CPE Webinars & Events

The meteoric rise of the freelance workforce has forced many companies to rethink one of the most important, and expensive, parts of their business: their people. An estimated 57 million Americans are freelancing in some form or fashion according to a new industry report released last month.

As we enter tax season in a time of legislative uncertainty, it is crucial for companies to understand what tax incentives are available and how to capture them. This presentation will provide a high level overview of the evolving tax incentive landscape and provide insight into the latest tools and techniques being leveraged in the market. We will also cover impact of Tax reform (TCJA 2017) on tax incentives and other relevant topics on the minds of taxpayers.

Employee screening is a vital aspect of recruiting and should be a regular part of any hiring process. Why is this so important? Many candidates may not be who they seem to be at face value. This vital element also tends to be one of the most challenging, due to the regular introduction of new employment legislation that dictates how an employer should handle various pieces of the employee life cycle process. One aspect of this is adverse action: when you are considering denying a person employment due to consumer credit or criminal history.

In 2018, employers saw first-hand how changing employment laws can impact the workplace. Issues like sexual harassment, minimum wage increases, and paid sick leave requirements can leave small business owners scrambling to stay compliant. Which trends are expected to continue in 2019?

As a Small Business Owner, you have a lot of your plate. We understand that you’d prefer to focus your time on growing your business, instead of handling the tasks of a bookkeeper, a Human Resource Director, or an IT consultant. With the rapid changes to technology every day, it’s hard to know that your company is protected. Tune in to this seminar and learn from Dawn Brolin, a Certified Public Accountant and a Certified Fraud Examiner, about today’s risks involving fraud in small business and how a few simple internal control suggestions may prevent severe exposure to your business. Dawn is here to shed light on the scary realities of fraud today, but ultimately prepare you!

As a Small Business Owner’s trusted advisor, you have a lot on your plate. Much of your time is spent educating and advising your clients on how to utilize technology, and implement efficient systems and internal controls. One of the toughest parts of your job may be to convince your clients, with the utmost ethical purpose, that they are direct targets for small business fraud. Learn from Dawn Brolin, a Certified Public Accountant and a Certified Fraud Examiner, about today’s risks involving fraud in small business and how a few simple internal control suggestions may prevent severe exposure to your clients.

The current economic and political environment has created great uncertainty for many CPAs specialized in business taxation, personal financial planning, or estate planning. This session will cover the most current events involving tax reform. We will also discuss planning for tax reform, such as opportunities to optimize timing and maintain flexibility.

As changes from the Tax Cuts and Jobs Act take effect, tax professionals need to take action to optimize the tax picture for individual clients. This session will provide an update on critical year-end tax steps based on the latest developments from Congress and the IRS, including what’s new for 2018 returns and the tax rules that could change for 2018 and beyond.

Get critical insights on what’s new and what’s coming next from Washington DC and the states that affect employer responsibilities, including changes due to the Tax Cuts and Jobs Act, aspects of the Affordable Care Act (ACA), unemployment insurance wage and tax reporting, W-2 reporting and payroll.

Get critical insights on what’s new and what’s coming next from Washington DC and the states that affect employer responsibilities, including changes due to the Tax Cuts and Jobs Act, aspects of the Affordable Care Act (ACA), unemployment insurance wage and tax reporting, W-2 reporting and payroll.

As changes from the Tax Cuts and Jobs Act take effect, tax professionals need to take action to optimize the tax picture for individual clients. This session will provide an update on critical year-end tax steps based on the latest developments from Congress and the IRS, including what’s new for 2018 returns and the tax rules that could change for 2018 and beyond.

Health and welfare programs are core building blocks of your business. And the regulations affecting these plans under Employee Retirement Income Security Act (ERISA), Internal Revenue Code, the Affordable Care Act (ACA) and Health Insurance Portability and Accountability Act (HIPAA) are changing at a rapid pace. Focusing on keeping up to date with ever changing compliance and reporting obligations can seem overwhelming. However, by focusing on some key areas that may become out of sync with plan operation, an organization can avoid some of the major compliance pitfalls that may come to light in the case of a government audit.

Accounting Today’s Best Firms to Work For list ranks firms based on the best management practices, HR and benefits policies, firm cultures, and retention strategies, and offers a great insight into what makes a firm an employer of choice. In this live webinar, Accounting Today will reveal the 2018 ranking of the top workplaces in the accounting profession.

For years, the big accounting suite vendors played to a single message: “We do not compete with firms!”, emphasizing they’re not in direct competition. Fast forward to today and the advent of powerful cloud solutions and rising client demands for collaborative, on-demand services have rendered this message both ineffective and irrelevant. Darren Root, CPA and CEO of Rootworks will explain how meeting these lofty expectations requires a major shift in perspective—from vendors as competitors to vendors as valued partners.

What you will take away from this session:

• An understanding of why client expectations should always come first.
• How to leverage vendor technologies to build a more powerful and efficient services offering.
• A game plan for how to best work with vendors to enhance your client services.

This version of the webcast is not available for CPE credit.

It’s a digital world. And that connectivity presents boundless opportunities. But it also means increasingly complex threats. Identity fraud alone affected 16.7 million U.S. consumers in 2017.*

With those numbers, it’s understandable that many organizations are continuing to put an increased focus on information security, but additionally, workforce security — a comprehensive approach to building a secure physical environment — is also still a necessity. Having plans in place to educate your workforce and when necessary, respond to either a digital or physical security problem is critical to help keep your business secure and moving ahead.

• What security and privacy policies should you have in place to protect your organization’s data?
• What are the types of employee training your organization should be performing?
• What does a ‘good’ ongoing information security plan look like?
• What physical processes and procedures should be put in place to protect your organization’s data?

Over the past several years, leave of absence legislation has become increasingly complex and poses unique challenges and risks to employers. Can you afford to make a mistake when it comes to the Family and Medical Leave Act (FMLA)? The answer is – NO. FMLA disputes are among the top issues that cause concerns.

Join us with other business owners, HR leaders and finance executives like yourself for the next installment in our Workplace Compliance Spotlight webcast series and get critical insights on staying complaint with the FMLA.