We're Here to Help You Excel!
Welcome to Tax Talks Live — a series of webinars that focus on providing CCH Axcess™ Tax and CCH® ProSystem® fx Tax customers with current news, tips and tricks, best practices and other valuable information that will help you succeed both this year and beyond.
- A list of current programming is below. Please click on the link for each session to review a webinar description and register.
- You can always come back and watch the on-demand recording, so be sure to bookmark this page for future reference.
On-Demand Recordings

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
Other Resources
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