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DTSTART;TZID=America/New_York:20260520T120000
DTEND;TZID=America/New_York:20260520T130000
DTSTAMP:20260605T141527
CREATED:20260509T143506Z
LAST-MODIFIED:20260509T143705Z
UID:10011086-1779278400-1779282000@www.freelivecpe.com
SUMMARY:Introduction to ProConnect Tax
DESCRIPTION:Description\n\n\n\nIn this course\, you will see a demonstration of ProConnect Tax\, the most widely used dedicated cloud-based tax application for professional tax preparers and firms.  \n\n\n\nIn addition to eliminating software installation and PC and network maintenance\, ProConnect uses the latest technology to save data entry time with direct import from hundreds of W-2 providers\, banks\, and brokerages. Also\, see two of our ProConnect More Connected services: Intuit Link\, which improves client collaboration and document collection\, and E-Signature\, the fastest way to get signed 8879’s. \n\n\n\nLEARNING OBJECTIVES \n\n\n\n\nIdentify the benefits of using ProConnect Tax\n\n\n\nIdentify time-saving features built directly into ProConnect Tax\n\n\n\nDetermine how to sign up for ProConnect Tax\n\n\n\nRecognize tools in ProConnect Tax Online to help manage firm workflow and increase productivity\n\n\n\nIdentify how to import QuickBooks data into a tax return\n\n\n\n\nWHO SHOULD ATTEND?Tax professionals that are interested in or new to the ProConnect program \n\n\n\nCourse Level: BasicCourse Length: 60 MinutesPrerequisites: NoneDelivery Method: Group-Internet BasedField of study: Taxes – TechnicalCPE: 1 \n\n\n\nIntuit (Sponsor ID# 103311) 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. \n\n\n\nNote: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies\, please reach out to Protax_training@intuit.com.
URL:https://www.freelivecpe.com/event/introduction-to-proconnect-tax-3/2026-05-20/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260520T120000
DTEND;TZID=America/New_York:20260520T130000
DTSTAMP:20260605T141527
CREATED:20260425T131517Z
LAST-MODIFIED:20260425T131522Z
UID:10010995-1779278400-1779282000@www.freelivecpe.com
SUMMARY:Quarterly Insights: Q1 2026 Financial Services Outlook
DESCRIPTION:Join Forvis Mazars for an in-depth discussion of our Q1 2026 spring newsletter\, where we’ll present key findings and insights from the latest industry analysis. This session will highlight emerging trends\, regulatory developments\, and strategic challenges shaping the banking and financial services landscape. Our team will provide perspectives on market performance and the future outlook\, offering actionable takeaways for decision makers across the sector. The webinar is designed to equip leaders with a clear understanding of the current environment and its implications for the year ahead. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nAnalyze the key findings from the Q1 2026 spring newsletter to better understand current market dynamics.\n\n\n\nRecognize the impact of regulatory changes\, economic conditions\, and emerging risks on financial institutions.\n\n\n\nIdentify opportunities and challenges facing banks and financial service providers in the near term.\n\n\n\nDiscuss strategies to help inform decision making and strengthen organizational resilience in 2026.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Finance field of study may be awarded upon verification of participant attendance\, during live broadcast.articipant attendance during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/quarterly-insights-q1-2026-financial-services-outlook/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260520T110000
DTEND;TZID=America/New_York:20260520T140000
DTSTAMP:20260605T141527
CREATED:20260411T141247Z
LAST-MODIFIED:20260411T141259Z
UID:10010931-1779274800-1779285600@www.freelivecpe.com
SUMMARY:2026 GASB Accounting & Auditing Update
DESCRIPTION:Event Overview\n\n\n\nThe Governmental Accounting Standards Board (GASB) continues to introduce new standards and advances key projects\, shaping the future of public sector financial reporting. Staying current with these changes is critical for finance professionals responsible for preparing\, auditing\, and overseeing governmental financial statements. \n\n\n\nOur 2026 GASB Accounting & Auditing Update is designed to help practitioners understand the practical impact of recent and upcoming GASB guidance. During this two-session program\, our presenters will walk through significant standards on the horizon\, including GASB Statements 103\, 104\, and 105\, and discuss how these changes will affect governmental financial reporting and implementation planning. \n\n\n\nIn addition to examining emerging standards\, our panel discussion will bring real-world perspectives to recently implemented guidance. Practitioners will share lessons learned and common challenges encountered while implementing major standards such as GASB 87 (Leases)\, GASB 94 (Public-Private Partnerships and Availability Payment Arrangements)\, GASB 96 (Subscription-Based IT Arrangements)\, and GASB 100 (Accounting Changes and Error Corrections). \n\n\n\nThe program will also explore current GASB technical agenda projects\, including developments related to revenue and expense recognition\, and conclude with an ethics session focused on professional responsibilities and independence considerations relevant to government auditors and accounting professionals. \n\n\n\nJoin us for this practical and engaging update designed to keep you informed\, prepared\, and confident in navigating the evolving governmental accounting landscape. \n\n\n\nTopics: \n\n\n\nGASB Technical Agenda & Current Projects \n\n\n\nA review of the GASB’s current technical agenda\, including projects under development that may affect future governmental financial reporting. This session will explore key areas of focus for the GASB and what practitioners should watch for in the coming years. \n\n\n\nEmerging Guidance on Revenue and Expense Recognition \n\n\n\nAn update on GASB projects related to revenue and expense recognition\, including potential changes to recognition models\, reporting considerations\, and how these developments may affect governmental financial statements. \n\n\n\nEthics for Government Accounting Professionals \n\n\n\nA discussion of current ethics considerations affecting CPAs and government accounting professionals. Topics will include professional responsibilities\, independence considerations\, and emerging ethical issues relevant to public sector accounting and auditing. \n\n\n\nLearning Objectives \n\n\n\nIdentify recent and upcoming GASB standards and projects affecting governmental financial reporting.Evaluate implementation considerations and lessons learned from recently adopted standards.Analyze how emerging guidance may impact governmental accounting and auditing practices.Recognize key ethical responsibilities and independence considerations relevant to government accounting professionals.Presenters \n\n\n\nJaneen Hathcock\, CPA\, Partner \n\n\n\nJaneen has more than 12 years of public accounting experience and more than 15 years of experience in the accounting profession. Janeen completed her fellowship with the GASB on December 31\, 2021\, where she spent two years working on various financial reporting projects and learning the standard setting process. She has also worked on multiple sides of the audit and conducts audits in accordance with GAGAS (Yellow Book) and Uniform Guidance. She helps conduct audits for a variety of government entities\, such as counties\, cities and towns\, and she performs both internal and external training on a variety of accounting and audit topics. \n\n\n\nGerry Boaz\, CPA\, CGFM\, CGMA\, Director of Government National Strategy\, Government Advisory Services \n\n\n\nAfter retiring from the Tennessee Comptroller of the Treasury\, Division of State Audit\, with nearly 30 years of audit and quality assurance service\, Gerry joined Eide Bailly in May 2024. At Eide Bailly\, he works with state government clients to enhance organizational efficiency and effectiveness through digital transformation\, automation\, and GASB statement implementations. His main focus is state government advisory services and business development. He has served in leadership roles with several professional organizations\, including the AICPA Auditing Standards Board; NASACT and NSAA committees; AGA National Governing Board (as National President) and Financial Management Standards Board; and the GFOA Accounting\, Auditing\, and Financial Reporting Committee. \n\n\n\nDavid Peaden\, CPA\, National Assurance Partner \n\n\n\nDavid has over fifteen years of public accounting experience providing audit\, accounting\, and consulting services to our government clients. David is also a member of the National Assurance Office and assists with quality control review\, consultations on technical matters\, training and development\, and communication and implementation of new accounting standards. \n\n\n\nSara Kurtz\, CPA\, National Assurance Partner \n\n\n\nSara Kurtz brings more than 20 years of audit experience\, having worked exclusively with the government industry throughout her career. She provides technical accounting and auditing expertise to governmental clients\, helping them navigate professional accounting standards required to issue Generally Accepted Accounting Principles (GAAP) financial statements and comply with Single Audit requirements. As a member of the firm’s National Assurance Office\, Sara oversees firmwide assurance staff training and education\, ensuring consistent application of standards and a strong focus on audit quality across all levels of the practice. She is also responsible for the firm’s independence policies\, playing a critical role in evaluating potential conflicts of interest\, managing independence risks\, and providing guidance on complex independence matters. \n\n\n\nCPE Information \n\n\n\nCPE Credits: 3 \n\n\n\nField of Study: (2) Accounting Governmental (1) Regulatory Ethics \n\n\n\nLevel of Knowledge: Overview \n\n\n\nDelivery Method: Group-Internet Based \n\n\n\nAdditional Information  \n\n\n\nThis is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar. \n\n\n\nCPE credit will not be available for watching the recording.  \n\n\n\nEide Bailly Staff\, please register in the Learning Center \n\n\n\nFor information regarding a complaint and/or program cancellation policies\, please contact Laura Schons \n\n\n\nReturn to Eide Bailly Website HERE. \n\n\n\n\n\n\n\nTo view the Eide Bailly Disclaimer click HERE.RE.
URL:https://www.freelivecpe.com/event/2026-gasb-accounting-auditing-update/2026-05-20/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Governmental Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T140000
DTEND;TZID=America/New_York:20260519T150000
DTSTAMP:20260605T141527
CREATED:20260425T151208Z
LAST-MODIFIED:20260425T151213Z
UID:10011021-1779199200-1779202800@www.freelivecpe.com
SUMMARY:Onboarding Contractors in 2026: What Finance and HR Teams Need to Know
DESCRIPTION:Finance and HR leaders have little margin for noncompliance as rules for classifying and compensating independent contractors undergo major changes. Join panelists Christine Gu\, SVP/CAO @Clarify Health\, and CFO/consultant Genevieve Hancock who will share their recommendations about how finance and HR teams can best partner to engage the services of contractors\, including:  \n\n\n\n– What steps HR leaders must take to comply with regulatory requirements for classifying contractors and distinguishing them from employees  \n\n\n\n– What steps finance leaders must take to comply with regulatory requirements for reporting payments to contractors  \n\n\n\n– What significant changes\, such as higher reporting thresholds\, go into effect in 2026  \n\n\n\n– How finance and HR leaders can work together to ensure their companies onboard and manage contractors effectively  \n\n\n\n**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar\, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar\, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.  \n\n\n\nControllers Council 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 web site: www.nasbaregistry.org
URL:https://www.freelivecpe.com/event/onboarding-contractors-in-2026-what-finance-and-hr-teams-need-to-know/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T140000
DTEND;TZID=America/New_York:20260519T150000
DTSTAMP:20260605T141527
CREATED:20260425T143922Z
LAST-MODIFIED:20260425T143927Z
UID:10011009-1779199200-1779202800@www.freelivecpe.com
SUMMARY:2026 US GAAP Taxonomy Updates
DESCRIPTION:About this Event:\n\n\n\nThe 2026 U.S. GAAP Financial Reporting Taxonomy is now active in EDGAR® system. \n\n\n\nFrom new software disclosure enhancements to crypto asset precision updates and approximately 3\,000 modified element references through the Reference Project\, this year’s taxonomy introduces meaningful structural changes that affect how financial data is prepared\, tagged\, and validated. \n\n\n\nThis webinar will give you a clear walkthrough of changes so you can approach migration with confidence and keep your filings compliant as support for the 2024 taxonomies ends in June. \n\n\n\nAfter this webinar\, participants will be able to: \n\n\n\n\nIdentify the changes introduced into the 2026 U.S. GAAP Taxonomy related to structural design\, accounting standards updates\, and topical projects\n\n\n\nQuantify element and technology changes in the 2026 U.S. GAAP Taxonomy\n\n\n\nAcquire detailed insight into taxonomy revisions and migration expectation\n\n\n\n\nThis session is designed for Certified Public Accountants\, other accounting professionals\, and financial professionals. This webinar will provide an overview of the changes implemented in the 2026 U.S. GAAP taxonomy. \n\n\n\nWorkiva offers one complimentary CPE credit for this webinar. \n\n\n\nCan’t make the live session? Register anyway. All attendees will receive access to the on-demand recording after the event.
URL:https://www.freelivecpe.com/event/2026-us-gaap-taxonomy-updates/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T140000
DTEND;TZID=America/New_York:20260519T150000
DTSTAMP:20260605T141527
CREATED:20260425T131332Z
LAST-MODIFIED:20260425T131337Z
UID:10010994-1779199200-1779202800@www.freelivecpe.com
SUMMARY:A Decade of FCPA Enforcement: Lessons for Corporate Counsel
DESCRIPTION:A decade after the U.S. Department of Justice (DOJ) issued the Yates memorandum\, individual accountability and corporate cooperation have moved from policy concepts to decisive enforcement tools. Based on an analysis of 99 Foreign Corrupt Practices Act (FCPA) enforcement actions resolved between 2015 and 2025\, this webinar examines what DOJ enforcement outcomes over the past decade reveal about how companies are evaluated\, and why some fare better than others. \n\n\n\nThis session of the Forensics Institute is designed for in‑house counsel\, compliance leaders\, and external legal advisers who are responsible for navigating investigations\, disclosure decisions\, and remediation under real‑world pressure. We’ll explore how bribery schemes are commonly structured\, where corruption risks often emerge\, and how organizational responses influence resolution types\, penalty reductions\, and enforcement credit. \n\n\n\nIn addition\, the webinar will address how anti‑bribery and anti‑corruption (ABAC) enforcement is currently being handled in Europe\, including how multinational organizations are navigating evolving expectations amid recent shifts in FCPA enforcement posture. \n\n\n\nThe discussion will also focus on what the data shows the DOJ values\, including timely internal investigations\, credible cooperation\, disciplined remediation\, and well‑reasoned disclosure decisions. Gain a clearer understanding of how enforcement authorities assess corporate conduct\, and how global enforcement dynamics like developments in Europe may influence compliance strategy and risk management decisions going forward. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nInterpret enforcement trends from 2015 to 2025\, highlighting how cooperation‑based resolutions have reshaped outcomes in the wake of the Yates memorandum.\n\n\n\nRecognize frequent bribery schemes and risk concentrations across industries and geographies cited in recent enforcement actions.\n\n\n\nExplain how investigation\, disclosure\, and remediation decisions may directly affect enforcement credit\, penalties\, and resolution strategy.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/a-decade-of-fcpa-enforcement-lessons-for-corporate-counsel/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T130000
DTEND;TZID=America/New_York:20260519T140000
DTSTAMP:20260605T141527
CREATED:20260425T150824Z
LAST-MODIFIED:20260425T150829Z
UID:10011020-1779195600-1779199200@www.freelivecpe.com
SUMMARY:Closing the Gap: Streamlining Accrued & Prepaid Expense Accounting for an Audit-Ready Close
DESCRIPTION:Learning Objectives\n\n\n\n\nMaster Prepaid Management: Define the standard treatment of prepaids and identify the functional requirements—such as automated amortization schedules and single-click journal entries—needed to avoid common errors and manual rollforward headaches.\n\n\n\nFormalize Accrual Processes: Establish a structured\, document-driven approach to finding unbilled expenses\, moving away from informal processes like flux analysis and “best guess” estimates to mitigate the high-risk judgment involved in accruals.\n\n\n\nImplement the Document-to-Close Strategy: Utilize invoices or contracts as the source of truth to connect procurement and other teams executing purchases for the business with accounts payable\, ensuring expected schedules are established\, and documentation is centralized to eliminate “blind approvals”.\n\n\n\nTransform Close with Automation: Apply the principles of a digital subledger to provide auditors with direct access to a clear audit trail\, shifting time from preparation and manual reconciliation toward strategic financial analysis.
URL:https://www.freelivecpe.com/event/closing-the-gap-streamlining-accrued-prepaid-expense-accounting-for-an-audit-ready-close-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T130000
DTEND;TZID=America/New_York:20260519T140000
DTSTAMP:20260605T141527
CREATED:20260418T133948Z
LAST-MODIFIED:20260418T133953Z
UID:10010972-1779195600-1779199200@www.freelivecpe.com
SUMMARY:Senior Living Labor Visibility: See Costs Sooner and Protect Margins Faster
DESCRIPTION:Labor is the largest expense for senior living providers\, yet delays in labor visibility make it hard to manage overtime\, agency use\, census‑based staffing\, and PBJ compliance—often resulting in margin loss that isn’t caught until it’s too late.  This webinar shows how real‑time labor insight and cost‑per‑resident‑day data help teams act sooner and protect margins. Learn how APS + Sage Intacct deliver early margin alerts\, staffing optimization tools\, and integrated reporting to support proactive labor management. By the end of this session\, participants will be able to: Recognize key drivers of labor‑related margin erosion such as overtime\, agency staffing\, and delayed reporting. Determine how real‑time labor metrics support timely staffing and margin decisions. Describe how APS + Sage Intacct integrate labor and financial data to enhance margin protection.   \n\n\n\nInformation about CPE eligibility:Identify the root causes of unreliable budgeting in senior living operations. Analyze how commitment controls and pre‑GL approvals reduce financial surprises. Apply best‑practice forecasting and procurement processes using Martus + Procurify with Sage Intacct\n\n\n\nAdvance preparation is not required. There is no cost to attend this webinar.  \n\n\n\nCPE credit: One (1) hour total credit   Level: OverviewField of study: FinanceCPE host: Dana Pontecorvo \n\n\n\nA certificate of completion will be emailed to you four to six weeks after the event.     \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com \n\n\n\n\n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.
URL:https://www.freelivecpe.com/event/senior-living-labor-visibility-see-costs-sooner-and-protect-margins-faster/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T130000
DTEND;TZID=America/New_York:20260519T140000
DTSTAMP:20260605T141527
CREATED:20260418T125930Z
LAST-MODIFIED:20260418T125934Z
UID:10010964-1779195600-1779199200@www.freelivecpe.com
SUMMARY:Navigating the future: financial services tax and finance transformation in 2026
DESCRIPTION:Join us for a webcast exploring the key trends shaping financial services organizations’ tax and finance functions in 2026. Our panel of Financial Services Tax leaders will share forward‑looking transformation insights across the industry\, including banking and capital markets\, wealth and asset management\, real estate and insurance. The discussion will focus on regulatory-driven demands\, building a more agile tax and finance workforce\, technology enablement − specifically AI − and preparing for rapid change. In consideration of the dynamically changing financial services environment\, this session will help tax and finance leaders navigate complexity\, adapt with confidence and position their functions for sustained success. \n\n\n\nPanelists\n\n\n\n\nSteven Balzer\, Financial Services Tax Partner\, Ernst & Young LLP\n\n\n\nJames Pape\, Financial Services Tax Partner\, Ernst & Young LLP\n\n\n\nArwa Weisbrod\, Financial Services Tax Partner\, Ernst & Young LLP\n\n\n\nMitchell Weiss\, Financial Services Tax Partner\, Ernst & Young LLP\n\n\n\n\nModerator\n\n\n\n\nMike Johnson\, EY Americas Tax Financial Services Leader\n\n\n\n\nEY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group\, Washington\, DC: Lynn Fairfax \n\n\n\nCPE Information (for live events only)\n\n\n\nDelivery Method: Group Internet Based \n\n\n\nProgram Level: Basic \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Preparation: None \n\n\n\nRefunds & Cancellations: This course is offered free of charge\, therefore there are no refunds given. In the event that a course must be cancelled\, participants will be contacted via the email addressed submitted during registration. \n\n\n\nComplaint Policy: For complaints or concerns\, please submit an inquiry here. \n\n\n\nNote: CPE credit is awarded for live webinars only. For more information\, visit: https://www.ey.com/en_us/media/webcasts/cpe.  \n\n\n\nErnst & Young LLP 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.
URL:https://www.freelivecpe.com/event/navigating-the-future-financial-services-tax-and-finance-transformation-in-2026/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T120000
DTEND;TZID=America/New_York:20260519T130000
DTSTAMP:20260605T141527
CREATED:20260509T142849Z
LAST-MODIFIED:20260509T142853Z
UID:10011084-1779192000-1779195600@www.freelivecpe.com
SUMMARY:The Journey from Schedule C to 1120-S
DESCRIPTION:Description\n\n\n\nAs tax professionals\, we’re often asked\, “Should I become an S Corporation?” The promise of self-employment tax savings can sound like the ultimate destination but the road to 1120-S is filled with key decisions\, compliance challenges\, and planning opportunities that require careful navigation.In this session\, we’ll explore the full scope of that transition\, from making timely elections\, reasonable compensation and maintaining compliance unique to S Corporations. Whether you’re advising first-time entrepreneurs or seasoned business owners ready for the next phase\, this session will equip you with a practical framework to guide clients toward greater tax efficiency and long-term success. \n\n\n\nBy completing this course\, you will be able to: \n\n\n\n\nAdvise your clients on navigating the transition to S Corporation status and staying compliant.\n\n\n\nThe instructors will cover critical decisions\, compliance challenges\, and planning opportunities in the following areas:\n\n\n\nDetermine S Corporation eligibility: Identify the key IRS requirements for a business to qualify for S Corporation status\, including shareholder limits and stock class rules.\n\n\n\nS Corporation suitability and election procedures: Assess when an S Corp is appropriate for a client and accurately understand the process for filing Form 2553\, including late elections.\n\n\n\nUnderstanding S Corp reasonable compensation and accountable plans: Grasp the IRS’s requirements for reasonable officer salaries\, and key criteria for compliant accountable plans.\n\n\n\nCommon S Corporation pitfalls and how to avoid them: Recognize and address issues like passive income limitations and basis challenges.\n\n\n\n\nWho Should Attend?Anyone who prepares tax returns and advises clientsPrerequisites: NoneCourse Level: IntermediateCourse Length: 60 minutesDelivery Method: Group – Live internetField of Study: Technical – Specialized KnowledgeCPE: 1CE: 1IRS Course ID: NESGF-T-00213-25-OIRS Course ID: NESGF-T-00194-24-O \n\n\n\nIntuit (Sponsor ID# 103311) 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. \n\n\n\nNote: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies\, please reach out to Protax_training@intuit.com.
URL:https://www.freelivecpe.com/event/the-journey-from-schedule-c-to-1120-s/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T120000
DTEND;TZID=America/New_York:20260519T130000
DTSTAMP:20260605T141527
CREATED:20260502T142841Z
LAST-MODIFIED:20260502T142846Z
UID:10011054-1779192000-1779195600@www.freelivecpe.com
SUMMARY:From Manual to Agentic: How AI Transforms Reconciliations Across the Balance Sheet
DESCRIPTION:Let’s be real: “we reconcile in Excel and it takes forever” is not a competitive strategy. \n\n\n\nMost finance teams have automated something — but\, according to PwC research\, only 8% say their data processes are mostly automated. Meanwhile\, 21% spend more time reconciling data than analyzing it. That’s time your team isn’t getting back. \n\n\n\nThis session is your playbook for meaningful change. We’re going beyond basic automation to show you how AI Agents transform reconciliations from a month-end bottleneck into a foundation for strategic finance — with the governance\, auditability\, and controls your team requires. \n\n\n\nJoin FloQast and PwC to explore what it looks like when AI doesn’t just move data\, but understands your process. \n\n\n\nWhat You’ll Learn \n\n\n\n‍A framework for getting started — practical prioritization so you’re confident in the possibilities \n\n\n\nWhere AI is actually making an impact — not the hype version\, the one with 5 days shaved off the rec process and 98% of 50k transactions matched in seconds \n\n\n\nHow to think about your AI maturity — from manual and disconnected to autonomous and controlled\, and where you realistically sit today \n\n\n\nThe full-cycle view — upstream data prep\, journal entry generation\, variance analysis\, and downstream audit readiness\, all connected \n\n\n\nHow our agentic AI shows its work — every step documented\, every decision traceable\, your name on the line and your back covered
URL:https://www.freelivecpe.com/event/from-manual-to-agentic-how-ai-transforms-reconciliations-across-the-balance-sheet/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T120000
DTEND;TZID=America/New_York:20260519T130000
DTSTAMP:20260605T141527
CREATED:20260502T141824Z
LAST-MODIFIED:20260502T141830Z
UID:10011052-1779192000-1779195600@www.freelivecpe.com
SUMMARY:AI Part 4: Auditing AI-Enabled Processes
DESCRIPTION:​This is a FREE course offered by Cherry Hill Advisory. \n\n\n\n​​1 NASBA CPE hour will be issued.​Cherry Hill Advisory 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. \n\n\n\n​​Module 4 of the AI Series \n\n\n\n​As we’ve continued to build out this series\, our focus has stayed the same: keep each session practical\, clear\, and immediately useful in your day-to-day work. For this session\, we’re grateful to have MindBridge as a sponsor. MindBridge works at the intersection of AI and audit\, with a focus on financial risk discovery.  \n\n\n\n\n\n\n\n​This session shows how to scope and test an AI-heavy process even without a technical background. We break fieldwork into clear steps and walk through examples of tests that actually work in practice. \n\n\n\n​Key Learning Objectives: \n\n\n\n\n​Plan and scope an AI audit from start to finish.\n\n\n\n​Pick the right tests for AI-enabled processes.\n\n\n\n​Tie AI risks back to core control objectives.\n\n\n\n\n​Additional Information:NASBA Field of Study: AuditingProgram Level: BasicPrerequisites: NoneAdvance Preparation: NoneDelivery Method: Group Internet-Based \n\n\n\nLocation \n\n\n\nVirtual | Link will be provided close to the date
URL:https://www.freelivecpe.com/event/ai-part-4-auditing-ai-enabled-processes/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T120000
DTEND;TZID=America/New_York:20260519T130000
DTSTAMP:20260605T141527
CREATED:20260418T123642Z
LAST-MODIFIED:20260418T123647Z
UID:10010961-1779192000-1779195600@www.freelivecpe.com
SUMMARY:2026 Manufacturing Predictions – Agility by Design: Where to Simplify. Where to Invest.
DESCRIPTION:As manufacturers move deeper into 2026\, operational excellence is no longer about incremental improvement — it’s about intentionally simplifying where complexity no longer adds value and investing where it does. Margin pressure\, complexity creep\, and uneven demand are forcing leadership teams to rethink cost to serve\, portfolio sprawl\, and how agility actually drives performance. \n\n\n\nJoin BDO’s Manufacturing team for a focused\, executive level webcast exploring how leading organizations are sharpening execution by simplifying portfolios\, reallocating resources\, and building operational flexibility without sacrificing performance. This session examines how manufacturers are deciding what to keep\, what to fix\, and what to exit —and how those choices directly impact growth\, resilience\, and capital discipline. \n\n\n\nWhether you’re leading operations\, advising the C-suite\, or navigating board level tradeoffs\, this discussion will provide a pragmatic framework for aligning strategy and execution in a year that demands focus and speed. \n\n\n\nLearning Objectives \n\n\n\n\nEvaluate where operational complexity is eroding margin and agility.\n\n\n\nAssess cost structures and cost to serve through a simplification lens.\n\n\n\nDistinguish high impact transformation initiatives from operational distractions.\n\n\n\n\nCPE Information\n\n\n\nDelivery: Group Internet Based \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Prep: None \n\n\n\nProgram Level: Basic \n\n\n\nCost: There is no fee to attend this session \n\n\n\nInformation about CPE Eligibility\n\n\n\nTo receive CPE credit for participation in a BDO webcast program\, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate. \n\n\n\nPlease Note: Per BDO USA’s CPE Compliance policy\, CPE will not be issued for programs that fail to comply with the NASBA Standards\, or to individuals who do not meet the attendance requirements. For example\, a professional attending a webcast must respond to at least 3 polls per CPE credit. \n\n\n\nFor questions regarding CPE credit\, please contact CPE@bdo.com. \n\n\n\nBDO USA\, P.C. 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
URL:https://www.freelivecpe.com/event/2026-manufacturing-predictions-agility-by-design-where-to-simplify-where-to-invest/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T110000
DTEND;TZID=America/New_York:20260519T120000
DTSTAMP:20260605T141527
CREATED:20260425T144824Z
LAST-MODIFIED:20260425T144830Z
UID:10011011-1779188400-1779192000@www.freelivecpe.com
SUMMARY:Busy season debrief: Turning tax season lessons into sustainable success
DESCRIPTION:CPE credit: 1 hour for CPAs \n\n\n\nTax season may be over\, but its lessons are still fresh. In this session\, Dawn Brolin\, CEO of Powerful Accounting\, Inc.\, guides accounting professionals through a structured review of the most recent tax season to identify what worked\, what didn’t\, and what must change before the next busy season. \n\n\n\nParticipants will learn how to evaluate workload patterns\, client interactions\, team capacity\, and technology effectiveness through a post season lens. This session will help firms move from reactive survival mode to intentional planning. Attendees will gain practical frameworks to capture lessons learned\, reset boundaries\, mitigate burnout risk\, and refine systems that support greater efficiency\, profitability\, and well being throughout the year. \n\n\n\nLearning objectives: \n\n\n\n\nAssess tax season performance to identify patterns related to workload distribution\, time management\, and client demands.\n\n\n\nAnalyze sources of stress\, bottlenecks\, and burnout experienced during busy season and determine their root causes.\n\n\n\nEvaluate the effectiveness of workflows\, delegation strategies\, and technology used during tax season.\n\n\n\nApply a process to document lessons learned and prioritize improvements for the upcoming year.\n\n\n\nDevelop an action plan to refine processes\, reset client expectations\, and strengthen team sustainability before the next tax season.\n\n\n\n\nLevel:BasicInstructional method:Group internet-basedNASBA field of study:Business management & organizationProgram prerequisites:NoneAdvance preparation:None \n\n\n\nNote: CPE is only available for attending the live event\, on-demand viewing is not eligible.
URL:https://www.freelivecpe.com/event/busy-season-debrief-turning-tax-season-lessons-into-sustainable-success/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260515T120000
DTEND;TZID=America/New_York:20260515T130000
DTSTAMP:20260605T141527
CREATED:20260411T142455Z
LAST-MODIFIED:20260411T142500Z
UID:10010932-1778846400-1778850000@www.freelivecpe.com
SUMMARY:EY Center for Tax Policy monthly update - May 2026
DESCRIPTION:Companies need to keep pace with a tax and economic environment in transition. This requires understanding tax policy trends and anticipating future developments that could impact their operations. \n\n\n\nJoin us for a fast-paced overview of recent tax and economic developments designed to help you stay on top of changes in today’s shifting economic\, legislative and regulatory environment. In this regularly occurring webcast series\, panelists will provide updates on: \n\n\n\n\nThe US economy and tax policy\n\n\n\nWhat’s happening at the IRS\n\n\n\nBreaking developments\n\n\n\n\nWe hope you will be able to join us. \n\n\n\nEY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group\, Washington\, DC: Lynn Fairfax \n\n\n\nPresenters\n\n\n\n \n\n\n\n\n\n\n\nColleen O’Neill\n\n\n\nEY US National Tax Department Leader Group\, Washington\, DC: Lynn Fairfaxfax \n\n\n\nCPE Information (for live events only)\n\n\n\nDelivery Method: Group Internet Based \n\n\n\nProgram Level: Basic \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Preparation: None \n\n\n\nRefunds & Cancellations: This course is offered free of charge\, therefore there are no refunds given. In the event that a course must be cancelled\, participants will be contacted via the email addressed submitted during registration. \n\n\n\nComplaint Policy: For complaints or concerns\, please submit an inquiry here. \n\n\n\nNote: CPE credit is awarded for live webinars only. For more information\, visit: https://www.ey.com/en_us/media/webcasts/cpe.  \n\n\n\nErnst & Young LLP 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.
URL:https://www.freelivecpe.com/event/ey-center-for-tax-policy-monthly-update-may-2026/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260515T110000
DTEND;TZID=America/New_York:20260515T140000
DTSTAMP:20260605T141527
CREATED:20260411T141247Z
LAST-MODIFIED:20260411T141259Z
UID:10010930-1778842800-1778853600@www.freelivecpe.com
SUMMARY:2026 GASB Accounting & Auditing Update
DESCRIPTION:Event Overview\n\n\n\nThe Governmental Accounting Standards Board (GASB) continues to introduce new standards and advances key projects\, shaping the future of public sector financial reporting. Staying current with these changes is critical for finance professionals responsible for preparing\, auditing\, and overseeing governmental financial statements. \n\n\n\nOur 2026 GASB Accounting & Auditing Update is designed to help practitioners understand the practical impact of recent and upcoming GASB guidance. During this two-session program\, our presenters will walk through significant standards on the horizon\, including GASB Statements 103\, 104\, and 105\, and discuss how these changes will affect governmental financial reporting and implementation planning. \n\n\n\nIn addition to examining emerging standards\, our panel discussion will bring real-world perspectives to recently implemented guidance. Practitioners will share lessons learned and common challenges encountered while implementing major standards such as GASB 87 (Leases)\, GASB 94 (Public-Private Partnerships and Availability Payment Arrangements)\, GASB 96 (Subscription-Based IT Arrangements)\, and GASB 100 (Accounting Changes and Error Corrections). \n\n\n\nThe program will also explore current GASB technical agenda projects\, including developments related to revenue and expense recognition\, and conclude with an ethics session focused on professional responsibilities and independence considerations relevant to government auditors and accounting professionals. \n\n\n\nJoin us for this practical and engaging update designed to keep you informed\, prepared\, and confident in navigating the evolving governmental accounting landscape. \n\n\n\nTopics: \n\n\n\nGASB Technical Agenda & Current Projects \n\n\n\nA review of the GASB’s current technical agenda\, including projects under development that may affect future governmental financial reporting. This session will explore key areas of focus for the GASB and what practitioners should watch for in the coming years. \n\n\n\nEmerging Guidance on Revenue and Expense Recognition \n\n\n\nAn update on GASB projects related to revenue and expense recognition\, including potential changes to recognition models\, reporting considerations\, and how these developments may affect governmental financial statements. \n\n\n\nEthics for Government Accounting Professionals \n\n\n\nA discussion of current ethics considerations affecting CPAs and government accounting professionals. Topics will include professional responsibilities\, independence considerations\, and emerging ethical issues relevant to public sector accounting and auditing. \n\n\n\nLearning Objectives \n\n\n\nIdentify recent and upcoming GASB standards and projects affecting governmental financial reporting.Evaluate implementation considerations and lessons learned from recently adopted standards.Analyze how emerging guidance may impact governmental accounting and auditing practices.Recognize key ethical responsibilities and independence considerations relevant to government accounting professionals.Presenters \n\n\n\nJaneen Hathcock\, CPA\, Partner \n\n\n\nJaneen has more than 12 years of public accounting experience and more than 15 years of experience in the accounting profession. Janeen completed her fellowship with the GASB on December 31\, 2021\, where she spent two years working on various financial reporting projects and learning the standard setting process. She has also worked on multiple sides of the audit and conducts audits in accordance with GAGAS (Yellow Book) and Uniform Guidance. She helps conduct audits for a variety of government entities\, such as counties\, cities and towns\, and she performs both internal and external training on a variety of accounting and audit topics. \n\n\n\nGerry Boaz\, CPA\, CGFM\, CGMA\, Director of Government National Strategy\, Government Advisory Services \n\n\n\nAfter retiring from the Tennessee Comptroller of the Treasury\, Division of State Audit\, with nearly 30 years of audit and quality assurance service\, Gerry joined Eide Bailly in May 2024. At Eide Bailly\, he works with state government clients to enhance organizational efficiency and effectiveness through digital transformation\, automation\, and GASB statement implementations. His main focus is state government advisory services and business development. He has served in leadership roles with several professional organizations\, including the AICPA Auditing Standards Board; NASACT and NSAA committees; AGA National Governing Board (as National President) and Financial Management Standards Board; and the GFOA Accounting\, Auditing\, and Financial Reporting Committee. \n\n\n\nDavid Peaden\, CPA\, National Assurance Partner \n\n\n\nDavid has over fifteen years of public accounting experience providing audit\, accounting\, and consulting services to our government clients. David is also a member of the National Assurance Office and assists with quality control review\, consultations on technical matters\, training and development\, and communication and implementation of new accounting standards. \n\n\n\nSara Kurtz\, CPA\, National Assurance Partner \n\n\n\nSara Kurtz brings more than 20 years of audit experience\, having worked exclusively with the government industry throughout her career. She provides technical accounting and auditing expertise to governmental clients\, helping them navigate professional accounting standards required to issue Generally Accepted Accounting Principles (GAAP) financial statements and comply with Single Audit requirements. As a member of the firm’s National Assurance Office\, Sara oversees firmwide assurance staff training and education\, ensuring consistent application of standards and a strong focus on audit quality across all levels of the practice. She is also responsible for the firm’s independence policies\, playing a critical role in evaluating potential conflicts of interest\, managing independence risks\, and providing guidance on complex independence matters. \n\n\n\nCPE Information \n\n\n\nCPE Credits: 3 \n\n\n\nField of Study: (2) Accounting Governmental (1) Regulatory Ethics \n\n\n\nLevel of Knowledge: Overview \n\n\n\nDelivery Method: Group-Internet Based \n\n\n\nAdditional Information  \n\n\n\nThis is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar. \n\n\n\nCPE credit will not be available for watching the recording.  \n\n\n\nEide Bailly Staff\, please register in the Learning Center \n\n\n\nFor information regarding a complaint and/or program cancellation policies\, please contact Laura Schons \n\n\n\nReturn to Eide Bailly Website HERE. \n\n\n\n\n\n\n\nTo view the Eide Bailly Disclaimer click HERE.RE.
URL:https://www.freelivecpe.com/event/2026-gasb-accounting-auditing-update/2026-05-15/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Governmental Accounting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260514T140000
DTEND;TZID=America/New_York:20260514T150000
DTSTAMP:20260605T141527
CREATED:20260425T150148Z
LAST-MODIFIED:20260425T150153Z
UID:10011017-1778767200-1778770800@www.freelivecpe.com
SUMMARY:Eye on Washington Quarterly Update: Q1 2026
DESCRIPTION:Stay informed about recent tax developments affecting your business. These free quarterly sessions provide the latest updates on administrative\, legislative\, and judicial developments from Washington. \n\n\n\nCEOs\, CFOs\, financial executives\, advisors\, and other stakeholders will gain insights to navigate the evolving tax landscape. We will provide the latest information on federal tax reform\, IRS guidance\, and related topics to help you and your organization stay prepared.  \n\n\n\nAfter completing this course\, you will be able to: \n\n\n\n\nDescribe recent rulings\, guidance\, and other activity from the IRS and the Treasury Department.\n\n\n\nSummarize key legislative updates relevant to your business.  \n\n\n\nExplain how the most relevant tax case appellate and trial-level decisions may affect your business.\n\n\n\n\nDon’t miss this chance how changes impact your company’s success! \n\n\n\nPresenters\n\n\n\nBill Smith\, Managing Director\, National Tax Office\, CBIZNate Smith\, Managing Director\, CBIZMark Baran\, Managing Director\, CBIZ
URL:https://www.freelivecpe.com/event/eye-on-washington-quarterly-update-q1-2026/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260514T140000
DTEND;TZID=America/New_York:20260514T150000
DTSTAMP:20260605T141527
CREATED:20260418T145726Z
LAST-MODIFIED:20260418T145731Z
UID:10010987-1778767200-1778770800@www.freelivecpe.com
SUMMARY:Seven Lessons Learned From GASB 103 Implementations
DESCRIPTION:Description\n\n\n\nAs governments shift from planning to execution under GASB Statement No. 103\, the first wave of implementations are yielding both expected challenges and unexpected insights. This webinar shares seven key lessons learned from initial state and local implementations\, highlighting common pitfalls\, critical judgment areas\, and how finance and budget teams are collaborating. Attendees will gain practical\, immediately applicable guidance for ongoing or upcoming GASB 103 efforts. \n\n\n\nLearning objectives: \n\n\n\n\nIdentify common management’s discussion and analysis (MD&A) gaps revealed through early GASB 103 implementations\, including trends surfaced through AI‑enabled assessments\n\n\n\nAnticipate and respond to questions from budget and operational departments regarding their role in the GASB 103 process\n\n\n\nUnderstand how recent GASB implementation guidance on subsidies clarifies key areas of judgment and supports consistent application\n\n\n\n\nWho Should Attend:\n\n\n\nThis program is designed for CFOs\, Directors of Finance\, Controllers\, Comptrollers\, Accounting Managers and Finance Managers. \n\n\n\nCPE Accreditation:\n\n\n\nDelivery Method | Group Internet BasedRecommended CPE credit | Up to one hour of CPE\, pending approvalRecommended Field(s) of Study | Accounting (Governmental)CPE Capability | Technical Expertise/Problem SolvingPrerequisites | NoneProgram Level | BasicAdvanced Preparation | None \n\n\n\nSpeakers\n\n\n\nDanny Martinez\n\n\n\nCFO Advisory Services \n\n\n\nPartner\, Cherry Bekaert Advisory LLC \n\n\n\nScott Anderson\n\n\n\nAssurance Services \n\n\n\nPartner\, Cherry Bekaert LLPPartner\, Cherry Bekaert Advisory LLC
URL:https://www.freelivecpe.com/event/seven-lessons-learned-from-gasb-103-implementations/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Governmental Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260514T140000
DTEND;TZID=America/New_York:20260514T150000
DTSTAMP:20260605T141527
CREATED:20260418T133026Z
LAST-MODIFIED:20260418T134435Z
UID:10010971-1778767200-1778770800@www.freelivecpe.com
SUMMARY:From private equity to public markets: Is your PE-backed company ready?
DESCRIPTION:Event overview\n\n\n\nThe initial public offering window is open—but is your private equity-backed company ready to seize the opportunity? After a two-year drought\, 2026 is shaping up as a historic window for PE exits via IPO. Portfolio companies that were built for sale to strategic buyers or other PE firms are now pivoting to public markets. But here’s the challenge: The strategies that made them attractive to PE create significant obstacles on the path to going public. \n\n\n\nMany PE-backed companies have been assembled through aggressive roll-up strategies—acquiring multiple add-ons to build scale\, consolidate markets and drive valuation multiples. While this creates value in private markets\, it introduces profound complexity when preparing for an IPO. \n\n\n\nThis live session will address the unique challenges and considerations faced by PE-backed companies who are preparing—or being asked to prepare—for an IPO. Whether your PE sponsor has signaled an IPO exit or you’re proactively preparing for the possibility\, this session will equip you with the knowledge to navigate the transition successfully.  \n\n\n\nWhat you’ll learn by attending: \n\n\n\nHow to develop a realistic IPO preparation timeline \n\n\n\nThe unique IPO challenges PE-backed companies face \n\n\n\nInsights into key financial and operational readiness requirements \n\n\n\nGuidance on assessing your current IPO readiness
URL:https://www.freelivecpe.com/event/from-private-equity-to-public-markets-is-your-pe-backed-company-ready/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260514T130000
DTEND;TZID=America/New_York:20260514T140000
DTSTAMP:20260605T141527
CREATED:20260425T132647Z
LAST-MODIFIED:20260425T132652Z
UID:10010999-1778763600-1778767200@www.freelivecpe.com
SUMMARY:EY Family Enterprise strategies for building value across generations
DESCRIPTION:To succeed across generations\, family enterprises need a clear approach that addresses both business performance and family dynamics. Enduring family enterprises often focus on four core strategies that serve as the foundation for their sustainable\, multigenerational success. \n\n\n\nJoin our webcast\, during which EY professionals will explore the four core strategies and an actionable framework designed to support family enterprises and pinpoint key challenges and gaps\, enabling creation of a strong and lasting legacy for future generations. \n\n\n\nDiscussion topics will include: \n\n\n\n\nGrowing a larger\, more valuable enterprise\n\n\n\nFunding growth and understanding capital alternatives\n\n\n\nBalancing the capital needs of the business with the capital needs of the family\n\n\n\nAvoiding disruption through effective governance of both the family and the enterprise\n\n\n\n\nLearning objectives \n\n\n\nIdentify how to grow a family enterprise\, how to fund growth and understand capital alternatives in family enterprises\, how to balance capital needs of family businesses and the families who own them\, and how to avoid distribution through governance in family enterprises. \n\n\n\nPanelists\n\n\n\n\nSean Aylward\, Managing Director\, Family Enterprise Business Services\, Ernst & Young LLP\n\n\n\nJim Bly\, Managing Director\, Family Enterprise Business Services\, Ernst & Young LLP\n\n\n\nCooper Rentfro\, Manager\, Family Enterprise Business Services\, Ernst & Young LLP\n\n\n\nDominic Venditti\, Senior Manager\, Family Enterprise Business Services\, Ernst & Young LLP\n\n\n\n\nModerator\n\n\n\n\nBrock Griffiths\, EY Americas Family Enterprise Leader\n\n\n\n\nEY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group\, Washington\, DC: Lynn Fairfax \n\n\n\nCPE Information (for live events only)\n\n\n\nDelivery Method: Group Internet Based \n\n\n\nProgram Level: Basic \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Preparation: None \n\n\n\nRefunds & Cancellations: This course is offered free of charge\, therefore there are no refunds given. In the event that a course must be cancelled\, participants will be contacted via the email addressed submitted during registration. \n\n\n\nComplaint Policy: For complaints or concerns\, please submit an inquiry here. \n\n\n\nNote: CPE credit is awarded for live webinars only. For more information\, visit: https://www.ey.com/en_us/media/webcasts/cpe.  \n\n\n\nErnst & Young LLP 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.
URL:https://www.freelivecpe.com/event/ey-family-enterprise-strategies-for-building-value-across-generations/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260514T130000
DTEND;TZID=America/New_York:20260514T140000
DTSTAMP:20260605T141527
CREATED:20260418T135158Z
LAST-MODIFIED:20260418T135203Z
UID:10010974-1778763600-1778767200@www.freelivecpe.com
SUMMARY:Winning hearts and minds: Building a future-ready business
DESCRIPTION:Stop treating IT like a bill you have to pay and start seeing it as the way you’ll grow your business. If your tech is clunky\, your best people will leave. You’ll learn how to spot the tools that actually help your team get work done faster. It’s not just about the gadgets; it’s about how you lead your people through the frustration of change. You need to make sure your remote staff and office team feel like they’re working for the same company. We won’t get bogged down in technical talk. Instead\, we’ll focus on the big-picture shifts you need to make to keep your firm ready for what’s coming next. You can’t afford to let “how we’ve always done it” hold you back anymore. Get your team on board by showing them how new tech makes their lives easier. It’s about winning their hearts and minds to build a business that stays ahead. \n\n\n\nLearning objectives: \n\n\n\n\nIdentify the high-level technology requirements for a scalable accounting firm.\n\n\n\nRecognize the common organizational barriers to successful technology adoption.\n\n\n\nCompare different infrastructure models for their ability to support hybrid work environments.\n\n\n\nDiscuss the relationship between firm culture and effective digital transformation.\n\n\n\n\nLevel:BasicInstructional method:Group internet-basedNASBA field of study:Information technologyProgram prerequisites:NoneAdvance preparation:None \n\n\n\nNote: CPE is only available for attending the live event\, on-demand viewing is not eligible.
URL:https://www.freelivecpe.com/event/winning-hearts-and-minds-building-a-future-ready-business/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260514T120000
DTEND;TZID=America/New_York:20260514T130000
DTSTAMP:20260605T141527
CREATED:20260505T221023Z
LAST-MODIFIED:20260505T221028Z
UID:10011056-1778760000-1778763600@www.freelivecpe.com
SUMMARY:From Nexus to Next Steps: Sales Tax Compliance Strategies That Scale
DESCRIPTION:Sales tax requirements are becoming more complex as businesses expand across states\, channels\, and product lines. Knowing where you have nexus\, how taxability applies\, and when prior exposure needs attention is critical to reducing risk. \n\n\n\nIn this one-hour session\, Stephen Bradshaw will walk through practical sales tax compliance considerations and key next steps for businesses looking to strengthen their approach. \n\n\n\nWhat You’ll Learn \n\n\n\n\nHow to identify nexus and multistate exposure\n\n\n\nHow taxability issues can create hidden compliance risk\n\n\n\nWhen remediation or a voluntary disclosure agreement may make sense\n\n\n\nHow automation can support compliance\, filings\, and exemption management\n\n\n\nWhat common setup or process issues can lead to downstream problems\n\n\n\nHow to build a more scalable sales tax compliance strategy\n\n\n\n\nWho Should Attend\n\n\n\nThis webinar is designed for: \n\n\n\n\nCFOs and controllers\n\n\n\nTax directors and tax managers\n\n\n\nFinance and accounting leaders\n\n\n\nBusiness owners and founders\n\n\n\nCompanies managing multistate sales tax complexity\n\n\n\nTeams evaluating how to improve sales tax processes and controls\n\n\n\n\nWhy Attend\n\n\n\nYou’ll leave with: \n\n\n\nA stronger framework for making next-step decisions \n\n\n\nA clearer understanding of nexus and exposure risk \n\n\n\nPractical guidance you can apply right away \n\n\n\nBetter insight into where automation fits into your compliance process
URL:https://www.freelivecpe.com/event/from-nexus-to-next-steps-sales-tax-compliance-strategies-that-scale/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260514T110000
DTEND;TZID=America/New_York:20260514T144500
DTSTAMP:20260605T141527
CREATED:20260412T204814Z
LAST-MODIFIED:20260412T205745Z
UID:10010945-1778756400-1778769900@www.freelivecpe.com
SUMMARY:ELEVATE 2026
DESCRIPTION:Description\n\n\n\nWhether you’re looking to scale your firm\, streamline your workflow\, or plan more strategically for the year ahead\, the Elevate 2026 virtual conference will help you fast-track the future of your practice. Because Tax Day isn’t the finish line—it’s your starting line for what’s next.Shift gears from reactive work to intentional growth at this two-day event that brings together practical training and product expertise to help you run a more efficient\, scalable firm built for resilience in an ever-changing landscape.Across 11 courses\, you’ll explore strategies to strengthen your operations\, expand your advisory services\, and get more value from the tools you already use. You’ll hear from industry experts and Intuit leaders\, and earn free CPE/CE credits when you attend live sessions.*We’re especially excited to welcome this year’s keynote speaker\, Ruth Buscombe\, a Formula 1 analyst and presenter for F1 TV\, who will share her insights on how high-performing teams design for pressure and turn strategy into action. Buscombe’s illustrious career gives her a unique understanding of how success isn’t won on cruise control—it’s achieved through judicious preparation and a drive for continuous improvement. \n\n\n\n\n\n\n\nIntuit (Sponsor ID# 103311) 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.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies\, please reach out to Protax_training@intuit.com.
URL:https://www.freelivecpe.com/event/elevate-2026/2026-05-14/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization,Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260514T110000
DTEND;TZID=America/New_York:20260514T120000
DTSTAMP:20260605T141527
CREATED:20260418T143429Z
LAST-MODIFIED:20260418T143433Z
UID:10010981-1778756400-1778760000@www.freelivecpe.com
SUMMARY:Sentiment vs. fundamentals: A guide to the markets
DESCRIPTION:The markets have experienced significant volatility in 2026 as a result of unforeseen economic conditions. Staying informed and understanding how to adapt has never been more important.    \n\n\n\nJoin us on Thursday\, May 14 for a one-hour webinar hosted by Sikich’s wealth management team and Gabriela Santos\, Chief Market Strategist for the Americas at J.P. Morgan Asset Management.   \n\n\n\nThis webinar will cover key insights from The Guide to the Markets including:  \n\n\n\nWhat current trends may mean for portfolio positioning and long-term decision-making  \n\n\n\nKey economic and market drivers shaping volatility in 2026  \n\n\n\nHow investor sentiment and market fundamentals are influencing today’s market environment 
URL:https://www.freelivecpe.com/event/sentiment-vs-fundamentals-a-guide-to-the-markets/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260513T150000
DTEND;TZID=America/New_York:20260513T163000
DTSTAMP:20260605T141527
CREATED:20260411T144420Z
LAST-MODIFIED:20260411T144425Z
UID:10010937-1778684400-1778689800@www.freelivecpe.com
SUMMARY:Q2 2026 Quarterly sustainability webcast
DESCRIPTION:Join our sustainability specialists for the next quarterly discussion of the latest sustainability accounting and reporting developments in the US and abroad. \n\n\n\nPresenter:Heather Horn\, PwC National Office Sustainability and Thought Leader \n\n\n\nWho 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. \n\n\n\nCPE 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 May 7 and May 13 sessions will be the same\, participants are only eligible to receive CPE for attending one session.Additional CPE Information
URL:https://www.freelivecpe.com/event/q2-2026-quarterly-sustainability-webcast-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260513T150000
DTEND;TZID=America/New_York:20260513T160000
DTSTAMP:20260605T141527
CREATED:20260418T124510Z
LAST-MODIFIED:20260418T124517Z
UID:10010962-1778684400-1778688000@www.freelivecpe.com
SUMMARY:BEAD Compliance Essentials: Allowable Costs & Matching
DESCRIPTION:Understanding which costs are allowed to be expended with Broadband Equity\, Access\, and Deployment (BEAD) funds is critical to maintaining compliance and avoiding repayment or audit findings. This webinar will help telecommunications (telecom) providers identify what BEAD funds can (and cannot) be used for. In addition\, the webinar will cover matching compliance requirements\, including tips and tricks to help track match progress. Participants will gain practical insight into common cost pitfalls\, documentation expectations\, and potential internal controls to align project spending with BEAD program requirements. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nIdentify eligible and ineligible activities under the BEAD program.\n\n\n\nRecall BEAD matching requirements\, including acceptable sources and documentation expectations.\n\n\n\nApply best practices for tracking\, documenting\, and substantiating BEAD-funded expenditures.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance\, during live broadcast.ed Knowledge field of study may be awarded upon verification of participant attendance\, during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/bead-compliance-essentials-allowable-costs-matching/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260513T140000
DTEND;TZID=America/New_York:20260513T150000
DTSTAMP:20260605T141527
CREATED:20260501T200302Z
LAST-MODIFIED:20260501T200307Z
UID:10011031-1778680800-1778684400@www.freelivecpe.com
SUMMARY:Summer 2026 Travel & Leisure Outlook webcast
DESCRIPTION:Webcast overview\n\n\n\nIn this webcast\, we’ll unpack KPMG’s latest Consumer Pulse insights and turn them into actions for airlines\, gaming\, lodging\, OTAs/platforms\, and destinations.Learning Objectives: \n\n\n\nFollowing this webcast\, participants will be able to: \n\n\n\n\nIdentify key trends and drivers affecting Travel & Leisure for 2026\n\n\n\nDevelop a practical action plan for near-term implementation within your organization.\n\n\n\nCommunicate expected benefits\, trade-offs\, and stakeholder roles effectively.\n\n\n\n\nProgram Specifications \n\n\n\nEstimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: \n\n\n\n\nC-Suite executives at Travel\, Leisure & Hospitality sector\n\n\n\nTitles include: CFO\, COO\, Chief Development Officer\, CAO\, Head of Tax\, Deal professionals\n\n\n\n\nField(s) of Study: Business Management and Organization – 42Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate \n\n\n\nPolicies & Questions \n\n\n\nRefund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code DYNB9CXC7N2.Field of study: The final CPE and Field of Study will be confirmed after delivery of the program. Due to a high compliance season\, please expect delays in CPE processing. \n\n\n\nKPMG 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 addresses to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417. www.nasba.org
URL:https://www.freelivecpe.com/event/summer-2026-travel-leisure-outlook-webcast/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260513T140000
DTEND;TZID=America/New_York:20260513T150000
DTSTAMP:20260605T141527
CREATED:20260425T143711Z
LAST-MODIFIED:20260425T143716Z
UID:10011008-1778680800-1778684400@www.freelivecpe.com
SUMMARY:What’s New This Q: Integrated Workflow Management\, AI Integration in Spreadsheets\, and More
DESCRIPTION:About this Event:\n\n\n\nBuilt-in calendars linked to your files and tasks. Automated disclosures aligned to frameworks. Workiva AI based on your org’s own knowledge base. These are just a few new ways we’re helping you build more trust in the work you do in the Workiva platform. \n\n\n\nEvery quarter\, we’re bringing you a sneak peek at the latest Workiva innovations. Catch a preview of what will change the way you work—exclusively in our next webinar:  \n\n\n\n\nIntegrated workflow management: Leverage a centralized experience for coordinating calendars\, tasks\, and dates across complex\, time-sensitive reporting processes\n\n\n\nIntelligent companion integration in Spreadsheets: Access Workiva AI where you deal with data the most: use natural language for help with formulas\, tables\, formatting\, and data tasks; detect errors\, summarize trends\, and explain changes; and bring AI-generated outputs into cells directly\n\n\n\nCustom intelligence: Build your own knowledge base in Workiva AI by uploading files\, documents\, and instructions to get more relevant\, accurate responses grounded in your own content\, not generic outputs\n\n\n\nCorporate integrated reporting: Meet more global filing requirements from one platform—see how our latest advances in EDINET taxonomy support and XBRL converter help meet Japan disclosure requirements\, for example\n\n\n\n\nBe the first to see the powerful new features that have just arrived and are coming soon to the Workiva platform. Hear from the team behind the tech\, and learn how you can start putting these innovations to work right away.  \n\n\n\nAfter this session\, you will be able to: \n\n\n\n\nExplain ways to increase visibility and oversight in your team’s workflows\n\n\n\nIdentify opportunities to use AI for working with data in spreadsheets\, improving formulas\, and generating insights from tabular data \n\n\n\nDevelop a plan for managing data\, integrating AI\, and strengthening assurance using one platform\n\n\n\n\nWorkiva offers one complimentary CPE credit for this webinar. \n\n\n\nNot able to attend? Complete registration today\, and we will email you the recording.
URL:https://www.freelivecpe.com/event/whats-new-this-q-integrated-workflow-management-ai-integration-in-spreadsheets-and-more/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260513T140000
DTEND;TZID=America/New_York:20260513T150000
DTSTAMP:20260605T141527
CREATED:20260418T135851Z
LAST-MODIFIED:20260418T135856Z
UID:10010976-1778680800-1778684400@www.freelivecpe.com
SUMMARY:Copilot\, not autopilot: Building a defensible trust chain for AI testing across GRC and audit
DESCRIPTION:Description: \n\n\n\nAI is no longer a future consideration for assurance functions. It is reshaping how monitoring\, testing\, and risk decisions are made today. As organizations rapidly deploy copilots\, agents\, and AI-enabled controls\, the central question has shifted from whether to adopt AI to how to govern it\, scale it responsibly\, and demonstrate measurable value without eroding accountability. \n\n\n\nThis session introduces a practical AI trust chain model aligned to the three lines model\, designed to address the growing tension between accelerating AI capabilities and the slower pace of enterprise assurance readiness. Attendees will explore how GRC can establish guardrails for AI usage\, validation\, and change management\, while internal audit applies risk-based validation\, selective reperformance\, and documentation standards that allow AI-assisted testing to withstand regulatory and stakeholder scrutiny. \n\n\n\nRather than treating AI as a black box or bolting it onto legacy workflows\, this webinar focuses on human-in-the-loop assurance\, clear ownership\, and evidence-based reliance. Participants will leave with a concrete framework for distinguishing AI-native assurance practices from superficial automation\, enabling teams to move beyond pilots and into scalable\, defensible use of AI across GRC and audit. \n\n\n\nLearning objectives:  \n\n\n\n\n Differentiate AI-native assurance from AI-overlay tooling – Identify the practical and governance differences between tools that merely automate existing audit workflows and those designed with AI-first assurance principles\, including implications for control reliability\, explainability\, and regulator confidence.\n\n\n\nDesign a defensible AI trust chain across the Three Lines – Apply a clear model for how management\, GRC\, and internal audit each contribute to validating AI usage\, covering ownership\, validation boundaries\, documentation expectations\, and escalation points.\n\n\n\nEstablish evidence standards for AI-assisted testing and monitoring – Define what “audit-reliance ready” looks like for AI outputs\, including selective reperformance\, validation thresholds\, human review checkpoints\, and traceability aligned to risk.\n\n\n\nProve ROI without sacrificing accountability or assurance quality –  Connect AI efficiency gains (coverage\, cycle time reduction\, continuous monitoring) to measurable outcomes while maintaining human judgment\, governance oversight\, and regulatory defensibility.\n\n\n\n\nCPE credit(s): 1 CPE upon live viewing and participation. CPEs not offered on-demand. \n\n\n\nField of study: Auditing \n\n\n\nInstructional delivery method: Group Internet Based \n\n\n\nLevel: Basic \n\n\n\nPrerequisite: None \n\n\n\nAdvanced preparation: None  \n\n\n\n*Click here for more CPE information.
URL:https://www.freelivecpe.com/event/copilot-not-autopilot-building-a-defensible-trust-chain-for-ai-testing-across-grc-and-audit/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260513T130000
DTEND;TZID=America/New_York:20260513T140000
DTSTAMP:20260605T141527
CREATED:20260502T140951Z
LAST-MODIFIED:20260502T140957Z
UID:10011049-1778677200-1778680800@www.freelivecpe.com
SUMMARY:Section 179D Sunset: Planning Considerations for Architects and Engineers
DESCRIPTION:Description\n\n\n\nSection 179D has long been a valuable incentive for energy‑efficient building projects\, but that opportunity is closing. With the deduction set to sunset for projects beginning construction after June 30\, 2026\, designers and building owners face a critical planning window. \n\n\n\nSection 179D Sunset: Planning Considerations for Architects and Engineers –  Wednesday\, May 13\, 2026 at  1 – 2 P.M. ET\n\n\n\nIn this webinar\, Cherry Bekaert’s tax professionals break down what the Section 179D sunset means\, who may still qualify\, and how to uncover missed opportunities in previously completed or partially completed projects\, especially for designers working on tax‑exempt buildings. We’ll also explore how R&D tax credits and cost segregation studies can continue to drive tax savings and support long‑term growth after Section 179D sunsets. \n\n\n\nLearning Objectives: \n\n\n\n\nUnderstanding the Section 179D sunset and remaining qualification timelines\n\n\n\nLookback opportunities for unclaimed 179D deductions\n\n\n\nPlanning considerations before and after June 30\, 2026\n\n\n\nTransitioning from 179D to R&D tax credits and cost segregation strategies\n\n\n\nAligning tax incentives with future construction\, renovation and innovation efforts  \n\n\n\n\nWho Should Attend:\n\n\n\nThis program is designed for architecture and engineering firms to understand how to transition from expiring incentives to ongoing tax strategies that support investment\, innovation and cash‑flow optimization. \n\n\n\nCPE Accreditation:\n\n\n\nDelivery Method | Group Internet BasedRecommended CPE credit | Up to one hour of CPE\, pending approvalRecommended Field(s) of Study | TaxesCPE Capability | Technical Expertise/Problem SolvingPrerequisites | NoneProgram Level | BasicAdvanced Preparation | NonePartner\, Cherry Bekaert Advisory LLC
URL:https://www.freelivecpe.com/event/section-179d-sunset-planning-considerations-for-architects-and-engineers/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VCALENDAR