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Corporate Tax Fundamentals Series: Preparing for Year-End Provision & Introduction to Tax Provision Technologies

November 25, 2019

GTM’s Corporate Tax Fundamentals Series is a series of quarterly, 2-hour events designed to educate junior professionals on your tax team, and act as a refresher for senior level tax professionals.

The training program is being successfully executed internally at GTM to prepare our professionals for leadership positions and achieve long-term retention of technically savvy tax personnel. We now deliver the program to you in a format that is practical, timely, and adaptable to deepen the tax knowledge of your team without disrupting your department for an entire day.

Please join us on Tuesday, December 17 at the St. Regis in Washington, D.C. You will enjoy breakfast, networking, 2 CPE credits, and a comprehensive education on Preparing for Year-End Provision and Tax Provision Technologies.

Here’s what you will learn:

Session 1: ASC 740: Preparing for Year-End Provision
ASC 740 remains at the top of the risk profile for material misstatements and errors in financial reporting. The complexity of the provision calculation is further heightened by the requirements of financial statement presentation and disclosure. This session provides insight into common requirements and considerations in financial statement requirements.

  • Financial Statement Presentation
  • Common Disclosures
  • Valuation Allowance Analysis
    • Sources of Income
    • Scheduling
    • Other Considerations
  • Return-to-Provision

Session 2: Introduction to Tax Provision Technologies and Related Tools
Time is a precious commodity, especially if your tax team is already operating at peak capacity during year-end provision. Rushing through disjointed, manual processes increases risk for error and can yield inadequate analytical analysis. Technology can help, but it takes time to evaluate, implement, and refine ever-changing solutions. Join this session to learn how technology can enhance your processes and put time back on your side.

  • Introduction to technology solutions available for tax provision
  • Demonstration of specific software and features
    • ONESOURCE Tax Provision
    • Alteryx

Who Should Attend:

Junior level professionals on your team seeking an education on tax fundamentals.

Senior level professionals seeking a refresher on tax fundamentals.

Global Tax Management, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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