The Details Residency rules vary by state and can be complex. With states increasing audit scrutiny, it’s essential to understand the myriad state residency considerations, including how domicile and statutory residency are determined and how to plan accordingly. This webinar will provide actionable guidance for individuals and advisors navigating these challenges, as well as anyone...
Webcast overview As 2026 begins, tariffs continue to be top of mind for business leaders even as uncertainty surrounding them persists. While there has always been an interdependent relationship between transfer prices and tariffs, the dramatic increase in some tariff rates has made it essential for tariffs to be considered when performing transfer pricing planning,...
Description: This session presents findings from The State of Internal Audit with SOX Responsibilities benchmarking study, which analyzes 125 data points across internal audit, SOX compliance, and connected risk activities. Drawing on responses from a broad range of industries and team sizes, the report identifies five key themes that distinguish high-performing internal audit functions from...
What if you could anticipate challenges with data before they surface and turn complexity into clarity? Finance, IT, and operations leaders are redefining what’s possible by harnessing AI-powered extended financial planning and analysis (xFP&A). In this insightful session, we’ll cover real-world strategies for breaking down silos, accelerating innovation, and making decisions that drive meaningful impact....
We’re heading into a pivotal year for digital asset funds, which means it’s time to lock in your strategy now. Market expectations are rising. Operational demands are increasing. Investor scrutiny is sharpening. For emerging managers, decisions around structure, reporting, and administration matter more than ever. Join the CBIZ Alternative Investment Group’s Emerging Managers Series on...
Webcast overview KPMG professionals break down the latest from the SEC and highlights from the AICPA Conference on Current SEC and PCAOB Developments. Gain insights into key SEC priorities to stay informed – including what to expect in 2026. Applicability Event contents *CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of...
Please join our panel of professionals for our webcast – a timely discussion of recent health industry trends.
Description In this course, you will see a demonstration of Intuit ProConnect Tax, the most widely used dedicated cloud-based tax application for professional tax preparers and firms.In addition to eliminating software installation and PC and network maintenance, ProConnect Tax uses the latest technology to save data entry time with direct import from hundreds of W-2...
Join us for a practical overview of how organizations can build and mature their enterprise risk management (ERM) programs. Discover how technology and artificial intelligence (AI) can streamline ERM activities and support long-term maturity. Whether you’re launching a new initiative or refining an existing one, our experts will share baseline practices, common pitfalls, and quick...
The shocking killing of UnitedHealthcare CEO Brian Thompson has shaken corporation C-Suites across the country, forcing leaders to ask themselves uncomfortable questions about their own preparedness for a threat landscape that is likely more serious than many realized. Join us for an insightful webinar that explores ways in which financial services organizations can mitigate the...
