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Online webinar

February 2022

Tax Strategies to Increase Cash Flow

February 9 @ 12:00 pm - 1:30 pm UTC-5
Free

Looking for ways to reduce your tax liability? This webinar will discuss some of the most widely available tax credits and deductions for your organization. Many day-to-day operations to develop products, improve processes and/or enhance software potentially qualify for the R&D tax credit. We’ll discuss the potential to benefit from both federal and state credits. In addition, fixed asset planning is an excellent way to identify deductions and tax credits that maximize cash flow and reduce income tax liability. Opportunities…

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2022 Sales Tax Changes and Your Tech’s Role

February 15 @ 12:00 pm - 1:00 pm UTC-5
Free

The constantly changing landscape of sales tax laws in recent years has made it difficult for businesses to comfortably stay in compliance. Understanding upcoming sales tax trends – including new rules, regulations and available technology solutions – can help your organization find firmer footing in today’s shifting environment. Join us as we discuss 2022 sales tax changes and how your technology can help you remain compliant and forward-looking. Learning Objectives: Discuss 2022 sales tax changes and trends. Theorize upcoming legislative…

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Key Performance Indicators, Benchmarking and Strategic Growth Strategies

February 22 @ 12:00 pm - 1:00 pm UTC-5
Free

The decisions you make now play a key role in your organization’s growth over time. That’s why it’s critical for you to have the right tools to help you make informed, data-driven business decisions. If you struggle to understand your financials and the numbers side of your business, it will be difficult for you to make decisions that enable strategic growth. Join us to learn more about how you can strategize your growth through financial modeling, benchmarking and identifying KPIs.…

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License and Royalty Compliance

February 24 @ 12:00 pm - 1:00 pm UTC-5
Free

Do you have license and royalty agreements? Are you confident that your reports are accurate? Do you know if your licensees are paying accurately? It’s been found that 75% - 85% of licensees have errors in their royalty reporting and 89% of license agreements are underpaid. It is important that your revenue calculations are regularly examined to ensure consistency with your agreements and to check for completeness and accuracy. A license and royalty audit can provide that assurance. Join us…

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March 2022

Retention Strategies for the “Great Resignation”

March 17 @ 12:00 pm - 1:00 pm UTC-5
Free

When low unemployment and the mass exodus of employees from the workforce collide, organizations need to dig deep to retain the talent they have. During this webinar, we will discuss retention tactics you can implement to make your employees want to stay. Keeping your top talent and reducing turnover rates is vital to the success of your organization, and we will show you proven and effective retention strategies that can help. Learning Objectives: Discuss common reasons employees are leaving workplaces.…

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Quarterly Legislative Update

March 22 @ 12:00 pm - 1:00 pm UTC-5
Free

Join us for our quarterly tax legislative update covering recent developments in proposed and enacted tax legislation. Staying up to date on areas affecting your situation is important and can allow you to better plan for changes that may be coming. Our National Tax Office Team will update you on the latest from Capitol Hill with a focus on how changes may affect you and your organization. Learning Objectives: Discuss the tax legislative landscape. Examine pending regulations and IRS guidance.…

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How to Wrangle Your Business Data for Better Decision Making

March 31 @ 12:00 pm - 1:00 pm UTC-5
Free

By this point, you probably understand the value of your business data – and maybe you’ve even started diving into reports to leverage it – but if you’re like most of our clients, access and utilization are still a key challenge. If you are struggling to understand the data you have so that you can make better, more informed decisions, you need to make centralizing and establishing a strong data foundation a top organizational priority. Join our webinar as we…

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June 2022

Opportunity Zone Update

June 7 @ 12:00 pm - 1:00 pm UTC-5
Free

The Opportunity Zone tax incentives program created as part of the 2017 Tax Cuts and Jobs Act continues to attract investor interest due to potential gain deferral as well as possible total gain exclusion upon exit (provided all requirements are met). Join us for a discussion of what we are seeing in the marketplace, including common issues for self-directed Qualified Opportunity Funds, planning opportunities for existing land owners and what investors may consider as their Opportunity Zone investments mature. We…

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Customized Retirement Plan Solutions and Tax Savings for Owner-Only Businesses

June 9 @ 12:00 pm - 1:00 pm UTC-5
Free

How can an owner-only business with no employees use a customized retirement plan to generate significant tax savings? If you own your business, have no employees (or very few) and have consistently high income that results in a huge annual tax bill, a customized retirement plan could help you hang on to some of your hard-earned money while kicking the tax can down the road. Join us for a webinar that will answer: Who is the right fit for this…

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Accounting Method Developments

June 16 @ 12:00 pm - 1:00 pm UTC-5
Free

Reporting income and expenses in the proper period can generate valuable cash savings and help you avoid potential conflict with the IRS. The IRS has released new guidance that provides significant accounting method opportunities for taxpayers. Join us to learn more about recent developments in the area of accounting methods and periods, and learn what you should be doing to assure you are making the most of your revenue and expense recognition methods. Learning Objectives: Discuss current trends, developments, guidance…

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The Art of the Phish

June 20 @ 11:30 am - 12:30 pm UTC-5
Free

At some point, we've all been the target of a phishing scam—the suspicious emails that appear to be from a known sender but in actuality come from a scammer requesting that you click a link, open an attachment, or provide personal information, ultimately giving the scammer unwanted access to private information. While some of these scams are easily identified, the art of phishing continues to evolve as does technology. With the multitude of devices becoming more and more prevalent, the…

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Quarterly Legislative Update

June 21 @ 12:00 pm - 1:00 pm UTC-5
Free

Join us for our quarterly tax legislative update covering recent developments in proposed and enacted tax legislation. Staying up to date on areas affecting your situation is important and can allow you to better plan for changes that may be coming. Our National Tax Office Team will update you on the latest from Capitol Hill with a focus on how changes may affect you and your organization. Learning Objectives: Discuss the tax legislative landscape. Analyze pending regulations and IRS guidance.…

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Successful Planning for Year-End Starts Now

June 21 @ 2:00 pm - 3:00 pm UTC-5
Free

Planning for year-end can be overwhelming, but ensuring it is done right is crucial to the success and growth of your organization. Taking the right steps to prepare now can alleviate stress and better align you for a successful year-end. In this webinar, we will discuss rules, limits and important information to prepare you and your organization for year-end. We will also dive into the importance of compliance and strategic planning for reaching your year-end goals. Learning Objectives: Generalize the…

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IRS Hot Topics

June 23 @ 12:00 pm - 1:00 pm UTC-5
Free

This webinar will discuss key developments over the last year in individual and business taxation. You’ll learn about the IRS’s current areas of focus in examination and appeals of interest to business owners. We will also briefly discuss the impact of the election on the IRS and potential upcoming tax legislation. In addition, we will explore updates and issues stemming from the COVID-19 outbreak and changes to IRS procedures, including limits on information requests and examination enforcement. Learning Objectives: Discuss…

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Improve Organizational Efficiency: Benefits of Internal Audit

June 24 @ 11:00 am - 12:00 pm UTC-5
Free

For many organizations, limited resources and endless demands can make it difficult to look beyond day-to-day operations. Yet, the regulatory and compliance landscape demands strong internal controls. This webinar will discuss the importance of an internal audit and how it will help your organization reduce risk and improve operational performance. Additionally, we will highlight how internal audits help management ensure strategic objectives are being met and/or where improvements are needed. Learning Objectives: Explain how an internal audit can monitor the…

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July 2022

How to Budget and Plan to Enable Strategic Transformation

July 12 @ 12:00 pm - 1:00 pm UTC-5
Free

We’ve heard a lot about digital transformation in recent years and the importance of digitally maturing your organization to remain competitive, but how do you know where to start? Join our webinar as we dive into digital transformation, how to assess where you fall on the digital maturity scale, and how to strategically progress by planning and budgeting for the right initiatives. The right technology can be a catalyst for opportunity, but understanding your current state and where you want…

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Considerations for Entrepreneurs Expanding Globally

July 14 @ 12:00 pm - 1:00 pm UTC-5
Free

Successful international expansion of your business requires basic knowledge of tax risks, operational considerations, opportunities and how these apply to your business plan. Changing tax legislation adds to the risks and opportunities that must be considered. Join us for a session outlining the top things businesses need to consider when working or expanding internationally. Learning Objectives: Discuss the key considerations for businesses expanding internationally. Define how to best minimize tax risks and costs. Explore how to take advantage of opportunities.…

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FASB Lease Accounting

July 15 @ 12:00 pm - 3:00 pm UTC-5
Free

The provisions of the Accounting Standards Update 2016-02, Leases, in February of 2016 and the subsequent amendments from the Financial Accounting Standards Board (FASB) are coming into effect soon. The effective date for nonpublic entities is calendar year 2022. It’s important to understand the potential impact of lease accounting on your organization’s financial reporting. These new FASB lease accounting standards provide significant changes for lease accounting that can be complicated when determining lease terms, lease payments and discount rates. During…

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August 2022

Annual State and Local Tax Update

August 1 @ 12:00 pm - 1:00 pm UTC-5
Free

Staying in compliance with state and local sales and income tax rules can be challenging given the rules are everchanging. It is important for your business to stay abreast of these changes. In this webinar we will focus on recent state and local tax developments that affect your tax liability, and what you need to know to remain in compliance. Learning Objectives: Analyze the new State Tax law changes and trends. Identify steps that you can take to remain in…

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Penetration Testing

August 9 @ 12:00 pm - 1:00 pm UTC-5
Free

Are your systems and networks secure? Put them to the test! Through the use of penetration testing, we can identify security weaknesses within your organization. As a result, you'll know where risk areas lie within your organization and be able to take steps to repair weak spots and create a secure network. Join us as we discuss the process and potential outcomes of penetration testing. Learning Objectives: Define Penetration Testing. Summarize the testing process. Explore potential outcomes. Identify next steps.…

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R&D Tax Incentives – Are you leaving money on the table?

August 16 @ 11:30 am - 1:00 pm UTC-5
Free

If your company is investing in innovation and working to stay competitive through improved or new products or services, you could qualify for a research and development tax credit. Join us to learn more about qualifying activities, benefiting from the R&D tax credit, our process for helping clients earn the credit and a few case studies of how clients have used the credit in the past. Following the webinar, we will host general and industry-specific breakouts for the Software &…

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