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Conference & Virtual Event
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SYNERGY 2021 for Tax & Accounting Firms
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Early Bird Discounts available through Dec. 31, 2020: Join our annual conference in person or virtually, to share expertise, network with peers, and gain practical knowledge. You’ll be able to attend workshops and learn from the best and brightest in tax and accounting.
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November 3-6, 2021
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Gaylord Opryland Resorts & Spa, Nashville, Tenn., and Virtual
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Webcast
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Thomson Reuters Backstage presents: Are your future-proof tax and accounting systems already obsolete?
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We’ve heard about the cloud for years, but what is it really? Beyond letting us all work from home, what does it really do? How does it save us time and money? Let’s chat with the experts to find out.
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December 16, 2020, 3-4 p.m. ET
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Virtual
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Conference
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SYNERGY 2020 for Corporations
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We invite you to join us for our first ever Virtual Thomson Reuters ONESOURCE™ SYNERGY2020 event — a gathering of the industry elite and an opportunity to share expertise, energize your connections, and empower your circle of influence.
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Nov 10-13, 2020
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Virtual
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Webcast
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EU and Mexico MDR: Unravelling the complexity and tips on what tax departments can do to get ahead
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Understanding and preparing for DAC6 rules now is essential for tax departments to try to avoid reporting chaos in 2021. Attend this webinar to find out what this means for your organization, and why it’s essential to implement a robust workflow to avoid substantial penalties.
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On-Demand
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Online
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Webcast
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Thomson Reuters Backstage presents: What 2020 has meant to CPAs and businesses
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Although we were able to pivot successfully, we have encountered obstacles along the way. You’ll hear the struggles, successes, best practices, and how we are helping you, customers, and employees persevere through the rest of 2020.
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On demand
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Online
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Webcast
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Evolve Your Practice: Becoming a Responsive and Dynamic Firm
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Explore the steps you can take now to build a successful advisory practice at this new virtual event. You’ll get actionable insights for a successful future and earn up to 8 CPE.
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August 10-13, 2020
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Online
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Webcast
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Thomson Reuters Backstage presents: The next generation of CPAs: What they want and why you need them
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Attracting & retaining new talent has been a hot topic, for good reasons. A new generation means new tech skills, ideas, and energy. But, what do today's employees want?
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On demand
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Online
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Webcast
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ONESOURCE Technology and Connectivity Series: Foundations and Building Blocks – Episode 1
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In the first installment of our three-part webinar series, join our esteemed panel of experts to learn more about APIs and how they can help automate your tax and finance functions.
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On demand
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Online
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Webcast
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ONESOURCE Technology and Connectivity Series: Transitioning to Open Platforms – Examples and Insights – Episode 2
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In the second installment of our three-part webinar series, our presenters will uncover how ONESOURCE is leveraging technologies to build and enhance our applications.
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On-Demand
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Online
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Webcast
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ONESOURCE Technology and Connectivity Series: Path to Building Your Own ONESOURCE Tile – Episode 3
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In the third installment of our three-part webinar series, our presenters will discuss how you can leverage ONESOURCE APIs to pull key data points from various solutions on the platform and access them from your own tile.
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On Demand
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Online
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Virtual Event
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Confidence for a Dynamic Future, a Thomson Reuters SYNERGY event
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What does a dynamic future mean? How do you prepare? Hear directly from some of the most influential names in US tax and accounting in this free event.
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On-Demand
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Online
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Webcast
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Thomson Reuters Backstage presents: CPAs and working from home: How to stay happy, connected and productive
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Many of us have had to quickly improvise ways to work from home. It’s now time to refine those methods and develop best practices for staying connected with clients and colleagues that can last beyond the current crisis.
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On-Demand
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Online
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Webcast
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Performing effective and efficient audits in a changing business landscape
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The ever-changing business environment has put your audit practice at a crossroads. Is your firm adapting to this new way of working and identifying the additional possible audit risks?
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On-Demand
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Online
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Webcast
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Research Tips and Tools to Make Your Firm More Efficient During Busy Season
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Access this webinar to gain tips to help your firm make the most of the off season to be ready for next year.
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On-Demand
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Online
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Webcast
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Happy Clients, Happy Firm: Tips for Keeping Your Clients Coming Back
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Whether your clients voiced concerns about this year’s tax season or you’re interested in all-around happier clients, improving the experience that you provide to clients is a worthy endeavor.
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On-Demand
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Online
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Webcast
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Protecting Your Firm and Clients from Security Threats
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Security experts say that firms should prepare for when — not if — they experience a data breach. While there’s no guarantee of safety in any part of our lives, there are steps we can take to bolster our safety.
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On-Demand
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Online
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Webcast
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Thomson Reuters Backstage presents: The Robots are Here!
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Artificial Intelligence (AI), machine learning, robots — you’ve seen the movies and heard the buzz. And you may be wondering, “Does this matter for me and my firm today?"
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On-Demand
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Online
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Webcast
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Advisory Services: Why is everyone telling me to do this, when I already do it?
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Most firms would say they already deliver advisory services to their clients in some capacity — so why is this different?
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On-Demand
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Online
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Webcast
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Practitioners' Perspective: Learnings from TCJA when processing 1040 with Schedule E
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In this session, firm owner Laurie Stillwell, CPA will share the changes she has made to her operations and client communications for Form 1040 in light of TCJA – specifically, the returns with Schedule E.
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On-Demand
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Online
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Webcast
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Be the smartest person in the room. How AI helps you always have the right answer
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With AI, tax and accounting professionals are conducting research with greater speed and accuracy than ever.
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On-Demand
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Online
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Webcast
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The Convergence of Audit Methodology & Technology
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Join Pete Bieghler, Senior Consultant, Tax Products – Learning at Thomson Reuters and Rachel Godwin, Shareholder at Hartmann, Blackmon, & Kilgore as they discuss how to apply technology in your audit methodology and workflow.
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On-Demand
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Online
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Webcast
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Thomson Reuters Backstage presents: Be relevant or perish. Are CPA firms still needed?
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Being “the tax person" isn’t enough anymore, and compliance has become a commodity. So, are CPA firms like yours really necessary?
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On-Demand
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Online
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Webcast
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Payroll: The Gateway to Advisory Services
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Providing payroll services can unlock significant growth opportunities for firms looking to increase profitability and strengthen client relationships through advisory services.
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On-Demand
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Online
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Webcast
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The Fourth Industrial Revolution comes to 1040 tax preparation
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There have been three industrial revolutions that have helped define modern life so far. With the prevalence of technology in our world today, we believe that the accounting industry is on the brink of a fourth revolution.
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On-Demand
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Online
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Webcast
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Thomson Reuters Backstage presents - The modern audit: What's changed, what’s coming, and how your firm can prepare
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Over the past five years there have been 75 FASB standard changes. That’s a lot. And, we now see blockchain, AI, and digital collaboration shaping audit. What does that look like for firms like yours?
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On-Demand
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Online
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Webcast
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Process K-1s in minutes, not days with K-1 Analyzer from Thomson Reuters
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Any tax return tends to take a lot longer when it’s reporting information from K-1s — they’re complex and often late. However, it doesn’t have to be that way.
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On-Demand
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Online
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Webcast
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Aligning to Advisory Services: Your Firm's Starting Point
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Tax returns and audit engagements are no longer the sturdy backbone they once were for CPA firm profits. Success in the profession now depends on a stronger advisory role – a role where advisory services are the center of the client relationship.
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On-Demand
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Online
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Webcast
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Are you ready to serve business clients in the 2019 tax season?
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Join this on-demand webcast to hear from our Checkpoint expert editors who will break down the changes that will have the biggest impact on tax professionals who serve businesses of all sizes.
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On-Demand
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Online
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Webcast
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Payroll Tax Compliance: 2019 and 2020 Legislative Updates
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In this one-hour on-demand payroll tax compliance and legislative update, myPay Solutions Chief Compliance Officer, James Paille, CPP shares the latest payroll legislative news and provide tips on preparing for a smooth year-end.
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On-Demand
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Online
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Webcast
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Thomson Reuters Backstage presents - CPA training: Can it be more than a necessary evil?
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Join Thomson Reuters Backstage, for a 30-minute video presentation, as we take a deep dive into to how training can improve staff retention, better serve clients, and discuss why the best sources of learning aren’t always free.
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On-Demand
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Online
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Webcast
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Thomson Reuters Backstage presents: A new tax season is almost here - are you ready?
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Join Thomson Reuters Backstage for a 45-minute video presentation, as we take a look at some of the biggest changes, how they will impact how you serve clients, and discuss what you can do to ensure that you have the technology in place to make your tax season as painless as possible.
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On-Demand
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Online
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Webcast
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Thomson Reuters Backstage presents: It’s busy season – Find answers to your software questions fast!
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Want to know where the pros go when looking to solve problems in UltraTax CS? In this 30-minute video webcast session, we’ll sit down with members of the Thomson Reuters customer success team as they walk through some of their tips and tricks
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On-Demand
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Online
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Webcast
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Thomson Reuters Backstage presents: 2019 Filing Season updates: What you need to know before you file another return
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Do you have a grasp of changes that came in just before filing opened? How about still unresolved concerns from Tax Cuts and Jobs Act (TCJA)?
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On-Demand
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Online
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Webcast
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Transform Your Audit Practice with Thomson Reuters and Inflo
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See how you can excel in an increasingly complex audit environment and drive value for your clients.
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On-Demand
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Online
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Webcast
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Thomson Reuters Backstage presents: Not your father’s CPA firm – Advisory as a business model
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Making the switch to an advisory business model might be overwhelming - especially in light of recent events - but in the long term, offers the benefit of valuable new income streams and more satisfied clients.
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On-Demand
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Online
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Webcast
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Thomson Reuters Backstage presents: COVID-19 and Tax & Accounting: What's happened and what's going to happen?
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Since we're all working through our new normal, let's take some time to quickly review how we got here, what it means for you, and what the future holds. Fair warning: we're not in the prediction business, but we'll give it our best shot.
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On-Demand
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Online
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Webcast
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How advisory firms deal with economic disruption
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Economic disruption can magnify the crucial aspects of your advisory-centric relationships. It can also put a spotlight on how you’re managing your firm.
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On-Demand
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Online
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Webcast
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Provisions of the CARES Act Affecting Small Businesses
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Hear from Alex Bluebond of Vinson & Elkins and Thomson Reuters experts provide details on certain CARES Act and FFCRA programs that small businesses can access to mitigate the adverse financial effects of the global pandemic.
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On-Demand
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Online
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Webcast
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Discussing Key Provisions of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act)
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Join our legal and tax experts from Practical Law and Checkpoint for a targeted discussion of key provisions of the CARES Act
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On-Demand
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Online
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Webcast
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Legal Considerations in Responding to COVID-19 for the Canadian Market
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Join a panel of Thomson Reuters Practical Law editors who will discuss COVID-19’s impact on Canadian businesses.
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On-Demand
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Online
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Webcast
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Trends and Changes in the Global Market
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A panel of experts discusses changes and how they have affected Tax and Accounting Firms, Law Firms, Legal Departments and Government agencies across the globe.
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On-Demand
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Online
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Webcast
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Staying Connected While Working Remotely
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Our panelists (from both the customer and supplier side) will discuss the things you might want to consider when choosing from an ever-expanding market of collaboration tools.
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On-Demand
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Online
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Webcast
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Navigating the challenges in your firm during the COVID-19 crisis
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Hear firsthand from a progressive practitioner who has been on the front lines navigating these challenges in a city hit hard by COVID-19. He shares what he has been doing to assist his clients in moving forward.
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On-Demand
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Online
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Webcast
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The ONESOURCE Advantage – Migration Made Easy
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Are you looking for ways to increase automation and efficiency in your tax function? If you’re considering upgrading your current sales tax engine, now is the ideal time.
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On-Demand
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Online
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Webcast
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Global Trade Automation: ROI for the Enterprise
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Access this free webinar to learn about the enterprise-level benefits of global trade automation and how you can build a successful business case to obtain funding.
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On-Demand
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Online
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Webcast
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What to Expect in USMCA’s New Origin Rules
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Are you ready for USMCA? Join Anne Woelke, FTA Product Manager at Thomson Reuters, for a detailed walkthrough of the new terms of origin under USMCA.
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On-Demand
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Online
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Webcast
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Non-Compliance is Not an Option: DAC6 is Here - Why it's Important to Get it Right
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Understand DAC6 deadlines and reporting. Non-compliance is not an option and why it's important to get it right. Access webinar now.
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On-Demand
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Online
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Webcast
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Chaotic Vs. Predictive: How Global Tax Departments Can Create Optimized And Predictive Teams
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Over 50% of tax departments in our recent survey describe their level of control as either “Chaotic” or “Reactive.” Learn how to get the best out of your team of highly qualified and talented tax experts.
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On-Demand
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Online
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Webcast
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Tax Reform, One Filing Cycle Later – Views From The Trenches
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Lessons learned from tax reform, focus on process improvement, leverage opportunities for future tax filing and financial reporting cycles and what taxpayers can do now to prepare for the eventual IRS and state audits of post-tax reform years.
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On-Demand
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Online
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Webcast
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Unilateral Taxation of the Digital Economy & Cross-border Electronic Commerce – A Challenging Environment for Multinationals
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Understand how uncoordinated, unilateral tax measures raise the specter of double taxation and increased compliance burden for multinationals.
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On-Demand
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Online
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Webcast
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CRISIS WAKE UP CALL: How Tax Departments Can Build a Rock-Solid Business Continuity Plan
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As crises reverberate into the unforeseeable future, tax departments should build their own solid business continuity plans that reflect the needs of today’s business climate.
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On-Demand
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Online
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