United States

Tax innovation webcast series 2021

LIVE WEBCAST  | 

Part 3 - State and local tax technology: What's now, what's new, what's next

Sept. 9, 2021, 2 p.m. EDT  | 1 p.m. CDT

Automated workflow solutions and data transformation tools are innovating the state and local tax review process. The result: Hundreds or more tax department hours saved to spend on the high-value work that your business needs. Is your organization up to speed?

In this one-hour webcast, RSM’s panel of tax specialists discuss the must-have tech tools like robotic process automation and tax data analytics – and what tax pros can expect state and local filing to look like in the future thanks to artificial intelligence.

  • After this webcast, you'll be able to:
  • Evaluate technology options for indirect tax
  • Identify the benefits of technology for sales & use tax, including calculators, machine learning and automation
  • Improve efficiency for complex corporations and partnerships
  • Compare project management tools

Plus get a sneak peek at how RSM’s proprietary partnership tax compliance platform PartnerSight is revolutionizing state tiering.

If you attended the SALT Summit or parts 1 & 2 of the Tax Innovation Webcast Series, you'll want to join this webcast.

Our presenters

Michael  Giannettino

Partner

Patrick Doyle

Senior Manager

Tom Hamill

Senior Associate


Check back for more details for the upcoming webcasts in this series:

Part 4 - International tax technology

Oct. 19, 2021, 2 p.m. EDT  | 1 p.m. CDT

Part 5 - Tax technology for family office

Dec. 2, 2021, 2 p.m. EST  | 1 p.m. CDT


Part 1 - What the next gen of partnership tax technology looks like

Download webcast slides

Does your tax department have the capacity to handle rapid growth? For years, tax departments have been overusing Excel but this is not a sustainable model.

Watch this RSM webcast recorded on May 5 to see a side-by-side demonstration of how the Excel process compares to PartnerSight, the next generation of partnership tax compliance.

During this one-hour webcast you will learn:

  1. Which tax technology trends are most likely to affect your partnership now and in the future
  2. How new technology can make you more efficient
  3. How scenario modeling can save you time and create insights
  4. How you can optimize your review of allocations and tiering using RSM US LLP’s PartnerSight:
    a.  Organization charts
    b.  On-demand reporting
    c.  Instant K-1 generation
    d.  Data analytics

Our presenters

Brad Collins

Principal

Lauren Demas

Principal

Dave Schwartz

Senior Director

John Ihne

Senior Manager


Part 2 - The tax function of the future: Developing your tax technology roadmap

Download webcast slides

If you're having trouble identifying where to begin your tax transformation journey, you're not alone. Tax teams are increasingly challenged by stifling workloads, strapped resources and complex laws that are changing by the day with each the new administration. Before you jump into new technology solutions, attend this webcast to plan for success. Automation will change your world—RSM's specialists are here to help ensure it's for the better.

Watch this one-hour webcast recorded on July 13 where we covered:

  • Optimal timelines for what you hope to accomplish with technology
  • Process assessments to jump-start your vision
  • Current systems analysis that identifies gaps and areas of improvement
  • Common mistakes that could waste your time and money and how to avoid them

Our presenters

Heather Collins
Sr. Director

Michael Charette
Partner


CPE

Part 3 - State and local tax technology: What's now, what's new, what's next
Thursday, Sept. 9, 2021

Learning objectives
By the end of the webcast, participants will be able to:

  • Evaluate technology options for indirect tax
  • Identify the benefits of technology for sales & use tax, including calculators, machine learning and automation
  • Improve efficiency for complex corporations and partnerships
  • Compare project management tools

CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based
Field of study: Taxes | CPE: 1.0 credit per webcast

Register






Event details

Who should attend
Tax professionals and chief financial officers from private equity funds, real estate funds, hedge funds, credit or debt funds, venture capital funds, special finance companies, broker-dealers, family offices, law firms, and other business professional service partnerships

Dates and times

Part 3 - State and local tax technology
Thursday, Sept. 9, 2021
2 p.m. EDT | 1 p.m. CDT
60 minutes

Part 4 - International tax technology
Tuesday, Oct. 19, 2021
2 p.m. EDT | 1 p.m. CDT
60 minutes

Part 5- Tax technology for family office
Thursday, Dec. 2, 2021
2 p.m. EST | 1 p.m. CST
60 minutes

CPE credit
One CPE credit will be issued to eligible participants

Fee
Complimentary

More information
Email us or call +1 800 274 3978