Gain a better understanding of the benefits and pitfalls of adding e-sign on form 8879.
E-signatures, the final frontier of a paperless process. CPAs are among the first that embrace electronic technology but has this component of the process been overlooked? How important might it be, including for the CPA's clients? This topic will help CPA firms and their clients understand whether the e-signature option is right for their relationship. The information will visit the relationship in the electronic context and demonstrate what an e-signature component is and how to onboard it seamlessly into the process. You will be able to walk away with a thorough understanding of what it means to have e-signatures, both in terms of benefits and responsibilities. Finally, the topic will aim to enable you to make a savvy decision both in choosing an e-signature solution and in implementing it into your existing return delivery systems.
Agenda
Faculty
Joseph Scutellaro, CPA
CohnReznick LLP
- Partner in charge of tax in the Eatontown NJ office of CohnReznick LLP
- Practices in all areas of taxation as well as tax practice management
- Contributing author and presenter of the NJCPA NJ Law & Ethics class
- Written the following articles: July 2017 NJ CPA Magazine- "Update on Commission and contingent fees"; May 2016 The Tax Adviser – "Tax Ethical and penalty issues in the UTP context"; August 2015 The Tax Adviser – "Voluntary Tax Practice Reviews"; April 2011 -NJ CPA Magazine- "Tax preparer registration"; January 2009 NJ CPA Magazine- "Subordination of Profession Judgement"
- Member of AICPA and NJCPA and current vice chair of the AICPA Tax Practice Responsibility Committee and former member and chair of the NJCPA professional Conduct Committee
- B.A. degree in accounting, Fordham University, Bronx, NY
- Can be contacted at 732-460-4060 or [email protected]
Dan Wise, CPA
CohnReznick LLP
- National tax director and head of Tax Risk of CohnReznick LLP
- Practices in all areas of taxation, tax practice management, and professional standards of conduct
- Author of May 2016 The Tax Adviser – "Tax Ethical and penalty issues in the UTP context" and contributor to the AICPA’s Tax Practice Quality Control Guide (2017)
- Member of AICPA and NJCPA
- B.S. degree in economics, The Wharton School of the University of Pennsylvania, Philadelphia, PA
- Can be contacted at 973-403-7964 or [email protected]
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