Why attend GetWise?
GetWise is the must-attend conference for TaxWise users looking to prepare for the upcoming tax season with the latest tax law content and tax software training. And with 8 continuing education credits, tax professionals can meet their requirements before the end of the year while networking with other professional colleagues and industry experts. Don't miss this opportunity to elevate your skills and prepare for a successful tax season!
GetWise 2025 Sessions
Review all session details, continuing education credits, and schedule.
Session details are subject to change. Updated as of June 2025.
Breakfast and showcase | 7-8 a.m.
Complimentary breakfast and networking. Meet with Wolters Kluwer solution experts and marketplace exhibitors to learn more about your TaxWise software.
General session: Tax law updates | 8-11:40 a.m.
Latest tax policy developments, proposed regulations, notices, and executive actions that have a significant impact on tax law, including: Individual and Family Tax, Home/Individual/Small Business Energy Tax Issues, Retirement Tax, Cryptocurrency, Tax Administration, and more.
Includes a 20-minute break from 9:40 to 10:00 am
4 CE/CPE
Includes a 20-minute break from 9:40 to 10:00 am
4 CE/CPE
Lunch and showcase | 12-1 p.m.
Complimentary lunch and networking. Meet with Wolters Kluwer solution experts and marketplace exhibitors to learn more about your TaxWise software
Using artificial intelligence (AI) and other research to help prepare taxes | 1-1:50 p.m.
In today’s fast-paced digital environment, artificial intelligence (AI) is revolutionizing the way tax professionals approach their work. This session is designed to empower tax preparers with practical knowledge and hands-on strategies to integrate AI tools and research techniques into their daily workflows.
Whether you're new to AI or looking to deepen your understanding, this session will provide actionable guidance and real-world examples to help you stay ahead in a competitive and evolving industry.
Speakers:
Charlie Smiley, Lead Technology Product Manager, Wolters Kluwer Tax & Accounting
Charlie Smiley, Lead Technology Product Manager, Wolters Kluwer Tax & Accounting
Jamie VanDerHagen, Technology Product Management Director, Wolters Kluwer Tax & Accounting
1 CE/CPE
Business return tips in TaxWise | 1:50-2:40 p.m.
Unlock the full potential of TaxWise—both Desktop and Online—in this practical and engaging session designed to sharpen your skills in preparing business returns. Whether you're just getting started or looking to refine your workflow, this course will walk you through time-saving tips, advanced features, and best practices that can help you prepare accurate and efficient business returns.
We’ll explore how to navigate the TaxWise interface with confidence, leverage built-in tools to reduce errors, and apply shortcuts that streamline your process. You’ll also gain insights into common pitfalls and how to avoid them, ensuring compliance and maximizing productivity.
Speakers:
Dawn Evanoff, Technology Product Manager, Wolters Kluwer Tax & Accounting
Maria Rangel, Lead Training Specialist, Wolters Kluwer Tax & Accounting
1 CE/CPE
Streamlining your tax preparation with TaxWise | 3-3:50 p.m.
This session offers a practical overview of the most powerful time-saving features in both TaxWise Desktop and TaxWise Online. From customizing form defaults and print sets to leveraging mobile tools and secure document storage, attendees will leave with actionable insights to boost productivity and client satisfaction.
Speakers
Dawn Evanoff
Charlie Smiley
1 CE/CPE
TaxWise tax season readiness | 3:50-4:40 p.m.
This informative session on tax season readiness will guide you through essential resources and updates to ensure a smooth and successful 2025 tax season. The session will highlight key features and support options available on the TaxWise Support page, including Knowledge Base articles, My Account, Downloads, Spanish Resources, What's New in TaxWise Online 2025, and Bank Products.
Speakers:
To be announced
1 CE/CPE
Frequently asked questions
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Continuing education credits
Individuals who are present and participate through the entire venue session schedule will receive 8 continuing education credits.
CE, CPE, and CTEC Credits, if applicable, will be issued by CCH CPELink within 14 days after each session ends:
- IRS CE credits are reported directly to your PTIN account
- CTEC credits are reported directly to the California Tax Education Council
- CPE Certificates of Completion will be available for printing and downloading from your complimentary account at CCHCPELink.com (you will receive a notification email)
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Pricing and purchasing
The retail registration cost to attend GetWise in 2025 is $199, though a 10% early-bird discount incentive will be extended to individuals that make their registration purchase on or before July 31. To apply the discount when purchasing online, individuals will use Promo Code 25TWGW.
Individuals can purchase their GetWise registration one of two ways:
- By contacting their assigned TaxWise account manager or by calling the TaxWise account management line at 1-800-493-9244
- By purchasing online via selecting your preferred location
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Cancellation policy & refunds
Cancellations made on or before November 1, 2025, will receive a full refund. For cancellations made on or after November 2, 2025, no refund will be issued.
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General questions
What is included with my GetWise registration purchase?
Your GetWise registration purchase includes the in-person GetWise event with breakfast and lunch provided.What happens after I purchase my GetWise registration?
New registrants to the GetWise event, will receive an order confirmation email generally within 24 hours after placing their order.Will the GetWise event itinerary and content vary across different locations?
Attendees, regardless of the location they choose, will follow the same itinerary schedule and receive the same content.What should I consider when selecting the GetWise attendance location of my choice?
While each of our six (6) GetWise 2025 locations will have the same user experience, each venue will have different seating capacities for attendees. For instance, our Wolters Kluwer office venues will have a smaller seating capacity than our hotel venues. We recommend individuals to sign-up early for the event of their choice to secure your spot.Additional questions
Please email your questions to [email protected]