Top Five Advancement Trends: Implications for Your Institution
2024-08-27 15:00 - 16:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Join us for an informative webinar as we discuss pivotal trends in advancement. We’ll delve into giving in the United States and crucial topics impacting fundraising and donor motivations. This CPE-eligible session will explore the different generational motivations and provide key insights to help strengthen your understanding of the philanthropic sector.

Learning Objectives

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

Describe patterns of giving in the United States, including differences between sectors.

Identify pivotal trends in advancement for giving in higher education.

Discuss key differences between generations and how these impact giving motivation.

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.n of participant attendance, during live broadcast.t.

Unclaimed Property Issues for the Healthcare Industry
2024-08-27 14:00 - 15:30 | Free Live CPE Webinars, New York, NY, 10001, United States
Join BDO and McDermott Will & Emery to learn about unclaimed property issues facing the healthcare industry. Healthcare organizations must pay close attention to factors that will complicate unclaimed property compliance and/or audit defense efforts, including addressing:

Long lookback periods

Record retention issues

Big data and netting patient balances

Banking relationship changes

Mergers and acquisitions

Addressing federal preemption with Medicare and Medicaid

Addressing other exemptions

Recent legal cases

Best practices

Register today to learn about the risk of noncompliance and efforts you can take to mitigate that risk.

CLE Credit will offered to webcast attendees who qualify from McDermott Will & Emery.

Be the Trusted Advisor for Small Business Owners
2024-08-27 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Business owners represent a key client demographic. They have complex financial needs and lack the time to dedicate to them. In other words, they have a need for your services.

In this webinar, Tim Petrey, CGMA, CPA, CEO of HD Growth Partners, discusses his approach to providing business advisory services as a CPA. Explore how he tailored his business to cater to small business owners, including his business model and methods for finding potential clients, and gain valuable tips and best practices.

Learning Objectives:

Identify the key services business owners need from their financial professionals.

Apply regulations while providing your services to ensure compliance.

Develop and implement effective marketing strategies to position yourself as a trusted advisor.

Attendees will also receive BizEquity’s complimentary marketing package to help them more effectively advertise the benefits of an online business valuation to clients and prospects.

Delivery Method: Group Internet

Course Level: Basic

Field of Study: Computer Software & Applications – Non-technical

Prerequisites: None

This course is approved for 1 CPE credit. credit.1.

The future of customer strategy for private companies
2024-08-27 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Developing omnichannel strategies is becoming more challenging in an increasingly diverse consumer landscape. Consumer behavior is shifting toward hyper-personalization, and the industry is expected to undergo a radical change with emergence of new technologies and capabilities. Hear how other organizations have implemented strategies to capitalize on these emerging opportunities. We’ll discuss:

The impact of consumer behavior trends on omnichannel strategies

Innovative approaches to hyper-personalization in customer engagement

Harnessing new technologies to drive transformative change in customer strategy

How other organizations have capitalized on emerging opportunities

Empowering Frontline Workers with AI: Boosting Productivity for Manufacturers
2024-08-27 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Event Details

1 CPE Credit in Computer Software & Applications

We’ll show you how integrating Copilot into your processes speeds up service work orders and boosts overall productivity and success. Discover how integrating Copilot into your workflow can:

Boost Efficiency: Reduce time on routine tasks and improve work order management.

Improve Service Delivery: Learn how to transform service requests into actionable work orders within Outlook.

Optimize Operations: Explore Copilot’s data management features and upcoming tools for better scheduling and resource allocation.

Strengthen Communication and Collaboration: See how Copilot drafts precise customer communications and integrates with Teams for seamless teamwork.

Whether you’re a tech enthusiast or new to AI applications in manufacturing, this webinar will offer valuable insights to improve your field service operations.

Medicare Regulatory Update: 2025 IPPS Final Rule
2024-08-27 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
The fiscal year 2025 Inpatient Prospective Payment System (IPPS) final rule includes key changes that could impact your organization’s Medicare reimbursement.

Join us for our webcast, Medicare Regulatory Update: 2025 IPPS Final Rule. We’ll discuss the latest updates for hospitals, including finalized changes and how you can help your organization prepare. We’ll also cover related topics, including:

Next steps and factors to consider because of the final changes, including the mandatory Transforming Episode Accountability Model

Evaluation of the IPPS final rule key areas

Reimbursement shifts and data trends identified in the IPPS final rule data

Strategic Financing Services 2024 Speaker Series
2024-08-27 12:00 - 13:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Overview

Join Cherry Bekaert’s Strategic Financing Services team’s New Markets Tax Credit (NMTC) webinar series. This series is dedicated and designed to community development organizations and companies interested in, or currently involved in NMTCs. The series will provide valuable insights into the various aspects to obtain and manage a NMTC allocation for your project, including how community development organizations can dive further in their missions with the necessary tools to get there.

Review the registration site to learn more about each session and the speakers’ information. You will be able to register individually, select which sessions you wish to attend, and then add the information to your calendar.

Who Should Attend

This program is designed for Executive Directors, Chief Financial Officers, Chief Development Officers, Controllers, Community Development Entities, CDFIs, and Commercial Loan Officers.

CPE Accreditation

Delivery Method | Group Internet BasedRecommended CPE Credit | Up to 4 CPE, pending approvalRecommended Field(s) of Study | Specialized KnowledgeCPE Capabilities | Technical Expertise/Problem SolvingPrerequisites | None Program Level | Basic Advanced Preparation | None

Attendees who participate in full will receive one hour of CPE per session, free of charge. View sessions for the learning objectives. Sessions will occur on different days, so please be sure to select all sessions you wish to attend.

How to Collaborate & Plan With Solver CPM
2024-08-27 10:00 - 11:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Effective budgeting and forecasting are critical to organizational performance. Join our informative webinar to explore how Solver Global’s corporate performance management (CPM) solution can rejuvenate your budgeting processes. Whether you’re a seasoned finance professional or just starting your career, this session will equip you with practical insights and strategies to help enhance collaboration, streamline planning, and drive better financial outcomes.

Learning Objectives

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

Discuss how budgeting and forecasting across the organization can be managed.

Identify how templates can be designed and used.

Explain how Solver reporting and planning are used together to generate reports with actual and plan data.

CPE Information

1.00 CPE Credit (pending approval)

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

Bank Leadership and Profitability Improvement Conference
2024-08-25 16:00 - 2024-08-27 22:30 | The Cloister at Sea Island, 100 Cloister Dr, Sea Island, GA, 31561, United States
Join your peers from across the U.S. at Sea Island, home of the PGA TOUR’s RSM Classic, a FedEx cup event hosted by Davis Love III., for a three-day educational event focused on big-picture business issues centered on leadership and profitability. Combining the benefits of education with peer networking for banking industry executives, this event features presentations on key issues impacting the banking industry as well as the ability to network (and golf) with colleagues and business advisors.

Sea Island, a private, coastal Georgia resort island surrounded by five miles of private, pristine beach on the Atlantic Ocean with three 18-hole championship golf courses and a Forbes Five-Star Spa, is the only resort in the world to have received four Forbes Five-Star awards for 15 consecutive years.

Opportunity for 9 CPE hours.

CPE certificates are distributed via email and delivery may be impacted by your organizations spam filter settings. If you do not receive your CPE certificate within 30 days please email CPE Processing with your name, program name and date, and a personal email address to request a replacement certificate.

CPE hours may vary based on final agenda.

Safeguarding Health Care: Defend Against Data Breaches
2024-08-22 17:00 - 18:00 | Free Live CPE Webinars, New York, NY, 10001, United States
In an era of evolving cyber threats and data breaches, protecting sensitive health care data is paramount, especially because data breaches can negatively impact patient health and safety. In our webcast, Safeguarding Health Care: Defend Against Data Breaches. Karl Kotalik, renowned cybersecurity expert from Celerium, and Jeffrey Vinson, former SVP, Chief Cyber & Information Security Officer at the Harris Health System, will be joining Moss Adams Managing Director Troy Hawes to delve into proactive strategies to fortify your organization’s cybersecurity defenses. Brian Conner moderates.

We’ll cover:

The latest HHS regulatory requirements for cybersecurity

The emerging threat landscape and unintended consequences to patient health and safety

Responding to data breaches and avoiding legal issues

Top Seven Signs Your Nonprofit Is Ready for Digital Transformation
2024-08-22 15:00 - 16:00 | Free Live CPE Webinars, New York, NY, 10001, United States
In an era where technology rapidly evolves and shapes how we interact, learn, and grow, nonprofits increasingly recognize the need to adapt and embrace digital transformation. Join Forvis Mazars for an informative webinar and discover how to identify pivotal moments that signal the need for change—from outdated processes that hinder productivity—to doing less with more. Whether you’re just starting to consider digital options or on the cusp of making a significant shift, this webinar can provide knowledge and confidence to help you take the next steps. Don’t miss the chance to position your nonprofit at the forefront of innovation and social change!

Learning Objectives

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

Recognize the critical indicators for digital change in your organization.

Identify the benefits and challenges of digital transformation.

Describe strategies to obtain buy-in for digital transformation.

Contact Information

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

CPE Information

1.00 CPE Credit (pending approval)

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

International Trade Compliance And Lessons Learned From Recent Enforcement Trends
2024-08-22 15:00 - 16:00 | Free Live CPE Webinars, New York, NY, 10001, United States
In an era marked by significant shifts within the tech industry, the need for technology companies to adapt and evolve has never been more critical. Following the layoffs of 2023 and early 2024, alongside the accelerating journey towards automation, it’s imperative for organizations to look ahead and strategically plan for the future of their workforce.

This webcast, led by BDO’s Gabriella Salvatore and Judy Canavan, will delve into the crucial strategies tech companies must adopt to navigate the changing landscape. Our speakers will explore the importance of upskilling, reskilling, and restructuring efforts to not only retain talent but to ensure your workforce is prepared and proficient in the methodologies of tomorrow.

This webcast is ideal for CEOs, CFOs, COO, CHROs, CPOs, EVPs, VPs of HR, and other decision-makers in tech companies who are leading their talent retention and are planning to take their workforce into the future. tigation strategies and ongoing best practices.

Data Management in an AI World for Tax Professionals
2024-08-22 14:30 - 15:30 | Free Live CPE Webinars, New York, NY, 10001, United States
Webcast overview

Generative AI is transforming the way we approach tax processes. Many organizations are exploring and experimenting with this technology, often asking, “How do we make Generative AI more reliable?” The answer lies in access to high-quality data, which is a significant challenge in the tax domain. Fortunately, advancements in technology have kept pace, offering unlimited storage, enhanced computational power, and faster, more cost-effective integration.

During this webcast you will gain insights from knowledgeable tax technology and data management professionals as they discuss:

Ways good data management enables AI to transform tax processes

How advancements in data management are helping organizations overcome challenges and deliver substantial benefits to tax departments

Strategies to enhance your data management practices

R&D tax credit: Preparing for an IRS exam
2024-08-22 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
With tax enforcement efforts on the rise, our R&D tax credit and tax controversy specialists will discuss how taxpayers can prepare for an IRS exam and what to expect during the exam.

Tax enforcement efforts are on the rise at the federal and state levels. The IRS has increased its focus on complex partnerships and highly technical areas of tax law, including the research and development (R&D) tax credit. Going through an IRS exam for the R&D tax credit can be burdensome for taxpayers so, during this webinar, our tax credits and tax controversy specialists will discuss how taxpayers can prepare ahead of an IRS exam and what to expect during an IRS exam.

We’ll talk through the increased focus on business component documentation requirements, the administrative challenges of managing an IRS exam, examples of technical uncertainties, and more.

Learning objectives:

Define the need for proper documentation and recommendations for maintaining documentation related to R&D activities.

Develop an understanding of the administrative burden of going through an IRS exam for the R&D tax credit.

Explore best practices for when you are subject to an IRS exam for the R&D tax credit.

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

Navigate the Dynamic Risk Landscape to Deliver GRC Agility & Resilience
2024-08-22 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Description:

In today’s unpredictable world, characterized by a volatile geopolitical landscape, vulnerable markets, and economic uncertainties, organizations face elevated risks across cybersecurity, operational, third-party, and regulatory domains. The traditional GRC programs may no longer suffice in this dynamic risk and compliance environment. To thrive, organizations must enhance their GRC effectiveness and efficiency by leveraging risk insights and intelligence for better decision-making that delivers agility and resilience.

Join GRC 20/20’s Pundit Michael Rasmussen and AuditBoard in a discussion on the latest trends in the GRC market as we prepare for another year filled with both demands and opportunities.

Learning Objectives:

Understand the top risk and regulatory drivers and trends in GRC.

Assess your strategies for creating a connected approach to managing interconnected risks.

Implement proactive measures to fortify the extended enterprise and mitigate risks.

Empower the frontline to build a resilient organization.

CPE Credit(s): 1

Field of Study: Auditing

In the know with RPO: An update from the Return Preparer Office
2024-08-22 14:00 - 15:00 | 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 free webinar will provide an overview of the following:

Enrolled Agent Program requirements and the renewal process

PTIN compliance

Annual Filing Season Program requirements

Data security responsibilities and protections

Plus, a live Q & A

Certificates of completion are being offered. Tax professionals: Earn up to 1 CE credit. Category: Federal tax.

Closed captioning will be offered.Sponsored by: IRS Stakeholder Liaison

Date: August 22, 2024Time: 2 p.m. (Eastern time); 1 p.m. (Central time); 12 p.m. (Mountain time); 11 a.m. (Arizona and Pacific time), 8 a.m. (Hawaii–Aleutian time)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.

Controlling AI: Implementing AI into finance and controls
2024-08-22 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Finance organizations are uniquely positioned to extract strategic insights from sustainability-relevant data and put it to work for their organizations. However, the complexity of locating, organizing, and making sense of data can make confident, sustainability-informed decisions elusive. We’ll discuss:

Data collection and management best practices for increased transparency and insights

How to utilize sustainability-related data beyond compliance and reporting purposes to improve financial planning, operational efficiency, and risk mitigation

Cross-functional collaboration across Finance, Sustainability, Supply Chain, and Risk & Compliance teams

Navigating the Wage Garnishment Journey: Perils & Pitfalls
2024-08-22 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Wage garnishment processing can be full of challenges, perils and pitfalls for any employer: laws vary across state lines and lien types, and employer liability can grow based on these expectations. To stay ahead of the next challenge, employers must be able to process garnishments according to state law as well as be aware, understand and quickly adjust and respond to ongoing legislative updates.

Join us to learn more about wage garnishment basics and best practices, as well as review compliance updates for the common wage garnishment types employers receive. Also joining us will be a representative from the federal Office of Child Support Services to share some new efficiencies and updates related specifically to child support.

In this session, we will be focusing on:

Reviewing wage garnishment basics and compliance updates for the common wage garnishment types that employers receive.

Exploring how recent wage garnishment updates and regulations could impact your organization.

Highlighting how electronic processes can help manage wage garnishments to improve company compliance

Sharing the latest updates on recent wage garnishment topics that are getting a great deal of focus including but not limited to student loans, medical support orders, lump sum reporting and independent contractors.

ADP remains at the forefront of helping employers understand the complex compliance, financial, and strategic issues surrounding workforce management. Tap into our expertise to ensure you’re in the best shape possible for future workplace changes that may come about along the way.

Pending approval for 1 HRCI, 1 SHRM, and 1 CPE credit.1.

Tax Readiness: Unpacking more tariffs for your company’s supply chain
2024-08-22 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Join our sustainability specialists for the next quarterly discussion of the latest ESG accounting and reporting developments in the US and abroad.

Presenters: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 8 and August 14 sessions will be the same, participants are only eligible to receive CPE for attending one session.

ACA: Are You in Compliance?
2024-08-22 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Event Overview

The Affordable Care Act is an often misunderstood, complex set of rules as it relates to the 1094-C and 1095-C reporting requirements, making it difficult to maintain compliance. In this session, we will review the latest developments and discuss how to ensure compliance. We will also dive into recent ACA updates, such as the expiration of good-faith relief as mentioned in IRS Notice 2020-76, review forms and reporting requirements, discuss IRS notices, and provide form examples.

CRM Health Check: Unlocking Salesforce Performance
2024-08-22 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
In this enlightening webinar, we’ll explore why conducting periodic health assessments for your customer relationship management (CRM) system is crucial. Join us as we unravel the hidden gems of maintaining a healthy CRM and discover actionable steps to help identify potential issues before they escalate. Learn more about the “why” and “how” for performing a Salesforce CRM health check, equipping you with the knowledge to unlock enhanced functionality.

Learning Objectives

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

Define how to set key performance indicators related to data quality, modifications, customization, and integrations.

Identify how to review your CRM system’s configuration, including what’s “core” and what’s customized.

Discuss how to perform a data audit, assessing data quality, duplicate records, missing information, and inconsistencies.

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. participant attendance, during live broadcast.

Tech’s Workforce of the Future: Upskilling, Reskilling, and Restructuring for Success
2024-08-22 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States

2024 Emerging Trends: Delaware Unclaimed Property VDA and Multistate Audits Webcast
2024-08-22 12:00 - 13:30 | Free Live CPE Webinars, New York, NY, 10001, United States
Join BDO and Kilpatrick for a discussion of emerging trends around state unclaimed property enforcement measures, including audits, voluntary disclosure agreements, and other outreach inquiries. The discussion will emphasize:

Unclaimed property sourcing rules.

Property types.

Estimation/extrapolation methodologies.

Base periods (including SB 266/267 non-dormant property reporting requirements and foreign–non-US property reporting).

Lookback periods.

Accounts receivable and disbursement testing approaches.

Accounting positions.

Legal positions.

Record retention matters.

Quality of records and system limitation issues.

Appropriate remediation support.

The webcast will conclude with a discussion of mitigation strategies and ongoing best practices.

Double materiality requirements under the EU Corporate Sustainability Reporting Directive
2024-08-22 12:00 - 13:00 | Free Live CPE Webinars, New York, NY, 10001, United States
On July 31, 2023, the European Commission adopted the European Sustainability Reporting Standards’ Corporate Sustainability Reporting Directive (CSRD), which aims to hold companies more accountable for their environmental and social impacts. The CSRD explains that entities should disclose information that is material from both an impact and financial perspective—a concept known as “double materiality.” We’ll discuss:

Technical aspects of the CSRD and double materiality

Approaches to performing a double materiality assessment

The interoperability of CSRD and other international guidelines

Bank Secrecy Act: Your BSA Program and What You Need to Know
2024-08-22 12:00 - 13:00 | Free Live CPE Webinars, New York, NY, 10001, United States
The Bank Secrecy Act (BSA) is a U.S. law requiring financial institutions to assist U.S. government agencies in preventing and detecting money laundering. Join us for a complimentary webinar on the risk and management of a BSA program.

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

Recall the high-level requirements of the Bank Secrecy Act

Recognize hot topics and industry best practices in BSA programs

Identify where your BSA programs can be enhanced

Who should attend

This session is designed for BSA officers and staff, board members, and other decision makers in financial services.

Please register by August 21, 2024.

Can’t make the webinar?

Fill out the registration and you will receive an email with the webinar recording and slides following the event. Also, check out our event calendar to see what else is happening.

CPE

Recommended CPE: 1 CPE credit, Specialized KnowledgePrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based

Private client tax forum
2024-08-21 15:00 - 16:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Event overview

Join RSM for our 2024 private client tax forum!

This multisession event will examine key tax topics related to private companies and their owners.

Register today and join us on Wednesday, Aug. 21.

11 a.m. Economic issues affecting closely held businesses

Preparing for economic ups and downs as a private company can feel daunting, but with a sound tax strategy, it’s possible. Our economic outlook will help you navigate business decisions in the peaks and valleys of an elevated-rate environment, the labor market, trade and supply chain, technology and more.

Presenters:

Justin Stallard, Partner, RSM US LLPAndy Swanson, Partner, RSM US LLPKevin DePew, Deputy Chief Economist, RSM US LLP

Learning objectives:

Identify key economic challenges in an elevated-rate environment and develop strategies for proactive management

Analyze current labor market trends and their impact on business operations and growth

Evaluate the influence of trade, supply chain dynamics and technological advancements on business resilience and adaptability

1 p.m. Navigating the company transition process

Transitioning your company may be among the most difficult decisions a private company and its owners can face. Depending on your priorities, you may choose to head down several potential paths. But how do you identify the right one? And how do you time it just right? We’ll examine crucial dealmaking variables, walk you through various transition mechanisms and spotlight key tax considerations that will help shape your success.

Moderator:

Chris Anderson, Partner, RSM US LLP

Presenters:

Amanda Hodgson, Senior Manager, RSM US LLPAnne Bushman, Partner, RSM US LLPBrian Adkinson, Principal, RSM US LLP

Learning objectives:

Identify the critical dealmaking variables essential for a successful company transition

Describe and compare various transition mechanisms to determine the best path for your business

Analyze key tax considerations to optimize timing and financial outcomes during the company transition

3 p.m. Estate planning for private companies and their owners

Time is ticking down on the temporarily increased estate, gift and generation-skipping tax exemption. With potential sunset on Dec. 31, 2025, it’s crucial for private companies and their owners to understand the ramifications of delaying their estate planning versus acting now. We’ll cover key variables for owners—including the basis of assets, cash flow and entity structure, and valuation considerations—to help you reach your professional and personal goals.

Moderator:

Jaclyn Wood, Partner, RSM US LLP

Presenters:

Josh Zimmerman, Senior Manager, RSM US LLPTandilyn Cain, Senior Manager, RSM US LLP

Learning objectives:

Strategize for timely estate planning decisions considering the imminent reduction in estate, gift and generation-skipping tax exemptions by the end of 2025.

Assess the impact of delayed estate planning on business owners amid the impending sunset of the increased tax exemption by Dec. 31, 2025.

Navigate the complex landscape of asset basis, cash flow, entity structure and valuation in estate planning to achieve both personal and professional objectives.

Uniform Guidance 2024 revision: What you need to know
2024-08-21 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Staying informed about the latest updates that may affect federal grants is crucial for your organization. Our experts will explore key takeaways from the 2024 revisions to the Uniform Guidance and how this could impact grant administration and upcoming single audits.

Join us for an overview of the revisions made in 2024 to Uniform Guidance, and how those changes might impact grant administration and upcoming single audits. Our overview will provide key highlights, questions to ask, and resources for identifying changes to the grant management process in order to maintain compliance. Some of these revisions are effective based on when funding agencies adopted the revisions and could impact existing awards or only new awards received on or after a certain date. Our single audit experts will also cover how to identify which set of rules apply.

At the conclusion of this session, participants will be able to:

Evaluate the impact of these revisions to their organization.

Summarize the 2024 revisions made to Uniform Guidance, including changes to administrative and cost principles sections, as well as audit requirements.

Understand the effective date to implement the revisions.

MAXIMIZING PHILANTHROPY: NAVIGATING THE NEW CRYPTO LANDSCAPE FOR DONORS AND CHARITIES
2024-08-21 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
OVERVIEW

Join us for an insightful session that builds on key discussions from The GivingBlock’s recent webinar explaining the nonprofit tax rules for crypto and the benefits for nonprofits embracing crypto donations. Our presenters will delve into the newly established standards, unpack the latest tax considerations for donors, and address the critical tax challenges facing charities today. This webcast is tailored to equip both individuals and nonprofit organizations with the essential knowledge to optimize their philanthropic and fundraising efforts under the current tax and FASB framework.

PRESENTERS

Aaron Fox, Partner, Nonprofit Tax, Marcum LLPGery Ivanova, Partner, Assurance, Marcum LLPAlbert Jimenez, Partner, Client Accounting & Advisory Services, Marcum LLP

Benefit from the R&D Tax Credit
2024-08-21 13:30 - 14:30 | Free Live CPE Webinars, New York, NY, 10001, United States
Event Overview

If your organization is investing in innovation and working to stay competitive through new or improved products or services, you could qualify for the research and development (R&D) tax credit. Join us to learn more 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 qualified for the credit in the past. We’ll also provide an update on Section 174 amortization guidance in relation to R&D expenditures.

Overview of Sage Intacct Construction
2024-08-21 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Discover the Future of Construction Accounting

Join Armanino and Sage experts to get a comprehensive demo of Sage Intacct Construction. If you’re looking to maximize your project delivery with native cloud accounting that’s built for builders, you won’t want to miss this.

Learning Objectives:

Identify the trends shaping today’s construction industry.

Examine the functionalities that Sage Intacct Construction provides.

Determine valuable insights about how Sage Intacct Construction can prepare your company for growth.

Speakers

Todd Bowlsby, Senior Manager, Technology Consulting, Armanino

Kallie Jackson , Manager, Solutions Consultant , Sage Intacct

Participants will earn 1 CPE credit*(Field of Study: Computer Software and Applications)

In order to be awarded the full credits, you must respond to three out of the five polling questions asked during the program.

*NASBA DETAILS

Delivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies, contact ElevateLearn@armaninoLLP.com.

Armanino 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.
