TEI Baltimore-Washington Chapter: Tax Technology Session

Date -

Event Description

TEI Baltimore-Washington Chapter,

As a follow-up to our "save the date" announcement, we are excited to open registration for our first event of the spring. 

Digital process automation is increasingly useful across a broad range of tax problems. This session will explore various approaches being used today with an emphasis on automation in the credits and incentives space. Discussions will include focus on some the key challenges in this area and highlight potential techniques and approaches that can be useful, including live demos to illustrate the concepts.

The event will take place on Wednesday, February 14, hosted by Capital One in their Tyson's office, as an in-person event, from 8:30-2:30pm.

The event will feature approximately 4.5 hours of CPE topics. 

The agenda is as follows:

Time

Presenter

Content Description

8:30-9:00

Registration, Breakfast and Networking

9:00-9:45

Capital One Tax Team

Alteryx based automation workflows, best practices, solutions demos

9:45-10:15

PwC

Automation Concepts, process, best practices, demos

10:15-10:30

Break

10:30-11:00

PwC

Enterprise – R&D credits, 174 – GIS software, stat sampling, geospatial maps/identification

11:00-11:30

PwC

Enterprise – ESG - Incentives databases, geospatial, PWA

11:30-12:00

PwC

Self-Service Automations – Workflows, User developed Apps

12:00-1:15

Break

Lunch and Networking

1:15-1:45

PwC

AI – ChatPwC, project narratives demo

1:45-2:15

PwC

Jira – Timetracker – using existing data to efficiently compute QRE

2:15-2:30

Capital One, PwC

Open Forum

Location:

Capital One (Building C2, Room 100D/E)

1680 Capital One Drive

McLean, VA 22102

Parking:

WMATA Metro Silver Line has a McLean stop that’s only a short walk from the Capital One Center. For driving directions, please follow the address for Capital One at 1680 Capital One Drive (Building C2). Visitors are requested  to park at C2 garage. The following parking fees apply (credit card accepted):

0-1 Hr – Free

1-2 Hr - $2

2-3 Hr - $6

3-4 Hr - $8

4-6 Hr - $10

6-24 Hr - $30

Lost Ticket - $30

Close