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Tag Archive for Webinar

LAST DAY to Register for Webinar, Plus 5 Simple Tax Technology Thought Strategies to Adopt Now

Geoff Peck, Tax Advisor

Gartner research reveals that the top reasons for lack of satisfaction with technology do not relate to technology itself.

Our own investigations agree. It is clear that business understanding of the technology’s purpose is the biggest factor in realizing value.

Okay, that’s great! But what does it really mean? And especially if we want to go beyond automating a few manual processes or replacing a few spreadsheets? Read more

Complimentary Webinar Thursday November 9th: Does Your Corporate Tax Department Have Multiple Tax Software Programs? Want To Know How To Make Them Work Together?

Kat Jennings, Tax Advisor, CEO

Date: Thursday November 9th 2017

Time: 9:00AM PDT/10:00AM MT/11:00AM CT/12:00 NOON EST/5:00PM GMT London

You may be like most- overwhelmed with all the corporate tax and finance software- now is the time to understand how to make sense of it all. On Thursday, November 9th, TaxConnections is hosting a  COMPLIMENTARY WEBINAR that corporate tax management teams will benefit from attending on tax technology. Join us to learn how to weave together your corporate tax and finance software!

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What Is A Taxologist and Why Do They Matter?

Geoff Peck, Tax Advisor

We believe Taxologists are the missing link between business, technology, and innovation. With many tax managers finding this space a challenge, Taxologists and the skills they possess matter a great deal.

Let’s explore further. In the face of technological revolution, tax managers are normally responding by either:

1. bringing in third-party tax technology products, appointing a vendor to install them and hoping there aren’t too many issues;

2. outsourcing to reassuringly expensive big-name consultancies; or

3. teaming up with IT and learning for themselves by trial and error.

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How “Technology” Fits Within Tax Technology

Geoff Peck, Tax Advisor

Recently, we talked with a frustrated tax manager who declared, “I just want tax technology to work!” A long conversation followed as we explored his expectations.

Firstly, he expected tax technology to work like a smartphone. After all, a smartphone is a supercomputer that his 10-year-old daughter can use (better than he can). We discussed why enterprise technology is not like a smartphone (spoiler alert: it’s because of data).

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Practice Ignition Training Webinar – Today, July 26th

Join me as I introduce Ryan Embree from Practice Ignition who will walk you through step by step instructions on how to use this super easy template software. What Practice Ignition has done is take the client onboarding process including proposals, engagement letters, and billing clients super easy and fun. This elegant template software takes what would normally take any tax, accounting or legal professionals hours and streamlines it to minutes. All attendees will receive a two week for trial for attending this webinar since you will become a pro after one easy training webinar. Read more

Practice Ignition Training Webinar – Thursday, July 26th

Join me as I introduce Ryan Embree from Practice Ignition who will walk you through step by step instructions on how to use this super easy template software. What Practice Ignition has done is take the client onboarding process including proposals, engagement letters, and billing clients super easy and fun. This elegant template software takes what would normally take any tax, accounting or legal professionals hours and streamlines it to minutes. All attendees will receive a two week for trial for attending this webinar since you will become a pro after one easy training webinar. Read more

Taxation of Gig/Sharing Economy – Today July 19 – Live Stream

I will be speaking, July 19 in Claremont, CA at the Double Tree Hotel at the Inland Empire Chapter of the California Society of Tax Consultants. The topic is “Taxation of the Gig / Sharing Economy”.

The event will be from 7pm to 9pm PST. The event will be broadcast on Facebook Live. For those of you interested in viewing the event please be sure to visit my Facebook page at https://www.facebook.com/AscendBusinessAdvisory/ Read more

Practice Ignition: Introducing The Pipeline Widget

In the past few weeks, we’ve been working on content around centralizing your client relationship data so that you can do a deep dive into those relationships, their status, inclusions and revenue with the hope that you can build a better practice once you have a decent source of truth.

This week, we’re excited to introduce you to the pipeline widget within Practice Ignition, another great addition to the dashboard. The new pipeline functionality allows you to visualize your momentum and success with the firm. Read more

Business Without Borders – Live Stream Tonight

William Rogers

I will be speaking, July 12 in Anaheim at the Phoenix Club at the Orange County Chapter of the California Society of Tax Consultant’s. The topic is “Business Without Borders – A Primer on Multistate and Multinational Taxation.

The event will be from 6:00pm to 8:30pm PST. The event will be broadcast on Facebook Live. For those of you interested in viewing the event please be sure to visit my Facebook page at https://www.facebook.com/AscendBusinessAdvisory/ Read more

Practice Ignition Training Webinar – Today, June 12th

Join me as I introduce Ryan Embree from Practice Ignition who will walk you through step by step instructions on how to use this super easy template software. What Practice Ignition has done is take the client onboarding process including proposals, engagement letters, and billing clients super easy and fun. This elegant template software takes what would normally take any tax, accounting or legal professionals hours and streamlines it to minutes. All attendees will receive a two week for trial for attending this webinar since you will become a pro after one easy training webinar. Read more

Practice Ignition Training Webinar – Today, June 28th

Join me as I introduce Ryan Embree from Practice Ignition who will walk you through step by step instructions on how to use this super easy template software. What Practice Ignition has done is take the client onboarding process including proposals, engagement letters, and billing clients super easy and fun. This elegant template software takes what would normally take any tax, accounting or legal professionals hours and streamlines it to minutes. All attendees will receive a two week for trial for attending this webinar since you will become a pro after one easy training webinar. Read more

Practice Ignition Training Webinar – Wednesday, June 28th

Practice Ignition is designed to assist accountants manage their engagement letters, client payments and raise invoices. For you as a business owner, another major advantage of the software is also the ability to process your tax engagements (in addition to your normal engagements). There are three key benefits to this:

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