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DTSTART;TZID=America/New_York:20260609T100000
DTEND;TZID=America/New_York:20260609T110000
DTSTAMP:20260604T010221
CREATED:20260509T151626Z
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UID:10011092-1780999200-1781002800@www.freelivecpe.com
SUMMARY:Plante Moran International Inbound Webinar Series
DESCRIPTION:Entering the U.S. market can be challenging\, especially during periods of economic\, regulatory\, and geopolitical uncertainty. Join our specialists as they share practical strategies to help businesses plan effectively\, establish operations smoothly\, and navigate the U.S. business environment with confidence. During this webinar\, attendees will hear from specialists across our state and local tax and international tax practices\, our global mobility tax practice\, and our commercial real estate advisors practice\, offering a wide range of perspectives for international businesses.  Learning objectives:  \n\n\n\n\nIdentify planning strategies to establish your presence in the United States.  \n\n\n\n\n\nUnderstand the fundamentals of federal\, state\, and local tax systems.\n\n\n\nExplore current real estate trends and what they mean for your business location strategy.  \n\n\n\n\n\nUnderstand the resources needed to effectively manage your global workforce. \n\n\n\n\nAnticipated CPE : 1 credit\, Tax \n\n\n\nOnce an organization is past the initial steps of entering the U.S. market\, it may be time to focus on operational efficiency geared toward optimizing growth and profitability. Join our specialists as they discuss the ins and outs of running U.S. operations\, managing logistics\, navigating transfer pricing complexities\, and maintaining regulatory readiness. During this webinar\, attendees will hear from our transfer pricing practice\, our strategy and operations team\, and our international audit practice\, helping you streamline operations and reduce risk. Learning objectives:  \n\n\n\n\nLearn key considerations for location\, scalability\, and compliance for U.S. warehousing activities.  \n\n\n\n\n\nUnderstand relevant costing and margin intelligence considerations.  \n\n\n\n\n\nLearn U.S. transfer pricing complexities\, and strategic opportunities for intercompany pricing.  \n\n\n\n\n\nDiscover best practices to ensure your operations are running smoothly.  \n\n\n\n\n\nUnderstand regulatory requirements to help you stay in compliance. \n\n\n\n\nAnticipated CPE : 1 credit\, Production – Non-technical \n\n\n\nGlobal businesses seeking rapid expansion are increasingly turning to mergers and acquisitions (M&A) as a powerful tool for transformation. In this webinar\, our M&A specialists will share actionable insights to help international companies operating in the United States or planning to enter the market leverage inorganic growth through buying or selling to achieve sustainable\, long-term success.   \n\n\n\nLearning objectives:  \n\n\n\n\nLearn why M&A is often the preferred approach for accelerating market entry and scaling operations.  \n\n\n\n\n\nDiscover key risks under diligence when buying or selling\, along with key integration issues.  \n\n\n\n\n\nUnderstand actionable strategies for expanding in the U.S. market.   \n\n\n\n\n\nReview current M&A activity trends and what international businesses need to know to capitalize on opportunities in the U.S. market. \n\n\n\n\nAnticipated CPE : 1 credit\, Business Management & Organization – Non-technical \n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & 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.
URL:https://www.freelivecpe.com/event/plante-moran-international-inbound-webinar-series/2026-06-09/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization,Production,Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T100000
DTEND;TZID=America/New_York:20260609T110000
DTSTAMP:20260604T010221
CREATED:20260531T132301Z
LAST-MODIFIED:20260531T132557Z
UID:10011209-1780999200-1781002800@www.freelivecpe.com
SUMMARY:Affordable Housing: Tax\, Audit & Lending Updates
DESCRIPTION:Want to stay informed on the latest regulatory developments affecting the affordable housing sector? Join us for a comprehensive session covering new tax legislation\, recent audit and accounting changes\, and evolving lending requirements. Gain actionable insights into how these updates impact compliance\, financial reporting\, and access to financing for affordable housing projects. \n\n\n\nLearning Objectives \n\n\n\n\nDefine the Impact of New Tax Legislation on Affordable Housing Projects.\n\n\n\nEvaluate Recent Audit and Accounting Changes Relevant to Affordable Housing.\n\n\n\nAnalyze Evolving Lending Requirements and Their Effect on Project Financing.\n\n\n\n\nCPE Information\n\n\n\nDelivery: Group Internet Based \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Prep: None \n\n\n\nProgram Level: Overview \n\n\n\nCost: There is no fee to attend this session \n\n\n\nInformation about CPE Eligibility\n\n\n\nTo receive CPE credit for participation in a BDO webcast program\, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate. \n\n\n\nPlease Note: Per BDO USA’s CPE Compliance policy\, CPE will not be issued for programs that fail to comply with the NASBA Standards\, or to individuals who do not meet the attendance requirements. For example\, a professional attending a webcast must respond to at least 3 polls per CPE credit. \n\n\n\nFor questions regarding CPE credit\, please contact CPE@bdo.com. \n\n\n\nBDO USA\, P.C. 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
URL:https://www.freelivecpe.com/event/affordable-housing-tax-audit-lending-updates/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T120000
DTEND;TZID=America/New_York:20260609T130000
DTSTAMP:20260604T010221
CREATED:20260516T135817Z
LAST-MODIFIED:20260531T222016Z
UID:10011143-1781006400-1781010000@www.freelivecpe.com
SUMMARY:A Practical Appraisal of Choosing the Right Accounting System as Your Business Scales
DESCRIPTION:As businesses grow\, accounting needs become more complex. Join Bennett Thrasher and Sage for a practical comparison of QuickBooks Online and Sage Intacct to help determine the right fit for your next stage of growth. \n\n\n\nDate: Tuesday\, June 9\, 2026 \n\n\n\nTime: 12 – 1 PM | Eastern \n\n\n\nFormat: Live webinar with Q&A \n\n\n\nCPE Credit: One hour \n\n\n\nOverview \n\n\n\nMany companies begin with QuickBooks Online because it is simple and efficient. But as operations expand\, finance teams often need stronger reporting\, automation\, multi-entity capabilities\, and greater visibility. This session will compare QuickBooks Online and Sage Intacct to help leaders understand where each platform fits\, common limitations\, and what to consider when planning the next stage of growth. \n\n\n\nWhat You’ll Learn \n\n\n\n\nCore differences between QuickBooks Online and Sage Intacct Reporting\, dashboards\, and visibility capabilities\n\n\n\nMulti-entity and consolidation considerations\n\n\n\nAutomation and workflow efficiencies\n\n\n\nWhen businesses typically outgrow QuickBooks\n\n\n\nOnline Implementation and migration planning tips\n\n\n\nWhen outsourced accounting may also be worth considering\n\n\n\n\nWho Should Attend\n\n\n\nThis webinar is designed for: \n\n\n\nCompanies evaluating new accounting systems \n\n\n\nCFOs \n\n\n\nControllers \n\n\n\nFinance Directors \n\n\n\nCEOs of growing businesses
URL:https://www.freelivecpe.com/event/quickbooks-online-vs-sage-intacct-key-differences-for-growing-companies/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T120000
DTEND;TZID=America/New_York:20260609T130000
DTSTAMP:20260604T010221
CREATED:20260516T140429Z
LAST-MODIFIED:20260516T140435Z
UID:10011145-1781006400-1781010000@www.freelivecpe.com
SUMMARY:Phase One: Pathways to Public – Diligence\, Decisions\, and Market Conditions
DESCRIPTION:In our Public Listing Pathway Series\, explore the first phase of going public\, how companies evaluate readiness\, assemble the right team\, and make disciplined decisions against shifting market conditions. Panelists will walk through the due diligence lens investors and regulators bring to early-stage IPO or alternative planning\, the audit and internal control requirements that often drive the timeline\, and how to articulate a credible equity story supported by the right management team\, reliable data and governance. The session aims to give participants a practical framework for deciding if\, when\, and how to pursue an IPO or alternative transactions\, while avoiding common first-time issuer pitfalls. \n\n\n\nModerator\n\n\n\nMichael Brooder\, Managing Director\, CBIZ \n\n\n\nPresenter\n\n\n\nJeffrey Solomon\, Managing Director\, CBIZ
URL:https://www.freelivecpe.com/event/phase-one-pathways-to-public-diligence-decisions-and-market-conditions/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T130000
DTEND;TZID=America/New_York:20260609T140000
DTSTAMP:20260604T010221
CREATED:20260509T133138Z
LAST-MODIFIED:20260509T133143Z
UID:10011069-1781010000-1781013600@www.freelivecpe.com
SUMMARY:Prior Authorization: Leveraging Automation to Reduce Denials
DESCRIPTION:Obtaining prior authorizations from payors is one of the most complex and costly workflows for healthcare providers. Join this informative webinar to learn how your organization can leverage strong pre-service workflows\, artificial intelligence (AI)\, and analytics to help improve the authorization process and reduce denials. Our presenters will explore common obstacles to obtaining and validating authorizations\, structure and workflow improvements\, and strategies for using technology to help improve performance. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nIdentify common issues and obstacles related to prior authorizations.\n\n\n\nDiscuss ways to help improve the authorization process\, including enhanced policies\, procedures\, and documentation.\n\n\n\nApply strategies that use AI\, automation\, and analytics to help reduce denials and improve performance.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/prior-authorization-leveraging-automation-to-reduce-denials/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T130000
DTEND;TZID=America/New_York:20260609T140000
DTSTAMP:20260604T010221
CREATED:20260516T133330Z
LAST-MODIFIED:20260516T133516Z
UID:10011139-1781010000-1781013600@www.freelivecpe.com
SUMMARY:AI in Action: Building A Modern\, High-Scaling Finance Function
DESCRIPTION:​When Northspyre outgrew Excel\, CFO Jacob Walls partnered with Una to embed AI into the core of their financial operations. By replacing manual gatekeeping with machine learning\, Northspyre now uses predictive algorithms to project business development capacity and navigate a volatile macro environment marked by high seasonality. \n\n\n\nThis session explores how Northspyre scaled its finance function without increasing headcount. Discover how Una’s open collaboration features transformed static data into a dynamic engine\, allowing the team to maintain agility and precision in an ever-shifting market. \n\n\n\nThis topic represents the evolution of the CFO’s office from a reactive back-office function to a proactive\, tech-driven engine that provides investor-grade insights in real-time. \n\n\n\nLearning Objectives: \n\n\n\n\nDeploying Agentic AI: Moving beyond static dashboards to AI-driven variance analysis and forecasting.\n\n\n\nAutomated Anomaly Detection: Utilizing AI to proactively identify budget risks and operational irregularities before they impact the P&L.\n\n\n\nThe AI-Ready Tech Stack: A blueprint for replacing legacy spreadsheets with an intelligent modeling platform capable of delivering high quality insights.\n\n\n\n\nThis webinar is eligible for 1 CPE credit.
URL:https://www.freelivecpe.com/event/ai-in-action-building-a-modern-high-scaling-finance-function/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T130000
DTEND;TZID=America/New_York:20260609T140000
DTSTAMP:20260604T010221
CREATED:20260516T140133Z
LAST-MODIFIED:20260516T140305Z
UID:10011144-1781010000-1781013600@www.freelivecpe.com
SUMMARY:Optimizing IRS Form 990 Amid Increased Scrutiny
DESCRIPTION:In recent years\, not-for-profit organizations have faced heightened scrutiny from both the general public and government authorities\, notably through executive orders. Form 990 has become a critical tool for transparency and accountability. This webinar will delve into strategies for optimizing Form 990 to meet the rigorous standards of watchdog entities\, ensuring your organization remains compliant and transparent. Participants will gain insights on best practices\, common pitfalls\, and how to effectively present organizational data to withstand scrutiny. \n\n\n\nPresenters\n\n\n\nAaron M. Fox\, CPA\, National Not-For-Profit Tax Leader \, CBIZSara Smith\, Senior Manager\, CBIZ
URL:https://www.freelivecpe.com/event/optimizing-irs-form-990-amid-increased-scrutiny-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T130000
DTEND;TZID=America/New_York:20260609T140000
DTSTAMP:20260604T010221
CREATED:20260524T184446Z
LAST-MODIFIED:20260524T184451Z
UID:10011188-1781010000-1781013600@www.freelivecpe.com
SUMMARY:Q2 R&D Tax Credit Update: Critical Deadlines\, AI Impacts and 2026 Planning Considerations
DESCRIPTION:Description\n\n\n\nThe research and development (R&D) tax credit landscape is evolving in 2026\, bringing both urgency and opportunity. Join our Q2 update to learn what you need to know before the July 6 amendment deadline for businesses under $31 million in revenue. \n\n\n\nWe’ll also explore how AI and advanced technologies are redefining qualifying R&D\, along with key legislative and technical updates impacting claims this year. Walk away with practical insights to assess eligibility\, meet deadlines and strengthen your position going forward. \n\n\n\nLearning Objectives \n\n\n\n\nIdentify key federal R&D tax credit changes and developments impacting taxpayers in 2026\n\n\n\nEvaluate eligibility considerations and planning opportunities related to the July 6 federal amendment deadline for small and mid-sized businesses\n\n\n\nAssess how AI and emerging technologies may affect R&D qualification under IRC Section 41\n\n\n\nRecognize common documentation\, substantiation\, and examination considerations associated with modern R&D tax credit claims\n\n\n\n\nWho Should Attend\n\n\n\nThis program is designed for CFOs\, Controllers\, Tax Directors\, and business leaders in industries such as manufacturing\, technology\, software\, engineering\, and life sciences who are considering or currently claiming R&D tax credits. \n\n\n\nCPE Accreditation\n\n\n\nDelivery Method | Group Internet BasedRecommended CPE credit | Up to one hour of CPE\, pending approvalRecommended Field(s) of Study | TaxesCPE Capability | Technical Expertise/Problem SolvingPrerequisites | NoneProgram Level | BasicAdvanced Preparation | None
URL:https://www.freelivecpe.com/event/q2-rd-tax-credit-update-critical-deadlines-ai-impacts-and-2026-planning-considerations/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T130000
DTEND;TZID=America/New_York:20260609T143000
DTSTAMP:20260604T010221
CREATED:20260515T221228Z
LAST-MODIFIED:20260515T221233Z
UID:10011124-1781010000-1781015400@www.freelivecpe.com
SUMMARY:Domestic tax quarterly webcast series: a focus on state tax matters - June 2026
DESCRIPTION:For our second quarterly webcast in 2026\, speakers from our Sales & Use Tax group\, our State Tax Policy group\, State Tax Controversy group\, and our Washington State tax desk will discuss various topics of interest to multijurisdictional businesses. \n\n\n\nFeatured topics include: \n\n\n\n\nState and local tax legislative activity focused on digital advertising\, social media and data collection and brokerage services and how these taxes differ on scope and application\n\n\n\nState legislative activity related to data centers\, with some states pulling back on credits and exemptions and other states enhancing credits and exemptions to attract data centers to their states\n\n\n\nRecent state income tax apportionment cases\n\n\n\nWashington State sales and use and business and occupation tax legislative developments\n\n\n\n\nWe will round out the webcast with a high-level discussion of recent developments affecting multijurisdictional entities. \n\n\n\nPlease join us for this 90-minute\, interactive webcast. We welcome and encourage you to ask questions. \n\n\n\nLearning objectives \n\n\n\nDiscuss the state activity regarding digital ad and social media taxes\, tax exemptions and credits available to data centers\, recent legislative developments in Washington State as well as key legislative and judicial developments from other states of interest to multijurisdictional businesses. \n\n\n\nPanelists\n\n\n\n\nJessica Brown\, Indirect\, State and Local Tax\, Ernst & Young LLP\, Washington\, DC\n\n\n\nDarcy Kooiker\, Indirect\, State and Local Tax\, Ernst & Young LLP\, Seattle\, WA\n\n\n\nMelissa Miller\, Indirect\, State and Local Tax\, Ernst & Young LLP\, Chicago\, IL\n\n\n\nKarl Nicolas\, Indirect\, State and Local Tax\, Ernst & Young LLP\, Washington\, DC\n\n\n\nDavid Sawyer\, Indirect\, State and Local Tax\, Ernst & Young LLP\, Atlanta\, GA\n\n\n\nScott Susko\, Indirect\, State and Local Tax Controversy Leader\, Ernst & Young LLP\, Boston\, MA\n\n\n\n\nModerator\n\n\n\nNatalie Haynes\, Indirect\, State and Local Tax Sales and Use Tax Leader\, Ernst & Young LLP\, St. Louis\, MOecting investment decisions; identify leading operating model practices; discuss energy-related tax credits and incentives. \n\n\n\nEY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group\, Washington\, DC: Lynn Fairfax. \n\n\n\nCPE Information (for live events only)\n\n\n\nDelivery Method: Group Internet Based \n\n\n\nProgram Level: Basic \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Preparation: None \n\n\n\nRefunds & Cancellations: This course is offered free of charge\, therefore there are no refunds given. In the event that a course must be cancelled\, participants will be contacted via the email addressed submitted during registration. \n\n\n\nComplaint Policy: For complaints or concerns\, please submit an inquiry here. \n\n\n\nNote: CPE credit is awarded for live webinars only. For more information\, visit: https://www.ey.com/en_us/media/webcasts/cpe.  \n\n\n\nErnst & Young LLP 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://www.freelivecpe.com/event/domestic-tax-quarterly-webcast-series-a-focus-on-state-tax-matters-june-2026/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T140000
DTEND;TZID=America/New_York:20260609T150000
DTSTAMP:20260604T010221
CREATED:20260509T131012Z
LAST-MODIFIED:20260509T131020Z
UID:10011060-1781013600-1781017200@www.freelivecpe.com
SUMMARY:Retail–CPG collaboration: Growth in the value-seeking era
DESCRIPTION:Key takeaways \n\n\n\nAs price-driven gains fade and consumer value-seeking becomes mainstream\, retailers and consumer packaged goods (CPG) companies face a shared challenge: generating sustainable top-line growth. Our panel will explore how stronger collaboration across shared insights\, supply chain\, and commercial decisions can help unlock meaningful top-line growth. We’ll discuss: \n\n\n\nUse of artificial intelligence to strengthen retailer-supplier collaboration through greater transparency\, lower manual effort\, and sharper focus on joint opportunities \n\n\n\nBenefits of end-to-end commercial and supply chain collaboration for retailers and CPGs \n\n\n\nPriority collaboration levers including revenue growth management\, joint business planning\, forecasting\, and fulfillment
URL:https://www.freelivecpe.com/event/retail-cpg-collaboration-growth-in-the-value-seeking-era/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T140000
DTEND;TZID=America/New_York:20260609T150000
DTSTAMP:20260604T010221
CREATED:20260509T194838Z
LAST-MODIFIED:20260509T194843Z
UID:10011096-1781013600-1781017200@www.freelivecpe.com
SUMMARY:10-Q and K Disclosure Prep: The Latest Trends in SEC Disclosure
DESCRIPTION:(1 CPE) In addition to potential significant SEC rulemaking\, SEC disclosure expectations continue to evolve as companies prepare for mid-year reporting\, bringing new questions around comment letter trends\, disclosure clarity\, and emerging areas of regulatory focus. \n\n\n\nJoin the SEC Professionals Group (SEC Pro) to explore the latest developments shaping SEC reporting and practical insights to help you navigate the upcoming filing cycle with confidence. Guests Melissa Rocha (KPMG) and Chelsea Hall (Workiva) will examine SEC trends\, comment letter themes\, and disclosure pitfalls observed in recent filings.  \n\n\n\nThis timely session\, designed for accounting and financial reporting professionals\, features real-world examples and live Q&A. Learn practical strategies to strengthen disclosures and stay ahead of changing SEC expectations.on-based\, with plenty of examples to illustrate key learning points. And\, with GAAP Dynamics\, you know it will be fun! \n\n\n\nMore CPE information →
URL:https://www.freelivecpe.com/event/10-q-and-k-disclosure-prep-the-latest-trends-in-sec-disclosure/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T140000
DTEND;TZID=America/New_York:20260609T150000
DTSTAMP:20260604T010221
CREATED:20260515T200624Z
LAST-MODIFIED:20260515T200629Z
UID:10011110-1781013600-1781017200@www.freelivecpe.com
SUMMARY:Law firm mergers: Leading practices for Day 1 readiness + value capture
DESCRIPTION:Webcast overview\n\n\n\nIs your law firm planning to acquire or merge to build a future-ready firm? Do you have concerns about disrupting the delicate balance of your partnership in pursuit of growth? Is your leadership team working to build an undeniable deal thesis that will win the partner vote and get you to ‘yes’? \n\n\n\nJoin our LegalWatch webcast for a discussion on executing law firm mergers successfully and navigating the unique aspects of bringing two firms together. \n\n\n\nAs part of this discussion\, we will cover: \n\n\n\n\nThe art of ‘getting to yes’: Building a convincing deal thesis and navigating the path to winning the critical partner vote\n\n\n\nAchieving Day 1 revenue synergies: Establishing operations to support immediate value capture\n\n\n\nDesigning a client-focused integration: Creating a program centered on the client and partner experience from Day 1\n\n\n\nAligning conflicts and new business intake: Managing compliance and operations across new jurisdictions\n\n\n\nBuilding the future-ready firm: Developing a unified technology\, data\, and AI strategy to drive sustainable\, long-term growth\n\n\n\n\nDon’t miss this insightful discussion! \n\n\n\nLearning Objectives: \n\n\n\nThis webcast will provide strategic guidance on executing successful law firm mergers\, with a focus on navigating the path from building a convincing deal thesis to achieving a client-focused\, tech-enabled integration. \n\n\n\nProgram Specifications \n\n\n\nEstimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: This content is ideal for the C-suite and senior business services executives who are responsible for the operational management and strategic direction of law firms.Field(s) of Study: Taxes – 81Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate \n\n\n\nPolicies & Questions \n\n\n\nRefund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code XGNVD9JYXZ2.Field of study: The final CPE and Field of Study will be confirmed after delivery of the program. Due to a high compliance season\, please expect delays in CPE processing. \n\n\n\nKPMG 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 addresses to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417. www.nasba.org
URL:https://www.freelivecpe.com/event/law-firm-mergers-leading-practices-for-day-1-readiness-value-capture/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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DTSTART;TZID=America/New_York:20260609T140000
DTEND;TZID=America/New_York:20260609T150000
DTSTAMP:20260604T010221
CREATED:20260516T131157Z
LAST-MODIFIED:20260516T131203Z
UID:10011135-1781013600-1781017200@www.freelivecpe.com
SUMMARY:Closing the AI Governance Gap Before It’s Too Late
DESCRIPTION:About this Event:\n\n\n\nThe governance frameworks that got you here weren’t built for AI. \n\n\n\nTraditional governance was built for systems that do the same thing every time. AI doesn’t work that way. Today’s AI systems—including a growing number of agentic tools now entering finance\, audit\, and compliance workflows—operate at machine scale but with human unpredictability. They don’t process every transaction the same way. They produce probabilistic outputs\, not deterministic ones. And unlike the machines your current controls were built for\, they can be wrong in ways that are difficult to detect and costly to unwind. \n\n\n\nIn this webinar\, Workiva and KPMG will address what’s changed\, what’s at stake\, and what practitioners can do to ramp up AI governance right now. \n\n\n\nDrawing on KPMG’s Trusted AI framework\, COSO’s emerging GenAI guidance\, and Workiva’s practitioner research\, this session gives audit and risk professionals a clear\, practical path from AI adoption to AI accountability. \n\n\n\nYou’ll leave with a governance framework you can apply immediately—and the language to bring leadership with you. \n\n\n\nAfter this webinar\, you will be able to: \n\n\n\n\nIdentify the primary risks of ungoverned AI use—including shadow AI\, data leakage\, and hallucination liability\n\n\n\nExplain why AI governance is a business-wide imperative\, not solely a technology or compliance function\n\n\n\nDistinguish between the appropriate roles of AI and human judgment in a risk context\, including defining escalation triggers and maintaining the “human in the loop”\n\n\n\nEvaluate your organization’s AI governance maturity\, and identify priority actions to advance from current state toward assurance-ready governance\n\n\n\n\nWorkiva offers one complimentary CPE credit for this webinar.
URL:https://www.freelivecpe.com/event/closing-the-ai-governance-gap-before-its-too-late/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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DTSTART;TZID=America/New_York:20260609T140000
DTEND;TZID=America/New_York:20260609T150000
DTSTAMP:20260604T010221
CREATED:20260516T131403Z
LAST-MODIFIED:20260516T131408Z
UID:10011136-1781013600-1781017200@www.freelivecpe.com
SUMMARY:State tax audits & controversies: Strategic approaches for better outcomes
DESCRIPTION:State and local tax audits are becoming more frequent\, aggressive\, and increasingly complex for taxpayers. With auditors asserting unique positions and imposing significant penalties\, navigating a state tax audit can feel overwhelming. During this session\, our state and local tax specialists will explore strategies to defend state tax audits and discuss the issues and trends we’re seeing. Topics will include audit readiness\, what to expect during the audit cycle\, and working through disputes. Throughout the session\, we’ll answer the questions we hear most often from clients facing state tax controversy matters. \n\n\n\nJoin us to gain actionable insights that will strengthen your audit readiness and better equip your organization to navigate the full audit and dispute cycle. \n\n\n\nLearning objectives:\n\n\n\n\nUnderstand approaches auditors use to review state income\, franchise\, gross receipts\, and sales and use tax returns.\n\n\n\nIdentify current trends in state tax audits.\n\n\n\nOutline practical strategies for managing state tax controversies\, including key considerations before\, during\, and after an audit.\n\n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & 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.
URL:https://www.freelivecpe.com/event/state-tax-audits-controversies-strategic-approaches-for-better-outcomes/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T140000
DTEND;TZID=America/New_York:20260609T150000
DTSTAMP:20260604T010221
CREATED:20260524T002936Z
LAST-MODIFIED:20260524T002941Z
UID:10011181-1781013600-1781017200@www.freelivecpe.com
SUMMARY:The Sandwich Firm Squeeze: Aligning Business Strategy\, Client Expectations\, and Workflow
DESCRIPTION:Description\n\n\n\nToday’s accounting leaders are caught in a multi-directional squeeze—balancing the need for executive control\, team demands for automation and flexibility\, and a client base split between digital natives and relationship-driven traditionalists. This structural tension is the root cause of post-tax season burnout and stalled firm growth. Whether you are a sole proprietor wearing every hat or leading a multi-person team\, the post-busy season window is the most critical time to conduct a structural post-mortem and bridge the gap between your high-level strategy and daily operational reality.In this candid\, practitioner-led session\, CPA firm owner Karen Collom shares how modernizing her workflow with a connected\, cloud-based platform relieved this pressure. Discover how optimizing with Intuit ProConnect Tax aligned her team\, improved client retention across the entire technology spectrum\, and transformed her practice into a high-value asset.Join us to explore the operational decisions that separate firms that thrive from those that grind\, and learn how to build a practice that works for everyone. \n\n\n\nLearning Objectives: \n\n\n\n\nIdentify the structural workflow gaps that contribute to post-tax season burnout and staff turnover in modern accounting firms.\n\n\n\nEvaluate how a cloud-based tax workflow supports both tech-savvy and relationship-driven client segments without disrupting the existing client experience.\n\n\n\nApply a phased approach to technology modernization that minimizes disruption while improving team efficiency and alleviating review bottlenecks.\n\n\n\nRecognize the operational characteristics that increase firm valuation and attractiveness to buyers\, successors\, and strategic partners.\n\n\n\n\nWho Should Attend:Tax & accounting firm owners\, sole proprietors\, managing partners\, and practice leaders who are evaluating their current workflow\, technology stack\, or long-term firm strategy—including those considering a transition from desktop to cloud-based tax software. \n\n\n\nPrerequisites: NoneCourse Level: BasicCourse Length: 60 MinutesDelivery Method: Group – Live InternetField of Study: Business Management & Organization – Non-technicalCPE Credit: 1CE Credit: 0 \n\n\n\nIntuit (Sponsor ID# 103311) 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies\, please reach out to Protax_training@intuit.com.@intuit.com.
URL:https://www.freelivecpe.com/event/the-sandwich-firm-squeeze-aligning-business-strategy-client-expectations-and-workflow/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T140000
DTEND;TZID=America/New_York:20260609T150000
DTSTAMP:20260604T010221
CREATED:20260531T171949Z
LAST-MODIFIED:20260531T171953Z
UID:10011227-1781013600-1781017200@www.freelivecpe.com
SUMMARY:2026 Tax Break Summer Series
DESCRIPTION:State and local tax audits are becoming more frequent\, aggressive\, and increasingly complex for taxpayers. With auditors asserting unique positions and imposing significant penalties\, navigating a state tax audit can feel overwhelming. During this session\, our state and local tax specialists will explore strategies to defend state tax audits and discuss the issues and trends we’re seeing. Topics will include audit readiness\, what to expect during the audit cycle\, and working through disputes. Throughout the session\, we’ll answer the questions we hear most often from clients facing state tax controversy matters.   \n\n\n\nJoin us to gain actionable insights that will strengthen your audit readiness and better equip your organization to navigate the full audit and dispute cycle.  \n\n\n\nLearning objectives:      \n\n\n\n\nUnderstand approaches auditors use to review state income\, franchise\, gross receipts\, and sales and use tax returns.  \n\n\n\n\n\nIdentify current trends in state tax audits. \n\n\n\n\n\nOutline practical strategies for managing state tax controversies\, including key considerations before\, during\, and after an audit.\n\n\n\n\nAnticipated CPE : 1 credit\, Tax \n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & 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.
URL:https://www.freelivecpe.com/event/2026-tax-break-summer-series/2026-06-09/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T150000
DTEND;TZID=America/New_York:20260609T160000
DTSTAMP:20260604T010221
CREATED:20260516T134129Z
LAST-MODIFIED:20260516T134134Z
UID:10011141-1781017200-1781020800@www.freelivecpe.com
SUMMARY:Ask Ryan Lazanis Anything
DESCRIPTION:After successfully building and exiting a cloud-based firm\, Ryan now spends his time helping thousands of firm leaders move away from the hustle and toward more streamlined operations that support the lifestyles they truly want.Luke Frye\, CPA\, Canopy’s accountant in residence\, will moderate the conversation\, but the ultimate direction is up to you. Get ready to “upsmart” your operations\, automate your most tedious tasks\, and learn how to scale your firm without feeling tethered to your desk. \n\n\n\nWhat you’ll learn: \n\n\n\nRyan’s take on where automation and AI are providing the most valueeason ahead. \n\n\n\nHow to stop the cycle of constant “busy work” and start building a self-sustaining firm \n\n\n\nStrategies for choosing a unified tech stack that eliminates tool sprawl and fatigue \n\n\n\n\n\n\n\nCPA Practice Advisor 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 submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
URL:https://www.freelivecpe.com/event/ask-ryan-lazanis-anything/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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