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RSM’s Digital Tax Enablement Webcast Series
October 8, 2025 @ 1:00 pm – 2:00 pm EDT
Event overview
Learning objectives
Maximize your tax data and streamline K-1 management for partnership efficiency
By the end of this session participants will be able to:
- Recognize key year-end considerations in pass-through and state tax planning, including the challenges and manual effort tied to K-1 processing.
- Understand how digital solutions, specifically PartnerSight, can streamline K-1 management and enhance overall tax compliance and planning.
- Identify best practices for integrating digital tools into tax processes to minimize manual entry, reduce turnaround times and maximize the value of your tax data.
- Apply practical strategies to handle high-volume state returns efficiently and proactively manage partnership tax needs by improving K-1 workflows through PartnerSight and other solutions within the AI-powered myRSM Tax ecosystem.
Practical steps for digital enablement: Optimize your tax function today
By the end of this session participants will be able to:
- Identify practical, high-impact actions that tax functions and firms can take today to enhance operational efficiency, strengthen data management and improve compliance by leveraging their technology ecosystem.
- Understand the critical role that tax technology solutions, such as those found in myRSM Tax, play in enabling effective tax planning, including automation, data analytics and workflow enhancements.
- Explore real-world examples of digital enablement, such as automating data aggregation, leveraging cloud-based platforms and integrating collaboration tools within the myRSM Tax suite, to reduce manual effort and accelerate year-end readiness.
- Develop strategies for collaborating across tax, finance and IT to adopt and optimize digital solutions within the tax function.
CPE credits
RSM US LLP is pleased to offer 1.0 CPE credits for attending each webinar. To qualify, you must log in to the live webinar 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 and partial credit 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 credit for each session (up to two total)
