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A client’s journey: Transforming tax through technology within the middle market

December 15, 2022 @ 1:00 pm - 2:00 pm EST

RSM CPE Webinars

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


Event overview

Gaining efficiency is at the forefront of all corporate agendas. The question remains, how? Join RSM and Thomson Reuters for an interactive discussion with Charles River Associates about how they leveraged technology to optimize key processes in the tax department. In this session, we’ll cover:

  • Moving away from Excel-based models through software adoption
  • Deploying ONESOURCE Tax Provision within the middle market
  • The benefits of a combined in-source/out-source model powered by RSM’s CorporateSight platform
  • Technology investments that can help middle market companies continue their journey of digitization

Learning objectives

  • Identify key steps in the tax provisioning process
  • Learn how software can reduce the need for reliance on Excel

CPE credits

CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based
Field of study: Taxes | CPE: 1.0 credits per webcast

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