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Securities Offerings in the Global Market: Focus on 2012
   LIVE Webcast  


Event Details:                                                                                                                                                          

Automation of the tax document process promises to help practitioners become more efficient and save money. Firms need to get ahead of this process in order to take advantage of the benefits.

This live webcast is a must attend for all financial/tax executives who need to be in the know with respect to tax document automation. The speakers will share their expert opinions in a two-hour LIVE Webcast.

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 1.75 - 2.0
Advance Preparation: Print and review course materials
Course Code: 114190
Recording Fee: $299 (Please click here for details) 


Featured Speakers for Tax Document Automation LIVE Webcast :

Agenda  (click here to view more)
Daniel Jones, Director, Consulting Services,
WeiserMazars LLP

** Speaker Talking Points to be added soon.. **

Stephen M. Brecher, CIRA, CPA, J.D., LLM, MBA , Partner,
WeiserMazars LLP

Tax documentation and automation involves more than then narrow perspective of automation of the tax returns or managing reporting or audit documentation requirements…even though these can be complex in their own right.

Our discussion will provide an overview of the challenges facing those financial executives responsible for tax functions and the automation tools will be needed to meet their tax strategies.
  • 1. Tax Challenges
  • 2. Tax Strategies
  • 3. Automation Tools in Tax Provision
    • 3.1. Criteria for using a comprehensive tool set
    • 3.2. Major vendors in the marketplace
    • 3.3. Data quality & acccurancy, standards, controls, and risks
    • 3.4. Workflow, timeliness, & speed
    • 3.5. Common language and how it can add to the tax process
    • 3.6. Impact on the talent makeup of the tax group
  • 4. Documentation Retention Agreements
  • 5. Conclusion

Dave Wyle, CPA, President & CEO,
SurePrep, LLC
  • Benefits of Scan & Organize OCR technology to tax process
  • Benefits of Scan & Populate OCR technology to tax process
  • Tools for achieving an efficient front end paperless tax process (i.e., the efficient preparation and review of onscreen workpapers after OCR processing is complete)
  • Scanning hardware and software requirements

David DiManna, Office Managing Partner,
Plante Moran, PLLC

  • • Establish the process
  • • Communicate goals
  • • Expect resistance
  • • Stay the Course
  • • Ultimate Benefits

Joseph Manzelli, CPA/CITP , Director of Operations,
Fuoco Group LLP

  • 1. The need for a Plan to digitize (paperless) the tax process
    • • Written
    • • Goals
    • • Technology
    • • Team / Communication (culture & change management)
    • • Timeline / Measurement
  • 2. Workflow (the need to utilize a digital process)
    • • Who
    • • What
    • • Where
    • • When
    • • Why
  • 3. Optimizing the process to get a measurable ROI
    • • Revisiting the plan

WeiserMazars LLP
Daniel Jones
Director, Consulting Services
speaker bio »»

WeiserMazars LLP
Stephen M. Brecher, CIRA, CPA, J.D., LLM, MBA
speaker bio »»

SurePrep, LLC
Dave Wyle, CPA
President & CEO
speaker bio »»

Plante Moran, PLLC
David DiManna
Office Managing Partner
speaker bio »»

Fuoco Group LLP
Joseph Manzelli, CPA/CITP
Director of Operations
speaker bio »»

Who Should Attend?

- CPAs
- Finance Officers
- Controllers
- Consultants
- Tax preparers
- Tax Directors
- Tax Advisors
- Tax Lawyers

Why Attend?

This is a must attend for anyone who wants to be in the know about tax document automation.
- New guidance explained by the most qualified key leaders & experts
- Hear directly from key regulators & thought leaders
- Interact directly with panel during Q&A

Enroll in this course now! Click the “register” button below as space is limited. Enjoy our deep discounts for early registrants.

Registration Information:                                                                                                                                    

Please note, the event date is firm although it may be subject to change. Please click here for details.
The Knowledge Group, LLC is producing this event for information purposes only. We do not intend to provide or offer business advice. The contents of this event are based upon the opinions of our speakers. The Knowledge Congress does not warrant their accuracy and completeness. The statements made by them are based on their independent opinions and does not necessarily reflect that of The Knowledge Congress' views. In no event shall The Knowledge Congress be liable to any person or business entity for any special, direct, indirect, punitive, incidental or consequential damages as a result of any information gathered from this webcast.



















Tax Document Automation
LIVE Webcast

Event Sponsors

Founded in 2002 by a CPA, SurePrep’s automated electronic workpaper solutions, advanced OCR tools and automatic tax return population functions are used by nearly half of the top 100 accounting firms in the country. One of the keys to SurePrep’s success has been its continued development and enhancement of its products and services to meet the constantly changing needs of the profession. With SurePrep’s solutions, tax and accounting practices are given the ability to work smarter, not harder, increasing productivity and profitability, while promoting a paperless office. SurePrep’s products and services have been used in the preparation of nearly 1,000,000 tax returns and the company is committed to continuing its mission of developing technology and service solutions that aid the tax and accounting profession.

For more information on SurePrep’s products and services please visit or call (800) 805-8582

In September 2011, WeiserMazars LLP was ranked by INSIDE Public Accounting as one of the Fastest Growing/All-Star Firms in the country. WeiserMazars, the independent U.S. member firm of Mazars Group, provides a unique combination of foresight and experience to our clients in fulfilling their accounting, tax and advisory needs. Our team of partners and professionals bring their technical expertise, industry knowledge and an integrated, customized approach to bear on the critical issues and competitive challenges facing a wide array of clients including owner-managed businesses, complex, multi-national organizations and high net worth individuals in a multitude of industries.

Established in 1921, the firm has been built upon a framework of traditional values and thought leadership enabling us to turn the science of business into an art. We accomplish this by offering a broad range of services that will meet each of our client’s specific needs. Whether on the local level or internationally, we have helped guide clients through their day-to-day operations and work with them to help ensure they have the right financial structure in place to meet their business goals.

WeiserMazars has over 90 partners and more than 650 professionals in seven U.S. offices with additional locations in Israel and the Cayman Islands.

Mazars Group: A Global Organization
Mazars is a prominent international accounting, audit, tax and advisory services organization. With more than 13,000 professionals located around the world, Mazars offers accounting, audit, tax and advisory services in more than sixty countries on five continents.

Since its inception in 2003, Fuoco Group, LLP has become one of the largest independent certified public accounting firms in Long Island. Founded by Lou Fuoco, the firm presently has a total staff of over 75 men and women, including approximately 30 CPAs. With offices in Long Island, New York City and North Palm Beach, FL, the firm provides not only audit, tax, and accounting, but also a broad range of consulting services to meet our clients' growing needs.

From core accounting services to in-depth advisory and consulting services, the Fuoco Group can help your business identify opportunities and deflect threats that could affect profitability, while developing sound strategies for growth.

Speaker Firms

Plante Moran is among the nation’s largest certified public accounting and business advisory firms, providing clients with tax, audit, risk management, financial, technology, business consulting, and wealth management services. Plante Moran has a staff of more than 1,600 professionals in 21 offices throughout Michigan, Ohio, and Illinois, with international offices in Shanghai, China; Monterrey, Mexico and Mumbai, India. Plante Moran has been recognized by a number of organizations, including FORTUNE magazine, as one of the country’s best places to work. For more information, visit


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