• Tax Planning Tips: Key Business & Individual Considerations

    Free Live CPE Webinars New York, NY, United States

    Event Overview As you work to get your financials in order and explore opportunities to grow your organization, tax planning can often be overwhelming. Utilizing the right strategies can diminish headaches, save you and your organization time and money, and minimize your tax liability. In this webinar, we will review helpful tips and key considerations...

    Free
  • CRM Health Check: Boosting Dynamics 365 Performance

    Free Live CPE Webinars New York, NY, United States

    In this informative webinar, we’ll explore why conducting periodic health assessments for your customer relationship management (CRM) system is crucial. Join us as we unravel the hidden gems of maintaining a healthy CRM and discover actionable steps to help identify potential issues before they escalate. Learn more about the “why” and “how” for performing a...

    Free
  • Sage Intacct and RSM: Construction and real estate webcast series

    Free Live CPE Webinars New York, NY, United States

    Event overview Join RSM and Sage Intacct for a three-part webcast series on construction and real estate solutions. Streamline property management, boost construction efficiency and empower field teams. Sage Intacct real estate: Streamline your property management Learning objectives By the end of the July 18 presentation, participants will be able to: By the end of...

    Free
  • Brazil indirect tax and TP reform: Time to get ready

    Free Live CPE Webinars New York, NY, United States

    Brazil has introduced value-added tax (VAT) and transfer pricing (TP) tax reform that will profoundly affect companies doing business there. US multinationals should understand and plan for the new rules and their effects. We’ll discuss:

    Free
  • Tax Credit Monetization: Using Technology to Unlock Value

    Free Live CPE Webinars New York, NY, United States

    Join us for a webcast in the 2024 Tax Innovation Webcast Series. Tax credits are only a small slice of data in the total tax picture, yet complex to calculate, model, and optimize. The Inflation Reduction Act created new possibilities for businesses to buy and sell credits to reduce tax liability and increase cash flow. Doing...

    Free
  • Navigating International Tax Transfer Pricing: Strategies, Compliance and Best Practices

    Free Live CPE Webinars New York, NY, United States

    Cherry Bekaert’s upcoming webinar will cover the complexities of transfer pricing. This includes: Navigating International Tax Transfer Pricing: Strategies, Compliance and Best Practices Date: Tuesday, August 20, 2024 at 11 A.M. – 12 P.M. ET Our knowledgeable speakers will highlight how transfer pricing can benefit operational efficiencies and tax planning while emphasizing the importance of...

    Free
  • Building Through the Sunset: How TCJA Provisions Will Impact Your Construction Business

    Free Live CPE Webinars New York, NY, United States

    Event Details 1 CPE Credit in Taxes This session will refresh the current landscape of the TCJA, planning opportunities to consider for you and your construction business, as well as potential outcomes in the Senate/House after the November elections.   Attend this webinar to:

    Free
  • Helping Clients Navigate the Employee Retention Credit Mess | Session One

    Free Live CPE Webinars New York, NY, United States

    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...

    Free
  • Family Office Fridays: Life Insurance –Tax Planning Opportunities

    Free Live CPE Webinars New York, NY, United States

    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...

    Free