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3 Strategies to Kicking Off an Efficient Tax Season

November 12, 2019 @ 2:00 pm - 3:00 pm EST


Participants of the live webinar will be eligible for 1 free CPE credit.

Effectively leveraging software integration, utilizing the appropriate cloud technologies, and efficiently managing the trial balance all play a critical role in a truly efficient tax season. Furthermore, knowing proven tactics to achieve those is equally important. That’s what will help ensure your tax season is as efficient as possible. Join this session to hear strategies from our industry thought leaders, including Bernie Ackerman with BNA CPAs & Advisors, Pat Gineris with Gineris & Associates, and Joel Ortner with Wolters Kluwer. Some insights they will share include:

  • Software integration, and the positive effects on your tax workflow when properly leveraged
  • Cloud technologies, and how they will enhance your overall processes
  • Trial balance management, including a solution that takes your business tax return preparation to a whole new level

Any partner, manager, or staff responsible for the preparation of tax returns, and specifically business tax returns, should attend this session.

  • Program level: Basic (no prerequisites required).
  • Receive 1 hour of free CPE credit for participating in this live webcast.

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