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Webcast
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What We Learned from Audit 2020
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Now that Audit season 2020 is in the rearview, join our panel for a roundtable discussion of what we’ve learned from this unprecedented season.
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June 9, 2021, 2pm - 3pm ET
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Online
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Virtual Event
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Evolve Your Practice
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For this exclusive six-episode series, we will explore the steps you can take now to redefine your practice to build a more progressive firm and become a trusted partner for your clients.
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June 16 - 17, 2021
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Virtual
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Webcast
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One year later: A retrospective on COVID’s impact on the tax and accounting profession
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The pandemic changed everything, including tax laws, work-life boundaries, and overall CPA firm culture. But the real question is, what will be the lasting impact of these legislative and business culture changes moving forward? Join Paul Miller, Founder and Owner of Business by Design, Thomson Reuter’s Tax expert, Carlton Huntley, and Heather Walker, Thomson Reuters’ General Manager of Emerging Accounts within the Tax & Accounting Professionals segment for an expert discussion on COVID’s long-term impact on tax legislation, work-life boundaries, and the future of tax professionals.
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June 17, 2021 3pm - 4pm EST
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Online
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In-Person Event
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Partner Summit: Building a more progressive firm
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Invest in strategic thinking that will take your practice into a more progressive future! Become part of this exceptional group at one of this year’s events, where Thomson Reuters speakers will share the perspective from years of helping firms redefine their business model.
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July 12-13, July 15-16
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Nashville, TN
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In-Person Event
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Partner Summit: Building a more progressive firm
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Invest in strategic thinking that will take your practice into a more progressive future! Become part of this exceptional group at one of this year’s events, where Thomson Reuters speakers will share the perspective from years of helping firms redefine their business model.
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July 26-27, July 29-30
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Austin, TX
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Webcast
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Accounting & Auditing Update
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Some days it seems as if the accounting profession is changing faster than a CPA can keep up. In this full-day webinar presentation you’ll find everything you need to know to be up-to-date on the year’s accounting and auditing activities. Recently issued or effective authoritative literature is discussed along with current accounting and auditing issues. With a focus on the big picture, this webinar covers a wide breadth of topics while focusing on what you need to know now about each new development.
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June 16, 2021 9am - 5pm CT
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Online
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Webcast
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Federal Tax Update
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Written and taught by practitioners, this full day webinar gives you the latest developments and features full coverage of all new federal taxation legislation, IRS pronouncements, and judicial decisions issued during the past 12 to 18 months. Participants will learn techniques and tax planning ideas on reducing taxes through effective planning and receive the most current updates on key tax issues affecting their clients. Attend this tax update and come away with real-world solutions to real-world problems.
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June 22, 2021 9am - 5pm CT
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Online
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In-Person Event
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Partner Summit: Building a more progressive firm
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Invest in strategic thinking that will take your practice into a more progressive future! Become part of this exceptional group at one of this year’s events, where Thomson Reuters speakers will share the perspective from years of helping firms redefine their business model.
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August 9-10, August 12-13
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Hilton Head, SC
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Webcast
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It's your firm, is it your life?
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Whether you are the owner of a firm today or an aspiring owner of a firm for tomorrow, your expectation is that it is truly your firm. Join us for this webinar as we look at 3 keys to running, or creating, the firm that fits your life and is setup to achieve your goals.
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On-Demand
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Online
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Webcast
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Tax compliance for Bitcoin and virtual currencies
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Global uncertainty over the last year has made cryptocurrencies like Bitcoin and Dogecoin skyrocket in popularity and value. Join Thomson Reuters’ Shaun Hunley and Ledgible’s John Wandrisco for an expert discussion on navigating the compliance complexities of cryptocurrency.
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On-Demand
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Online
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Webcast
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Get Your Head in the Cloud
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Tax and audit firms are increasingly working within the cloud – but exactly what is the cloud, and how can it be leveraged to help your firm work with greater efficiency? You may be surprised to discover the solutions the cloud offers for your firm.
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On-Demand
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Online
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Live Online Seminar
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Helping Clients Through Challenging Times
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While a good accountant cannot predict the future, they can help anyone to plan for it. This seminar will examine methods to restructure debt or discharge debt when necessary to salvage the entrepreneur.
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August 24, 2021: 9am - 5pm CT
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Online
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In-Person Event
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Partner Summit: Building a more progressive firm
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Invest in strategic thinking that will take your practice into a more progressive future! Become part of this exceptional group at one of this year’s events, where Thomson Reuters speakers will share the perspective from years of helping firms redefine their business model.
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August 22-24, August 25-27
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Sonoma/Napa, CA
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Conference
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SYNERGY 2021 for Tax & Accounting Firms
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Early Bird Discounts available through May 24, 2021: Join our annual conference in person, 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 10-13, 2021
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Gaylord Opryland Resorts & Spa, Nashville, TN
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Virtual Event
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(Virtual Option) SYNERGY 2021 for Tax & Accounting Firms
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Virtual option to join our annual SYNERGY conference. Share expertise, network with peers, and gain practical knowledge in an online setting, during the traditional work week.
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November 9-12, 2021
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Online
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In-Person Event
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Partner Summit: Building a more progressive firm
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Invest in strategic thinking that will take your practice into a more progressive future! Become part of this exceptional group at one of this year’s events, where Thomson Reuters speakers will share the perspective from years of helping firms redefine their business model.
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December 2-3, December 6-7
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Las Vegas, NV
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Live Online Seminar
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Business Entities One Day
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The Gear Up Business Entities seminar is designed by tax practitioners for tax practitioners. It is the most comprehensive update and review of tax and economic issues facings small business.
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September 23, 2021: 10am - 6pm CT
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Online
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Live Online Seminar
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Business Entities Two Day
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The Gear Up Business Entities seminar is designed by tax practitioners for tax practitioners. It is the most comprehensive update and review of tax and economic issues facings small businesses.
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September 27, 2021: 10am CT - September 28, 2021: 6pm CT
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Online
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Live Online Seminar
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1040 Individual Tax
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This 16-hour seminar covers key tax issues for completing complicated individual returns, including in-depth coverage of recent legislation, case law developments, and relevant notices, announcements, revenue rulings and procedures to help the busy practitioner stay current.
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October 26, 2021: 8am CT - October 27, 2021: 4:30pm CT
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Online
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Live Online Seminar
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Ethics for the Tax Professional
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This seminar will discuss what we can—and must—do to assist our clients while maintaining ethical integrity and complying with Circular 230 rules. Meets CTEC criterion for the 2 hour ethics requirement.
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November 5, 2021: 10am - 12pm CT
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Online
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Live Online Seminar
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Income Tax for Estates and Trusts-Form 1041
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This course covers the purposes of the fiduciary income tax return-Form 1041. Coverage includes essential terminology of estates and trusts, the essence of a trust vs. a probate estate, simple vs. complex trusts as well as revocable vs. irrevocable trusts.
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November 10, 2021: 9am - 5pm CT
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Online
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Live Online Seminar
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Accounting One Day
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This 8-hour seminar provides a look at the requirements for preparation and compilation engagements performed under SSARS. Accounting One Day seminar covered in less depth than Accounting Two Day seminar.
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November 12, 2021 9am - 5pm CT
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Online
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Live Online Seminar
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California Tax Update
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This comprehensive seminar covers key tax issues for completing complicated California returns. All topics include coverage of new legislation, rulings and procedures, as well as case law to help the busy practitioner keep current.
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November 15, 2021: 2pm - 7pm CT
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Online
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Live Online Seminar
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Account Two Day
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This 16-hour seminar provides a look at the requirements for preparation and compilation engagements performed under SSARS.
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December 6, 2021: 9am CT -Dec 7, 2021: 5pm CT
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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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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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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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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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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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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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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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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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