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Crain’s Chicago Business Roundtable on Tax Strategies Featuring Anli Chen

It’s the first quarter of a new year, and taxes are on the minds of businesses and individuals. While taxpayers are still absorbing the changes to the tax code made by the 2017 Tax Cuts and Jobs Act (TCJA), there’s still time to take action to adjust 2019 tax bills. Three Chicago-based tax experts shared their insights with Crain’s Content Studio, including client concerns and their own advice for navigating […]

February 13, 2020

Conference Recap: 2019 Synergy ONESOURCE

True Partners was once again a sponsor of Thomson Reuters’ Synergy ONESOURCE conference, which took place November 10-13, 2019 in beautiful Aurora, Colorado. We’ve been working with ONESOURCE tax solutions for over a decade and during this time the platform and users’ abilities to leverage outside technology have grown exponentially.  This year’s conference focused heavily on the use of third party technology platforms, such as Alteryx, for automation of tax […]

December 3, 2019

Input and Info to Intel: A Journey of Tax Technology Transformation

Authored by Anli Chen, Director – Technology Transformation We are in the age when people are overwhelmed with inputs while hungry for meaningful and impactful intelligence. This is especially true for the tax function of an organization where regular reports, financial data points, regulatory updates, or system extracts, in fragmented and sporadic fashions, are aggregated for compliance and regulatory purposes. As a response, tax technology platforms have evolved beyond basic […]

November 5, 2019