Objectives

• In this introductory course you will be trained on unique time-saving features, innovative access tools, up-to-the-minute tax news, and customization tools. IntelliConnect combines the authoritative content of CCH with sophisticated Internet technology to provide the most current, customized, and intuitive line of tax research products and tools on the market. It streamlines your workflow, enhances accuracy and increases your productivity.

Topics

• Search for documents
• View documents and understand recordkeeping options
• Browse when you know the general topic or code section
• Find a document by its citation
• Track cases and ruling using the Citator
• Set up Tracker News
• Use filters to narrow your results

Attendees

• Anyone conducting tax research using the IntelliConnect product

Register Here
(class format(s) listed below)

CPE

• None

Prerequisites

• None

Objectives

• Learn how to quickly find answers to your tax questions, check citations, and even copy materials directly into email and Microsoft® Word documents - directly from your desktop. Learn how to work more efficiently with tools and features such as one-click access to research answers in IntelliConnect directly from Microsoft® Office programs and from your Microsoft® Internet Explorer browser.

Topics

• Incorporating the toolbar for Microsoft® Word
• Using your browser toolbar
• Understanding task tray search
• Managing news alerts
• Setting up preferences
• Implementing Quick Launch, System Tray, and Desktop Login icons
• Using search service for the research task pane
• Viewing the research folders service for the research task pane
• Implementing CCH citation smart tags

Attendees

• Anyone conducting tax research using the IntelliConnect product

Register Here
(class format(s) listed below)

CPE

• By request only
• Taxes-1 credit
• $50 per CPE certificate requested

Prerequisites

• Read Policies

Objectives

• Learn how to access international publications to find answers on U.S. taxation of international transactions, as well as country-specific taxation.

Topics

• Accessing U.S. international and multinational tax information
• Covering key concepts and issues of U.S. taxation of international transactions
• Using international customized news
• Working with country-specific or regional publications

Attendees

• Users responsible for country-specific taxation issues

Register Here
(class format(s) listed below)

CPE

• By request only
• Taxes-2 credits
• $50 per CPE certificate requested

Prerequisites

• Read Policies
• Introduction to IntelliConnect course

Objectives

• Learn unique time-saving features to maximize your time and increase your productivity. This course is designed to help you find quick answers, up-to-the-minute tax news, and CCH practice tools that are available within Practical Tax Professional and Practical Tax Expert.

Topics

• Use filters to narrow your results
• Select publications and execute a keyword search
• Find a document by its citation
• Browse when you know the general topic or code section
• Use the Topical Index
• Use of Interactive Research Aids

Attendees

• Subscribers to Practical Tax Professional or Practical Tax Expert

Register Here
(class format(s) listed below)

CPE

• By request only
• Taxes-1 credit
• $50 per CPE certificate requested

Prerequisites

• Read Policies

Objectives

• Learn how to utilize one of the most highly regarded CCH publications to gain a complete and current picture of federal income tax law.

Topics

• Researching with a code-arranged publication
• Making decisions using case annotations and IRS rulings
• Using CCH explanations to provide clear descriptions of the law
• Insuring legal compliance using weekly updates
• Incorporating tax rates and tables
• Using the CCH Client Letter Toolkit
• Accessing CCH timely coverage of new developments, including tax legislation

Attendees

• Users responsible for working with federal income tax law

Register Here
(class format(s) listed below)

CPE

• By request only
• Taxes-2 credits
• $50 per CPE certificate requested

Prerequisites

• Read Policies
• Introduction to IntelliConnect course

Objectives

• This course will teach you how the Tax Research Consultant is arranged and how the in-depth content that integrates with interactive research aids, practical examples, planning notes, editorial comments and demonstrate exactly how critical tax principles apply.

Topics

• Understand the key features and benefits
• Use filters to narrow your results
• Understand the topic coverage
• Execute various keyword search methods
• Finding specific documents with TRC
• Use the Interactive Research Aids

Attendees

• Anyone conducting tax research using the IntelliConnect product

Register Here
(class format(s) listed below)

CPE

• By request only
• Taxes-2 credits
• $50 per CPE certificate requested

Prerequisites

• Read Policies
• Introduction to IntelliConnect course

Objectives

• Learn how this product easily integrates into your workflow process by incorporating research materials, strategies, and tools to easily navigate sales tax research, compliance, and audit issues. Discover how to find answers quickly as you move between research content and analysis, sales tax rates, multi-jurisdictional comparisons, news, and primary source documents - including archived laws and regulations.

Topics

• Customizing Tax Tracker for sales and use topics
• Downloading Sales Tax Smart Charts for quick multijurisdictional comparisons
• Finding local sales tax rates
• Accessing superior research content
• Navigating the audit process with outside authored expertise
• Using the interactive Tax Calendar

Attendees

• Users responsible for sales tax issues

Register Here
(class format(s) listed below)

CPE

• By request only
• Taxes-2 credits
• $50 per CPE certificate requested

Prerequisites

• Read Policies
• Introduction to IntelliConnect course

Objectives

• Learn how to streamline your workflow for easier research and increased productivity when needing state income tax practice-oriented research and compliance support materials.

Topics

• Using menus to explore topics and narrow your research focus
• Selecting items for a search
• Searching with words and phrases
• Customizing and using Business Income Tax Smart Charts
• Keeping records of your research
• Efficiently using tools such as Multi-state Compliance and the Apportionment Planner

Attendees

• Users responsible for working with state income tax law

Register Here
(class format(s) listed below)

CPE

• By request only
• Taxes-2 credits
• $50 per CPE certificate requested

Prerequisites

• Read Policies
• Introduction to IntelliConnect course

Objectives

• This course provides an in-depth understanding of how the CCH State Reporters are organized. It will cover what content may be included with a reporter subscription. In addition, we will review the different ways to research within this library.

Topics

• Understand the structure of the State Reporters
• Know the key features of the service and how they benefit you
• Browse the State Reporters and drill down to the information you need
• Use the Topical Indexes
• Create the various Smart Charts to begin state specific or multi-state tax research
• Track pending legislation
• Utilize all of the time-saving tools

Attendees

• Users responsible for working with state tax reporters

Register Here
(class format(s) listed below)

CPE

• By request only
• Taxes-2 credits
• $50 per CPE certificate requested

Prerequisites

• Read Policies
• Introduction to IntelliConnect course