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...
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...
Microsoft Dynamics 365 Business Central provides a strong financial foundation, but as reporting needs grow, many organizations look for more advanced analysis, planning, and insight. In this webinar, we’ll explore how Solver’s AI-powered extended financial planning and analysis (xFP&A) enhances Business Central’s native reporting by adding powerful financial reporting, budgeting, forecasting, and dashboard capabilities, all...
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...
CPE Credit: One Hour Business disruptions are no longer a matter of if—they’re a matter of when. Whether it’s a cyberattack, natural disaster, technology failure, or human error, organizations need a business continuity and disaster recovery (BCDR) strategy that minimizes downtime, protects critical operations, and keeps customers and stakeholders confident. Join Bennett Thrasher’s risk advisory professionals as...
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...
