Lunch & Learn: Transform Your Practice


The Transform Your Practice session will help you align on a shared vision for your practice, understand tax reform, and learn how tax planning can lead to the advisory workflow of your dreams. Don’t miss out on an opportunity to be a hero and save your clients time and money by advising them on significant tax law changes that will affect them as individuals or in their businesses. Intuit will also be bringing some exciting giveaways. They will raffle an i-pad, apple watch, and a free add-on comparable to their purchase should they choose to switch to our software this year.

*This course is specifically intended for anyone using Intuit’s Lacerte, ProSeries, or ProConnect Tax Online products.

If you have not used these products, we have another option for you! Click here to learn more.

Learning Objectives

By completing this seminar,  you will be able to:

A Tax Season Recap

  • Know the big statistics that matter most
  • Appreciate E-file Acceptance and what that means for your firm
  • Discover NEW tax forms in ProSeries, Lacerte, and ProConnect Tax Online
  • Collaborate with the NEW Intuit Pro Support Community

Create a Shared Vision

  • Cognize Intuit’s vision and why it matters
  • Create a vision for your firm
  • Uncover NEW Education resources

The Tax Cuts and Jobs Act (TCJA)

  • Navigate Intuit’s Tax Reform Resource Center
  • Use the Qualified Business Income (QBI) Calculator
  • Know what’s coming next for tax reform
    • Extenders
    • Tax law refinement
  • Use the TCJA to create Tax Planning and Advisory Workflows

What’s changing in our industry?

  • Realize the differences between Traditional versus Leading firms
  • Appreciate why Cloud is the way!
  • Solve big jobs for your clients
  • Uncover NEW roles and opportunities for the firm


Major Topics
  • Tax season recap
  • Creating a shared vision
  • The Tax Cuts and Jobs Act (TCJA)
  • Changes in our industry today
Course Level
Professional Area of Focus
CPE Field of Study
Who Should Attend

Any professional accounting and tax firm using the latest offerings from the Intuit ProConnect Tax Division



Advanced Preparation


Johns Hopkins University – Montgomery
9605 Medical Center Dr
Rockville, MD 20850 US
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May 30, 2019
12:30 pm - 1:30 pm EST
Johns Hopkins University – Montgomery
9605 Medical Center Dr
Rockville, MD 20850 US
Total CPE Credits


$ (% off)


$ (% off)
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Lunch & Learn: Transform Your Practice

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