2014 CCH Tax Update Seminars

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1 2014 CCH Tax Update Seminars

2 2014 CCH Tax Update Seminars Let CCH show you how to get the most out of your CCH Tax software. Please accept this invitation to register and attend one of our 2014 Tax Update Seminars, available via a convenient Web-based session or at one of our community seminars held in 13 cities across the country. Here, you will learn all about the newest enhancements and how to maximize them, resulting in productivity like you ve never before experienced. Seminars start in early January and are available through the first week of February Don t get left behind by not attending. Stay one step ahead by preparing for tax season now. Why Attend a CCH Tax Update Seminar? All experienced ProSystem fx Tax, Global fx Tax and CCH Axcess Tax users will benefit from learning about the latest enhancements made to the program. Numerous improvements and changes will be covered in detail, providing valuable information to all users, from your junior staff to your most seasoned veteran. PLEASE NOTE: The Tax Update Seminars are conducted exclusively using the Worksheet View interface. Here are just a few of the many enhancements covered in the Tax Update Seminars: z Legislation changes resulting from: z American Taxpayer Relief Act 2012 z Patient Protection and Affordable Care Act of 2010 z Expanded Modernized e-file (MeF) z Additional federal forms and state returns for electronic filing z New features in the Electronic Filing Status System and Tax Preparation Who Should Attend a CCH Tax Update Seminar? We strongly recommend the following ProSystem fx Tax, Global fx Tax and CCH Axcess Tax users attend: z Staff z Partners z Managers z Administrators IMPORTANT NOTE: CCH Tax Update Seminars are intended for experienced ProSystem fx Tax, Global fx Tax and CCH Axcess Tax users. The program level is update with no prerequisites or advanced preparation required. Attendees can earn up to 2-3 CPE credit hours. The Bottom Line Our Tax Update Seminars are designed to keep your staff up to date on program changes due to new tax laws and general program enhancements, including new features and functionality. Translate our enhancements into your increased productivity! Earn Valuable CPE Credit Community and Web-based Tax Update Seminars offer a great value for your investment. All training materials are included in the cost of the seminar and attendees will earn valuable CPE credit hours.

3 2014 CCH Tax Update Seminar Content The following is a preview of some of the exciting enhancements we ll cover. General z New Worksheet View Forms List Directory z Form 114, Report of Foreign Bank and Financial Accounts z Form 114a, Record of Authorization to Electronically File FBARs z Improved presentation of the Schedule of Mineral Interest Properties z Federal Election toolbar button z Allow long paths and file names for PDF attachments z Microsoft Office 2013 support z Expanded options for Electronic Filing, Configure Staff, Miscellaneous Options, Print Options, Letters and Filing Instructions, 1040 Options z All Help now browser based and allows searches of all help content z Expanded e-filing notifications and status system changes Electronic Filing z New Columns added to the Status System z New Upload Error Message z Reminder and rejection s z Combined notifications for all products Individual Returns z Form 14039, Identity Theft Affidavit z Form 8959, Additional Medicare Tax z Form 8960, Net Investment Income Tax z Form 8967, Paid Preparer s Child Tax Credit checklist z Option for Schedules C, Rentals, Farms and Schedule K-1 to Pro Forma Only z Facsimile data entry for Forms 1098-E, Student Loan Interest Statement and 1099-SA, Distributions from an HSA, Archer MSA or Medicare Advantage MSA Fiduciary Returns z IRS Form 8949, Sales and Other Dispositions of Capital Assets z Form 4972, Tax on Lump Sum Distributions z Accounting income statement for estates z Worksheets to show Schedule K-1 calculations for the beneficiaries z ProSystem fx Scan and AutoFlow for consolidated 1099 information Partnership Returns z Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation z Summary Detail Capital Account to reconcile current increases/decreases between Schedules K and K-1 z Additional states able to use ifdifferent for passthrough data entry z Changes in Partner Interest and Transfer of Partner Capital entries combined Corporation Returns z General z New federal and state forms z Consolidated Corporations z Consolidated State Intercompany z Elimination of Apportionment Factors z Consolidated Elimination Worksheet Redesign z Elimination Column Added to Workpapers z S Corporation z Schedule B-1, Information on Certain Shareholders of an S Corporation z Section 1377(a)(2) Election Exempt Organizations z Alternative Minimum Tax calculation to Form 990-T (Schedule I, Form 1041) z Schedule O Consent Plan and Apportionment Schedule for a Controlled Group

4 Community Seminars These three-hour seminars are held from 9 a.m. Noon local time at all locations and are eligible for three hours of CPE credit. All seminar attendees will be mailed a confirmation letter as soon as their reservation is processed. PLEASE NOTE: All Community Tax Update Seminars begin at 9 a.m. local time. $165 per attendee, 3 CPE credits California Woodland Hills Tuesday, Jan. 7, 2014 Marriott Warner Center San Francisco Wednesday, Jan. 8, 2014 Hyatt Regency Georgia Atlanta Monday, Jan. 6, 2014 Renaissance Atlanta Waverly Hawaii Honolulu Thursday, Jan. 30, 2014 Hilton Hawaiian Village Illinois Northbrook Monday, Jan. 6, 2014 Hilton Chicago Northbrook Massachusetts Newton Thursday, Jan. 9, 2014 Marriott Boston Newton Quincy Friday, Jan. 10, 2014 Marriott Quincy Michigan Southfield Tuesday, Jan. 7, 2014 Detroit Marriott Southfield New York Uniondale Monday, Jan. 6, 2014 Long Island Marriott New York Tuesday, Jan. 7, 2014 Hilton New York Pennsylvania King of Prussia Tuesday, Jan. 7, 2014 Radisson Hotel Valley Forge Texas Dallas Tuesday, Jan. 7, 2014 DoubleTree Near the Galleria Virginia Falls Church Tuesday, Jan. 7, 2014 Fairview Park Marriott EASY WAYS TO REGISTER Visit CCHGroup.com/TaxSeminar Call us at 800-PFX-9998 ( ) For more information regarding administrative policies, such as complaint resolution and refunds, please contact Customer Training at

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6 Web-Based Training Seminars Take advantage of 2014 CCH Tax Update Seminars via our convenient webinars. The webinars cover the same material presented at the community seminars, but you can attend from your home, office or anywhere you have Internet access. The Web-based Tax Update Seminars are offered at dates and times that fit your schedule. Based on your feedback, we now offer two different options a threehour format and a two-hour format. The three-hour format covers all of the Tax Update material and qualifies for 3 hours of valuable CPE credit. We offer two different two-hour formats: z Individual and Fiduciary Returns z Business Returns (Forms 1120, 1120S, 1065 and 990) Each of the two-hour, Web-based Tax Update Seminars qualifies for 2 hours of valuable CPE credit for each registered attendee. PLEASE NOTE: The CCH Tax Update Seminars are conducted exclusively using the Worksheet View interface. The number of customers taking advantage of the webinars continues to grow and is largely attributed to the ease, comfort and cost-effectiveness of training from the location of your choice. Led by experienced CCH instructors who conduct the seminars live over the Internet, our Web-based training allows you to actively participate by asking questions during the seminar. The Web-based training seminars require no special setup. All you need is an Internet connection and a telephone to take advantage of this convenient solution for staying up to date. For more information on CCH Tax Web-based training seminars, please visit our website at CCHGroup.com/TaxSeminar or call 800-PFX-9998 ( ), option 2, followed by option 1. EASY WAYS TO REGISTER Visit CCHGroup.com/TaxSeminar Call us at 800-PFX-9998 ( ) For more information regarding administrative policies, such as complaint resolution and refunds, please contact Customer Training at

7 Web-Based Seminars Registered attendees of all Web-based seminars are eligible for CPE credits. Start and end times vary; please refer to the schedule below for specifics. PLEASE NOTE: All Web-based seminar times are Eastern Standard Time. Registered attendees will receive a confirmation at the time their registration is processed. Seminar access information and instructions on downloading seminar materials will be sent at least three days prior to the training date. Individual, Fiduciary and Business Returns Seminars $165 per attendee/3 CPE credits Friday, Jan. 3 Wednesday, Jan. 15 Wednesday, Jan. 29 Monday, Jan. 6 Friday, Jan p.m. Friday, Jan. 31 Tuesday, Jan. 7 Monday, Jan a.m. Noon Monday, Feb. 3 Wednesday, Jan. 8 Wednesday, Jan. 22 Wednesday, Feb. 5 Friday, Jan a.m. Noon Friday, Jan. 24 Friday, Feb. 7 Monday, Jan. 13 Monday, Jan a.m. Noon Monday, Feb. 10 Individual and Fiduciary Returns Seminars $110 per attendee/2 CPE credits Thursday, Jan a.m. 1 p.m. Thursday, Jan a.m. 1 p.m. Thursday, Jan a.m. 1 p.m. Business Returns Seminars $110 per attendee/2 CPE credits Thursday, Jan p.m. Thursday, Jan p.m. Thursday, Jan p.m. Also Available: CCH Tax New User Training Does your staff need introductory training on ProSystem fx Tax? Register today for the following new user courses: z Introduction to Tax z Introduction to Individual Returns z Introduction to Corporation Returns z Introduction to Partnership Returns In addition, we offer courses on e-filing for both new users and experienced users looking for a refresher class. Visit CCHGroup.com/Learning for the most up-to-date schedule of all classes available. For more information regarding administrative policies, such as complaint resolution and refunds, please contact Customer Training at CCH, a part of Wolters Kluwer, 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:

8 4025 W. Peterson Avenue Chicago, IL PRSRT STD U.S. POSTAGE PAID CCH 2014 CCH Tax Update Seminars