Join Forvis Mazars Private Client for an informative webinar after the 2024 election to touch base on the estate and gift tax exemption sunset, investment updates, economic outlook, and year-end tax/financial planning reminders. Services may include investment advisory services provided by Forvis Mazars Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related...
Join Grant Thornton’s Audit Quality and Risk team for our webcast that will bring you up to date on what you need to know for financial reporting in 2024, including an update on activity from standard setters and regulators, including FASB and SEC, discussion of implementation of new standards and regulations, and an overview of...
Navigating the Future: Digital Evolution and Community Resilience In an era marked by digital disruption and economic shifts, the ability to innovate and adapt is essential for every community bank. Our 2024 Banking Seminar Series is an opportunity to gain critical insights and strategies to ensure your institution’s continued success. Designed specifically for bank executives,...
As political landscapes shift and new policies take shape, fund managers and investors must stay informed to strategically navigate the complexities of the evolving tax environment. Join us for an insightful webcast exploring the critical post-election implications for stakeholders across Asset Management. This webcast is eligible for 1 Tax CPE credit via live participation.
The final session shifts focus towards growth, specifically through expanding advisory services during tax season. Building on the efficiencies and strategies discussed in the previous sessions, participants will explore how to identify and capitalize on advisory opportunities, delivering value-added services to clients. Learning Objectives: Delivery Method: Group Internet Course Level: Basic Field of Study: Personnel/Human Resources – Non-technical...
Preparing your organization’s 1099s, W-9s, and Form 990s may appear simple at first glance, but it can be more complicated than it appears. Our experts will discuss best practices for issuing 1099s, staying complaint to avoid headaches during IRS audits, and spot-checking the Form 990 to catch red flags related to payroll compliance. Learning objectives:...
Event Overview With the growth of the remote workforce, organizations need to ensure their HR practices are compliant with county and state regulations in the cities and states where they operate. Having one employee in a new geographic location can significantly impact the payroll, benefits, compensation, time away from work, and general policies of the...
Event overview Register today for RSM’s Lifecycle of executive compensation for tax-exempt entities During this webcast, we will: Highlight planning opportunities to minimize section 4960 excise tax Discuss strategies for attracting, retaining and separating executives working for tax-exempt organizations Describe best practices and common issues to consider when designing nonqualified deferred compensation arrangements, including section...
Join us for this webcast in BDO's 2024 Private Client Services Webcast Series. The end of a tax year is a critical time for wealthy families and their advisors, particularly when it aligns with a presidential election. As 2024 draws to a close, it is essential for wealthy individuals, trustees, and their trusted advisors to make...
Looking to prepare for year-end? Join our professionals for four days of content. Learn what’s trending in tax, audit, employee benefit plans, business combinations, M&A integration, and digital transformation. Participants are eligible for an estimated eight CPE credits. Join multidisciplinary professionals from our audit, tax, and consulting teams as they present important year-end updates over...
