Practice Education Webinar: Tech Tools Unleashed - Simplifying Tax Preparation for Professionals

Description

Practice Education Webinar: Tech Tools Unleashed - Simplifying Tax Preparation for Professionals
CE: none
Speaker: Chelsea Rustek, EA

This webinar will explore the latest tech tools involving the tax preparation process. From advanced software applications to automated systems, these innovative solutions can enhance efficiency, accuracy, and overall workflow. This session will equip you with the knowledge and insights to leverage technology effectively in your practice. Elevate your tax preparation game and navigate the evolving tech landscape with confidence, as we guide you through simplifying complex tasks and boosting productivity using cutting-edge tools.

Learning Objectives:

Understand the key features and functions of various advanced software applications used in tax preparation to enhance efficiency.
Explore the benefits of utilizing automation tools in tax workflows to streamline processes and minimize errors in filings.
Learn practical strategies for integrating technology solutions into daily tax preparation practices to improve overall productivity and accuracy.
Identify the latest trends and developments in tax tech tools to stay informed and adapt to the evolving landscape of tax compliance.
Gain confidence in leveraging technology effectively to simplify complex tasks, boost efficiency, and navigate the intricate world of tax preparation with ease.

Contributors

Chelsea Rustek, EA

Chelsea is an Enrolled Agent, working in the taxation field since 2014, with a concentrated focus on individual and small business tax preparation. She graduated from Saint Leo University with her bachelor’s degree in Business Management. Chelsea is a member of the National Association of Enrolled Agents and the Florida Association of Enrolled Agents. She is also a QuickBooks Online ProAdvisor and Florida Notary.

Chelsea’s background includes stock option compensation ranging from mergers &acquisitions, Restricted Stock Options, Incentive Stock Options, Employee Stock Purchase Plans, and Non-Qualified Stock Options. In addition, she is familiar with IPOs for many companies and can help clients to plan for these large tax events. Her advanced knowledge of these topics helps clients with their tax preparation and planning. Working hand and hand with the financial advisors to mitigate tax risks and burdens.