’s definitely a solution that works for you!
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MANAGEMENT | GROUP DISCUSSION FORUM For existing CCH Axcess™ Practice users - join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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MANAGEMENT Client Advisory Services (CAS) can be a profitable addition to your practice. How do you develop an effective, profitable offering? What are the considerations for service creation, controlling scope creep, people management, product selection, and scalability? What services should be offered? While many vendors have CAS programs they want you to adopt, attend this session to receive an independent blend of profitable strategies and straightforward advice.
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TAX | GROUP DISCUSSION FORUM For existing CCH® ProSystem fx® Scan with AutoFlow Technology users — join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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TAX Come learn about the new enhancements and content added to CCH AnswerConnect this year! We’ll also provide time-saving tips and tricks to get you to key insights quicker. Need to learn how to find more about COVID-19 Resources, The Cares Act, 163(j) or GILTI? Take this class and learn how!
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TECHNOLOGY | GROUP DISCUSSION FORUM Join your peers in discussing best practices, tips and tricks for using technology to support the growing demand of a flexible work environment for your staff.
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XCM SOLUTIONS This session will focus on how to establish non-standard deliverable's in XCM to manage all your due dates whether it's related to a client return, audit report, client payments or an operational deadline. Participants will learn how to maximize the value of XCM, by creating and calculating due dates for all your business needs, as well as how these deliverables tie to recurring tasks.
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GETWISE This session is conducted in Spanish. Are you taking full advantage of the functionality available in your Refunds Today tax preparation software? During this session, we'll show you how to manage your tax returns more efficiently, use our on demand self-help resources, backup and restore your data, leverage the software security options, share files securely with CCH iFirm Client Portal, research your tax questions, maximize your use of the time saving features, and more!
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Friday
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3:10 - 4:00 PM EST Back to Top
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AUDIT | GROUP DISCUSSION FORUM Auditing professionals using CCH® ProSystem fx® Knowledge Coach, CCH® ProSystem fx® Knowledge Tools or CCH® Knowledge-Based Audit Methodology — join your peers in sharing your experiences using these powerful tools to increase the efficiency and effectiveness of your firm’s audit engagements.
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AUDIT | GROUP DISCUSSION FORUM Accounting professionals using CCH® ProSystem fx® Engagement for A&A and/or Tax engagements — would saving 30-minutes or more per audit during preparation time benefit your workflow? Join this discussion to hear how Engagement Organizer not only gives you back time but also boosts your collaboration with clients so you can stay ahead of your audit schedule.
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MANAGEMENT | GROUP DISCUSSION FORUM For existing CCH Axcess™ Document users - join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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TAX Numerous and often complex tax changes in COVID-19 legislation affect all individuals. The changes include 2020 rebates most eligible individuals already received, but some may have more to claim on their 2020 return. The legislation also included favorable provisions for self-employed individuals, expanded charitable contribution possibilities, and the ability to pull (and later return) funds from retirement plans. Changes also included some undoing of the TCJA and the need for amended returns. This presentation addresses the COVID-19 legislative changes pertaining to individuals with an emphasis on due diligence and planning considerations.
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TECHNOLOGY The modern accounting firm generates and stores a significant amount of data. That information can be valuable for firms looking to improve operations and client services. Turning data into actionable insights takes the right tools. Several recent additions to CCH Axcess™ provide firms with new ways to make use of their data. Discover how to use the CCH Axcess™ Data Axcess Utility and CCH Axcess™ Data Axcess Dashboards to leverage data about internal operations. You will also see a demonstration of CCH Axcess™ iQ highlighting the use of client tax data and CCH® Research and Learning solutions to add value to client relationships and help firms make the transition to more advisory work.
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XCM SOLUTIONS During this session you will learn how to leverage operational and productivity analytics collected through the daily interactions with your workflow platform to gain real-time insights, enable fact based decision making, as well as increase performance and operate more efficiently.
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GETWISE What's new in TaxWise and Refunds Today? Join our Product Management Team to learn about updates to the tax forms, new software functionality, and integrated solutions available to you in 2021. This session covers both the TaxWise and Refunds Today solutions, Desktop and Online.
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Friday
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4:10 - 5:00 PM EST Back to Top
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AUDIT This year, what’s new with Wolters Kluwer audit solutions goes beyond the traditional products that make up the Integrated Audit Approach, including CCH® ProSystem fx® Engagement, CCH® ProSystem fx® Knowledge Coach, and TeamMate™ Analytics. Specifically, audit of the future has arrived with new CCH Axcess modules including CCH Axcess™ Financial Prep, CCH Axcess™ Knowledge Coach, CCH Axcess™ AutoCheck and the upcoming beta launch of CCH Axcess™ Engagement. Join this session to learn about recent releases and exciting enhancements for all of the above designed to help drive efficiency and productivity in your firm. Notably, this session will include a review of efficiency tools, new client collaboration options, data gathering tips, efficient data analytics tips, and more. All in all, you will leave this session with ideas for both immediate and long-term implementation that will improve your audit workflow.
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MANAGEMENT | GROUP DISCUSSION FORUM For existing CCH ProSystem fx Practice Management users — join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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TAX | GROUP DISCUSSION FORUM For existing CCH® ProSystem fx® Tax users - join your peers in discussing tax preparation, review, and electronic filing best practices.
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TAX Are you familiar with all resources available to you in CCH Axcess™ Tax? Learn how to leverage many unique features of the tax program to help you gain efficiencies. Discussion topics include utilizing multiple tabs and windows, saving time with tick marks, and using available keyboard shortcuts. This session will also review strategies on utilizing the resources located inside the tax program as well as tips for getting efficient support team assistance.
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TECHNOLOGY Even before COVID-19, technology staff at accounting firms struggled with the challenges of securely meeting user demands. During this crisis, firms were quickly forced to balance the responsibilities of controlling the security permeter, protecting firm data, and providing access to the workplace worldwide. Malicious actors and state adversaries have taken advantage of the vulnerabilities introduced during these sometimes chaotic, unplanned shifts. This session will review lessons learned from COVID-19 related breaches and attacks, how to design an "off-ramp" and remediate security issues when the firm can resume in-person operations, and practices and tools firms can adopt to address ongoing operational or technical flaws in their security posture.
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XCM SOLUTIONS Learn how the enhanced XCMscheduler will help drive increased productivity by proactively identifying bottlenecks, balancing resource capacity, and identifying who has capacity to take on more work. Navigate the simplified user interface, learn more about quick action features, and see how the Resource Allocator and Calendar scheduler can be utilized across Tax, CAS, Audit, and beyond.
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