Content Provider
Wk h t 01 pos rgb color
Blankbox
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Tax Technology: How Switching Tax Compliance Software Leads to Future Success

TAX TECHNOLOGY: HOW SWITCHING TAX COMPLIANCE SOFTWARE LEADS TO FUTURE SUCCESS

This webinar was previously titled "TAX TECHNOLOGY DIGITAL SUMMIT: HOW SWITCHING LEADS TO FUTURE SUCCESS"
Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 27, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Register now to hear directly from today's most successful firms and how they're successfully adapting to the changing tax landscape and driving meaningful engagement with their clients, hosted by Wolters Kluwer. 

This webinar is packed with insights into strategies and technology that will make an immediate impact on your firm and help with the challenges of the year ahead. You’ll have the opportunity to get insights from your peers and practical takeaways on how to develop your firm’s best strategy for today and into the future.

Learning Objectives:


  • Determine how to leverage your tax compliance software to affect firm profitability and ease staffing challenges

  • Evaluate specific tax software features for how they improve compliance, especially for complex returns

  • Outline how to manage change and mitigate the challenges of switching tax software

  • Practice the power of integration and data to address staffing challenges and meet client demands

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Wk h t 01 pos rgb color

Erin Leckie is the Head of North America Solutions for CaseWare International Inc. Erin leads the North American product development teams in building innovative solutions for accounting and finance professionals by leveraging the right technologies and tools for the profession. Fueled by the challenge to design features that solve industry problems, Erin is passionate about analyzing industry trends, researching new opportunities, and gathering customer insights to ensure the solutions meet and exceed user needs.

Prior to joining CaseWare, Erin worked in public practice for one of Canada’s largest associations of chartered professional accounting firms.

Linkedin
Summit logo

Dave began his career in 2006 working for a regional accounting firm in the audit department. He then moved to a smaller firm to further his professional passion for working with small and medium sized businesses and provide more client interaction. He soon developed a passion in tax consulting and decided that working in taxation full-time motivated him.

Since high school, Dave realized he wasn’t going to be a rock star and determined accounting to be sound career choice. He received a Bachelor of Arts Degree, majoring in Accounting, from Hillsdale College in Michigan. He met his wife, Jennifer, at Hillsdale and both decided to pursue graduate degrees at Indiana University-Purdue University in Indianapolis. Dave finished his Masters in Professional Accountancy degree in the Spring of 2006 and passed the CPA Exam later that year.
 

Linkedin
Kainternational logo

Susan has served clients with international tax issues in various capacities. 

While at KPMG, she worked with corporate clients with international assignment programs needing assistance maintaining tax and payroll compliance in the U.S. and non-U.S. jurisdictions. 

At The Wolf Group, Susan worked with staff, consultants and retirees of International Organizations, including The World Bank, International Monetary Fund, OECD and United Nations. That was also when the IRS began its Offshore Voluntary Disclosure Initiative (and various offshoots) starting a wave of voluntary disclosures for clients who had unreported offshore assets and/or income. 

At Andersen Tax, she worked with clients with beneficial ownership of offshore assets such as foreign trusts, closely-held foreign entities, passive foreign investment companies or other foreign business or investment assets that affect their U.S. tax planning and compliance.

Now, at KA International Tax, Susan works with clients in all of these capacities.
 

About Our Presenter

Wk h t 01 pos rgb color
Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.