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Cch filing17

PREPARING FOR THE 2017 FILING SEASON WITH WOLTERS KLUWER

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 14, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
Other
Series: Bookkeeper
Course Description

For small tax and accounting businesses, preparing for the upcoming tax season can feel overwhelming. While your initial thoughts may be consumed by familiarizing ​yourself with the 2016 tax law changes and tax form updates, it may be useful to sit down and ensure that you learn the best practices for tax and accounting compliance.

Learning Objectives

  • Best Practices for Tax & Accounting Compliance.

  • 5 Things You Can Do to Prepare Your Clients for Next Tax Season.

  • 5 Things You Can Do to Prepare Your Office for Next Tax Season.

  • Integrated Software Solutions that Deliver Results.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Luis Galvis

Wolters Kluwer Tax & Accounting
Technical Marketing Manager
luis.galvis@wolterskluwer.com
7708575029

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Luis Galvis has 10 years of experience in the Tax and Accounting Software Industry as a Product Specialist, Software Solutions Consultant, and Training Specialist. In his current role as a Technical Marketing Manager, he is able to show how CCH’s top of the line Tax, Research and Firm Management Solutions help simplify tax and accounting offices and improve their overall efficiency and productivity.

Linkedin

Blake Floyd

Wolters Kluwer Tax & Accounting
Solution Architect, CCH iFirm
blake.floyd@cchsfs.com
(847) 580-5000

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Blake Floyd has 8 years of experience in the Tax and Accounting Software Industry as a Product Specialist, Software Solutions Consultant, and Sales Engineer. In his current role as a Solution Architect for CCH iFirm, his focus is on working with tax and accounting professionals to help them as simplify their processes and improve their overall efficiency and productivity, and profitability.

Linkedin

Kimberly Rich

Wolters Kluwer Tax & Accounting
Solution Architect
kimberly.rich@cchsfs.com
(847) 580-5000

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Kimberly Rich has 4 years of experience in the Tax and Accounting Software Industry as a Product Specialist and Software Solutions Consultant. In her current role as a Solution Architect for tax, accounting and workflow programs, she helps tax and accounting professionals discover the value of adding efficient and productive tools to their offices.

Linkedin

Anthony Sampson

Wolters Kluwer Tax & Accounting
Solution Architect
anthony.sampson@wolterskluwer.com
(847) 580-5000

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Anthony Sampson has 7 years of experience in the Tax and Accounting Industry working as a Licensed Tax Professional (Enrolled Agent). In his current role as a Solution Architect for Tax, Accounting and Workflow programs, he helps tax and accounting professionals discover the value of adding efficient and productive tools to their offices.

About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.