HomeWebcastTax Document Automation
 CLE

Tax Document Automation

Live Webcast Date: Wednesday, December 14, 2011 from 12:00 pm to 2:00 pm (ET)
Legal (CLE)Recording

Join us for this Knowledge Group Webinar. Automation of the tax document process promises to help practitioners become more efficient and save money. Firms need to get ahead of this process in order to take advantage of the benefits. 

This webcast is a must attend for all financial/tax executives who need to be in the know with respect to tax document automation. The speakers will share their expert opinions in a two-hour Webcast. 

Agenda

Daniel Jones, Director, Consulting Services, WeiserMazars LLP
** Speaker Talking Points to be added soon.. ** Stephen M. Brecher, CIRA, CPA, J.D., LLM, MBA , Partner, WeiserMazars LLP Tax documentation and automation involves more than then narrow perspective of automation of the tax returns or managing reporting or audit documentation requirements

Who Should Attend

- CPAs
- Finance Officers
- Controllers
- Consultants
- Tax preparers
- Tax Directors
- Tax Advisors
- Tax Lawyers

Daniel Jones, Director, Consulting Services, WeiserMazars LLP
** Speaker Talking Points to be added soon.. ** Stephen M. Brecher, CIRA, CPA, J.D., LLM, MBA , Partner, WeiserMazars LLP Tax documentation and automation involves more than then narrow perspective of automation of the tax returns or managing reporting or audit documentation requirements

Daniel JonesDirector, Consulting ServicesWeiserMazars LLP

Dan is a Director in the Financial Services Consulting practice of WeiserMazars, LLP and leads our tax operations consulting practice. He has over 30 years of diverse experience in the insurance and financial services industries. Professional experience includes over 10 years as a re/insurance chief financial officer and 15 years in management consulting assisting insurance enterprises with projects covering risk assessments, merger & acquisitions, tax operations transformations, financial operations reengineering and system implementations, performance measurement, business planning and strategy, and valuations; and 6 years of public accounting experience.

Prior to joining WeiserMazars, Daniel was the Managing Director and Founder of DS Jones & Company, located in Greenwich, Connecticut. As the owner of a management consulting firm, he provided services in a wide range of solutions for its insurance clients, including financial management advisory services, operational improvement, and strategic business development.

As Chief Financial Officer at a start-up insurance holding company, Dan was in charge of identifying, acquiring and consolidating life insurance companies, as well as managing the financial functions including planning, mergers and acquisitions, deal structure, capital raising, investment management, financial and tax activities, and banking and investor relations. He had similar experience in the CFO role of two reinsurance organizations.

Dan is currently a board member and past Chapter President for the Financial Executives International. He has also served on the Board of Contributors for Financing Risk and Reinsurance. Over the last 12 years, Dan has been involved in numerous publications and speaking engagements. He has been very active in publishing for the Financing Risk and Reinsurance in articles such as Sarbanes-Oxley Overview, Innovation Unhinged, Life Insurers’ Growing Exposure, and Reinsurance Restructuring – Three Down, How Many to Go?

Stephen M. Brecher, CIRA, CPA, J.D., LLM, MBA PartnerWeiserMazars LLP

Steve is WeiserMazars Country Business Unit (CBU-Tax) leader and he is a member of the Global Business Unit (GBU-Tax) at Mazars group level. He focuses on cross-border business development as well as heads the Tax Go-to-Market initiatives. Steve has more than 40 years of experience in providing professional tax and consulting services to international banks and global businesses. He has extensive international tax experience with a great deal of concentration in financial services and capital markets. Previously, as head of KPMG’s International Bank Practice, Steve had oversight of a very broad range of consulting engagements, including risk management, enterprise structure, controls and large federal and state tax examination. He chaired that firm’s Global Banking and Finance Tax Group and served as a member of its Global Banking & Finance Steering Committee.

Steve has testified numerous times at hearings of the Internal Revenue Service on proposed tax regulations and provided comments to the OECD on issues of cross-border taxation. He has substantial experience with international tax treaties as well as negotiation of advance pricing agreements with the Internal Revenue Service and has spearheaded direct negotiation with foreign governments. 

A frequent lecturer on tax topics, both in the U.S. and abroad, he has also led numerous seminars in the U.S., Europe and Asia. Steve has also written on a broad spectrum of tax subjects and has served as a contributing editor on financial services and capital market issues for several publications.

One of Steve’s signature accomplishments includes being selected as the representative of the accounting profession to serve on a Blue Ribbon Commission chaired by the New York Superintendent of Banks to review the regulation of foreign-owned financial institutions in New York State, following the collapse of BCCI.

Steve served as one of the four independent directors of Refco, Inc. while it was in a chapter 11 proceeding. He is also the Chair of the Audit Committee of a public company. He is a member of the American Bar Association and the Association of the Bar of the City of New York. He is also a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, the American Bankruptcy Institute, the Turnaround Management Association and the Association of Insolvency and Restructuring Advisors. Steve is a Certified Public Accountant in New York, a Certified Insolvency and Restructuring Advisor and is also admitted to the New York Bar.

Steve received his BA in Government with a minor in Economics/Foreign Languages from St. Lawrence University, JD and LLM in Taxation from New York University School of Law, and MBA in Accounting from the Stern School of Business at New York University. He also attended advanced management training courses for KPMG partners – Stanford, Insead and Burgenstock (Kellogg).

Dave Wyle, CPAPresident & CEOSurePrep, LLC

David Wyle is the President and CEO of SurePrep, a leading provider of tax productivity solutions to U.S. public accounting firms. David has been selected as one of the CPA Practice Advisor’s Top 40 Under 40 for 6 years and Accounting Today’s Top 100 Most Influential People 3 times. Prior to founding SurePrep, Mr. Wyle founded and was CEO of ePace! Software, creator of the industry leading paperless engagement program originally called ePaceENGAGEMENT. In 2001 CCH Incorporated purchased ePace! Software and rebranded ePaceENGAGEMENT as ProSystem fx Engagement. Prior to founding ePace! Software, Mr. Wyle was a CPA with the accounting firm Coopers & Lybrand. Mr. Wyle earned a BA degree in Economics from the University of California at Santa Barbara in 1994.

David DiMannaOffice Managing PartnerPlante Moran, PLLC

David DiManna is the Office Managing Partner of Plante Moran’s Toledo office. Dave has more than 28 years of public accounting experience, focusing on the service, healthcare and construction industries, and provides a wide range of services – personal and business tax consulting, estate planning, purchase, sale and liquidation of business, and general business planning. He is a member of the firm’s tax leadership team, and leads the tax technology group for the firm. He graduated from Benjamin Franklin University, and is a member of the AICPA, and OSCPA. He is very active in the community, and serves on the Board of Directors for the Toledo Regional Growth Partnership, chairs the Finance Advisory Board for Sylvania Public Schools, and is the Finance Committee chair for the Monroe Street United Methodist Church.

Joseph Manzelli, CPA/CITP Director of OperationsFuoco Group LLP

Joe started his career at a New York City-based CPA firm before joining one of the fastest growing CPA firms on Long Island, Fuoco Group. At Fuoco Group, he leads the information technology consulting group and is the firm’s leader in their own IT development, planning and implementation. He holds the AICPA’s accreditation of Certified Information Technology Professional (CITP) and has many years experience in the technology arena. His leadership within these areas has lead to speaking at national conferences and guest speaking at numerous seminars and webinars to challenge thousands of CPAs and professionals to expand their view of themselves and the value they bring to their clients.


Click Here to Read Additional Material

Course Level:
   Intermediate

Advance Preparation:
   Print and review course materials

Method Of Presentation:
   On-demand Webcast

Prerequisite:
   NONE

Course Code:
   114190

Total Credits:
    2.0 CLE

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About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

Founded in 2002 by a CPA, SurePrep’s automated electronic workpaper solutions, advanced OCR tools and automatic tax return population functions are used by nearly half of the top 100 accounting firms in the country. One of the keys to SurePrep’s success has been its continued development and enhancement of its products and services to meet the constantly changing needs of the profession. With SurePrep’s solutions, tax and accounting practices are given the ability to work smarter, not harder, increasing productivity and profitability, while promoting a paperless office. SurePrep’s products and services have been used in the preparation of nearly 1,000,000 tax returns and the company is committed to continuing its mission of developing technology and service solutions that aid the tax and accounting profession.

For more information on SurePrep’s products and services please visithttps://www.sureprep.com or call (800) 805-8582

In September 2011, WeiserMazars LLP was ranked by INSIDE Public Accounting as one of the Fastest Growing/All-Star Firms in the country. WeiserMazars, the independent U.S. member firm of Mazars Group, provides a unique combination of foresight and experience to our clients in fulfilling their accounting, tax and advisory needs. Our team of partners and professionals bring their technical expertise, industry knowledge and an integrated, customized approach to bear on the critical issues and competitive challenges facing a wide array of clients including owner-managed businesses, complex, multi-national organizations and high net worth individuals in a multitude of industries. 

Established in 1921, the firm has been built upon a framework of traditional values and thought leadership enabling us to turn the science of business into an art. We accomplish this by offering a broad range of services that will meet each of our client’s specific needs. Whether on the local level or internationally, we have helped guide clients through their day-to-day operations and work with them to help ensure they have the right financial structure in place to meet their business goals. 

WeiserMazars has over 90 partners and more than 650 professionals in seven U.S. offices with additional locations in Israel and the Cayman Islands. 

Mazars Group: A Global Organization
Mazars is a prominent international accounting, audit, tax and advisory services organization. With more than 13,000 professionals located around the world, Mazars offers accounting, audit, tax and advisory services in more than sixty countries on five continents.

Since its inception in 2003, Fuoco Group, LLP has become one of the largest independent certified public accounting firms in Long Island. Founded by Lou Fuoco, the firm presently has a total staff of over 75 men and women, including approximately 30 CPAs. With offices in Long Island, New York City and North Palm Beach, FL, the firm provides not only audit, tax, and accounting, but also a broad range of consulting services to meet our clients' growing needs.

From core accounting services to in-depth advisory and consulting services, the Fuoco Group can help your business identify opportunities and deflect threats that could affect profitability, while developing sound strategies for growth.

Plante Moran is among the nation’s largest certified public accounting and business advisory firms, providing clients with tax, audit, risk management, financial, technology, business consulting, and wealth management services. Plante Moran has a staff of more than 1,600 professionals in 21 offices throughout Michigan, Ohio, and Illinois, with international offices in Shanghai, China; Monterrey, Mexico and Mumbai, India. Plante Moran has been recognized by a number of organizations, including FORTUNE magazine, as one of the country’s best places to work. For more information, visit plantemoran.com.

Website: https://www.sureprep.com/

Plante Moran is among the nation’s largest certified public accounting and business advisory firms, providing clients with tax, audit, risk management, financial, technology, business consulting, and wealth management services. Plante Moran has a staff of more than 1,600 professionals in 21 offices throughout Michigan, Ohio, and Illinois, with international offices in Shanghai, China; Monterrey, Mexico and Mumbai, India. Plante Moran has been recognized by a number of organizations, including FORTUNE magazine, as one of the country’s best places to work. For more information, visit plantemoran.com.

Website: https://www.plantemoran.com/

Dan is a Director in the Financial Services Consulting practice of WeiserMazars, LLP and leads our tax operations consulting practice. He has over 30 years of diverse experience in the insurance and financial services industries. Professional experience includes over 10 years as a re/insurance chief financial officer and 15 years in management consulting assisting insurance enterprises with projects covering risk assessments, merger & acquisitions, tax operations transformations, financial operations reengineering and system implementations, performance measurement, business planning and strategy, and valuations; and 6 years of public accounting experience.

Prior to joining WeiserMazars, Daniel was the Managing Director and Founder of DS Jones & Company, located in Greenwich, Connecticut. As the owner of a management consulting firm, he provided services in a wide range of solutions for its insurance clients, including financial management advisory services, operational improvement, and strategic business development.

As Chief Financial Officer at a start-up insurance holding company, Dan was in charge of identifying, acquiring and consolidating life insurance companies, as well as managing the financial functions including planning, mergers and acquisitions, deal structure, capital raising, investment management, financial and tax activities, and banking and investor relations. He had similar experience in the CFO role of two reinsurance organizations.

Dan is currently a board member and past Chapter President for the Financial Executives International. He has also served on the Board of Contributors for Financing Risk and Reinsurance. Over the last 12 years, Dan has been involved in numerous publications and speaking engagements. He has been very active in publishing for the Financing Risk and Reinsurance in articles such as Sarbanes-Oxley Overview, Innovation Unhinged, Life Insurers’ Growing Exposure, and Reinsurance Restructuring – Three Down, How Many to Go?

Steve is WeiserMazars Country Business Unit (CBU-Tax) leader and he is a member of the Global Business Unit (GBU-Tax) at Mazars group level. He focuses on cross-border business development as well as heads the Tax Go-to-Market initiatives. Steve has more than 40 years of experience in providing professional tax and consulting services to international banks and global businesses. He has extensive international tax experience with a great deal of concentration in financial services and capital markets. Previously, as head of KPMG’s International Bank Practice, Steve had oversight of a very broad range of consulting engagements, including risk management, enterprise structure, controls and large federal and state tax examination. He chaired that firm’s Global Banking and Finance Tax Group and served as a member of its Global Banking & Finance Steering Committee.

Steve has testified numerous times at hearings of the Internal Revenue Service on proposed tax regulations and provided comments to the OECD on issues of cross-border taxation. He has substantial experience with international tax treaties as well as negotiation of advance pricing agreements with the Internal Revenue Service and has spearheaded direct negotiation with foreign governments. 

A frequent lecturer on tax topics, both in the U.S. and abroad, he has also led numerous seminars in the U.S., Europe and Asia. Steve has also written on a broad spectrum of tax subjects and has served as a contributing editor on financial services and capital market issues for several publications.

One of Steve’s signature accomplishments includes being selected as the representative of the accounting profession to serve on a Blue Ribbon Commission chaired by the New York Superintendent of Banks to review the regulation of foreign-owned financial institutions in New York State, following the collapse of BCCI.

Steve served as one of the four independent directors of Refco, Inc. while it was in a chapter 11 proceeding. He is also the Chair of the Audit Committee of a public company. He is a member of the American Bar Association and the Association of the Bar of the City of New York. He is also a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, the American Bankruptcy Institute, the Turnaround Management Association and the Association of Insolvency and Restructuring Advisors. Steve is a Certified Public Accountant in New York, a Certified Insolvency and Restructuring Advisor and is also admitted to the New York Bar.

Steve received his BA in Government with a minor in Economics/Foreign Languages from St. Lawrence University, JD and LLM in Taxation from New York University School of Law, and MBA in Accounting from the Stern School of Business at New York University. He also attended advanced management training courses for KPMG partners – Stanford, Insead and Burgenstock (Kellogg).

David Wyle is the President and CEO of SurePrep, a leading provider of tax productivity solutions to U.S. public accounting firms. David has been selected as one of the CPA Practice Advisor’s Top 40 Under 40 for 6 years and Accounting Today’s Top 100 Most Influential People 3 times. Prior to founding SurePrep, Mr. Wyle founded and was CEO of ePace! Software, creator of the industry leading paperless engagement program originally called ePaceENGAGEMENT. In 2001 CCH Incorporated purchased ePace! Software and rebranded ePaceENGAGEMENT as ProSystem fx Engagement. Prior to founding ePace! Software, Mr. Wyle was a CPA with the accounting firm Coopers & Lybrand. Mr. Wyle earned a BA degree in Economics from the University of California at Santa Barbara in 1994.

David DiManna is the Office Managing Partner of Plante Moran’s Toledo office. Dave has more than 28 years of public accounting experience, focusing on the service, healthcare and construction industries, and provides a wide range of services – personal and business tax consulting, estate planning, purchase, sale and liquidation of business, and general business planning. He is a member of the firm’s tax leadership team, and leads the tax technology group for the firm. He graduated from Benjamin Franklin University, and is a member of the AICPA, and OSCPA. He is very active in the community, and serves on the Board of Directors for the Toledo Regional Growth Partnership, chairs the Finance Advisory Board for Sylvania Public Schools, and is the Finance Committee chair for the Monroe Street United Methodist Church.

Joe started his career at a New York City-based CPA firm before joining one of the fastest growing CPA firms on Long Island, Fuoco Group. At Fuoco Group, he leads the information technology consulting group and is the firm’s leader in their own IT development, planning and implementation. He holds the AICPA’s accreditation of Certified Information Technology Professional (CITP) and has many years experience in the technology arena. His leadership within these areas has lead to speaking at national conferences and guest speaking at numerous seminars and webinars to challenge thousands of CPAs and professionals to expand their view of themselves and the value they bring to their clients.

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