United States

Tax innovation webcast series 2021

LIVE WEBCAST  | 

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

Part 2- The tax function of the future

July 13, 2021, 2 p.m. EDT  | 1 p.m. CDT

Part 3 - State and local tax technology

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

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


CPE

Part 1 - What the next gen of partnership tax technology looks like
Wednesday, May 5, 2021

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

  1. Identify which tax technology trends are most likely to affect partnerships now and in the future
  2. Determine new technology can improve efficiency
  3. Assess how scenario modeling can save time and create insights
  4. Distinguish how to optimize reviews of allocations and tiering using PartnerSight

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 credits 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 time
Part 2 - The tax function of the future
Tuesday, July 13, 2021
2 p.m. EDT | Noon CDT
60 minutes

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

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

Part 5- Tax technology for family office
Thursday, Dec. 2, 2021
2 p.m. EST | Noon 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