Tax Transformation

#TaxSummit19

Where Technology Focused Firms Gather

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.

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

 

Date & Time

Sunday, Nov 3, 2019, 4:00 PM – 6:00 PM

Monday, Nov 4, 2019, 8:00 AM – 6:00 PM

Tuesday, Nov 5th 2019, 8:00 AM – 12:00 PM

Location

Fashion Island Hotel Newport Beach

690 Newport Center Drive, Newport Beach CA

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Date & Time

Sunday, Nov 3 2019

4:00 PM – 6:00 PM

Monday, Nov 4 2019

8:00 AM – 6:00 PM

Tuesday, Nov 5th 2019

8:00 AM – 12:00 PM

Location

Fashion Island Hotel

Newport Beach

690 Newport Center Drive

Newport Beach CA

View Map

Reserve Your Room at Fashion Island Hotel

Keynote Speakers

Dustin Hostetler

Dustin Hostetler

Co-Founder & Visionary, Transformity Solutions

Arianna Campbell

Arianna Campbell

Director at Boomer Consulting. Inc

Kacee Johnson

Kacee Johnson, MBA 

Strategic Advisor at CPA.com

Founder of Blue Ocean Principles

Steve Dusablon

Steve Dusablon

President & CEO at cPaperless, LLC

Dave

David Wyle

President & CEO of SurePrep

Digital Tax Transformation Agenda

Sunday, November 3, 2019

2:00 PM – 6:00 PM Registration and Information Center Open
4:00 PM – 6:00 PM Kick-off Cocktail Reception

Monday, November 4, 2019

7:00AM – 5:00PM Registration and Information Center Open
7:00AM – 8:00AM Breakfast and Networking
8:00AM – 8:50AM Opening Remarks: Dave Wyle/Steve Dusablon/Kacee Johnson
8:50AM – 9:40AM The V+Aim Formula to Propel Your Firm Into the Future
9:40AM – 10:10AM Networking Break
10:10AM – 11:00AM Optimizing Tax Processes to Deliver Greater Value (Transformity)
11:10AM – 12:00PM The New Taxpayer Experience
12:00PM – 1:00PM Lunch
1:00PM – 1:50PM Client Success Panel – How to Build Momentum in your firm
2:00PM – 2:50PM Roundtable Discussions – Building Momentum in Your Firm
2:50PM – 3:10PM Networking Break
3:10PM – 4:00PM Overcoming the Concrete Heads
4:10PM – 5:00PM Meet your Co-Sponsor
5:00PM – 6:00PM Cocktail Reception
7:00PM – 9:00PM Sponsored Dinner
  * Note: We also have Deep Dive Training available during all of the breakout sessions.

Tuesday, November 5, 2019

7:00AM – 8:00AM Registration and Information Center Open
7:00AM – 8:00AM Continental Breakfast and Networking
8:00AM – 8:50AM The Continuous Improvement Approach to Leading Change – Arianna Campbell
8:50AM – 9:20AM Networking Break
9:20AM -10:00AM The SafeSend Returns Roadmap
10:10AM – 11:00AM Top 10 SSR Support Issues and How to Overcome Them
11:10AM – 12:00PM Making and Managing Online Tax Payments
* Note: We also have Deep Dive Training available during all of the breakout sessions.

*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.

CPA Academy
NASBA