Understanding Form 2290 - Heavy Highway Vehicle Use Tax
2025-07-31 14:00 - 16:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
IRS Stakeholder Liaison is an IRS Return Preparer Office Approved CE Provider for Enrolled Agents and Other Tax Return Preparers with valid PTINs and is not NASBA or MCLE accredited. CPAs, attorneys and others licensed by state boards/organizations should check with their respective boards/organizations to determine if credit applies toward their continuing education requirements.

This webinar will provide an overview of the following:

Form 2290 Filing Requirements

Form 2290 Due Dates

Form 2290 E-Filing Requirements

Heavy Highway Vehicle Use Tax: Payment Options

Plus, a live Q & A

Offered with closed captioning. Closed captioning displays the words that describe the audio portion of the program for viewers who are deaf or hard of hearing. Captions are available in EnglishAll participants who qualify will receive a Certificate of Completion.

Tax Professionals – Earn up to 2 IRS Continuing Education (CE) Credits. Category: Federal Tax

IRS Stakeholder Liaison is an IRS Return Preparer Office Approved CE Provider for Enrolled Agents and Other Tax Return Preparers with valid PTINs and is not NASBA or MCLE accredited. CPAs, attorneys and others licensed by state boards/organizations should check with their respective boards/organizations to determine if credit applies toward their continuing education requirements.Registration: To register for this event, visit the Internal Revenue Service webinar registration website. Questions? Email us at: cl.sl.web.conference.team@irs.gov.

The SOCial Hour – SOC Reporting: Building Trust Through Assurance
2025-07-31 14:30 - 15:30
Discover how SOC reporting can build trust and transparency in today’s risk-conscious business environment. This webinar breaks down the types of SOC Reports, their purposes, and how organizations can leverage them to demonstrate operational integrity and security. In addition, a Q&A session will follow to address your questions.

Learning Objectives

Upon completion of this program, participants will be able to:

Recognize the key differences between SOC 1, SOC 2, and SOC 3 Reports and their intended audiences.

Discuss how SOC reporting can support trust, transparency, and compliance in today’s business environment.

Recall real-world examples and practical steps to prepare for or enhance your SOC reporting process.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.

New Tax Legislation: What Leaders Need to Know About the Changes to the R&D Tax Credit
2025-08-01 11:00 - 12:00
Event Overview

Recent tax legislation has fixed the Section 174 pain point for taxpayers with domestic research and development (R&D) expenses and the requirement to capitalize on those expenses.

Join us to learn more about the recent tax legislation, how it benefits your organization, and the impact on R&D credit, as well as the methods available for reclaiming those capitalized costs. Also, learn about qualifying activities, the benefits of the R&D tax credit, our process for helping clients claim the credit, and a few examples of how clients have successfully qualified for the credit in the past.

Learning Objectives

Discuss the recent law change for Section 174 and examine capitalization guidance for R&D expenditures as well as the impact on the R&D tax credit.

Examine the options for reclaiming prior year capitalized costs.

Define the benefits of the R&D tax credit.

Explore case studies of clients who have benefited from the R&D tax credit.

Explain our proven process for identifying and documenting eligible activities.

For information regarding a complaint and/or program cancellation policies, please contact Laura Schons

Return to Eide Bailly Website HERE.

To view the Eide Bailly Disclaimer click HERE.

Tax-exempt organizations and the One Big Beautiful Bill Act
2025-08-04 13:00 - 14:00
Event overview

Join RSM on Monday, August 4 as we explore how the One Big Beautiful Bill Act reshapes the landscape for exempt organizations. This 60-minute session will provide you with insights and practical guidance on navigating the new landscape shaped by this significant legislation.

During the event our specialists will:

Give insights on new excise tax rates affecting private college and university endowments, including expanded definitions of investment income

Help you understand the broader scope of the definition of covered employees for the executive compensation excise tax and its compliance implications

Explain how changes to charitable deduction rules may influence donor behavior and fundraising strategies

Discover the impact of terminated or modified energy credits on sustainability initiatives and capital planning

Review enhanced employer-related provisions, including paid leave credits and child care incentives

Stay informed on updated reporting thresholds for Forms 1099-NEC

This webinar is a must-attend for professionals in tax-exempt organizations seeking to stay ahead of the curve and ensure compliance with the latest legislative changes.

Register now to gain valuable insights that will help your organization react to the recent tax law changes.

Plan Sponsor ESOP Accounting – Advanced Sponsor Topics
2025-08-04 14:00 - 16:00
Join us for an informative webinar as we discuss how warrants and management incentive plans are most commonly used in employee stock ownership plan (ESOP) transactions. We’ll delve into the accounting methodology and explain the difference between liability and equity methods. In addition, we’ll explore other accounting considerations in ESOP transactions, such as push-down accounting and footnote disclosures.

Learning Objectives

Upon completion of this program, participants will be able to:

Distinguish between debt and equity instruments.

Discuss how to properly disclose and account for debt and equity instruments in financial statements.

Explain the applicability of push-down accounting for ESOP transactions.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Accounting field of study may be awarded upon verification of participant attendance, during live broadcast.

Advanced Hedging Strategies: Protecting Your Portfolio Against Market Uncertainty
2025-08-05 11:00 - 12:00
In a world where market uncertainty is the only certainty, protecting your portfolio is more important than ever.

Join BDO for an engaging webcast discussion on the latest trends in hedging and risk management. Discover how integrating technology and analytics can help you stay ahead of emerging risks and prepare for upcoming changes in hedge accounting and FASB proposals.

1.0 CPE Credit in the field of Specialized Knowledge.

Learning Objectives

Identify advanced hedging strategies to effectively protect investment portfolios against market uncertainty, focusing on new and emerging trends, and lessons learned

Explore how proactive hedging & derivative strategies can be leveraged amid evolving market conditions, empowering future-focused decision-making, and robust risk management

Examine upcoming FASB proposals related to hedge accounting changes and learn how to integrate technology and analytics for enhanced risk management and compliance.

CPE Information

Delivery: This webcast will be delivered via the BDO Online CPE Network

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Information about CPE Eligibility

To 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.

Please 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.

For questions regarding CPE credit, please contact CPE@bdo.com.

How to navigate trade tariffs: impacts, mitigation and future strategies
2025-08-05 11:00 - 12:15
EY professionals and DLA Piper team provide critical insights into the operational and financial impacts on multinational businesses, as well as near-term and long-term approaches to reduce tariff impacts. They also address the tax, legal, regulatory and operational issues that need to be considered in any mitigation strategy.

During this 75-minute webcast, panelists will also discuss the coordination needed between tax, finance, legal and operations teams to effectively navigate the complexities of trade and tariff challenges. They will share frameworks for enhancing interdepartmental communication and alignment, for a cohesive approach to compliance and risk management. EY professionals and DLA professionals examine:

The current state of sectorial tariffs, US tariffs, US trade investigations and countermeasures from non-US trading partners

The significant operational and financial implications of recent trade and tariff measures, along with observations on the impact on market values and forward guidance

Immediate actions to reduce tariff impacts, as well as the tax, legal, regulatory and operational issues to consider

Rethinking future operating models and supply chain structures for greater resilience and reducing operating and financial costs

Moderators:

Craig Hillier, EY Global International Tax and Transaction Services Leader

Sang Kim, DLA Piper Partner, Chair – Markets and Sectors, Chair – Asia Committee, Co-Chair – Global Tax Practice

Presenters:

Maruti R. Narayan, DLA Piper Partner, New York

Emilio Ragosa, DLA Piper Partner, Managing Partner – Short Hills Office

Ignacio Sanchez, DLA Piper Partner, Washington, DC

Ana Maria Romero, Principal, International Tax and Transaction Services, Ernst & Young LLP

Lynlee Brown, Partner, Indirect Tax Lead, Ernst & Young LLP

Incentive Plans in a Volatile Market
2025-08-05 12:00 - 13:00
Join us for an informative webinar as we provide an overview of current and historical contributors to market volatility. We’ll also share insights on navigating various tax, legal, valuation, and accounting considerations for incentive plans in a volatile market.

Learning Objectives

Upon completion of this program, participants will be able to:

Describe current events and the impact on market volatility.

Outline tax and legal considerations for long-term incentive plans (LTIPS).

Discuss valuation considerations.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance during live broadcast.

New Tax Legislation: Impacts on Energy Incentives
2025-08-05 12:00 - 13:30
Event Overview

Many of the energy incentives introduced or expanded under the Inflation Reduction Act of 2022 are subject to earlier phase out or termination dates under the recently passed reconciliation bill. The transferability and direct pay elections for certain energy credits remain available until these credits phase out. During this session you will learn how the new legislation impacts the available energy incentives and the additional requirements to qualify and monetize energy incentives.

Learning Objectives

Explore the impacts of the new tax legislation on energy incentives.

Identify the key changes for the following incentives:

– Clean Energy and Clean Electricity Investment Tax Credits (Sections 48, 48E).

– Clean Electricity Production Credits (Sections 45, 45Y).

– Advanced Manufacturing Production Credit (Section 45X).

– Alternative Fuel Infrastructure Credit (Section 30C).

– Clean Commercial Fleet (Section 45W).

Explain the accelerated phase outs for the following incentives:

– New Energy Efficient Home Credit (Section 45L).

– Energy Efficient Commercial Buildings Deduction (Section 179D).

– Other residential energy credits (Section 25C, 25D, 25E).

Describe the expansion of the following incentives:

– Advanced Manufacturing Investment Credit (Section 48D).

– Zero-Emissions Nuclear Power Production Credit (Section 45U).

Summarize additional documentation requirements for the beginning of construction and foreign entities of concern provisions.

For information regarding a complaint and/or program cancellation policies, please contact Laura Schons

Return to Eide Bailly Website HERE.

To view the Eide Bailly Disclaimer click HERE.

Optimizing Healthcare Infrastructure & Technology Value Realization
2025-08-05 13:00 - 14:00
Uncover strategies to streamline your healthcare technology through automation and application rationalization, cutting costs, enhancing security, and aligning your technology investments with your strategic goals for maximum value realization.

1.0 CPE Credit in the field of Specialized Knowledge.

Learning Objectives

Identify opportunities for automation and efficiency improvements in healthcare infrastructure.

Formulate a strategic vision and roadmap for technology adoption in healthcare.

Describe the current infrastructure trends and technologies to maximize the value realization.

CPE Information

Delivery: This webcast will be delivered via the BDO Online CPE Network

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Information about CPE Eligibility

To 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.

Please 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.

For questions regarding CPE credit, please contact CPE@bdo.com.

BDO 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

Fraud and Cyber Insights for Not for Profits and Government
2025-08-05 13:00 - 14:00
Join us for our webcast, Fraud & Cyber Insights for Nonprofits & Government, designed specifically for professionals in foundations, governments, higher education, not-for-profit organizations, and Tribal and gaming sectors.

As the digital landscape continues to evolve, staying ahead of fraud and cybersecurity threats has never been more critical. This session will provide valuable insights and practical tools to help you protect your organization and strengthen your defenses against emerging risks.

Budget reconciliation legislation affects compensation and benefits
2025-08-05 13:00 - 14:00
Recently enacted legislation commonly known as the “One Big Beautiful Bill” contains more than a dozen provisions affecting the federal taxation of compensation and benefits. Most will apply beginning in 2026, but some will require retrospective analysis for all of 2025 and perhaps even prior years. This webcast will cover the substantive rules and their applicability dates as well as practical implications and how you may consider addressing them.

The following topics will be discussed:

New tax deductions and related information reporting for tips and overtime

Executive compensation deduction limit and excise tax changes

Health savings account (HSA) enhancements

Changes affecting fringe benefits, including dependent care and student loan assistance

Modifications to various employer tax credits

Panelists:

Stephen LaGarde, Principal, National Tax Compensation & Benefits Group, Ernst & Young LLP

Rachael Walker, Principal, National Tax Compensation & Benefits Group, Ernst & Young LLP

Moderator:

Christa Bierma, Principal, National Tax Compensation & Benefits Group, Ernst & Young LLP

The CAS Edge: Helping business owners plan, grow, and exit
2025-08-05 13:00 - 14:00
This session explores how forward-thinking firms are using Client Advisory Services (CAS) to go beyond compliance and become true strategic partners to business owners. You’ll learn how to integrate business valuation into your CAS offering, uncover planning opportunities, and support clients through every stage of their business lifecycle—from growth to exit. Through real-world examples and actionable strategies, this session will equip you to deepen relationships, close protection gaps, and drive long-term value for both your clients and your firm.

In this session, attendees will learn to:

Understand how Client Advisory Services (CAS) can go beyond traditional accounting to support business owners in planning for long-term growth and exit.

Learn how to incorporate business valuation as a foundational tool within your CAS offering to deepen owner relationships and uncover new planning opportunities.

Discover key advisory strategies that help identify protection gaps, improve succession readiness, and align business and personal wealth goals.

Explore real-world examples of how firms use CAS to become proactive partners in a business owner’s lifecycle—from early-stage growth to exit.

Gain practical tips for engaging business owner clients through value-added services that differentiate your firm and expand recurring revenue.

Delivery Method: Group InternetCourse Level: BasicField of Study: Specialized Knowledge (Technical)Prerequisites: None

This course is approved for 1 CPE credit. Please note that CPE credits are only available for live attendance (on-demand viewing is not eligible).

ERP excellence: Optimize for success
2025-08-05 14:00 - 15:00
Public sector organizations are often under pressure to achieve more with fewer resources. This webinar is tailored for organizations seeking to enhance the performance of their existing enterprise resource planning (ERP) systems — without the cost, complexity, or disruption of a full system replacement. Join our expert consultants for a deep dive into ERP optimization strategies that can extend the life of your current system, improve operational efficiency, and deliver measurable ROI.

By the end of this session, you’ll be equipped with the knowledge and tools to extend the life of your ERP system, develop a roadmap for sustainable ERP optimization, and turn ERP challenges into opportunities for excellence.

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.

Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.

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

The Power of a Safe Harbor 401(k): Empowering your firm with retirement benefits
2025-08-05 14:00 - 15:00
Offering a retirement plan is a strong component of an employee benefits package and a valuable tool for recruiting and retaining employees—especially in today’s competitive job market. A safe harbor 401(k) provision allows businesses to avoid mandatory government compliance tests. The biggest tradeoff is that employers must make contributions. Many employers find that not having the hassle of testing is well worth it. Is yours one of them? Join this webinar and find out how to help create long-term financial security and provide the maximum benefits for your firm, your employees, and your business clients.

Objectives:

• Evaluate safe harbor versus standard 401(k) plans

• Define non-discrimination testing and HCEs

• Explain the types of safe harbor plans and key dates and deadlines

• Identify consultative opportunities and resources and solutions

Developing an Effective Framework of Financial Policies
2025-08-05 14:00 - 15:30
Event Overview

This session will focus on the importance of a robust fiscal policy framework and the implementation of best practices in successfully managing a finance department.

Operational Excellence in Motion: Consumer & Logistics Benchmarking
2025-08-06 11:00 - 12:00
Operational excellence is not a destination—it’s a continual journey shaped by evolving consumer demands, supply chain disruptions, and digital transformation. In this webinar, we’ll explore how benchmarking can help leading organizations in the consumer and logistics sector stay agile, efficient, and competitive. Gain insights into the metrics that matter most in 2025, learn how top performers are applying benchmarking to help drive measurable improvements, and discover practical strategies to enhance operational performance across the value chain. Whether your focus is on cost control, customer experience, or supply chain resilience, this session will provide clarity and tools to help you prepare for what’s next.

Learning Objectives

Upon completion of this program, participants will be able to:

Recognize the role of benchmarking in driving operational excellence across consumer and logistics organizations, including how it supports various goals such as being agile in the face of uncertainty, achieving efficiency without compromising on outcomes, and delivering customer satisfaction.

Identify common prerequisites and challenges in benchmarking efforts and explore strategies to overcome them.

Discuss available benchmarking services and tools that can help enhance decision-making and operational outcomes in consumer- and logistics-related industries.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Business Management and Organization field of study may be awarded upon verification of participant attendance, during live broadcast.

Steps to Prepare for the New Quality Management Standard SQMS
2025-08-06 14:00 - 15:00
SQMS 1 comes into effect on December 15th 2025, impacting audit and assurance practices. Firms will need to prepare for the impact of moving from their existing SQCS 8 policy-based approach to a continuous system-based operating approach for firm quality.

Now is the time for firms to take action and start their implementation.  By defining and ensuring quality objectives are met within your audit and assurance practices, firms can immediately benefit from the improved quality that SQMS 1 will bring.

Join our team as they discuss the common steps that firms can take today to achieve success in the implementation of a system of quality management.

This webinar will provide some practical insights and activities to undertake over the course of the implementation process and provide some quick actions for firms to take toward the completion of their risk assessment.

Learning objectives:

Identify the key activity components in audit and assurance practices and what they mean for your implementation plan

Outline recommended planning actions to undertake to achieve success

Recognize a step-by-step approach to completing your risk assessment

Recall real-world insights and experience of implementation challenges all firms will face

Who should attend: Any CPA with operational or ultimate responsibility for their firm’s system of quality management, such as managing partners and senior leaders, heads of audit, through to risk and compliance personnel.

The human touch of audit: Cultivating soft skills
2025-08-06 14:00 - 15:00
Description:

In the era of AI, are the “8 Ways to Practice the Human Touch of Audit” still valid? Dive into what’s necessary for internal auditors to apply their soft skills today and obtain true trusted advisor status, including psychological safety: the ability to speak up and take risks without fear. We’ll also explore how Domain III of the new Global Internal Audit Standards emphasizes partnership and communication between the CAE, the board, and senior management — requiring essential soft skills to enable the internal audit function to perform its duties effectively.

Learning Objectives:

Discuss the soft skills needed today for a successful internal audit function.

Describe what psychological safety is — and isn’t.

Apply soft skills to fulfill key elements of the updated Standards.

CPE Credit(s): 1

Field of Study: Auditing

Instructional Delivery Method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced Preparation: None

*Click here for more CPE Information.

AuditBoard Webinar Series: Tune into the AuditBoard Webinar Series to hear from industry experts who will discuss the latest trends in audit, risk, and compliance, and to gain actionable insights to help elevate your organization’s performance. Register Now to earn free CPE credits!

OBBBA Impact on Health Care, Life Sciences
2025-08-06 14:00 - 15:00
Many view the One Big Beautiful Bill Act (OBBBA) as mainly a tax law bill, but it also includes major health care funding and policy changes. In this complimentary session, our policy leaders will unpack the unique way the OBBBA impacts the health care industry.

We’ll look specifically at key Medicaid funding reductions — the largest seen in decades — and explain how those and other changes will impact states and providers differently. From hospitals and nursing homes to physicians and community health centers, there are OBBBA policies impacting everyone.

Our tax leaders will also offer insights on key tax planning opportunities most relevant for HCLS and provide immediate action steps to consider.

At the end of this session, you’ll be able to:

Explain major health policy changes related to Medicaid, the ACA marketplace, rural health transformation

Discuss why states and providers will face unique impacts due to these changes

Identify which Tax Cuts and Jobs Act (TCJA) items were extended or enhanced and how that could impact your tax planning

Recognize the law’s changes to energy credits enacted under the Inflation Reduction Act

Who should attend

This session is designed for CEOs, CFOs, COOs, health care leaders, owners and operators, physicians, clinicians, and others interested in OBBBA’s impact on HCLS.

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.

CPE

Recommended CPE: 1 credit, Taxes Prerequisites: None Program level: Overview Advance preparation: None Delivery method: Group Internet Based

View CPE sponsorship information

Credit Union Regulatory Compliance Hot Topics
2025-08-06 15:00 - 16:00
Join Forvis Mazars for an informative webinar, where we’ll delve into regulatory compliance aspects of the credit union industry. We’ll discuss the current regulatory landscape, trending industry topics, and examination elements to consider for your institution.

Learning Objectives

Upon completion of this program, participants will be able to:

Recognize the current regulatory environment and how this may relate to your institution’s risk profile.

Describe areas that have been cited in examinations.

Discuss recent hot topics in the industry and what to look for in your next independent review or examination.

CPE Information

1.00 CPE Credit (pending approval)

Up to one CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.

H.R.1 Reconciliation Act: What’s Ahead for Private Equity, Private Capital Funds & Portfolio Companies
2025-08-07 11:00 - 12:30
In this webcast gain insight specific to private equity, private capital funds and portfolio companies on key legislative tax provisions and how to prepare for the upcoming policy changes.

Register

Join us for a forward-looking webcast exploring the US legislative reconciliation package and its implications for private equity, private capital, alternative funds, portfolio companies and their transactions.

EY and Washington Council Ernst & Young subject-matter resources will break down the legislation’s key corporate, partnership, international and individual tax provisions and offer insights on how fund managers and their portfolio companies can prepare for the coming US and global policy changes.

Topics discussed include:

The legislative provisions of the reconciliation package that are relevant to private equity and private capital.

The anticipated regulatory response by the Treasury and the IRS related to the recent legislation.

Cash tax modelling scenarios regarding the interplay of elective planning that PE and PC backed portfolio companies can undertake.

Climate Disclosure Unpacked: Navigating the Changing Regulatory Landscape with Confidence
2025-08-07 12:00 - 13:30
With updates from the SEC, CSRD in the EU, and growing state-based requirements across the U.S., it’s now more than ever essential to stay up to date on these regulatory changes.

This webinar, co-hosted by SEC Pro and XBRL US, is designed to help you navigate and stay ahead of the ever-changing climate disclosure requirements and ensure you have the tools to maintain compliance and transparency in reporting.

Panelists will provide timely updates on the regulatory landscape and offer practical insights into how your organization can stay compliant, ensure transparency, and meet the increasing demands from investors, regulators, and stakeholders.

This webinar is eligible for 1.5 CPE credits.

More CPE information →

Q3 2025 Quarterly sustainability webcast - Aug 7
2025-08-07 13:00 - 14:30
Join our sustainability specialists for the next quarterly discussion of the latest sustainability accounting and reporting developments in the US and abroad.

If you are not able to join our webcast on August 7, register for our final session on August 13.

Presenter:Heather Horn, PwC National Office Sustainability and Thought Leader

Who should attend: Controllers; finance directors; others with roles in accounting, financial, and ESG reporting, including sustainability officers, investor relations, audit committee and board members, CFOs, COOs, and CEOs.

CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and answering 6 out of the 7 polling questions. Since the content for the August 7 and August 13 sessions will be the same, participants are only eligible to receive CPE for attending one session.

Proactive Supplier Cost Management With NetSuite
2025-08-07 14:00 - 15:00
Whether importing directly or not, tariffs may affect you. We can help you prepare for what’s next. Join professionals from Forvis Mazars for a timely session exploring how your organization can shift from reactive to proactive supplier cost management using NetSuite. As global trade volatility continues to disrupt sourcing and cost structures, visibility into your supplier network is more critical than ever. This webinar will highlight how NetSuite’s procurement, planning, and cost analysis tools can help you strengthen supplier visibility and risk forecasting.

Learning Objectives

Upon completion of this program, participants will be able to:

Identify how tariffs can affect supplier risk and cost planning.

Describe how NetSuite tools support proactive supply chain management.

Apply best practices for integrating tariff strategy into procurement workflows.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance during live broadcast.

How Controllers Can Support Growth: A Playbook Panel Discussion
2025-08-07 14:00 - 15:00
In advance of a merger, an acquisition, or an expansion into new markets, an organization has to be ready to grow not only in size but also in scope and complexity. How can an organization equip its financial operations to accommodate growth?

During this webinar, Gregg D’Eon, VP Controller @ LTK Ecommerce, and other panelists will share their experiences with, and advice for adapting financial operations as organizations mature, including how to: – Determine whether to centralize financial operations or allow individual entities to manage their own – Evaluate staffing requirements and balance workloads among different finance functions – Identify opportunities to streamline financial operations to support sustainable growth

Call for panelists. Panelists to be announced (TBA).

**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1 Event Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an e-mail message to neil@controllerscouncil.org

Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes. Controllers Council 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 web site: www.nasbaregistry.org

Buy- and sell-side transaction considerations for state and local tax
2025-08-07 14:00 - 15:00
When it comes to transactions, state and local tax is an area that’s often overlooked. It’s important to understand the nuances, as taxes can differ by state and can materially impact the transaction whether it’s an asset or equity deal.

During this webinar, our state and local tax specialists will discuss a variety of buyer and seller transaction considerations, both for asset and equity deals. We’ll discuss income taxes, sales and use taxes, transfer taxes, gross receipt taxes, and more. We’ll also dig into related rules for successor liability and how to potentially mitigate any historical exposures that may be present for both the buyer and seller’s benefit.

Learning objectives:

Understand the importance of state and local taxes in a buy- or sell-side transaction.

Evaluate state and local tax considerations for both asset and equity transactions.

Define best practices for state and local tax issues when going through a transaction and opportunities to address them.

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.

Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.

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

Helping Clients Navigate the Employee Retention Credit Mess
2025-08-07 14:00 - 15:00
Event Overview

Recent developments in Employee Retention Credit (ERC) processing and IRS ERC examinations have left many who made ERC claims in the dark as to whether or not they will receive them. Others are wondering whether they will be the scapegoat in penalties for an overreaching claim. Many CPAs and tax preparers are stuck in the middle and don’t know how to advise their clients or help them receive their claims.

The IRS has processed ERC claims slowly and unevenly. The IRS examination of ERC claims is also mired in confusion and nuanced legal issues. Last fall, the IRS announced a new safe harbor withdrawal process for taxpayers who have submitted ineligible ERC claims. The ERC claim withdrawal process was narrow in scope and only available to organizations that can meet all four of the IRS requirements. Questions remain for taxpayers who did not meet those requirements but may need to amend or withdraw their claim.

Learning Objectives

Summarize current Employee Retention Credit (ERC) qualifications and challenges.

Identify ways to follow up on the status of an ERC claim.

Assess strategies to deal with IRS examination of ERC claims.

Determine the ERC withdrawal process and fallout from the end of the safe harbor.

For information regarding a complaint and/or program cancellation policies, please contact Laura Schons

Return to Eide Bailly Website HERE.

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Strategic technology management in a world of accelerating change
2025-08-07 14:00 - 15:00
Accounting firm owners are facing greater challenges than ever before. From staffing shortages and regulatory changes to rising client expectations and the transformative power of AI, how can anyone keep up?

In this webinar, you will:

Recognize how technology impacts various functions within an accounting firm, including staffing, workflows, client services, compliance, and growth strategies.

Learn about the critical areas where technology plays a vital role, such as hybrid work models, cloud-based infrastructure, compliance, mergers and acquisitions, cybersecurity, and artificial intelligence.

Gain insights into the importance of annually evaluating and adapting firm strategies to remain competitive. This includes re-evaluating service priorities, leveraging digital tools, adopting flexible staffing models, and outsourcing technology management.

Understand the essential aspects of smart technology management, including transitioning to cloud-based solutions, partnering with IT providers familiar with accounting needs, implementing comprehensive cybersecurity strategies, and investing in employee training.

Learn how to secure your firm’s future by reassessing your strategic initiatives and selecting a technology partner to enhance your operations.

Delivery Method: Group InternetCourse Level: BasicField of Study: Information Technology (Technical)Prerequisites: None

This course is approved for 1 CPE credit. Please note that CPE credits are only available for live attendance (on-demand viewing is not eligible).

Tax Readiness: Business insights on the One Big Beautiful Bill Act
2025-08-08 12:00 - 13:00
The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4th by President Trump. The legislation modifies several US federal tax provisions originally enacted under the TCJA, including the restoration of 100% bonus depreciation, expensing for US-based research, the EBITDA-based business interest expense limitation and others. Additionally, the OBBBA introduces other significant changes to federal tax law, such as the newly enacted Section 168(n), which establishes an elective 100% depreciation allowance for 39-year nonresidential real property that meets the definition of qualified production property. Our panelists will provide in-depth analysis of these and other provisions impacting US companies and implications on state conformity. CPE-eligible for 1 Tax credit.
