Key takeaways State tax proposals are impacting the planning landscape for many high-net-worth individuals. This webcast will examine some of the latest developments and planning considerations arising from emerging wealth, millionaire, and surtax proposals. We’ll discuss: Potential multistate tax implications of legislative trends and proposals in 2026 The status and outlook for the California Billionaire...
This complimentary session covers key trends affecting state and local governments, including new regulations, legislation, public resources, digital transformation, and fraud, waste, and abuse. At the end of this session, you’ll be able to: Who should attend This session is designed for finance directors, CFOs, accounting and financial managers, and other financial decision makers in...
CPE credit: 1 hour for CPAs Join us and discover proven methods for more efficiently meeting your State level 1099 and Sales and Use reporting and compliance requirements. In addition, get updated on important changes in the law. With State level audits and penalties on the rise this is one of the most important topics...
The July BorderCrossings webcast will address the latest public consultation (2026 Consultation) draft from the Organisation for Economic Co-operation and Development (OECD) clarifying existing guidance on the pricing of intercompany services transactions, which could cause companies to reevaluate the arm’s length nature of such transactions. As companies transition to high-value, intangible-embedded services and other methods...
Event details Public sector internal auditors are under increasing pressure to deliver deeper insight, stronger assurance, and greater accountability while managing limited resources, evolving compliance requirements, and growing expectations for transparency. Intelligent automation is reshaping the internal audit function by reducing manual effort, accelerating testing activities, and enabling auditors to focus more time on risk...
Key takeaways Historically, the mandate of Global Business Services (GBS) has been to centralize work, drive standardization, and maximize efficiency through automation and labor arbitrage. Agentic artificial intelligence (AI) is the next step change. It does not just speed the work, it reorients the GBS operating model and the human roles within it, from doing...
Many organizations run System and Organization Controls (SOC) reporting and the financial statement audit as separate efforts, creating duplicate work and unnecessary strain on internal teams. This session explores what changes when those engagements are coordinated under a single methodology and provider, and where that coordination can create efficiencies. The session also covers common blind...
Public sector leaders may recognize the potential of AI to modernize operations and improve constituent services, yet many struggle to turn interest into meaningful results. As AI tools and expectations evolve faster than most organizations can plan, leaders are left navigating fundamental questions: where to start, how to move quickly without increasing risk, and how...
Description: MCP (model context protocol) is rapidly emerging as the standard for connecting AI systems with enterprise data and business processes. However, many organisations focus on technology before addressing a more fundamental challenge: governance readiness. Successful MCP adoption depends on more than secure architecture and technical controls. It requires clear ownership, cross-functional accountability, trusted data...
State and local tax audits are becoming more frequent, aggressive, and increasingly complex for taxpayers. With auditors asserting unique positions and imposing significant penalties, navigating a state tax audit can feel overwhelming. During this session, our state and local tax specialists will explore strategies to defend state tax audits and discuss the issues and trends...
