• Indirect tax & unclaimed property: Potential cash refund opportunities

    Free Live CPE Webinars New York, NY, United States

    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:

    Free
  • Technology Innovations for Improving Family Office Operations

    Free Live CPE Webinars New York, NY, United States

    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...

    Free
  • Q3 2024 Quarterly sustainability webcast 2

    Free Live CPE Webinars New York, NY, United States

    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,...

    Free
  • Simplifying the property puzzle: Unclaimed property vs. property tax

    Free Live CPE Webinars New York, NY, United States

    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...

    Free
  • How Your Advisory Firm Can Unlock Team Potential and Boost Profits with Artificial Intelligence

    Free Live CPE Webinars New York, NY, United States

    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...

    Free
  • The SOCial Hour – Tips to Help You Prepare for Your First SOC 2 Examination

    Free Live CPE Webinars New York, NY, United States

    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...

    Free
  • Best Practices in Grant Management

    Free Live CPE Webinars New York, NY, United States

    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.

    Free
  • End-of-Life Technology Planning: How to Determine What Comes Next

    Free Live CPE Webinars New York, NY, United States

    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...

    Free
  • Tax in a time of transition: legislative, economic, regulatory and IRS developments

    Free Live CPE Webinars New York, NY, United States

    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. Join 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...

    Free
  • Midyear Economic Update & Outlook

    Free Live CPE Webinars New York, NY, United States

    Join Forvis Mazars Private Client for an insightful webinar as we host a panel discussion covering what we’ve seen in the economy’s first half of 2024 and where the second half may take us. Services may include investment advisory services provided by Forvis Mazars Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and...

    Free