Every technology implementation faces hidden risks — and too often, state and local tax (SALT) is an afterthought. Left out until it's too late, SALT issues can quickly snowball into compliance gaps, costly project delays, client frustration, and rework that eats away at margins. In this CPE-eligible webinar, industry leaders from Wipfli, Vertex, and CPA.com...
We understand the tremendous pressure and challenges accountants face during tax season—managing heavier workloads, complying with ever-evolving regulations and keeping clients happy. This session is here to support you, addressing the key issues faced this tax season and offering strategies for improvement. Join Dawn Brolin, CPA, CFE, to learn ways to refine your workflow, embrace modern...
In today’s dynamic business environment, the world’s largest companies are continuously evolving their service delivery models to leverage global and multifunctional approaches. Global business services (GBS) organizations are taking the driver’s seat in strategically prioritizing generative artificial intelligence and digital initiatives to drive process efficiency, cost reduction, and enhanced GBS customer service experience. What are...
Engaging board members in development and fundraising is vital for the success of mission-driven organizations. Join us for our webcast, Fundraising and Development Strategies for Boards. Panelists will share insights and strategies for fostering board engagement, emphasizing the importance of ongoing support and training. Attendees will leave with practical tools and actionable advice to enhance board...
74% of accounting firms have a detailed plan in place to add new services in the next 12 months—and for many, technology is the catalyst. In this forward-thinking webinar, industry leaders will share how firms are embracing digital transformation to expand service offerings, boost revenue, and strengthen client relationships. Featuring Kim Blascoe, senior director,...
In this webinar, we will explore the critical aspects of climate-related risks and how they impact businesses across various industries. Attendees will learn about the importance of integrating sustainability into their business strategies, understand regulatory requirements, and discover innovative solutions for mitigating climate risks and seizing opportunities. Key topics include identifying and managing climate-related risks,...
Baker Tilly is back with our annual virtual governance and fiscal workshop. Over the course of two days, gain invaluable insights from Baker Tilly's not-for-profit specialists and a distinguished guest speaker panel. This forum will cover essential governance and technical matters crucial for NFP organizations and their leaders. Given the significant impacts and changes that...
Baker Tilly is back with our annual virtual governance and fiscal workshop. Over the course of two days, gain invaluable insights from Baker Tilly's not-for-profit specialists and a distinguished guest speaker panel. This forum will cover essential governance and technical matters crucial for NFP organizations and their leaders. Given the significant impacts and changes that...
There are three levels for deducting losses from federally declared disasters, we will discuss how to identify each case and evaluate what each taxpayer is eligible for. Specific federal tax benefits available for federally declared disasters, may include adding the casualty loss to the standard deduction or choosing to claim the casualty loss in the...
Join Forvis Mazars for an in-depth overview of the current grant landscape and practical strategies for developing an annual grants strategy. In this CPE-eligible presentation, learn about advanced techniques for identifying suitable grants and crafting compelling proposals. We’ll also share insights on best practices for articulating project goals, aligning with funder priorities, and effectively communicating...
