Corporate Income Tax Software: Comparing the Leading Platforms
Real World Evaluations for Your Next Investment in a Compliance System
Recording of a 100-minute teleconference with Q&A
Conducted on Wednesday, August 5, 2009
Recorded event now available
This seminar will offer corporate tax professionals real world perspectives on how the leading corporate income tax software platforms perform in a tax compliance setting, and how to leverage the benefits of a particular program for your tax department's needs.
Description
The complexity of corporate income tax compliance for multiple state and federal returns demands a reliable and efficient software package. Due to widespread corporate belt-tightening, informed decision-making before upgrading or replacing existing programs is more crucial than ever.
Vendors' websites, product reviews and similar resources can only take a tax professional so far. How can you be sure to get unbiased and accurate information about the relative pros and cons of the leading offerings from Lacerte, Intuit, CCH and other providers?
Candid and honest appraisals from experienced professionals who have actually used those programs extensively are your best bet for straight answers on the proficiency of a given platform's document management system, data report generation capabilities, and integration of state e-filing.
Listen as our panel of veteran tax professionals shares their observations on how to evaluate your software needs, choose the right platform to meet those needs, and avoid wasting your staff's time and company's money.
Outline
- Procedural aspects of federal and state income tax software research, selection, implementation
- Researching the various options
- Crafting a request for proposal
- Making the most of vendors’ services for installation
- Training staff on new software
- Description of features of current leading platforms for federal and state income tax
- Interface for preparing and completing state and federal forms
- Use of e-filing, compatibility with different states
- Typical cost of installation
- Integration with Web/research databases
- Experiences by and viewpoints of individual panelists
- How useful do they find customer service for each platform?
- How frequent, reliable and thorough do they find updates to the software?
- Do they find the platform up-to-date on the latest federal and state law changes?
- How seamlessly are federal forms and multiple state forms integrated into the different platforms?
Benefits
The panel will break down the pros and cons of the leading platforms and offer advice for the procedural aspects of undergoing an implementation, including:
- Best practices for drafting an RFP for your company's next installation.
- Tactics for researching the competing platforms, without relying on biased information.
- Honest evaluations of some of the leading corporate income tax compliance platforms' abilities to manage documentation and integrate frequent updates to laws, regs and forms.
- Evaluations of how platforms integrate FAS 109 functionality.
- Practical approaches to training your staff on a new system.
Faculty
James C. Bourke,
Partner
WithumSmith and Brown, Red Bank, N.J.
He is the firm's Director of Technology. He oversees implementation and operation of all of the firm's tax, accounting and other software platforms. He has spoken widely on tax and accounting technology issues for state CPA societies and other groups.
Christopher Chudyk,
Partner
Traphagen and Traphagen CPAs, Oradell, N.J.
He specializes in corporate tax returns, audits, computer consulting and tax planning. He is designated as a Certified Information Technology Professional (CITP) by the AICPA.
Lara Della Valle,
Director of Compliance
The Gagnon Group, Boston
She has over 15 years of experience as a tax professional, and has concentrated in federal and state compliance for the last 11 years. She has worked with both public and non-public companies in industries including manufacturing, distribution, retail and technology. She previously spent 7 years with one of the "Big Four" firms.
Ordering
Online Teleconference
Includes audio streaming of full program plus handouts (available 24 hours after live seminar).
CPE: Self-study CPE is not offered on online webinars.
Online Seminar Audio $49.00
Available 24 hours after the live event
Recorded Event
Includes full event recording plus handouts (available after live seminar).
CPE: Self-study CPE is not offered on recorded events.
MP3 Download (Audio Only) $49.00
Available 24 hours after the live event
CD $49.00
plus $9.45 S&H
Available ten business days after the live event
NASBA CPE Sponsor
Strafford Publications, Inc. 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.learningmarket.org.
CPE Credit
Strafford is a NASBA CPE sponsor and our live seminars qualify for CPE credits. They offer you a high quality, cost effective, and convenient CPE option, with no lost travel time or expenses.
Customer Reviews
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Korshak Kracoff Kong & Sugano
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Adam J. Richie
Coats Rose Yale Ryman & Lee
Very current topic and I appreciated the real life examples.
Lisa Thompson
Adelman Sheff & Smith LLC
The level of the content was advanced and worth my time commitment to the Webinar. The presentation was very clear with strong materials.
Nancy McGuire
Nutter McClennen & Fish
I particularly enjoyed the speakers discussions of case examples taken from real life situations.
William Cassin
Mayer Brown LLP
State Income Tax Advisory Board
David Adler
Director of Multistate Tax Services
Deloitte Tax
Elizabeth Bowman
Tax Research Analyst
ADP Tax Credit Services
Stephanie Anne Lipinski-Galland
State and Local Tax Attorney
State & Local Tax Partner
Reed Smith
Partner
Faegre & Benson
Professor of Tax Law
University of Connecticut
Michael Press
Managing Principal
M.R. Press Consulting
President
taxadvantagegroup
Richard Weiss
Tax Research Manager
ADP Tax Credit Services
Member
McDonald Hopkins
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