In this info-packed session, Wolters Kluwer Vice President of Tax Cathy Rowe, and Principle Analyst Mark Luscombe are joined by Mark Alaimo and Pete Miele to discuss the upcoming tax season, highlighting the critical hot-topics you'll want to discuss with your clients and looking at three technologies that can help simplify the busy season.
Part 1: The three most important trends in tax
Part 2: A breakdown of the information you need to communicate to your clients in the 2022 tax season
Part 3: Technologies to help you have a more effective tax season
Wolters Kluwer Tax & Accounting
Vice President of Tax
cathy.rowe@wolterskluwer.com
Cathy Rowe, CPA, CA, is director of technology product management for audit solutions at Wolters Kluwer. She was named one of the Top 40 Under 40 thought leaders by CPA Practice Advisor for her accomplishments in bringing customer workflow perspectives into the design and development processes.
Wolters Kluwer Tax & Accounting
Principal Analyst
mark.luscombe@wolterskluwer.com
(847) 580-5000
Mark Luscombe, a CPA and attorney, is the principal federal tax analyst for Wolters Kluwer Tax & Accounting. He is the current chair of the Important Developments Subcommittee of the Partnership Committee of the American Bar Association Tax Section and speaks on a wide range of tax topics. He authors monthly columns in Accounting Today and TAXES magazine. Prior to joining Wolters Kluwer, he was in private practice with several Chicago-area law firms where he specialized in taxation.
SurePrep
Vice President of Sales
pete.miele@sureprep.com
(800) 805-8582 x3
Pete is a results-driven business development leader with over 13 years of experience as a business consultant and sales and marketing professional. He has proven achievements in providing consulting services, recommending software solutions, and identifying outsourcing opportunities. Pete has shown repeated success in marketing and sales strategy development and implementation.
He has assisted in the growth of top-line revenue, bottom-line profits, and market share while delivering quality customer service by leveraging strong communication skills to build trust with decision-makers, forge strong partnerships, resolve concerns, and close business. He has an exceptional record of migrating initial engagements to business relationships.
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