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Using Tax Automation to Manage Sudden Tax Law Changes
  • On-demand

Venue

This is a virtual event, accessible online and over the phone. Access instructions will be provided after registration.

Description

When 2020 began, nobody was expecting significant tax law changes. However, the passage of the CARES Act in response to Covid-19 was a not so subtle reminder that tax & accounting systems should be prepared for anything, yet many of them are not. Systems need to be able to handle changes both retroactively & prospectively, without the manual workarounds that bring about financial controls risk. Join Bloomberg Tax & Accounting to learn how these challenges can be effectively managed with the right tools & systems in place.

Learning Objectives: 

  • Understand how sudden tax law changes such as the CARES Act and TCJA create the risk of a material weakness
  • Identify areas in your tax process that are at risk
  • Learn the types of tools that will help you mitigate risk, including automation
  • Gain insight into how automation software can help address Trump and Biden's proposed tax plans

Audience:

This program is designed for c-suite executives, directors, and managers within corporate tax and accounting departments. 

Presenters

Michelle Vanderloo
  • Director, Training & Software Services
  • Bloomberg Tax

Michelle is the Director of Training and Software Services for Bloomberg Tax & Accounting. She is responsible for the day-to-day operations for Bloomberg Tax & Accounting software applications, including assessment, conversion, and implementation and training services for customers. During her tenure, she has developed a comprehensive suite of Professional Services to facilitate the implementation of tax and accounting products. In addition, Michelle is responsible for crafting comprehensive turnkey solutions for clients to facilitate automation in their environments. She is a licensed Certified Public Accountant in Virginia and Maryland and a member of The Society for Depreciation Professionals.

Ryan Sheehan
  • Senior Product Lead - Software
  • Bloomberg Tax

Ryan Sheehan is a Senior Product Lead for Bloomberg Tax. He is responsible for Bloomberg Tax's Fixed Assets corporate tax products. Prior to Bloomberg Tax, Ryan was a CPA at KPMG’s Washington D.C. Metro office in the Business Tax Services practice.

Jane Warfle
  • Senior Tax Analyst
  • Bloomberg Tax

Jane Warfle is a Senior Tax Analyst for Bloomberg Tax & Accounting. She is responsible for researching, analyzing and testing tax law changes to Corporate Tax Analyzer (CTA), a federal tax planning and modeling tool. She also trains customers to effectively use CTA for new tax law changes as well as existing law. She is a licensed attorney in Virginia with an LL.M. in taxation from Georgetown Law Center.

Continuing Education

Credits:
1.0 General COA
Practice Areas:
Field of Study - Taxes
Level:
Any
Production Date:
10/20/2020