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1040 Tax workflow simplified: Tips for a seamless filing season
Live Event Date: November 20, 2024
Live Event Time: 2:00 PM ET
Hosted by Thomson Reuters

Join our comprehensive webinar to learn advanced tips and strategies for mastering the 1040 tax workflow. Our experts will guide you through best practices, common pitfalls, and innovative solutions to streamline your tax preparation process and ensure accuracy.
In this webinar, you'll discover:

  • Techniques to optimize your 1040 tax workflow
  • Common errors and how to avoid them in complex tax scenarios
  • Innovative tools and software solutions to enhance your tax preparation process
  • Strategies for handling difficult tax situations and unique client circumstances
  • Tips for staying compliant with ever-changing tax laws and regulations
Don't miss this opportunity to elevate your tax preparation game and stay ahead in the competitive world of tax services. Register now to secure your spot in this invaluable webinar.

The webinar will be broadcasted November 20th, at 2 pm ET. Sign up now and view live or on-demand any time afterward.

Busy at this time? Register anyway! We’ll send you a copy of the webinar recording to watch at your leisure after the event has aired.

Speakers
Corey Greene
Senior Product Marketing Manager, Thomson Reuters
Corey Greene has been with the Tax & Accounting Professionals business of Thomson Reuters since June of 2013 and currently serves on the Customer Proposition team, where he’s responsible for contributing to product roadmap decisions, sales and marketing strategy, product packaging decisions, and the building of strategic relationships.

Corey’s prior experience within the organization includes serving as the Product Manager of Tax Software. In this role, Corey helped define sales and marketing strategies, pricing options, and product roadmap prioritization.

He also spent several years in Technical Support serving as Product Lead for both UltraTax CS and GoSystem Tax RS, which included training both staff and customers. Corey graduated from Eastern Michigan University with a Bachelor of Business Administration in Accounting and is a 2020 MBA graduate candidate at EMU.

Speaker Name
Tony Mortimore, Senior Solutions Consultant, Thomson Reuters
Tony Mortimore is a Senior Solutions Consultant. He’s been with Thomson Reuters for 20 years, and currently helps firms of all sizes with tax workflow software and content solutions.
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