Key takeaways Geopolitical conflict, rising inflation, shifting trade policy, and rapid technological change continue to reshape the private company landscape. Deloitte Private’s 2026 midyear economic update is designed exclusively for private company business leaders who want actionable strategies to stay ahead. We’ll discuss:
Business leaders are actively exploring AI — but many struggle to decide where it fits, what’s worth funding, and what needs to be in place before scaling. Questions surface quickly: Which use cases improve planning accuracy or operational efficiency? What data gaps will limit results? Where does risk increase faster than value? This webinar focuses on how business...
Description For high-volume firms, moving tax prep to the cloud isn’t just a software decision. It’s a workflow decision.In this session, hear from Nick Boscia, CPA, EA, whose firm used Lacerte for years before transitioning to ProConnect Tax. Boscia & Boscia, PC prepares approximately 1,200 returns with a team of 10, giving attendees a practical...
AI is quickly reshaping the finance function, but controllers need more than emerging technology trends—they need practical guidance on how to evaluate AI solutions, manage risk, and identify opportunities that deliver measurable impact. As agentic finance platforms evolve, this session will provide a controller-focused framework for understanding where AI can improve financial operations, from automating...
The Details Sales tax nexus and product taxability rules continue to evolve as economic presence expands, and business models and service offerings increasingly rely on digital platforms and delivery methods. Organizations must understand their obligations, the rules for different product or service offerings, and where risks may arise. Join members of CohnReznick’s State and Local Tax...
Many companies leave money on the table because they assume R&D credits only apply to laboratories, patents, breakthrough inventions, or formal research departments. In reality, qualifying work may be happening inside everyday business activity. It can show up when a company improves a product, redesigns a process, builds custom software, tests materials, develops prototypes, resolves...
Learning Objectives
Description: Agentic AI presents unique governance challenges. This webinar provides a practical model for where, how, and when to place guardrails across the agent lifecycle. We will dissect how autonomous workflows create new exposures — cascading errors across multi-step chains, ambiguous accountability when an agent acts, excessive or unintended permissions, prompt and tool-poisoning attacks, and...
Description Accounting, tax, and bookkeeping professionals face growing pressure to compete on price rather than value. This session equips participants with practical strategies and AI-powered tools to reposition their firms around expertise and results. Participants will explore how to define and attract ideal clients, quantify the value of their services, implement stronger qualification and engagement...
Webcast overview This TaxWatch webcast will explore key unclaimed property compliance developments, enforcement trends, and emerging risks affecting organizations across industries. Join KPMG professionals as they discuss evolving state regulations, digital assets, audit activity, and practical strategies for managing compliance obligations and mitigating exposure. Learning Objectives:Following this webcast, participants will be able to identify key...
