Objectives

• This course provides training on the hierarchy of primary and secondary Federal and State documents retrieved when performing searches on IntelliConnect. The training includes a presentation of document types within the tax reporters, discussion of steps to complete tax research, and builds on the basic knowledge of the system. The training also incorporates case study examples and best practices when conducting tax research and finding your answers in CCH publications. Course can include hands-on computer training.

Topics

• Summarizing the legislative process for tax law
• Retrieving authoritative and secondary source material from CCH publications
• Completing tax research in five steps
• Setting search preferences
• Reviewing search methods
• Utilizing practice aids and tax tools to save time during the research process
• Incorporating search results and relevance of the documents
• Using the CCH citator
• Writing, organizing and documenting a tax research memo

Attendees

• Anyone conducting tax research using the IntelliConnect product

Register Here
(class format(s) listed below)

CPE

• By request only
• Taxes-3 credits
• $75 per additional CPE certificate requested

Prerequisites

• Read Policies
• Introduction to IntelliConnect course
• Some tax research subject area knowledge

Objectives

• Learn how to conduct research using IntelliConnect and how using time-saving CCH research productivity tools will help minimize your research time and increase your productivity for a big payoff during the upcoming tax season.

Topics

• CCH IntelliConnect and ProSystem fx Tax integration
• CCH@Hand™
• Smart Charts™ - Sales Tax, Property and Business Income
• Interactive Practice Aids
• ClientRelate™
• Client Letter, Depreciation, Election and Compliance Toolkits
• Learning Center
• FIN 48 Manager™

Attendees

• Staff, Partners and Managers

Register Here
(class format(s) listed below)

CPE

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

Prerequisites

• Read Policies

Objectives

• Learn how to utilize this product to provide you with the facts and figures you need to compute a security holder's gain or loss from capital changes.

Topics

• Performing tax basis calculations for securities
• Providing investment planning advice
• Preparing estate-planning reports
• Managing investment portfolios
• Preparing tax returns for clients with stock portfolios
• Managing equity assets in mutual funds
• Acting as trustee for individual or corporate clients
• Maintaining cost basis information on periodic client statements

Attendees

• Users responsible for computing gain/loss from capital changes

Register Here
(class format(s) listed below)

CPE

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

Prerequisites

• Read Policies
• Introduction to IntelliConnect course

Objectives

• Learn how to resolve daily payroll issues and gain guidance for effective payroll planning.

Topics

• Resolving daily payroll issues
• Implementing proactive payroll procedures
• Insuring compliance with federal, state, and local requirements
• Accessing state and federal payroll laws
• Complying with age reporting and withholding requirements
• Determining practical decision-making steps for critical issues
• Using daily customized news to include payroll information

Attendees

• Users responsible for payroll planning

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 gain the information you need to efficiently manage pension plans from start to finish.

Topics

• Accessing information to manage a pension plan
• Resolving daily concerns
• Using tax, reporting and disclosure, and compliance rules
• Accessing full-text explanations of IRS and DOL laws, regulations and releases
• Incorporating rulings and releases from federal regulatory agencies

Attendees

• Users responsible for managing pension plans

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