Tax Transformation Summit 2019 – SOLD OUT!

SurePrep and SafeSend Returns invite you to participate in their first co-hosted user conference, the Tax Transformation Summit held November 3-5, 2019 at the Fashion Island Hotel in Newport Beach, CA. #TaxSummit19

Countdown to the Sold Out Tax Transformation Summit

Featured Speakers

Tax Transformation Summit Speakers David Wyle

David Wyle
President & CEO
SurePrep

Tax Transformation Summit Speakers Steve Dusablon

Steve Dusablon
President & CEO
cPaperless/SafeSend

Tax Transformation Summit Speakers Arianna Campbell

Arianna Campbell
Director
Boomer Consulting, Inc.

Tax Transformation Summit Speakers Kacee Johnson

Kacee Johnson, MBA
Founder
Blue Ocean Principles

About the Tax Transformation Summit

The Tax Transformation Summit is an exclusive training experience that focuses on the end-to-end workflow of the tax return process. Accounting firms of tomorrow need to leverage the advancements of automation and understand best practices for improving firm workflow. Participants will be immersed in advanced digital tax topics with practical considerations so that they can adapt for today, and more importantly, tomorrow.

Providing extensive opportunities to learn about digital disruption, review product demos, talk with tax solution experts, and see how the technical aspects of technology can help you gain strategic insights on growing your firm without the cumbersome challenges of year’s past.

Who should attend? The Tax Transformation Summit will include valuable content for Partners, Managers, Administrators, IT and the SurePrep Champions in your office.

*Attendees can earn up to 12 CPE via high-quality courses designed to upskill the tax practice.

REGISTER

Tax Transformation Summit 2019

Location: Fashion Island Hotel

November 3-5, 2019

“Indulge in the fashionable side of coastal luxury at Fashion Island Hotel with all the diversions of Fashion Island, Orange County’s iconic open-air shopping, dining and entertainment destination. It’s the centerpiece of Newport Beach, and where unforgettable experiences are always in vogue.”

Reserve a room with our discounted hotel rate at the Fashion Island Hotel below:

RESERVE ROOM

Airport Information

The following airports are recommended for travel to and from the Tax Transformation Summit:

  • John Wayne Airport (SNA)
    • 5 miles from the Fashion Island Hotel
  • Long Beach Airport (LGB)
    • 24 miles from the Fashion Island Hotel
  • Los Angeles International Airport (LAX)
    • 43 miles from the Fashion Island Hotel
Join us for the Tax Transformation Summit

Thank you to the Tax Transformation Summit Sponsors!

Canon Logo           Infinity Interactive Logo          Star Logo   Thomson Reuters Logo

Tax Transformation Summit Agenda*

Who should attend? The Tax Transformation Summit will include valuable content for Partners, Managers, Administrators, IT and the SurePrep Champions in your office.

Sunday, November 3

  • 2:00 – 6:00 PM – Registration
  • 2:00 – 6:00 PM – Kick-off Cocktail Reception
  • Dinner On Your Own

Monday, November 4

  • 7:00 – 8:00 AM – Continental Breakfast
  • 8:00 – 8:50 AM – Opening Remarks
  • 8:50 – 9:40 – Keynote

Networking Break and Exhibits

Morning Session #1 (select one)

  • 10:10 – 11:00 AM – The SurePrep Roadmap
  • 10:10 – 11:00 AM – Admin Best Practices – Taking it to the Next Level
  • 10:10 – 11:00 AM – Optimizing Tax Processes to Deliver Greater Value

Morning Session #2 (select one)

  • 11:10 – 12:00 AM – Client Success Panel – Transforming your Tax Practice with 1040SCAN + SPbinder
  • 11:10 – 12:00 AM – What’s your 60 Day Training Plan for the Upcoming Busy Season
  • 11:10 – 12:00 AM – Top 10 SSR Support Issues and How to Overcome Them

Lunch

Afternoon Session #1 (select one)

  • 1:00 – 1:50 PM – TaxCaddy – Best Practices for Maximizing Client Adoption
  • 1:00 – 1:50 PM – Reviewer Best Practices – Taking it to the Next level
  • 1:00 – 1:50 PM – Client Success Panel – How to Build Momentum in your Firm

Afternoon Session #2 (select one)

  • 2:00 – 2:50 PM – What You Need to Know For The Upcoming Busy Season
  • 2:00 – 2:50 PM – Client Success Panel – Transforming Your Tax Practice with TaxCaddy
  • 2:00 – 2:50 PM – Roundtable Discussions – Building Momentum in Your Firm

Afternoon Session #3 (select one)

  • 3:00 – 3:50 PM – How to Use Leadsheets to Maximize Review Efficiency
  • 3:00 – 3:50 PM – TaxCaddy – How to Incorporate Offline Clients into Your Workflow
  • 3:00 – 3:50 PM – Overcoming the Concrete Heads

Networking Break and Exhibits

Afternoon Session #4

  • 4:20 – 5:10 PM – End to End Software Solution Demonstration

Newport Harbor Dinner Cruise

Tuesday, November 5

  • 7:00 – 8:00 AM – Continental Breakfast
  • 7:00 – 7:50 AM – Exhibits
  • 8:00 – 8:50 AM – Keynote

Networking Break and Exhibits

Morning Session #1 (select one)

  • 9:20 – 10:10 AM – Roundtable Discussion – How Firms Have Implemented SurePrep’s Solutions to Improve and Transform Their Tax Practice
  • 9:20 – 10:10 AM – IT Questions to Ask Your Vendors
  • 9:20 – 10:10 AM – Develop Processes Around Innovation

Morning Session #2 (select one)

  • 10:20 – 11:10 AM – Tips and Tricks to Effectively Manage Your TaxCaddy Taxpayers
  • 10:20 – 11:10 AM – SPbinder – Did You Know?
  • 10:20 – 11:10 AM – Making and Managing Online Tax Payments

Morning Session #3 (select one)

  • 11:20 AM – 12:10 PM – Top 10 Support Issues and How to Overcome Them
  • 11:20 AM – 12:10 PM – How to Use API’s to Maximize Integrations
  • 11:20 AM – 12:10 PM – The New Taxpayer Experience & SafeSend Returns Roadmap
  • 12:10 PM – Conference Concludes

* All session times are subject to change.

Download a detailed, printable agenda here.

Contact us with questions

*In order to be awarded the full credit hours, you must be present, registering your attendance and departure with your conference badge or the provided sign-in sheet.

*Refunds are provided for all courses in which there is not 100% satisfaction or the course is cancelled or discontinued. Any charges are reimbursed back to registrants within 48 hours.

*CPAacademy.org (Sponsor Id#: 111889) 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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