Free Live CPE Calendar

2025 Geostrategic Outlook: How geopolitics is driving transformation
2025-01-16 10:00 - 11:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Please join the EY Geostrategic Business Group as they discuss the key themes identified in the 2025 Geostrategic Outlook.

Over the past year, we’ve witnessed unprecedented political and policy uncertainty, driven by what we termed the “global elections supercycle” in the 2024 EY Geostrategic Outlook. With voters representing 54% of the global population and 60% of global GDP, it has been a historic year for electoral democracy.

As we transition into 2025, political leaders will shift their focus from winning elections to governing, leading to changes in policies and regulations worldwide.

Join us to explore the implications of these policy changes, as well as governments’ growing emphasis on economic sovereignty and the increasingly complex geopolitical rivalries shaping the global business environment.

Topics to be discussed include:

How geopolitical developments will have direct impacts on different sectors

The top 10 geopolitical developments executives must be aware of in 2025

Key no-regrets moves that executives should take to develop a more strategic approach to managing geopolitical developments

Proactive Compliance Management: Strategies for Financial Institutions
2025-01-16 11:00 - 12:00
In today’s complex regulatory environment, staying compliant is critical for your institution, but with limited resources and new guidance, notices, and rules continually released, it can be challenging to keep up. Join us for an informative webinar, where we’ll explore various strategies and tools to help you stay proactive in managing your institution’s compliance program.

Learning Objectives

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

Discuss the importance of staying proactive in compliance management.

Outline strategies and techniques to help stay ahead of regulatory changes.

Recognize ways to enhance your compliance strategy.

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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.cast.

Introducing Deloitte’s 2024 High-Impact Total Rewards research
2025-01-16 12:00 - 13:00
As the world of work weathers storms of change—from rapidly evolving tech to a challenging talent market to a turbulent economy—the purpose of organizational rewards has not wavered. Today more than ever, total rewards is seen as a critical lever to attract, motivate, and retain the talent needed to drive business outcomes. In this session, we’ll present findings from our 2024 High-Impact Total Rewards research. We’ll discuss:

Changes in total rewards since our 2018 study

The factors and dimensions of total rewards maturity

Key practices common to highly mature organizations

Ask the Experts: All about IT Internal Audit and Cybersecurity Trends
2025-01-16 12:00 - 13:00
Webcast overview

As IT internal audit teams gear up for the challenges of 2025, it becomes increasingly important for them to understand the organizational IT strategy and align their plans with the strategic direction of the company. With the rapidly evolving cloud landscape, advancements in artificial intelligence (AI), mounting technical debt, and heightened regulatory focus on IT matters, organizations must articulate how their plans align with enterprise risks.

Join us for this insightful webcast, where our Internal Audit & Controls professionals will highlight the latest trends across the marketplace, providing valuable insights to help your IT internal audit team drive value. We will also discuss hot topics for you to consider as you begin formulating a framework for 2025.

Key topics to be covered:

Aligning IT internal audit plans with the strategic direction of the company

Navigating the evolving cloud landscape and its implications for IT internal audits

IT IA’s role in the modernization of IT

Addressing increased regulatory focus on IT matters and aligning audit plans accordingly

Continuing education

There will be one continuing professional education (CPE) credit available to US participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Best-in-Class Construction CFO: Adding Value to the C-Suite
2025-01-16 12:00 - 13:00
Critically valuable information may lie in what has yet to happen and how leaders in the construction industry can help shape those outcomes. CFOs are uniquely positioned to understand the financial aspects of the organization, while best-in-class CFOs also anticipate where the organization needs to go and what steps to take to get there. Join us for an informative webinar and learn more about what it means to be a forward-looking CFO in the construction industry, specifically related to adding value to the C-suite.

Learning Objectives

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

Recognize what it means to add value to the C-suite.

Evaluate whether your organization exemplifies any of these best-in-class characteristics.

List common traits of those who have a forward-looking mindset.

CPE Information

1.00 CPE Credit (pending approval)

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

Annual Accounting Update
2025-01-16 12:00 - 13:00
Discover the new accounting standards that impact your organization, be able to describe the impact the new standards will have on your organization, and be able to prepare for adoption.

Learning Objectives: • Identify those new accounting standards that impact your organization. • Comprehend the impact those new standards might have on your organization. • Delineate what is required to properly adopt those standards.

Nonprofit Finances for Non-Finance Professionals
2025-01-16 13:00 - 14:00
Overview

Nonprofit professionals are skilled in delivering services and championing change, and in pursuit of their mission, they must also possess an understanding of the organization’s financial well-being. Join us for a discussion of a nonprofit’s fiscal responsibilities and an overview of a nonprofit’s financial statements. We’ll look at a nonprofit organization’s basic financial statements and supplemental reports as well as the core aspects of the Form 990 and the audit report.

Presenters

Trish Kelly, CPA, Senior Manager, CBIZAdi Rubin, CPA, Managing Director, CBIZ

CPE CREDITS

Program DescriptionNonprofit Finances for Non-Finance ProfessionalsImportant Notice Regarding CPE:Learning ObjectivesAt the end of this course, the attendee will be able to:Identify basic components of a nonprofit’s financial statements, supplemental reports, as well as the core aspects of the Form 990 and the audit report.Instruction Delivery MethodGroup Internet BasedRecommended CPE CreditThis session is eligible for 1.0 CPE credits in AccountingRecommended Field of StudyAccounting

Observations and trends in unclaimed property
2025-01-16 13:00 - 14:00
Please join members of Ernst & Young LLP’s Unclaimed Property and Escheat Services practice as they discuss recent trends and legislation in unclaimed property that could have an impact on your organization, including:

Recent trends in enforcement from Delaware, such as verified report requests and compliance reviews

Observations related to organizations selected by states for examinations, self-reviews and self-audits and steps to take if your organization receives a notice

Challenges to accepted norms in the healthcare, transportation and financial services industries

California’s recently operational Voluntary Compliance Program

Proactive unclaimed property considerations during transactions, such as initial public offerings (IPOs) or mergers and acquisitions

Opportunities to help prepare your organization for an audit-ready and efficient annual compliance program

This is an intermediate-level webcast and assumes a basic understanding of unclaimed property and an organization’s obligation to report to the applicable states on an annual basis.

Moderator and panelist

Sarah Toi, Principal, Unclaimed Property and Escheat Services, Ernst & Young LLP

Panelists

Heather Vanderborg, Senior Manager, Unclaimed Property and Escheat Services, Ernst & Young LLP

Aurianne Lopatka, Senior Manager, Unclaimed Property and Escheat Services, Ernst & Young LLP

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax

Tariffs, trade, and supply chain considerations
2025-01-16 13:00 - 14:00
The incoming Trump administration has signaled an intention to impose supplemental tariffs, including tariffs on imports from Mexico, Canada, China and more. These changes could have broad implications for business and directly affect your tax, supply chain, and business strategies. We’ll discuss:

The background on the administration’s proposed tariffs

Potential options to address the impact of tariffs

What you could communicate to your board and business stakeholders on how tax can make an impact

Steering clear of mistakes- A review of refundable credits eligibility rules
2025-01-16 14:00 - 15:00
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:

Review the tax year 2024 eligibility rules for:

Earned Income Tax Credit (EITC)

Child Tax Credit/Additional Child Tax Credit/Credit for Other Dependents (CTC/ACTC/ODC)

American Opportunity Tax Credit (AOTC)

Review the top filing errors when claiming these credits

Discuss the Premium Tax Credit

Share IRS’s online refundable credits resources and other educational tools for tax professional

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 LiaisonDate: January 16, 2025Time: 2 p.m. (Eastern); 1 p.m. (Central); 12 p.m. (Arizona and Mountain); 11 a.m. (Pacific), 9 a.m. (Hawaii-Aleutian)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.

Quarterly Technical Update - Q4 2024 (Rebroadcast 2)
2025-01-17 12:00 - 13:00
Presented as part of BDO KNOWLEDGE Webcast Series program, the “Quarterly Technical Update – Q4 2024” webcast continues our tradition of lending a helping hand to financial management, board directors and audit committees to stay on top of today’s hot topics and developments.

Specifically, the program will discuss developments that occurred during the fourth quarter of 2024 with respect to various topics in accounting and financial reporting.

Register for the full 2024 Quarterly Technical Update Webcast Series.

CAMT Update: 2024 Compliance Considerations with a Focus on Partner and Partnership Issues
2025-01-17 14:00 - 15:00
Webcast overview

KPMG LLP invites you to attend a 60-minute webcast that will explore the 2024 tax compliance landscape with regards to the corporate alternative minimum tax (CAMT) regime. A focus will be on the tax compliance and reporting obligations that will affect partnerships and partners for their 2024 tax years.

Presenters from the KPMG Washington National Tax office will cover top-of-mind topics, including:

The CAMT proposed regulations, including effective date considerations

Reporting approaches for partners

Reporting approaches for partnerships

Updates on Form 4626 and Form 5471

Continuing education

There will be one continuing professional education (CPE) credit available to US participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

What to Expect in 2025 for GovCon
2025-01-21 11:00 - 12:00
Join us for an informative webinar, where we’ll delve into new rules and regulations, recent cases, and other developments to help shape your strategy in the coming years. As the landscape of government contracting (GovCon) continues to evolve, staying ahead of the curve is crucial for success. In this session, we’ll share valuable insights and practical advice to help you navigate these changes with confidence.

Learning Objectives

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

Discuss the latest rules and regulations impacting GovCon.

Describe takeaways from recent high-profile cases.

Identify emerging trends and their potential implications.

Recall strategic tips for adapting to the new environment.

CPE Information

1.00 CPE Credit (pending approval)

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

2025 oil and gas industry outlook
2025-01-21 12:00 - 13:00
Don’t miss this opportunity to gain critical insights and position yourself for success in the evolving oil and gas landscape. Our webcast will delve into strategies and trends shaping the future of the industry. We’ll discuss:

Opportunities and challenges within the upstream, oilfield services, and downstream sectors as they evolve amid shifting demand/supply dynamics

Insights into the expanding role of national oil companies in facilitating energy transition

Overall investment environment in oil and gas, and what this could mean for growth and profitability in 2025

GenAI for Legal: how to move from proof of concept to production
2025-01-21 12:00 - 13:00
In the first session of a two-part series with our Alliance partner, Onit, we will lay the groundwork for legal departments to successfully navigate the generative AI (GenAI) journey from proof of concept (POC) to production. Our speakers will provide a comprehensive analysis of the foundational steps needed to implement GenAI in legal departments while also sharing leading practices and common pitfalls.

Whether you are just beginning to explore GenAI or have received funding to pursue this strategic initiative, we will share a conceptual roadmap with insights into the challenges, effective approaches and potential unexpected experiences you may encounter along the way. We’ll cover the essential steps required to transition to GenAI, including:

Initial vision: Defining the scope and objectives of your GenAI initiative

Aligning with internal stakeholders: Confirming buy-in and support from key decision-makers

Data modeling: Understanding the importance of accurate and comprehensive data

Methodology: Establishing a robust framework for GenAI development and deployment

Training and upskilling: Preparing your team with the necessary skills and knowledge

Change management: Navigating the organizational changes that come with GenAI implementation

Panelists

Matt DenOuden, Senior Vice President, Chief Evangelist, Onit, Inc.

Jean Yang, Vice President, AI Transformation & G2M Strategy, Onit, Inc.

Heath R. Harris, Senior Manager, EY Law* – Legal Transformation, Ernst & Young LLP

Heidi C. Stenberg, Principal, EY Law*, Ernst & Young LLP; EY Global and Americas Legal Transformation Leader

*EY member firms do not practice law where prohibited by local laws or regulation. Ernst & Young LLP (US) does not practice law or offer legal advice.

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax

Quarterly Technical Update - Q4 2024 (Rebroadcast 3)
2025-01-21 12:00 - 13:30

BDO’s Healthcare Trends & Topics Webcast Series: What to Expect in Healthcare Transactions in 2025
2025-01-21 13:00 - 14:00
BDO and Nixon Peabody invite you to join us for a webcast on the headwinds and tailwinds shaping healthcare transactions and the industry overall as we transition from 2024 to 2025. Our panelists will share their perspectives on how the new administration, regulatory shifts, cutting-edge technological innovations, and emerging growth opportunities are poised to influence the healthcare landscape in the year ahead.

Post-Election Washington Healthcare Update
2025-01-21 13:00 - 14:00
A new administration and Congress promise to bring significant changes to health policy. Efforts by CMS and Congress to address concerns about ongoing federal deficits, healthcare cost growth, and patient access will have profound implications. Understanding these shifts is crucial for health systems so they can adjust their strategies, budgets, and operations to help mitigate the impact and respond to opportunities created by these changes.

Learning Objectives

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

Recognize recent and anticipated federal legislative and regulatory changes that occur post-election.

Discuss implications for health systems and health plans.

Share strategies to navigate these changes.

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.

Streamlining Prepaid and Accrual Accounting: Why Contract Management Matters for Accounting Teams
2025-01-21 13:00 - 14:00
Learning Objectives

Grasp the essentials of effective financial contract management.

Uncover the hidden costs and risks of poor contract management.

Implement a centralized repository for better organization and control.

Automate reminders for key dates and milestones.

Utilize software to enhance budgeting, forecasting, and decision-making.

Integrate expense tracking for accurate reporting and budgeting.

Mastering Your Ethical Intelligence
2025-01-21 14:00 - 15:00
Webinar Highlights

How often do you think about ethics in your daily routines? Most of us think ethical dilemmas only come around when we are put into tough-decision-type situations, however, this is a vast underestimation. We make dozens of little ethical decisions every day in our personal and professional lives – whether we speed on our way to work or how we deal with office politics. These are but a few examples of situations where ethical intelligence can help.

In this webinar, we will explore your ethical intelligence and you will see firsthand how dangerous ethical decay can become to any professional. Few people graduate from university to become a criminal or a “bad person,” yet through circumstance or poor judgment, countless individuals have gotten themselves caught up in ethical failures that have ruined or side-tracked their careers.

You will walk away from this session with some simple-to-remember ethical intelligence principles that you can immediately use to better safeguard your personal and professional lives from ethical challenges.

Learning Session

Based on a great course on Illumeo

Free CPE

Non-sponsored events mean you never listen to a 3rd party sales pitch – it’s all just great education

Expert-instructor-led learning with live Q&A

Document Upload Tool
2025-01-21 14:00 - 15:00
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.

The goal of today’s webinar:

Get to know Digitalization work at the IRS and its impacts

Understand the Document Upload Tool and its benefits

See how the Document Upload Tool works for you

Plus, a live Q & A

Offered with closed captioning. Closed Captioning displays the words that descrbe the audio portion of the program for viewers who are deaf or hard of hearing. Captions are available in English only.

All participants who qualify will receive a Certificate of Completion.

Tax Professionals – Earn up to 1 CE Credit. Category: Federal Tax

Sponsored by: IRS Stakeholder Liaison

Date: Jan. 21, 2025Time: 2 p.m. (Eastern); 1 p.m. (Central); 12 p.m. (Arizona and Mountain); 11 a.m. (Pacific), 9 a.m. (Hawaii-Aleutian)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

2025 UK Tax Outlook: Pillar Two and Beyond
2025-01-22 11:00 - 12:00
Webcast overview

Join us on January 22, 2025, for an insightful webcast that will delve into the latest updates and strategic developments in the UK tax landscape for 2025. We’ll cover recent updates, the implementation of Pillar Two, and the implications for US-based multinationals considering the political changes in the US. Don’t miss this opportunity to gain valuable perspectives and practical guidance to navigate the evolving tax environment effectively.

Topics that will be covered on this webcast include:

Updates following the UK Budget in Fall 2024

The framework for UK corporate tax policy for the next five years

Insights into UK tax incentives applicable to US multinational organizations

Continuing education

There will be one continuing professional education (CPE) credit available to US participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

2025 Board Committee Priorities
2025-01-22 12:00 - 13:00
Join BDO as we delve into the top priorities and emerging trends for board committees in the upcoming year. Panelists will provide valuable insights and strategic guidance to help you navigate the complexities of today’s business environment and board governance.

Q4 2024 IFRS Accounting Standards Quarterly Update (Live Session)
2025-01-22 12:00 - 13:00
Each quarter, BDO USA’s IFRS Accounting Standards leaders will provide updates to international standards, continuing our tradition of providing an easy way for financial management, board directors, and audit committees to stay on top of today’s hot topics and developments.

The content will also include some timely reminders and examples to demonstrate what the debits and credits might look like from a practical perspective. Register for the full 2024 IFRS Quarterly Update Webcast Series.

Preparing your operating model for 2025’s expected trade shifts
2025-01-22 12:00 - 13:00
Substantial tax and trade policy changes are likely under the new administration. Companies need to closely examine their operating models and supply chains to identify risks and explore ways to manage increased tariff and non-tariff barriers. The issues are complex, and changes could happen quickly. Those with global supply chains need to know what to expect, when to expect it and how to prepare now.

Join EY tax, trade and supply-chain strategy professionals for the second in a four-part series of webcasts on the ins and outs of trade policy and its impact on companies’ supply-chain and operating model effectiveness. The following topics will be discussed:

The expected 2025 trade and tax legislative landscape

Trade items to watch

Steps to take now

Panelists

Evan Giesemann, Washington Council Ernst & Young, Ernst & Young LLP

Sameer Anand, EY-Parthenon Americas Supply Chain Leader

Lynlee Brown, Partner, Global Trade, Ernst & Young LLP

Al Paul, EY Americas Operating Model Effectiveness Practice Leader

Moderator

Colleen O’Neill, EY US National Tax Department Leader

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax

HR’s Role in Unionization Process for Nonprofits
2025-01-22 13:00 - 14:00
Overview

Join us as our Managed Human Resources (HR) team delves into the critical responsibilities that HR professionals and nonprofit leaders hold during the unionization process within the nonprofit environment. As nonprofits navigate the complexities of labor relations, understanding the legal landscape, fostering open communication, and managing employee relations become paramount. We will explore best practices, share valuable HR insights, and provide actionable strategies to ensure a smooth and compliant unionization process, ultimately fostering a harmonious workplace for all.

Presenters:

Adi Rubin, CPA, Managing Director, CBIZ

Christine Glover, VP of HR – Consulting, CBIZ

Rui Long, HR Manager – Consulting, CBIZ

Zena Curry, HR Director – Consulting, CBIZ

Learning ObjectivesAt the end of this course, the attendee will be able to:

Identify actionable strategies to ensure a smooth and compliant unionization process.

Articulate the critical responsibilities that HR professionals and nonprofit leaders hold during the unionization process within the nonprofit environment.

Recommended CPE: 1 CreditField of Study: Personnel/Human ResourcesDelivery Method: Group Internet BasedProgram Level: BasicPrerequisites: NoneAdvanced Preparation: None

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.

For more information regarding complaint and program cancellation policies, please contact our offices at (216) 447-9000.

CBIZ, Inc. 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 the 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.learningmarket.org.

**CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, and works closely with CBIZ, a business consulting, tax and financial services provider. CBIZ and CBIZ CPAs are members of Kreston International Limited, a global network of independent accounting firms.

Strategic Decision Making in the Life Sciences Industry: Managing the Build vs. Buy Dilemma
2025-01-22 13:00 - 14:00
In the competitive landscape of the life sciences industry, strategic decision-making is paramount. Among these decisions, the choice between internal development and manufacturing (‘build’) versus partnering with Contract Development and Manufacturing Organizations (CDMOs) (‘buy’) is crucial. This decision can significantly influence a company’s path towards innovation, efficiency, and market success, especially in an era where agility, specialized expertise, and cost-effectiveness are key.

Join us for an insightful webcast that not only explores the make vs. buy decision but also delves into the strategic role of CDMOs across the life sciences industry.

Who Should Attend: This webcast is designed for professionals and decision-makers at life sciences companies, including CEOs and CFOs of Biotech and Pharma Companies, Heads of Research and Development, Operations and Manufacturing Directors, Supply Chain and Procurement Managers, and Strategic Planning and Business Development Executives.

Business transition planning: What is an ESOP and when is it the right choice?
2025-01-22 13:00 - 14:00
Event overview

Many owners of private businesses are searching for a transition plan that not only addresses their personal financial goals but also sets up their businesses for success well into the future. While employee stock ownership plans (ESOPs) are not new, the confluence of the growing number of business owners facing retirement, business owners’ desire to create a lasting legacy and a burgeoning industry of ESOP proponents has put ESOPs front and center in the transition planning conversation. Whether your transition is years away or just around the corner, now is the time to start planning.

Join us Jan. 22 at 1 p.m. EST for a discussion about ESOPs and when they are a good choice for an owner’s transition plan. During this informative webcast, RSM’s team will address the following questions:

What is an ESOP and how does it operate?

Is my business a good candidate for ESOP ownership?

What are the advantages and disadvantages of ESOPs compared to other transition options?

Are the tax benefits of ESOPs real?

This webcast will provide valuable insights into the advantages and operations of ESOPs, helping you determine if an ESOP is the right fit for your business transition strategy. Don’t miss this opportunity to gain essential knowledge and prepare your business for a successful transition when the time comes.

Register now to secure your spot and stay informed about the potential benefits and considerations of ESOPs for your business.

SaaS Accounting: Software Platforms & Insights
2025-01-22 13:00 - 14:00
The landscape of SaaS business operations and management is rapidly evolving, and accounting platforms play a crucial role in this transformation. These systems and tools are not just about bookkeeping; they are integral to strategic decision making and provide a cornerstone for sustainable growth.

Learning Objectives

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

Recognize financial considerations for SaaS businesses.

Evaluate modern accounting platforms for SaaS operations based on scalability, integration, and specific features.

Apply key SaaS metrics and KPIs for financial decision making.

CPE Information

1.00 CPE Credit (pending approval)

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

2025 tax legislation: What to expect from the Trump administration
2025-01-22 14:00 - 15:00
2025 is a critical year for federal tax rules. The Tax Cuts and Jobs Act (TCJA) is set to sunset at the end of the year, and new legislation will be pursued by the second Trump administration and Republican majorities in Congress. Tax legislation might even be completed within the first few months of the year to both extend the TCJA and implement a number of other priorities. Our tax specialists will review the tax proposals from the incoming Trump administration and key members of Congress and identify tax-planning opportunities.

Learning objectives:

Compare the tax rules expiring at the end of 2025 with tax proposals from President-elect Trump and Republican leaders in Congress.

Identify the timing for tax legislation, including the impact of congressional procedures.

Evaluate tax-planning opportunities that exist now and in the future based on anticipated tax legislation.

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
