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Tax Works Seminars


Mike D

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I received an email invitation from TaxWorks to attend the following.

I will be attending the

WHEN: Friday, May 25th—from 8:45am to Noon

WHERE: Hampton Inn Jericho - Westbury

120 Jericho Turnpike

Jericho, New York 11753

I hope to meet some of you there?

Mike Dubin CPA

FREE CPE Credit and a FREE Lunch

When you attend a FREE half-day TaxWorks Evaluation Seminar.

WHEN: Friday, May 25th—from 8:45am to Noon

WHERE: Hampton Inn Jericho - Westbury

120 Jericho Turnpike

Jericho, New York 11753

WHEN: Thursday, May 26th—from 8:45am to Noon

WHERE: Hampton Inn White Plains - Tarrytown

200 West Main Street

Elmsford, New York 10523

WHEN: Thursday, May 27th—from 8:45am to Noon

WHERE: Hampton In Albany - Downtown

25 Chapel Street

Albany, New York 12210

CLICK HERE TO CONFIRM ATTENDANCE OR CALL MILES AT 800.230.2322 ext. 4117

CLICK HERE to View Seminar Agenda

FREE CPE Credit

TAXWORK Sales Seminar

Half Day, Local Sales Seminar Will Include:

Up to 3 hours of CPE* credit concluding with a free lunch.

Requirements

A general understanding of computer use and tax law is required to

attend. Topics are at a basic level and will include the following:

• Overview of Software Features

• Client Delivery

• Electronic Filing

• ArkWorks—The Paperless Office

This program is a “group-live” offering, and will include interaction

between attendees and presenters.

Learning Objectives

Our learning objectives are to provide an overview of the features in the

tax software. You will see how our software can make you more

efficient and effective. No advanced preparation is required to attend.

TaxWorks 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 addressed to the National Registry of CPE

Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN

37219-2417. Website: www.nasba.org.

*CPE Credit applicable to CPAs, EAs and CTEC Federal Credits. Other

professionals please check with your licensing agency to see if this

seminar fills your CPE requirements.

Fill out and FAX the registration form below.

AT-DOOR REGISTRATIONS ARE PERMITTED. YOU MUST REGISTER TO RECEIVE CPE CREDIT.

Fax your completed registration form to: 801-529-9199.

Name_______________________________________Firm Name____________________________________

Street Address_______________________________________________________________________________

City, State, Zip______________________________________________________________________________

Phone Number: (______)______________Email Address___________________________________________

BY REDGEAR TECHNOLOGIES

Fill out the above form for CPE credit (applicable to CPAs & EAs)

For information regarding administrative policies or complaints.

call 1-800-230-2322 or visit taxworks.com

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I received an amail from Miles today indicating that the seminar is being held on

WHEN: Wednesday, not Friday as was previously indicated, May 25th—from 8:45am to Noon

WHERE: Hampton Inn Jericho - Westbury

120 Jericho Turnpike

Jericho, New York 11753

In addition I am being advised to arrive early as there are only 40 spots and 48 respondents.

Mike Dubin CPA

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I attended the seminar yesterday and was presently surprised with the entire experience.

It was well attended about 50 participants most of whom were using LaCerte, Ultra Tax, Pro Systems, ATX and Tax Works, with the intention of lowereing their cost of their present software.

The session leader was a 13 year veteran who was a CPA and had a tax practice in which he prepares about 100 returns using Tax Works. Needless to say that he was well seasoned and imparted many helpful features of the software.

There was ultimately quite an interest from many in the group that I suspect will be switching to Tax Works for 2011.

Mike Dubin CPA

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  • 8 months later...

Mike,

I did not realize that you had made it to this, and am happy to hear it. In our Power Seminars this past month we introduced a few of the new features we are working on, but right now those December dates only reach to Orlando, Vegas, and right here in Salt Lake City.

I hope your tax season is going well.

Ryan

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