TaxStream hosts numerous training events throughout the year and also attends conferences held by TEI, CITE and other tax organizations. Some of the TaxStream hosted events include a national users' conference, regional FASLabs training sessions, and weekly webcasts on timely subjects.
TaxStream 2008 User Conference

The Hilton New Orleans Riverside will be the setting for the TaxStream 2008 User Conference beginning with a Welcome Reception on Tuesday evening, May 13th. Conference classes will be held Wednesday, May 14th through Friday, May 16th.
We look forward to your attendance and participation. We anticipate that this year’s conference will be an informative and insightful program.

A formal invitation containing detailed information regarding the conference agenda, hotel, registration fees and other important information has been sent out. If you have not received this information and would like to know more about our User Conference, please contact Dale Jones at djones@taxstream.net.
Register now for the 2008 TaxStream User Conference.
We look forward to seeing you this spring in New Orleans!
Optimize Your Provision Process
with TaxStream and Global Tax Management
Optimize Your Provision Process, hosted by Global Tax Management and TaxStream, is a great way to learn how technology, combined with cutting edge tax specialization, can optimize the processes of your tax department.
Topics covered will include: interim reporting and interperiod allocations, financial statement presentation and disclosures, issues surrounding FIN 48 analysis and disclosures, and provision best practices.
Please join us for an in-depth look at how the TaxStream and GTM alliance can help you:
- Increase your knowledge of FAS 109.
- Automate manual calculations.
- Integrate the flow of information between the general ledger, provision and return systems.
- Innovate the effectiveness of your tax provision process.
Four CPE credit hours will be provided upon completion of this seminar!
When: Thursday, June 12, 2008 7:45 AM - 2:30 PM
Where: Philadelphia, PA
Client Focused Workshops
TaxStream hosts client focused workshops that provide a detailed analysis of FIN 48 and purchase accounting.
Client focused workshops include a demonstration of the featured functions by TaxStream consultants, followed by detailed discussions led by clients. During the discussions clients are encouraged to raise advanced tax accounting issues and draw on mutual experiences of the group for practical solutions. These solutions can then be incorporated into the client's own TaxStream process.
A typical agenda for our workshops is presented below:
9:00 – 10:00 AM |
Demonstration of TaxStream’s FIN 48 module, with examples |
10:00 – 10:15 AM |
Break |
10:15 – 12:15 PM |
Client led discussion |
12:15 – 1:30 PM |
Lunch |
1:30 – 2:30 PM |
Demonstration of purchase accounting within TaxStream, with examples |
2:30 - 3:00 PM |
Break |
3:00 – 5:00 PM |
Client led discussion |
The FIN 48 demonstration will cover integration with FAS 109, measurement, changes in outlook, and journal entries.
The purchase accounting demonstration will cover set up of deferred tax liabilities, the tax effects of impairment, and journal entries.
If you are interested in more details, including pricing, location, and available seats, please contact Franco Salerno at franco@taxstream.net.
TaxStream Insurance User Group Meeting
The TaxStream Insurance User Group meets regularly. They last met on June 26, one day before the annual TaxStream User Conference in San Diego
The group first met in Hartford in October 2006 to discuss tax accounting issues unique to the insurance industry. Topics on the agenda for the June 26 meeting include:
- New TaxStream features for the insurance industry
- Statutory reporting (including SSAP 10 compliance)
- FIN 48
- Development of a TaxStream insurance module
TaxStream is encouraging the development of similar user groups in other industries with a view toward creating industry specific modules. There are industry sessions at the annual TaxStream user conference for the pharmaceutical, financial services, manufacturing, energy and utility, and service industries.
If you are interested in participating in the Insurance User Group, contact Jeff O’Hagan from TaxStream at 201.610.1211 x 228 or Mark Leach from CIGNA at 860.226.4781.
If you are interested in participating in any of the other industry group, please contact or sign up for your industry breakout at the TaxStream User Conference.

