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2023 Year-End Webinar Series

December 5, 2023 @ 11:00 am - 12:00 pm EST

Event Series Event Series (See All)

Participants of the free live webinar will be eligible for 1 CPE credit.


Looking to prepare for year-end? Join our professionals for three days of content. Learn what’s now, new, and next in tax, audit, employee benefit plans, business combinations, and cybersecurity. Participants are eligible for an estimated six CPE credits.

Join multidisciplinary professionals from our audit, tax, and consulting teams as they present important year-end updates over six different sessions.

Week One | Nov. 29, 2023

2023 Year-End Webinar Series: Individual tax planning

11:00 a.m. – 12:00 p.m. ET

CPE credit: 1, Tax

During this webinar, our personal tax and wealth management professionals will provide clarity and focus for the year-end tax-planning process. They’ll discuss the use and timing of deductions, exemptions, and rates in 2023 and beyond. They’ll also cover retirement planning, family and education planning, charitable transfer planning, gifting, and tax-efficient investments.

  • Melanie Prevost, wealth management tax partner
  • Chad Richard, wealth management tax partner
  • Moderator: Clayton Sparks, tax partner

2023 Year-End Webinar Series: Business tax planning

2:00 – 3:00 p.m. ET

CPE credit: 1, Tax

During this webinar, our tax professionals will focus on key tax-planning strategies for you as a business owner. We’ll have presenters from our National Tax Office, state and local tax team, tax solutions group, and international tax services joining together on this panel for a well-rounded discussion of the highlights you may want to focus on as the calendar year closes out.

  • Alex Hanley-Shenolikar, senior manager, National Tax Office
  • David Landwehr, manager, state and local tax
  • Kate Oliver, manager, tax solutions group
  • Megan Rudolph, manager, international tax
  • Moderator: Clayton Sparks, tax partner

Week Two | Dec. 5, 2023

2023 Year-End Webinar Series: Benefit plan roundup | SECURE 2.0 & your 2024 checklist

11:00 a.m. – 12:00 p.m. ET

CPE credit: 1, Audit

Whether you sponsor just one employee benefit plan or you’re responsible for several, the volume of information and updates can be overwhelming. Our benefit plan specialists will share updates on relevant legislation and, in particular, will discuss what plan sponsors should be thinking about right now related to SECURE 2.0. We’ll also help you better understand the impact of new auditing standards and give you some examples of common audit issues to avoid.

  • Laura Taylor, partner, employee benefits consulting
  • Staci Tobe, senior manager, employee benefit plan audit
  • Mae Elbohy, senior manager, employee benefit plan audit
  • Moderator: Steve VanSteenkiste, partner, employee benefit plan audit

2023 Year-End Webinar Series: Audit & accounting standards updates & reminders

2:00 – 3:00 p.m. ET

CPE credit: 1, Audit

As the calendar year comes to a close, our audit and accounting professionals will cover the main items you should consider for successful year-end planning. They’ll explore a range of topics from updates on auditing standard changes (such as SAS 143 and SAS 145), independence, ESG developments, CECL, Inflation Reduction Act accounting considerations, year two of new lease accounting standards, GASB 94 and 96, failed debt covenant implications, and more.

  • Keegan DeBoer, senior manager, assurance
  • Jeff Pohler, manager, assurance
  • Lizzie Robinson, manager, assurance
  • Moderator: Christina Moser, senior manager, assurance

Week Three | Dec. 12, 2023

2023 Year-End Webinar Series: Hot topics in business combinations

11:00 a.m. – 12:00 p.m. ET

CPE credit: 1, Audit

During this webinar, you’ll hear our professionals talk through accounting considerations for leases, contingent consideration/compensation, the impact of multiple commonly controlled entities in a transaction, and how the reporting entity for financial statements could impact disclosures and accounting.

  • Stephen Bondar, senior manager, audit
  • Andrea Slabinski, senior manager, audit
  • Laura Havel, principal, real estate valuation consulting
  • Moderator: David Kristick, partner, audit

2023 Year-End Webinar Series: Prioritizing cybersecurity as a holistic leader

2:00 p.m. – 3:00 p.m. ET

CPE credit: 1, Specialized knowledge

During this session, our cybersecurity experts will share real-world examples of vulnerabilities and business process failures that lead to data breaches, financial losses, and major blows to organizational reputation. We’ll break down these situations and highlight the prevention tactics and cybersecurity best practices you can implement now to better protect your organization and engage your staff. Along the way, we’ll share additional recommendations on how you can become a more flexible, innovative organization that can respond and adapt quickly through a holistic risk management strategy.

  • Sarah Pavelek, CISSP, CCSFP, CHQP, CRISC, partner, cybersecurity
  • Scott Petree, CPA, CISA, CISSP, CFE, QSA, partner, cybersecurity
  • Moderator: Joe Oleksak, CISSP, CRISC, QSA, partner & practice leader, cybersecurity
Plante & Moran, PLLC, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: nasba.org



December 5, 2023
11:00 am - 12:00 pm

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