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Self-Study CPE
BANKRUPTCY TAX GUIDE
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IRS & FTC PRESENTS: SCAMS, TAX-RELATED IDENTITY THEFT & IDENTITY PROTECTION PIN
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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TAX TREATMENT OF SICKNESS AND INJURY PLANS
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THE SECTION §199A PASS-THROUGH DEDUCTION
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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REAL ESTATE TAX GUIDE
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TAX RESEARCH TECHNIQUES
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TYPES OF BUSINESS ENTITIES
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TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS
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Free cpe webinars
Build Your Most Efficient Firm With Intuit ProConnect Tax Automation & Insights

BUILD YOUR MOST EFFICIENT FIRM WITH INTUIT PROCONNECT TAX AUTOMATION & INSIGHTS

This webinar is hosted by Intuit on Goldcast. After registering on CPAacademy.org, you will receive a registration link from Goldcast. Please register through the Goldcast link as soon as is convenient to receive your join link for this webinar.

CPE for this course is processed by Intuit
Available Date(s)
Tuesday, April 22, 2025: 12:00PM EDT
Wednesday, April 30, 2025: 1:00PM EDT
Thursday, May 08, 2025: 2:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax)
CE Credits 1.0 hour
Course Id# - NESGF-T-00191-24-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

In this course, you will see a demonstration of Intuit ProConnect Tax, the most widely used dedicated cloud-based tax application for professional tax preparers and firms. 

In addition to eliminating software installation and PC and network maintenance, ProConnect Tax uses the latest technology to save data entry time with direct import from hundreds of W-2 providers, banks, and brokerages. Also, see two of our ProConnect Tax More Connected services: Intuit Link, which improves client collaboration and document collection, and E-Signature, the fastest way to get signed 8879's.

Learning Objectives

  • List the benefits of using ProConnect Tax

  • Identify time-saving features built directly into ProConnect Tax

  • Determine how to sign up for ProConnect Tax

  • Recognize tools in ProConnect Tax to help manage firm workflow and increase productivity

  • Describe how to import QuickBooks data into a tax return

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Kevin Reinard

Intuit Accountants
Product Specialist
[email protected]
(916) 798-4604

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Kevin Reinard has been with Intuit for over 34 years. He has served Intuit customers in various functions, including product management and sales. Kevin’s expertise has been focused largely on customer-training activities, including webinars, recorded videos, and face-to-face events. Kevin is a Registered CA (CTEC) tax preparer.

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A native of Austin, Texas, Megan got her start in accounting at an early age while helping her parents out in their respective businesses. Insistent in her infinite wisdom as a teenager that she would not be "stuck behind a desk doing something boring like accounting or taxes," she instead earned her undergraduate degree in marketing from the McCombs School of Business at the University of Texas.

Megan then moved to Colorado, where she spent 15 years in business consulting and management. In 2014, she came to her senses and realized that she had an unashamed love for taxation, evaluating financials for strategic planning, and that beautiful equation that is the root of accounting: assets = liabilities + equity. Upon this realization, Megan quickly returned to school to complete her master's degree in accounting with a focus on tax from the University of Colorado, earned her CPA license, and began working in public accounting. More recently, she earned her CVA (Certified Valuation Analyst) certification and began performing valuations for exiting small business owners and gift and estate tax purposes.

Megan has spent the last seven years specializing in tax compliance, advisory and strategic planning for small businesses, high net worth individuals and trusts, as well as business valuations. Her passion for helping clients navigate the complicated world of tax, as well as helping them to plan for their future financial goals, is palpable in each client interaction and reminds her every day how much she loves her work.

In her spare time, Megan loves to enjoy the great outdoors, going on multi-day rafting trips with her daughter, running her local river (the Arkansas) after work with friends, skiing, hiking, mountain biking, camping, traveling, and being a complete foodie in the kitchen, whipping up new creations for friends and family. In other words, anything that doesn't involve sitting at a desk.

 

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.nasbaregistry.org.

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EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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About Our Presenter

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Intuit Accountants' mission is to firmly position you as the trusted advisor your clients will turn to year after year. Our professional tax solutions simplify tax preparation so you free up time to focus on what matters most to your clients. Whether you are new to tax or an experienced professional, we have products, people and services to help you thrive. Intuit professional tax software products include Lacerte, ProSeries and ProConnect Tax Online (formerly known as Intuit Tax Online).