Free Live CPE Calendar

Children’s Hospital Webinar Series
2024-11-07 13:00 - 14:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Event details

Children’s hospitals often operate in a functionally unique space compared to other providers in the healthcare ecosystem. This three-part webinar series will explore the tax, community benefit, and operational issues that have a direct impact on tax-exempt children’s hospitals.

Gain valuable insight into industry and regulatory trends, community benefit reporting optimization, and ways to enhance operations.

All sessions are on a Thursday and begin at 1 p.m. Eastern. Dates and topics include:

Oct. 17: Tax Updates for Tax Exempt Children’s Hospitals

After attending this session, you should be able to:

Describe the latest regulatory and legislative updates and industry trends affecting tax-exempt children’s hospitals

Recognize potential federal, international, and state and local income and payroll tax issues based on the nature of your organization’s operations

Identify the tax credits and incentives available to tax-exempt children’s hospitals through recent legislation

Nov. 7: Technology and Transformation in Children’s Hospital Operations

Dec. 5: Community Benefit Reporting for Tax-Exempt Children’s Hospitals

Executive Forum 2024: Unlocking growth potential — key strategies for success
2024-11-07 13:00 - 14:00
Event Description

In today’s dynamic business environment, growth remains a top priority for both public and private companies. This panel discussion will explore the critical levers that leaders can pull to drive organizational growth for a holistic growth strategy. The discussion will cover organic growth strategies, inorganic growth strategies and tax optimization as a growth lever.

Date and time

Thursday, November 07, 2024

1:00 PM ET – 2:00 PM ET

Recommended CPE credits

1

Learning objectives

Define how effective tax planning and structuring can significantly impact a company’s growth trajectory, including tax-efficient structuring, state and local tax considerations, leveraging credits and incentives, international tax planning, and the tax implications of M&A transactions.

Cite methods and best practices for achieving sustainable organic growth, including market expansion, portfolio optimization, customer acquisition, and retention strategies.

Identify strategic considerations and processes involved in pursuing growth through M&A opportunities, including identifying potential acquisition targets, due diligence, integration planning, and maximizing value from M&A activities.

Navigating the Future: Trends and Strategies in Healthcare M&A for Multi-State Transactions
2024-11-07 13:00 - 14:00
Join McCarter & English and Withum as we address the legal and consulting standards for the new laws passed across multiple states that require review of healthcare transactions involving the consolidation of healthcare entities. These laws not only apply to intra-state healthcare entities, but also out-of-state healthcare entities that are seeking to cross a border and purchase, acquire, or merge with a healthcare entity operating within a state that has passed one of these new laws. We will discuss who the statutes apply to, the transactional threshold levels that have to be met for the statute to apply, what information the healthcare entities have to provide to the state, who reviews the information and the review process, whether the statute requires state approval or just notice, and the state’s stance on anti-trust issues.

If you are a healthcare provider or represent providers that operate in several states and are looking to expand, this timely presentation will serve as a guide to your future M&A strategy.

Attend this webinar to:

Identify what to consider if expanding in several states relating to transactional threshold levels, information to be provided, review process and more.

Analyze the legal and consulting standards for the new laws passed across multiple states that require review of healthcare transactions involving the consolidation of healthcare entities.

Apply statutes for intra-state and out-of-state healthcare entities that are seeking consolidation.

Nonprofit Benchmarking Tips and Tricks
2024-11-07 13:00 - 14:00
Overview

Benchmarking, although a popular practice, often falls short of its true potential and can even mislead an organization. In this webinar we’ll guide you through a comprehensive process for optimal benchmarking, covering key aspects from planning and conducting through analyzing and evaluating.

We‘ll cover essential elements such as defining clear objectives, choosing the right benchmarks, selecting reliable sources and avoiding data overload.

We will emphasize context and the critical distinction between correlation and causation, using real-world examples to highlight how data alone may not provide the complete story.

By translating data into actionable insights, nonprofits can unlock the power of benchmarking for strategic decision-making, drive meaningful change, and advance their mission.

Presenters

Douglas Boedeker, CPA, CMA, Partner, Marcum LLPJulie L. Jones, CPA, National Leader, Nonprofit & Social Sector, Marcum LLP

4CPE - Withum’s Annual Business and Finance Symposium
2024-11-07 13:00 - 17:00
In a world where change is the only constant, the ability to innovate and grow is not just an advantage—it’s a necessity.

Join us at our Business and Finance Symposium in November. Held annually, the Symposium offers up to 8 CPE credits across two half-day segments through a virtual experience.

As a business or finance executive, you know the value of staying ahead of the curve in your industry. Withum’s thought leaders will explore relevant topics to help your business stay agile and dynamic. Core Symposium sessions will cover trending Tax and A&A concepts. Ancillary sessions will discuss outsourced accounting, fraud, artificial intelligence, sustainability, succession planning and more!

Feel free to join as many or little sessions as your schedule allows!residential parties are not the same

Executive Forum 2024: Navigating growth — organic and inorganic strategies for manufacturers
2024-11-07 14:00 - 15:00
Event Description

Despite ongoing uncertainties, manufacturers are focused on growth – staying competitive, innovative, and meeting evolving market demands. Join us for an insightful webcast where industry leaders delve into the dynamic world of growth strategies tailored for the manufacturing industry. This session will explore both organic and inorganic growth approaches, providing you with the knowledge and tools to drive your business forward.

Key Topics:

Understanding organic growth: Learn how to leverage internal resources, develop competitive pricing strategies, and innovate to achieve sustainable growth.

Exploring inorganic growth: Discover the benefits and challenges of mergers, acquisitions, and strategic partnerships in today’s economy, and how they can accelerate your market presence.

Case studies and best practices: Gain insights from real-world examples of manufacturing companies that have successfully implemented these strategies.

Interactive Q&A session: Engage with our panelists and get your questions answered in real-time.

Date and time

Thursday, November 07, 2024

2:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Analyze the diverse trends in mergers, acquisitions, and strategic partnerships within manufacturing, focusing on how these approaches are being used to gain competitive advantage and adapt to evolving industry demands.

Cite innovative approaches and the latest trends driving organic growth at manufacturing companies and how companies are utilizing the resources they have to develop strategic growth strategies.

Executive Forum 2024: Charting a path for growth in banking — industry-specific strategies to achieve success
2024-11-07 14:00 - 15:00
Event Description

During this webinar, insights on 2024 M&A dispute trends will be shared, along with recommendations on mitigating these disputes. The session will also cover perspectives on what 2025 holds for M&A disputes, focusing on working capital and earn-outs disputes. The presenters will draw from their experiences in pre-signing advice and post-closing dispute resolution on hundreds of deals to help you navigate the complexity of M&A disputes.

Date and time

Thursday, October 17, 2024

1:00 PM ET – 2:00 PM ET

Recommended CPE credits

1

Learning objectives

Cite best practices in M&A accounting dispute resolution

Recognize the common causes of disputes, including the warning signs and risk areas for accounting that lead to post-closing disagreements.

Identify best practices to guard against post-acquisition disputes

Executive Forum 2024: Navigating growth in the tech industry — organic and inorganic strategies for success in 2025
2024-11-07 14:00 - 15:00
Event Description

The technology industry is undergoing rapid transformation, with growth becoming more critical—and more complex—than ever before. Tech executives and boards must now navigate a challenging landscape where both organic and inorganic strategies play vital roles in achieving sustainable success.

Join us for an insightful webcast where we will explore the key trends and best practices for driving growth in the tech industry through both M&A and innovation within existing operations.

We’ll discuss:

How tech companies use M&A to gain market share and new capabilities, with insights into current trends and rising valuations.

How realigning customer strategies and integrating innovative technologies can drive sustainable growth.

How elevated interest rates and a focus on profitability are shaping tech valuations, with smaller companies gaining more M&A.

How tech companies can seize transformative opportunities, from large-cap to mid-market players.

Date and time

Thursday, November 07, 2024

2:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Explain key valuation trends in the technology industry, including specific examples from the software, IT services, semiconductor, and hardware sectors.

Recognize the impact of industry disruptions and how tech companies can adapt growth strategies to stay competitive in a rapidly changing landscape.

Identify key trends shaping growth strategies in the technology industry, including both M&A and organic innovation.

Executive Forum 2024: Spurring growth — energy M&A strategies and trends
2024-11-07 14:00 - 15:00
Event Description

Deal activity in the energy industry is expected to increase as one of the critical levers to spur growth. Join our webcast geared toward all energy sectors to understand what actions you can take to prepare your company to make acquisitions or divestitures in the energy industry. Our presenters who have deep experience supporting energy deals will share their perspectives and data from our energy finance leaders survey on these topics:

Energy deal trends

Accessing energy credits

Selling energy credits to fund acquisition-related growth

Tax structuring pitfalls to avoid in energy deals

Date and time

Thursday, November 07, 2024

2:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Identify energy deal-related tax structuring pitfalls.

Describe energy deal trends.

Recognize the benefits of accessing and selling energy credits to fund deals.

Plante Moran Insurance Services: 2024 Industry Year-End Webinar
2024-11-07 14:00 - 15:00
Join us for a one-hour session designed specifically for insurance company leaders. Gain a comprehensive understanding of the NAIC’s Principles-Based Bond Project and its impact on financial reporting. Our experts will provide insights on the latest updates, including changes to SSAPs, Schedule D, Schedule BA, and more. This session is crucial for preparing your organization for the upcoming changes in 2025 and beyond.

Additionally, our tax experts will guide you through the latest tax incentive under the Inflation Reduction Act and offer valuable updates on tax footnote disclosures with a special focus on the rate of reconciliation process.

Don’t miss this opportunity to stay ahead of the curve and ensure your company is fully prepared for the future.

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

How to operationalize trust through next-gen digital controls
2024-11-07 14:00 - 15:00
In the era of enhanced technology transformation, organizations are increasingly exposed to new threats. This underscores the importance of proactive digital controls and governance to mitigate risks and build and maintain trust equity with your stakeholders. We’ll discuss:

Evolving risk landscape associated with digital technologies

The impact of trust on organizational performance

How a comprehensive digital controls framework can modernize the three lines of defense

What’s Next for Excise Tax? Electric Vehicles
2024-11-07 14:00 - 15:00
Federal and state motor fuel excise tax is imposed on fuel placed in an internal combustion motor vehicle for the privilege of using the public roads and highways. Conversion to more fuel-efficient and electric vehicles means excise tax revenue is being reduced significantly. As a result, some states are seeking alternative sources of excise tax revenue needed for maintenance and repair.

Electric vehicles are an emerging area for excise taxation. More than 30 states impose higher registration fees for electric vehicles than combustion engine vehicles. States are also looking at options for imposing an excise tax on charging electric vehicles to make up for lost revenue. Join our webcast to learn more about the next hot topic in excise tax: electric vehicles.ctical advice from industry leaders to fortify your cybersecurity posture in 2024 and beyond.

Artificial Intelligence: The Evolution of Fraud Investigations
2024-11-07 14:00 - 15:00
As artificial intelligence (AI) becomes more prevalent in our everyday lives, fraud investigations are taking on a different approach with the use of AI. From email scams and deepfakes impacting investigations to emotion detection and image recognition enhancing investigations, AI can take on many forms and roles. Join our forensics panel for the first session of our 2024 Fall Forensics Institute, and learn about threats and challenges AI may pose, what your organization can do to help combat these challenges, and how AI is propelling standard investigations.

Learning Objectives

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

Discuss AI threats and challenges that may impact fraud investigations.

Identify the benefits of using AI in investigations, supplementing standard fraud investigations.

Recognize resources to help combat threats.

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.nt attendance, during live broadcast.

Tax Controversy Now: Trends and Updates
2024-11-07 14:00 - 15:00
Webcast overview

As we end another busy year in tax developments, and on the heels of the election, hear a panel of KPMG LLP speakers as they delve into the latest tax controversy topics.

This session will cover:

Economic substance: Get the latest information on increased economic substance enforcement

Update from Washington: Get early predictions on what the election outcome might mean for tax policy

Loper Bright: Understand both federal and state law considerations in a post-Chevron deference world

Corporate Alternative Minimum Tax (CAMT): Hear reflections on the proposed regulations and considerations for compliance

Transfer pricing: Catch up on current transfer pricing trends at the federal and state level

Navigate the Digital Battleground with Insights from BDO’s State of Cyber Report
2024-11-07 15:00 - 16:00
For technology companies, staying ahead of evolving cyber threats and safeguarding your data, reputation, and operations is crucial for long-term success. Join us for an insightful webcast as we explore BDO Digital’s 2024 State of Cyber Report, an essential guide in navigating this digital battleground.

This webcast will provide a comprehensive overview of the top challenges faced by cybersecurity leaders today, including:

Artificial Intelligence’s Role in Enhanced Cyberattacks: Understand how AI is being leveraged to both defend against and perpetrate cyber threats.

The Growing Ransomware Threat: Explore the latest trends in ransomware and strategies to mitigate this ever-present danger.

Compliance in a Shifting Regulatory Landscape: Learn about the evolving regulatory requirements and how to ensure your organization remains compliant.

The Risks Associated with Cloud Migration: Identify the potential vulnerabilities and best practices for securing your cloud infrastructure.

Don’t miss this opportunity to gain valuable insights and practical advice from industry leaders to fortify your cybersecurity posture in 2024 and beyond.

Tax in a time of transition: legislative, economic, regulatory and IRS developments - Post-election edition
2024-11-08 12:00 - 13:00
In this post-election edition of our regularly occurring webcast series, panelists will discuss the November 5 elections and what they may mean for tax policy.

The expiring Tax Cuts and Jobs Act provisions remain top of mind for businesses and policymakers alike and their fate will be driven in large part by the outcome of the November elections. While proposals will vary, tax increases are possible under any of three potential scenarios: (1) a Republican sweep; (2) a Democratic sweep; and (3) divided government, with parties splitting control of the House, Senate and White House.

Join EY tax policy professionals for an overview of election night — we’ll discuss what’s known and what is still to come and how the results may shape tax policy as we head into 2025. Other significant tax and economic developments will be discussed as warranted.

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

2024 Banking Seminar Series
2024-11-08 15:00 - 17:00
Navigating the Future: Digital Evolution and Community Resilience

In an era marked by digital disruption and economic shifts, the ability to innovate and adapt is essential for every community bank. Our 2024 Banking Seminar Series is an opportunity to gain critical insights and strategies to ensure your institution’s continued success. Designed specifically for bank executives, directors, officers, and industry professionals, this series will provide you with the tools to navigate the challenges and opportunities of today’s banking landscape.

This year, we’re focusing on the key issues shaping the industry, including the shift to digital and potential post-election tax implications. You’ll discover how to enhance your bank’s digital presence and leverage your unique position to better serve the community. Additionally, you’ll hear inspiring stories from individuals like Dave Fishwick, whose community bank start-up is now featured in a Netflix film. Our distinguished lineup of speakers will deliver actionable guidance and foster the knowledge you need to lead with confidence.

Each session is free to attend. CPE information can be found under each session.

3.5CPE - 2024 Financial Services Virtual Symposium
2024-11-12 10:00 - 14:00
Join Forvis Mazars and other industry leaders for an informative event as we share insights on trending topics redefining the banking industry. We’ll discuss accounting and tax updates, credit risk, regulatory compliance, cybersecurity, and more.

Learning Objectives

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

Discuss recent tax and accounting updates affecting financial institutions nationwide.

Apply current industry trends and best practices at financial institutions.

Identify upcoming issues that may affect the overall banking environment.

CPE Information

7.00 CPE Credit (pending approval)

Seven CPE credits (pending approval) in the Specialized Knowledge, Accounting, Taxes, and Economics fields of study may be awarded upon verification of participant attendance during live broadcast.rticipant attendance, during live broadcast.

3 CPE -Driving Nonprofit Success Through Endowments
2024-11-12 11:00 - 14:00
Event Overview

Join us for a virtual half-day conference designed to help your nonprofit enhance the management of your endowment and strengthen your financial sustainability. This event is tailored to provide actionable insights that will empower you to make a lasting impact on your organization’s endowment strategy. Gain industry perspectives from leading experts in investment consulting, accounting, and law.

BDO’s 2024 Audit Innovation Survey: Key Findings & Insights
2024-11-12 12:00 - 13:00
Join us in a panel discussion where we share key findings and insights from BDO’s 2024 Audit Innovation Survey including market perceptions on barriers to a smooth financial audit, expectations of audit firms, the tie between technology and trust in auditing, the use of AI within finance & accounting, and tactics to address the accounting talent shortage.

Transfer Pricing of Financial Transactions: Challenges and Opportunities
2024-11-12 12:00 - 13:00
Webcast overview

KPMG LLP (KPMG) is pleased to invite you to a one-hour TaxWatch Webcast that will address challenges and opportunities for companies in the rapidly-developing area of intercompany financial transactions.

Multinational corporations routinely engage in intercompany financial transactions to operate their global businesses. These transactions may include loans to fund a capital investment or acquisition, short-term working capital loans, factoring to free up cash at a subsidiary, and cash pooling to maximize the group’s use of internal cash and minimize external interest expense.

High interest rates coupled with high volatility have made this an area of increased scrutiny around the world. With deal activity picking up, this is a critical time to consider not just pricing new loans, but also monitoring the covenants on existing transactions. Further, several countries are introducing specific rules on financial transactions and interest deduction limitations, adding more layers of complexity.

Join this webcast to hear senior KPMG speakers Anthony Brown (KPMG in Canada), Hans Gerling (KPMG in the US), Sayantani Ghose (KPMG in the US), and Vinay Kapoor (KPMG in the US), talk through practical steps, including:

Planning considerations around financial policy to achieve compliance, efficiency and flexibility

Tips for facilitating coordination between a company’s tax, treasury and business needs

Identifying traps for the unwary and proactively addressing areas that often get overlooked

Health Care Third-Party Vendor Risk Management
2024-11-12 13:00 - 14:00
Health care organizations have many vendors and suppliers supporting critical business operations. These third parties pose a risk to the industry due to the potential of a compromise to patient privacy and safety. Health care organizations must manage the risk of these third parties. Is your security and compliance program effective in dealing with these risks?

Join us for our webcast, Health Care Third-Party Vendor Risk Management. Gain insight into third-party vendor risk management and what you need to know to help protect your organization.n our four-part virtual 2024 Building Opportunity Conference.

Reflecting on Tax Season's Challenges and Triumphs
2024-11-12 13:00 - 14:00
Building on the reflections from Session 1, this session focuses on the importance of mindfulness in tax preparation and its impact on productivity and accuracy. Participants will explore stress management techniques, improved decision making and professional growth, preparing them for a more balanced tax season.

Learning Objectives:

Discuss reflective practices in tax preparation, emphasizing the impact of mindfulness on productivity and accuracy.

Understand common emotional challenges during tax season and the role of mindfulness in managing these emotions.

Analyze past tax seasons for improvement and professional growth.

Delivery Method: Group Internet

Course Level: Basic

Field of Study: Personnel/Human Resources – Non-technical

Prerequisites: None

This course is approved for 1 CPE credit.

Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).

NASBA Approved. Sponsor # 103021.

Helping Clients Navigate the Employee Retention Credit Mess | Session Two
2024-11-12 13:00 - 14:00
Event Overview

Recent developments in Employee Retention Credit (ERC) processing and IRS ERC examinations have left many who made ERC claims in the dark as to whether they will receive them. Others are wondering whether they will be the scapegoat in penalties for an overreaching claim. Many CPAs and tax preparers are stuck in the middle and don’t know how to advise their clients or help them receive their claims.

The IRS examination of ERC claims is also mired in confusion and nuanced legal issues. Last fall, the IRS announced a new safe harbor withdrawal process for taxpayers who have submitted ineligible ERC claims. The ERC claim withdrawal process is narrow in scope and only available to organizations that can meet all four of the IRS requirements. Questions remain for taxpayers who did not meet those requirements but may need to amend or withdraw their claim.

Eide Bailly’s National Tax Office has helped clients benefit from the Employee Retention Credit and navigate the withdrawal and audit processes when receiving questions from the IRS.

Please Note: This webinar was also hosted on August 19. Both sessions will cover similar content, we’ll include updates as new information becomes available.

5 Keys to Highly Accurate Inventory Management
2024-11-12 13:00 - 14:00
Event details

In today’s rapidly evolving manufacturing landscape, accurate inventory management is critical for maintaining operational efficiency and financial health.

This webinar will focus on practical strategies for improving inventory accuracy, protecting working capital, managing cash flow more effectively, and reducing financial headaches.

After attending this session, you should be able to:

Describe why accurate inventory management is essential to your company’s financial health and growth

Apply practical steps for implementing inventory controls like labeling, traceability, and pallet-level management

Identify how cycle counting and backflushing can reduce errors and streamline operations

Recognize inventory costing considerations and how to avoid unexpected write-offs

Demonstrate change management strategies to motivate your team and facilitate successful technology implementations

Don’t miss this opportunity to learn how inventory management improvements can help strengthen your business.

International tax talk quarterly series with the EY Global Tax Desk Network - November 2024
2024-11-12 13:00 - 14:00
Recent proposed tax changes across the globe may have significant implications for companies in the next quarter and beyond. Some of these changes are complex, so it is important that businesses understand them and try to prepare now – particularly for those that take effect in 2025.

Join our Global Tax Desk professionals for insights on recent developments across the regions. Topics will include:

For Asia Pacific – updates on recent tax-related changes in India, Australia and the Philippines

For Europe – updates on some key European tax reforms and recent highlights from some specific European territories

For Latin America – updates across the region, including from Argentina, Brazil, Chile and Colombia

For the US – updates on US tax developments, including specific considerations before year-end

Panelists

Gagan Malik, Asia Pacific Business Group Tax Desk Leader, Ernst & Young LLP

Martijn Bons, Netherlands Tax Desk Leader, International Tax and Transaction Services, Ernst & Young LLP

Moritz Gattaz, Brazil Tax Desk Leader, International Tax and Transaction Services, Ernst & Young LLP

Enrique Perez Grovas, Mexico Tax Desk, International Tax and Transaction Services, Ernst & Young LLP

Rebecca Attwell, Partner, International Tax and Transaction Services, Ernst & Young LLP

Moderator

Ella Kettenacker, UK Tax Desk Leader, International Tax and Transaction Services, Ernst & Young LLP

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

HITRUST CSF: A Comprehensive Overview
2024-11-12 13:00 - 15:00
HITRUST CSF: A Comprehensive Overview

Date: Tuesday, November 12, 2024 at 1 – 3 P.M. ET

During this CPE webinar, we will dive into the origins of the HITRUST Framework, as well as its current role in cybersecurity and third-party compliance. Discover how to determine if your organization could benefit from HITRUST certification and which certification is right for your organization. Understand the validated assessment and how to choose a certified external assessor. Don’t miss this opportunity to further your knowledge of HITRUST and how it can benefit your company by protecting sensitive information and satisfying third-party compliance.

Learning Objectives:

Determine if pursuing a HITRUST certification is right for your organization

Identify which HITRUST certification option is best for your organization

Discover how to choose a certified external assessor firm to perform your organization’s HITRUST certification-validated assessment

Gain a thorough understanding of the HITRUST certification process

Speakers

Keith Jackson, CPA | Senior Manager, Information Assurance & Cybersecurity

CPE Accreditation

Delivery Method | Group Internet Based

Recommended CPE credit | 1 hour CPE

Recommended Field(s) of Study | Information Technology

CPE Capability | Technical Expertise

Prerequisites | None

Program Level | Basic

Advanced Preparation | None

A tax sunset may be coming: Plan for today with an eye on the horizon
2024-11-12 14:00 - 15:00
With the scheduled sunset of the Tax Cuts and Jobs Act of 2017 (TCJA), it’s important to not lose perspective on your current tax planning goals and objectives. The TCJA significantly altered individual income and wealth transfer tax provisions, resulting in implications for current tax planning and future tax policies post-election. We’ll discuss:

Planning for current individual income tax provisions and possible future implications

Assessing wealth transfer tax planning before the TCJA expires

The post-election tax policy outlook

Year-End Tax Planning — Don’t Leave Money on the Table
2024-11-12 14:00 - 15:00
Given the uncertain tax environment this year, your tax plan may need substantial changes. Join our complimentary webinar to learn how taking a proactive approach to year-end tax planning can help you make strategic decisions for financial success.

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

Identify post-election tax strategies

Recall the credits and incentives to know about before the close of 2024

Recognize partnership tax planning strategies and opportunities

Recognize individual tax planning strategies, including gift and estate plans

Recall how the Tax Cuts and Jobs Act (TCJA) expirations affects year-end tax planning

Please register by November 11, 2024.

CPE

Recommended CPE: 1 credit, TaxesPrerequisites: None Program level: Overview Advance preparation: None Delivery method: Group Internet BasedView CPE sponsorship information

Your Dynamics GP Road Map: Exploring Business Central
2024-11-12 14:00 - 15:00
Join us for an informative webinar where we explore the journey from Microsoft Dynamics GP to Dynamics 365 Business Central. Learn about the migration process, key benefits and considerations for making the transition, a sneak peek into the Business Central system, and more.

Learning Objectives

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

Explain practical strategies and best practices for migrating from Dynamics GP to Business Central.

Describe the steps involved, including data migration, system configuration, and user training.

Identify key benefits for transitioning to Business Central.

CPE Information

1.00 CPE Credit (pending approval)

1 CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance, during live broadcast.ing live broadcast.
