E-Signatures for Form 8879 and Related Issues

Date: Thursday, December 12, 2019
Time: 03:00 PM ET / 02:00 PM CT / 01:00 PM MT / 12:00 PM PT [Prevailing Time]
Presenter(s): Katie Marquard - Manager of Sales & Marketing at SafeSend (cPaperless, LLC)
Objective(s):
• 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
Field of Study: Taxes
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
  Order Podcast

Course Description

In this webinar we will review the IRS acceptance of e-signatures for form 8879 in 2014. We will also cover how K-1s have historically been distributed and the related issues with these methods. Finally we will ensure you are up-to-date on the IRS Requirements for electronic K-1 distribution and provide a brief demonstration of the award-winning software, SafeSend Returns- the only solution offering automated electronic K-1 distribution.

IMPORTANT:
- SafeSend Returns is only compatible with CCH ProSystem fx, CCH Axcess and UltraTax. Coming Soon (Winter 2019): GoSystems tax software.

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
Katie Marquard is the Manager of Sales & Marketing at SafeSend (cPaperless, LLC), a company that provides paperless software tools and consulting service to the accounting profession. She has been with cPaperless for the past six years and has played an important role in building client relationships. Prior to SafeSend Katie worked within the tax and accounting field as an Associate Director at alliantgroup, LP. alliantgroup, LP provides outsourced specialty tax services to accounting firms (mainly in Research & Development Tax Credit studies).

Outside of cPaperless Katie spends her time training for endurance races and cheering on the Cleveland Indians, Cavs and the Browns. She has completed many Olympic distance triathlons, 5 marathons, 2 Half Ironman and 1 Full Ironman.

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 MAPCast’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 MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

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 MAPCast 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 MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.