Event Overview There are few things more stress-inducing as a leader than realizing a core business system like your ERP is reaching the end of life or will no longer be supported. A key strategy to remaining relevant and competitive is having an up-to-date, modernized technology stack on your side – and this is especially...

Event Overview The nonprofit sector faces unique challenges in effectively managing grants, which are crucial for funding various programs and initiatives. This webinar provides an in-depth exploration of best practices in grant management to help nonprofit organizations maximize their funding potential, ensure compliance, and achieve their mission more efficiently.

Navigating your first SOC 2 examination can be a challenge. The process will differ based on your organization’s needs, and there are items your organization should be aware of when undergoing a SOC 2 examination for the first time. Join our SOC and HITRUST leaders at Forvis Mazars with our next SOCial Hour, as we...

Join Tina McGill, CPA and owner of MMAS CPA a successful client advisory firm - as she shares how leaning into new artificial intelligence-enabled features and automation has saved her team hours every month and unlocked deeper insights for her clients. Additionally, gain insights into the team structures she has implemented to maximize efficiency and profitability...

Join our sustainability specialists for the next quarterly discussion of the latest ESG accounting and reporting developments in the US and abroad. Presenters:Heather Horn, PwC National Office Sustainability and Thought Leader Who should attend: Controllers; finance directors; others with roles in accounting, financial, and ESG reporting, including sustainability officers, investor relations, audit committee and board members,...

In recent years, state and local governments have ramped up their focus on unclaimed property and property tax as states look for ways to increase revenues. Understanding these areas is crucial for businesses looking to optimize their financial strategies and ensure compliance. Join our upcoming webinar where Baker Tilly and Cantrell McCulloch, Inc. professionals will...

Join us for the next webcast in the 2024 Private Client Services Series. Join BDO and Family Office Exchange (FOX) as they explore the latest advancements in technology impacting the Family Office sector. Our panelists will offer insights on the most common tools used in family offices for investment and financial reporting, while also looking at...

Indirect taxes and unclaimed property (UP) compliance obligations can have a significant impact on your business operations. Many companies struggle to manage compliance and reporting effectively, often resulting in indirect tax overpayments and missed opportunities for UP asset recoveries. We’ll discuss:

Event overview Distressed debt investors face tax consequences. In an era of booming private credit driven by a challenging economic climate and high interest rates, holders of distressed debt instruments now face numerous tax issues. Private credit and debt funds that invest in distressed debt investments are particularly affected as debt is exchanged or refinanced....

Build a comprehensive tech stack strategy that streamlines your tools and improves overall efficiency. Learn how to identify the key components of their tech stack, evaluate the effectiveness of their current tools, and develop a plan for optimizing their workflow. Also, get an advanced look at the industry’s most pressing opportunities and challenges with an...

Webcast overview KPMG LLP is pleased to invite you to an informative TaxWatch webcast that will discuss recent developments in unclaimed property enforcement and impactful developments in several states. Please join leaders from KPMG’s National Unclaimed Property practice for a one-hour webcast to learn more about critical unclaimed property updates, including: Statutory and regulatory changes...

OVERVIEW This session will take an in-depth look at the key considerations for obtaining a Negotiated Indirect Costs Rate Agreement (NICRA) for Federal Grants vs using the De Minimis Rate, especially with the increase from 10% to 15%. PRESENTER Kimberly Maxwell, CPA, Partner, Marcum LLP CPE CREDITS Program DescriptionNICRA vs De Minimis RateImportant Notice Regarding...

Webcast overview Retailers are making significant progress in improving their strategies and capabilities for a seamless shopping experience. They aim to stand out and become the future leaders in the retail industry. The message is clear—meet customers wherever they are and offer seamless experience across all channels. We are pleased to invite you to our...

Webcast overview Join KPMG LLP (KPMG) for a Real Estate Tax Chat focused on the impact of Pillar 2 and the Proposed Section 987 regulations on real estate investments. Our session will focus on the following topics: The session will be hosted by KPMG Building, Construction Real Estate U.S. Tax Industry Leader, Martin Griffiths, and...

Get the Full Potential Out of Sage Intacct’s 2024 Release 3 Join Armanino’s Sage Intacct experts as they highlight the latest release features and discuss enhancements to unlock your organization’s full potential and help you get the most out of your Sage Intacct solution. Learning Objectives: Speakers Participants will earn 1 CPE credit*(Field of Study:...

Event Overview Given the ever-changing nature of state and local sales and income tax rules, staying in compliance can be a challenge. It is important for your organization to stay up to date with these changes. In this webinar, we will focus on recent state and local tax developments that affect your tax liability and...

Are you ready to supercharge your business processes? Look no further! In this dynamic webinar, we’ll explore Microsoft Power Pages and how they can integrate with Microsoft Dynamics 365 CRM applications. Discover how Power Pages can streamline the way you engage with customers, partners, and employees. From self-service portals to event registration, we’ll showcase use...

Join us for our webcast, Cost Accounting Standards: Your Essential Guide, for a tour of the complex landscape of Cost Accounting Standards (CAS). This session will: Provide strategies to avoid them Help you understand the intricacies of CAS Highlight common pitfalls

Recommended CPE: 1 credit, Field of Study Information Technology Unsure if your nonprofit is on the right tech stack? Feel as though your data isn’t working for you? We invite you to discover how to get more out of your current software solutions. Our team will provide advice on whether it’s time for a change,...

Description:  Join us for a lively conversation with IDC Analyst Philip Harris as he discusses how leaders in audit, risk, compliance, and information security functions are tackling the risk and compliance challenges their organizations face. Discover creative ways these leaders are leveraging people, processes, technology, and cross-functional collaboration to navigate these challenges. Philip will share...

Webcast overview During this webcast, insurance related tax considerations for family offices and high-net-wealth individuals will be discussed. In addition to certain wealth preservation and liquidity opportunities, life insurance can offer numerous tax benefits, including, for example, tax-deferred growth of assets, qualifying tax-free loans and withdrawals, tax-free death benefits, and estate tax benefits, among other...