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Maximize Every Minute: Using Technology to Ensure you’re Providing the Best Guidance to Clients (FREE to Members – a Thomson Reuters sponsored webinar)

Description

Changes brought about by the Tax Cuts and Jobs Act (TCJA) made this past tax season more challenging than most for many firms. For some, it cast a light on areas of improvement where technology could be deployed. In this webinar, you’ll learn how:

  • Having direct access to legislative changes, practical guidance and more can create opportunities for your firm to educate your clients and become more profitable.
  • Leveraging a single, convenient and reliable information source for tax research can save your firm valuable time.
  • Using technology can help you do more with less resources – and do it with confidence.

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Speaker bio:

Corey Greene has been with the Tax & Accounting Professionals business of Thomson Reuters since June of 2013 and currently serves on the Customer Proposition team where he’s responsible for contributing to product roadmap decisions, sales and marketing strategy, product packaging decisions, and the building of strategic relationships. Corey’s prior experience within the organization includes serving as the Product Manager of Tax Software. In this role, Corey helped define sales and marketing strategies, pricing options, and product roadmap prioritization. He also spent several years in Technical Support serving as Product Lead for both UltraTax CS and GoSystem Tax RS, which included training both staff and customers. Corey graduated from Eastern Michigan University with a Bachelor of Business Administration in Accounting and is a 2020 MBA graduate candidate at EMU.

Learning Objectives

Upon completion of this course, participants will be able to:

• To create opportunities for your firm to educate your clients and become more profitable.
• To save time by leveraging a single, convenient and reliable information source for tax research.
• Understand how technology can help you do more with less resources – and do it with confidence.

Major Topics

• Tax research
• Efficiency
• Accuracy

Provider
Business Learning Institute
Course Level
Basic
Professional Area of Focus
Tax
CPE Field of Study
Taxes
1
Who Should Attend

Tax Professional

Instructor(s)
Corey Greene
Prerequisites

None

Advanced Preparation

None

Location
Online
Sponsors
Event Information
When
Oct 24, 2019
10:00 am - 11:00 am EST
Location
Online
Total CPE Credits
1
Format
Webinar

MEMBER


$ (% off)
Complimentary

NON-MEMBER


$ (% off)
$45.00
Become A Member

Register for this Event

Maximize Every Minute: Using Technology to Ensure you’re Providing the Best Guidance to Clients (FREE to Members – a Thomson Reuters sponsored webinar)


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