Advanced Solutions for 8879 e-Sign and Electronic K-1 Distribution

Date: Thursday, July 11, 2019
Time: 03:00 PM ET / 02:00 PM CT / 01:00 PM MT / 12:00 PM PT [Prevailing Time]
Presenter(s): Shannon Jencks, Director Sales & Marketing, cPaperless
Objective(s):
In this webinar, we will review the IRS acceptance of E-Signatures for Form 8879 in 2014 and why an audit trail built into your e-Sign solution is so critical. We will also cover how K-1’s have historically been distributed and the related issues with those methods, the IRS requirements for electronic K-1 distribution, and provide a brief demonstration of the award-winning SafeSend Returns, the only solution offering automated electronic K-1 distribution.
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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Course Description

In this webinar, we will review the IRS acceptance of E-Signatures for Form 8879 in 2014 and why an audit trail built into your e-Sign solution is so critical. We will also cover how K-1’s have historically been distributed and the related issues with those methods, the IRS requirements for electronic K-1 distribution, and provide a brief demonstration of the award-winning SafeSend Returns, the only solution offering automated electronic K-1 distribution.

Learning Objectives:
• Evaluate e-Sign best practices for Form 8879
• Identify latest automation tools for the assembly & delivery process of tax returns
• Understand historical methods of delivering K-1 vs. new, advanced digital alternatives
• Learn the IRS requirements for electronic K-1 distribution

Presenter and Moderator Bios
Ms. Jencks is the Director of Sales and Marketing at cPaperless, LLC and is responsible for leading sales and marketing activities. No matter which hat she’s wearing, her goal is simple – to empower clients with the knowledge and tools needed to make their “paperless” transition a successful one.
Before joining cPaperless 9 years ago, Ms. Jencks was an Associate Director with alliantgroup, helping businesses and their CPAs identify government-sponsored tax credits and incentives.
When she isn’t working, you’ll find Ms. Jencks enjoying time with her family and friends. She loves conversation over a good meal and drinks.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

• All programs are delivered using the Zoom platform.
• Confirmations will include log-in instructions.
• Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
• All registrants will receive a link to the webinar’s recording by email within 48 business hours of event’s conclusion.
• There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for webinars. If a registrant is unable to participate in the webinar and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future webinar. Alert the CPAFMA staff member monitoring the webinar if technical difficulties are encountered and technical support will be provided to eliminate problems with future webinars.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the webinar recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA webinars or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.