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Tax Research Platform Update
Transformation Area:
Tax Transformation
Field of Study:
Taxes - T
CPE Credits
1.5 Hour(s) - CPE Credit(s)
Duration
1.5 Hour(s)
Prerequisite(s)
Basic understanding of tax preparation services, tax software, and tax advisory services
Level
Intermediate
Content Type
Group Internet Based
Description
Stay ahead of the curve with this dynamic webinar designed for tax professionals eager to enhance their research capabilities. Hosted by tech guru Donny Shimamoto, CPA.CITP, CGMA, a panel of seasoned experts will explore the latest advancements in tax research software, showcasing tools that streamline complex code navigation, improve citation accuracy, and accelerate decision-making. Learn how cutting-edge platforms are transforming the way practitioners access, interpret, and apply tax law in real time. Whether you’re in public practice, corporate tax, or academia, this session will help you sharpen your research edge and boost your productivity.
Objectives
- Recognize the tax platforms ecosystem and where tax research stands
- Identify integrations and connections needed between tax research and other platforms
- Describe changes in tax research platforms and how they help optimize how you help your clients
Intended Audience
Ideal for CPAs, enrolled agents, and financial planners looking to elevate their tech stack and streamline their workflow.
Additional Information
* Early bird pricing (Before October 20, 2025) – $50.00*
Regular course price October 21, 2025 – $90.00
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