• The future of customer strategy for private companies

    Free Live CPE Webinars New York, NY, United States

     Developing omnichannel strategies is becoming more challenging in an increasingly diverse consumer landscape. Consumer behavior is shifting toward hyper-personalization, and the industry is expected to undergo a radical change with emergence of new technologies and capabilities. Hear how other organizations have implemented strategies to capitalize on these emerging opportunities. We’ll discuss:

    Free
  • Be the Trusted Advisor for Small Business Owners

    Free Live CPE Webinars New York, NY, United States

    Business owners represent a key client demographic. They have complex financial needs and lack the time to dedicate to them. In other words, they have a need for your services. In this webinar, Tim Petrey, CGMA, CPA, CEO of HD Growth Partners, discusses his approach to providing business advisory services as a CPA. Explore how...

    Free
  • Unclaimed Property Issues for the Healthcare Industry

    Free Live CPE Webinars New York, NY, United States

    Join BDO and McDermott Will & Emery to learn about unclaimed property issues facing the healthcare industry. Healthcare organizations must pay close attention to factors that will complicate unclaimed property compliance and/or audit defense efforts, including addressing:  Register today to learn about the risk of noncompliance and efforts you can take to mitigate that risk....

    Free
  • Top Five Advancement Trends: Implications for Your Institution

    Free Live CPE Webinars New York, NY, United States

    Join us for an informative webinar as we discuss pivotal trends in advancement. We'll delve into giving in the United States and crucial topics impacting fundraising and donor motivations. This CPE-eligible session will explore the different generational motivations and provide key insights to help strengthen your understanding of the philanthropic sector. Learning Objectives Upon completion...

    Free
  • Transaction Cost Analysis Considerations

    Free Live CPE Webinars New York, NY, United States

    Between legal fees, due diligence, structuring, investment bankers, employee bonuses, accountant fees and other expenses, the cost of a transaction can be significant to your company.The tax law around deducting these types of costs incurred with a transaction can be complex and can have significant value in providing tax deductions to a company.Join us for...

    Free
  • How Dealers Can Prepare for the 2025 Estate & Gift Tax Exemption Sunset

    Free Live CPE Webinars New York, NY, United States

    Presenters Buddy Dearman, Troy Farmer, William Mustian, Tara Thomas Now is the time for dealership groups across auto, machinery and equipment, and commercial truck niches to plan the next steps for their dealership. As the sunsetting of the 2025 estate and gift tax exemption draws nearer, dealers must understand the general legislation and the tax outcomes for different...

    Free
  • CMMC: How to confirm readiness

    Free Live CPE Webinars New York, NY, United States

    Proper preparation is paramount to the success of a Cybersecurity Maturity Model Certification (CMMC) assessment. How can you ensure you are ready? Join Baker Tilly CMMC professionals to review the planning required for success. We will share lessons learned from our experience helping organizations prepare for CMMC and the government 800-171 assessments performed by the...

    Free
  • OECD Pillar Two Reporting: Navigating Developments & What’s Next

    Free Live CPE Webinars New York, NY, United States

    Join us as we dissect the developments and explore the landscape that lies ahead for the Organisation for Economic Co-operation and Development (OECD) Pillar Two reporting. This session is designed to equip you with the knowledge and insights necessary to navigate the intricate transition from safe harbor to operationalizing returns. We’ll discuss:

    Free
  • Building a firm that supports the life you want to live

    Free Live CPE Webinars New York, NY, United States

    It is easier than ever to passively take new clients, randomly add new services, and drift into a firm that you would have never intentionally built. Get inspired to simplify your business model and start building a firm that supports your life instead of consumes it. Get the proven formula that has worked for firms...

    Free
  • Quarterly Bank Tax Update

    Free Live CPE Webinars New York, NY, United States

    Webcast overview Join the TaxWatch Banking Update webcast series by registering below. We will explore key issues impacting bank tax departments with specific topics to be finalized closer to the event.

    Free