CPE Webinars & Events

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.

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.

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.

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.