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Tax

Class Choices

 

2009 Not-for-Profit Organization Tax Update New Session Update Lecture

Increased reporting compliance burdens combined with reduced funding have placed many not-for-profit organizations in difficult positions. This helpful update session by one of the country’s leading tax exempt organization practitioners offers a practical examination of the latest federal tax developments, compliance issues and planning opportunities to help NPOs navigate today’s tough challenges.

Who should attend: All Levels
CPE Field of Study: Taxes


2009 Tax Law Update — Changes and Opportunities for Business Clients New Session Update Lecture

This course provides a practical review of significant tax legislation, regulations, rulings and other developments that impact your business clients. You'll leave with practical tax savings strategies to discuss with your business clients, as well as an understanding of the key issues and challenges you may encounter with your business clients' tax returns for the 2009 filing season.

Who should attend: All Levels
CPE Field of Study: Taxes


2009 Tax Law Update — Changes and Opportunities for Individual Clients New Session Update Lecture

This course provides a practical review of significant tax legislation, regulations, rulings and other developments that impact your individual clients. You'll leave with practical tax savings strategies to discuss with your clients, as well as an understanding of the key issues and challenges you may encounter with your clients' tax returns for the 2009 filing season.

Who should attend: All Levels
CPE Field of Study: Taxes

Best Practices in Conducting Federal Tax Research with IntelliConnect™ New Session Intermediate Lecture

Enhance client communication, increase your research efficiency and reduce your firm's liability risks as you learn techniques for finding answers to your clients’ thorny tax issues and how to effectively document your findings in the advice memoranda you provide clients.

Who should attend: All Levels
CPE Field of Study: Specialized Knowledge & Applications

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ClientRelate — Mining Your Clients’ Tax Return Data to Grow Your Practice Overview Lecture

Your clients' tax return data represents a potential goldmine of opportunity for them — and for your practice. CCH ClientRelate helps you quickly and efficiently mine your clients' tax return data to identify tax savings opportunities, effectively communicate how new tax developments affect them and suggest strategies to implement to capitalize on new opportunities. You will learn how ClientRelate can add practice management prowess and pump previously untapped revenues into your firm — and your clients will thank you for it.

Who should attend: All Levels
CPE Field of Study: Specialized Knowledge & Applications


Consolidated Tax Return Preparation Intermediate Lecture

Learn the best practices related to preparing federal consolidated tax returns. Topics include importing trial balance and apportionment data, as well as supporting statement options, elimination entries, automatic adjustments, and tiered consolidations. Find out how to manage the flow of data between the separate companies and the consolidation.

Who should attend: All Levels
CPE Field of Study: Taxes


Hot Topics in Tax Practice and Procedure New Session Intermediate Lecture

New IRS rules and regulations have changed how tax practice is conducted and how client relationships and communications must be managed. This practical discussion provides updates and insights on new tax practice and procedure standards and what practitioners need to do to comply with heightened professional responsibility requirements.

Who should attend: All Levels
CPE Field of Study: Taxes


IntelliConnect™ Productivity Tools — Getting to Your Answers Faster New Session Basic Workshop

IntelliConnect™ includes many time-saving features and tools to make your firm more productive. Learn about these tools and how to become more efficient by maximizing their use. Explore research best practices and leverage the sample workpapers, decision trees and templates rather than recreating the wheel. This course also covers CCH@Hand, another tool integrated into your workflow to find faster answers to your tax questions, check citations and copy material directly into email and Microsoft® Office applications.

Who should attend: All Levels
CPE Field of Study: Specialized Knowledge & Applications

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Multi-State Return Processing Using ProSystem fx Tax New Session Intermediate Lecture

The focus of this session is on multi-state tax return processing in ProSystem fx Tax for Individuals, C and S Corporations and Partnerships through detailed examples. Topics include creating multiple state returns, the sourcing of state data, allocation and apportionment best practices for businesses, composite returns and state unitary/combined return processing.

Who should attend: All Levels
CPE Field of Study: Taxes


The Next Generation of ProSystem fx Tax New Session Overview Lecture

With the next generation of ProSystem fx Tax, you will realize improved productivity. We will discuss the features and benefits of the new hosted version of the Tax program, focusing on: simplified implementation, reduced data entry, streamlined administrative processes, seamless integration, improved client communications and print capabilities.

Who should attend: All Levels
CPE Field of Study: Specialized Knowledge & Applications


Optimizing Engagement Binders for Importing to ProSystem fx Tax — Schedule M-3 Case Study Basic Workshop

The first part of this class will take you through optimizing your tax data in ProSystem fx Engagement to allow for increased realization rates on tax returns. Learn how to decrease your staff’s time through grouping accounts to the optimal tax groups, writing tax journal entries and determining which tax groups not to import into ProSystem fx Tax. This class will also cover different strategies for creating tax workpapers and the effect on the tax return. The second part of the class will track the data from ProSystem fx Engagement into Prosystem fx Tax, and work through completing and reviewing Schedule M-3 and Form 8916-A.

Who should attend: Experienced Users
CPE Field of Study: Specialized Knowledge & Applications


Preparing for the Cost Basis Reporting Law New Session Overview Lecture

The new cost basis reporting law, which was passed in October as part of the Emergency Economic Stabilization Act of 2008, requires cost basis reporting by financial institutions to the IRS and taxpayers. It will apply to stock acquired on or after January 1, 2011; open-end mutual fund and dividend reinvestment plan stock acquired on or after January 1, 2012; and debt instruments, options and other covered securities acquired on or after January 1, 2013. These effective dates may give some firms the impression that they have plenty of time to prepare. However, when considering the time it will take to develop, test and implement a system that complies with the law, it’s clear that firms must start preparing now. This session will explain the challenges of the new law, and what it means for financial and tax professionals.

Who should attend: All Levels
CPE Field of Study: Taxes

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ProSystem fx Engagement Best Practices — Tax Intermediate Roundtable

This interactive session is designed for accounting professionals using ProSystem fx Engagement for tax engagements. Be prepared to share your experiences and any other tools your firm uses to ensure your paperless engagements run efficiently and effectively.

Who should attend: Current Users — All Levels
CPE Field of Study: Specialized Knowledge & Applications


ProSystem fx Scan Best Practices New Session Intermediate Roundtable

This session is designed for accounting professionals using ProSystem fx Scan and AutoFlow. Join a group of your peers in discussing best practices, tips and tricks of the application and the processes it encompasses.

Who should attend: Current Users — All Levels
CPE Field of Study: Specialized Knowledge & Applications


ProSystem fx Tax Best Practices Intermediate Roundtable

This roundtable is designed for current users of ProSystem fx Tax and/or Global fx. Share your onscreen review, electronic filing and tax preparation workflow best practices with your peers.

\Who should attend: Current Users — All Levels
CPE Field of Study: Specialized Knowledge & Applications


ProSystem fx Tax — Increase Productivity by Importing Data Basic Workshop

Attend this hands-on workshop and learn how to increase productivity by leveraging data external to ProSystem fx Tax. We will show you how to utilize Microsoft Excel® spreadsheets for importing into the Tax program, as well as how to import data from other ProSystem fx Suite products.

Who should attend: All Levels
CPE Field of Study: Specialized Knowledge & Applications

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ProSystem fx Tax — What’s New for 2009 New Session Update Lecture

Get a head start on the 2009 tax return filing season by attending this session. You will hear about the planned enhancements to the 2009 ProSystem fx Tax program, including system and technology improvements and changes due to legislative activity. You will also learn how these enhancements will affect your firm's processing methodology for the upcoming season. Designed for experienced ProSystem fx Tax users.

Who should attend: Experienced Users
CPE Field of Study: Specialized Knowledge & Applications


ProSystem fx Tax — Worksheet View Basic Workshop

Using a hands-on approach, this class will show you how to use Worksheet View — the input alternative to the traditional Interview Form data entry option — to streamline data entry for more efficient tax preparation. Learn how to save time through importing and exporting with Microsoft Excel®, federal and state combined data entry screens, and other features. You'll also learn about the many Worksheet View related options and preferences available to your firm and to individual users.

Who should attend: All Levels
CPE Field of Study: Specialized Knowledge & Applications


The Power of Scan and AutoFlow New Session Basic Lecture

ProSystem fx Scan and AutoFlow have the power to transform your entire 1040 tax return preparation process. Explore the technology that will automatically extract the data from specific tax forms, prepare the data, and import it directly into the tax return for an accurate and efficient tax return preparation process. We will cover the process from beginning to end including Scan Validation, Tax Validation and Importing. During each topic we will discuss best practices as well as efficiencies while implementing this automated system.

Who should attend: All Levels
CPE Field of Study: Specialized Knowledge & Applications


Sales & Use Tax Compliance and Audit and SST New Session Overview Lecture

This session will cover a basic overview of sales and use tax compliance. Important topics covered include nexus, tax return filing requirements, local issues, general exemptions, exemption certificate management, consumer use tax, manufacturing exemptions, differences among states, sales and use tax automation, audit defense, and tax consulting. The presenter will also discuss recent developments relating to Streamlined Sales Tax (SST) as a result of the current economic difficulties that states are experiencing.

Who should attend: All Levels
CPE Field of Study: Taxes

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Stimulus Bill — Encouraging Investments in Business Assets New Session Overview Lecture

The 2009 Stimulus Bill contains two important incentives for businesses to invest in machinery and equipment before December 31, 2009. These provisions provide an opportunity for firms to increase their capital spending in the 4th quarter of 2009 to take advantage of these tax write-offs. This session will explain and illustrate the following two major provisions of the Stimulus Bill: Section 1201, Special Allowance for Certain Property Acquired in 2009 and Section 1202, Temporary Increase in Limitations on Expensing of Certain Depreciable Business Assets.

Who should attend: All Levels
CPE Field of Study: Taxes


Tax Implications of Moving from U.S. GAAP to IFRS New Session Overview Lecture

The conversion to IFRS will have a significant impact on a company’s global tax function. Many state, federal and international tax issues will need be addressed during the conversion process. In order to proactively plan for these tax issues, it is important that tax professionals begin analyzing and understanding the impact that IFRS will have on the tax function. This seminar will guide you through the tough tax issues that you will need to consider before and during a conversion from U.S. GAAP to IFRS.

Who should attend: All Levels
CPE Field of Study: Taxes


Tax Planning for Distressed Times — Liquidity and Losses New Session Intermediate Lecture

In these troubled economic times, companies large and small are looking more seriously at ways to stabilize their financial situations. It is critical for tax and accounting professionals to be familiar with the fundamentals of various approaches involving recapitalization, cancellation of debt, entity conversions, NOLs and foreign transactions that could assist their business clients during these tough times while boosting the firm’s own bottom line. This session offers a practical review of both domestic and foreign tactics that can positively affect a company’s liquidity situation.

Who should attend: All Levels
CPE Field of Study: Taxes


Tax Research Best Practices Intermediate Roundtable

This interactive session is designed for tax professionals to share experiences, best practices and other tips and tricks your firm uses when researching tax issues as well as seeking quick answers.

Who should attend: All Levels
CPE Field of Study: Specialized Knowledge & Applications

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Tax Research Consultant — Be Your Firm’s Tax Expert (and a Hero to Your Clients) Intermediate Lecture

Your clients expect you to know all the answers, all the time — but how can any practitioner possibly remember and understand the impact of every code section, regulation and ruling? With the Tax Research Consultant (TRC), you can find practical, real-world solutions to the important tax issues your clients face — and expect you to know how to handle. Written by a team of experienced tax practitioners, TRC integrates thorough explanations with interactive practice aids, real-world examples, sample calculations, worksheets, and other tools to help you offer trusted advice on the full range of tax transactional issues your clients face. In this session, you’ll learn how to put TRC to work to make a difference for your practice.

Who should attend: All Levels
CPE Field of Study: Specialized Knowledge & Applications


U.S. Inbound International Tax Reporting and Compliance New Session Intermediate Lecture
U.S. corporations that are 25% foreign-owned and foreign corporations engaged in a U.S. trade or business are required to annually provide detailed information on Form 5472. Learn about the rigorous disclosure and reporting obligations for these foreign entities doing business, investing or acquiring U.S. real property. This practical session will help you understand the fundamentals of U.S. inbound international tax reporting and compliance and the filing of Form 5472 and related forms and schedules.

Who should attend: All Levels
CPE Field of Study: Taxes


Utilizing ProSystem fx Tax in a Paperless Environment Basic Lecture

This session will show you how to use the tools in ProSystem fx Tax to prepare and review returns in a less paper environment. You'll learn how to take advantage of Global Notes, Field Estimates, Tick Marks, Interactive Diagnostics, linking to IntelliConnect™, and much more. You'll also learn how to use Adobe Acrobat® to enhance your paperless experience.

Who should attend: All Levels
CPE Field of Study: Taxes


Year End Tax Planning — The Tried and True, The Creative and New New Session Intermediate Lecture

This tax planning idea session offers a fresh look at traditional year-end planning for clients and presents new strategies in light of recent developments that you can bring to your clients to potentially reduce their tax burdens this year and going into 2010.

Who should attend: All Levels
CPE Field of Study: Taxes

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