| September 24, 2021 | 8:30-11:30 AM EDT | | Enhancing NFP Financial Reporting: A Critique of Audited Financial Statements and DisclosuresThis session will help financial statement preparers and auditors who advise NFP
clients with respect to external financial reporting. HighlightsUpon completion of this session, participants will be able to:
- Consider alternative formats for each of the financial statements
- Identify redundancies in the statements and footnotes
- Consider alternatives to the content of footnote disclosures
- Reassess whether the general purpose financial statements convey the organization's financial story to readers effectively
BenefitsEarn 3 CPE credits in Accounting and Auditing. View Full Event Details |
| September 29, 2021 | 12:00-3:00 PM EDT | | Enhancing NFP Financial Reporting: A Critique of Audited Financial Statements and DisclosuresThis session will help financial statement preparers and auditors who advise NFP
clients with respect to external financial reporting. HighlightsUpon completion of this session, participants will be able to:
- Consider alternative formats for each of the financial statements
- Identify redundancies in the statements and footnotes
- Consider alternatives to the content of footnote disclosures
- Reassess whether the general purpose financial statements convey the organization's financial story to readers effectively
BenefitsEarn 3 CPE credits in Accounting and Auditing. View Full Event Details |
| October 22, 2021 | 8:30-11:30 AM EDT | | Social Security Update/Asset Protection Using Life InsuranceSocial Security is one of the most valuable pensions ever created. Most couples are entitled to receive well over $1 million from Social Security. Unfortunately over 90% of filers end up getting less money than they are eligible to receive due to the complexity of the program. There are over 2,700 rules governing Social Security and most couples have over 500 possible filing options. This webinar will help you to navigate the Social Security rules so you do not leave any money on the table.
What is an LLC with charitable intent? The LLC with charitable intent is an advanced and comprehensive tax, estate, and charitable giving plan which has evolved for nearly twenty years. The LLC with charitable intent is a structure which creates the following benefits for you, your family, and your charities of choice. HighlightsSocial Security: Strategies To Maximize Benefits
Ash Ahluwalia, CFP, MBA, NSSA - OneTeam Financial, LLC
Topics to be covered on this webinar include:
- Strategies to maximize Social Security benefits
- Review of spousal, survivor and children’s benefits
- How to collect benefits off of an ex-spouse
- Strategies available for business owners to maximize benefits
- How to minimize the taxation of Social Security benefits
- The best time to file for Social Security
Asset Protection Using Life Insurance
Kevin Zebrowski, JD - Intervest International
This webinar will discuss:
- Permanent Insurance vs. Term Insurance
- Life Insurance with Living Benefits
- Tax Planning with Life Insurance
BenefitsEarn 3 CPE credits in Tax. View Full Event Details |
| October 27, 2021 | 12:00-3:00 PM EDT | | Social Security Update/Asset Protection Using Life InsuranceSocial Security is one of the most valuable pensions ever created. Most couples are entitled to receive well over $1 million from Social Security. Unfortunately over 90% of filers end up getting less money than they are eligible to receive due to the complexity of the program. There are over 2,700 rules governing Social Security and most couples have over 500 possible filing options. This webinar will help you to navigate the Social Security rules so you do not leave any money on the table.
What is an LLC with charitable intent? The LLC with charitable intent is an advanced and comprehensive tax, estate, and charitable giving plan which has evolved for nearly twenty years. The LLC with charitable intent is a structure which creates the following benefits for you, your family, and your charities of choice. HighlightsSocial Security: Strategies To Maximize Benefits
Ash Ahluwalia, CFP, MBA, NSSA - OneTeam Financial, LLC
Topics to be covered on this webinar include:
- Strategies to maximize Social Security benefits
- Review of spousal, survivor and children’s benefits
- How to collect benefits off of an ex-spouse
- Strategies available for business owners to maximize benefits
- How to minimize the taxation of Social Security benefits
- The best time to file for Social Security
Asset Protection Using Life Insurance
Kevin Zebrowski, JD - Intervest International
This webinar will discuss:
- Permanent Insurance vs. Term Insurance
- Life Insurance with Living Benefits
- Tax Planning with Life Insurance
BenefitsEarn 3 CPE credits in Tax. View Full Event Details |
| November 19, 2021 | 8:30-11:30 AM EDT | | Trusts & EstatesIn this meeting, hear about the latest in estate tax reform and the 2021 planning window. HighlightsSponsored by:
What Tax Professionals Should Know About Trusts and Estates: Estate Tax Reform and the 2021 Planning Window
Parag Patel, Esq. - Patel Law Offices
With anticipated intergenerational transfer of property we will focus on what every tax professionals should know about trusts and estates. With new tax changes expected this year, we will discuss lower estate tax exemption, increased tax rates, elimination of certain valuation “discounts” and planning opportunities and traps to avoid. Experienced attorney Parag Patel has counseled hundreds of clients in the successful estate planning cases.
Estate and Tax Planning for Hight Net Worth Clients
Richard Austin, J.D., LL.M., CIMA®, CBEC - Integrated Partners
Considering the current tax climate, our high net worth clients and business owners are looking for direction. They are asking: Are income and estate tax laws changing? How are we impacted? What can we do to mitigate taxes? Throughout this webinar we will discuss an overview of the tax landscape and tax planning techniques to review with your clients. BenefitsEarn 3 CPE credits in Tax. View Full Event Details |
| December 1, 2021 | 12:00-3:00 PM EST | | Trusts & EstatesIn this meeting, hear about the latest in estate tax reform and the 2021 planning window. HighlightsSponsored by:
What Tax Professionals Should Know About Trusts and Estates: Estate Tax Reform and the 2021 Planning Window
Parag Patel, Esq. - Patel Law Offices
With anticipated intergenerational transfer of property we will focus on what every tax professionals should know about trusts and estates. With new tax changes expected this year, we will discuss lower estate tax exemption, increased tax rates, elimination of certain valuation “discounts” and planning opportunities and traps to avoid. Experienced attorney Parag Patel has counseled hundreds of clients in the successful estate planning cases.
Estate and Tax Planning for Hight Net Worth Clients
Richard Austin, J.D., LL.M., CIMA®, CBEC - Integrated Partners
Considering the current tax climate, our high net worth clients and business owners are looking for direction. They are asking: Are income and estate tax laws changing? How are we impacted? What can we do to mitigate taxes? Throughout this webinar we will discuss an overview of the tax landscape and tax planning techniques to review with your clients. BenefitsEarn 3 CPE credits in Tax. View Full Event Details |
| December 17, 2021 | 8:30-11:30 AM EST | | Auditing Update/ Remote Auditing Best PracticesLearn the latest standards for auditing in the face of the remote work landscape. HighlightsIn this meeting, the speakers will discuss:
- New auditing standards effective for 2021 calendar year-end
- New SSARS standard
- Common peer review findings
BenefitsEarn 3 CPE credits in Accounting and Auditing. View Full Event Details |
| December 22, 2021 | 12:00-3:00 PM EST | | Auditing Update/ Remote Auditing Best PracticesLearn the latest standards for auditing in the face of the remote work landscape. HighlightsIn this meeting, the speakers will discuss:
- New auditing standards effective for 2021 calendar year-end
- New SSARS standard
- Common peer review findings
BenefitsEarn 3 CPE credits in Accounting and Auditing. View Full Event Details |
| January 21, 2022 | 8:30-11:30 AM EST | | SECURE Act & Impacts to Retirement PlansIn this meeting, hear how the SECURE Act will make impacts to retirement plans, including PEPs and back-dated profit-sharing plans. HighlightsSponsored by:
Guide to Retirement
Edward Rementer Jr. - J.P. Morgan Chase
This yearly guide illustrates retirement-related market trends and statistics through clear and concise charts and graphs to help financial advisors and their clients make more informed and confident retirement investment decisions.
SECURE Act Update
Kevin Drucker - Paychex
In the past year, many legislative changes have been made to retirement plans that could affect how financial professionals advise their clients. In this webinar, we’ll discuss the impact of these changes and what you need to know to give your clients the most accurate, up-to-date information. Topics will include the SECURE Act, Pooled Employer Plans (PEPs), qualified profit-sharing plans, and the latest retirement legislation. BenefitsEarn 3 CPE credits in Tax. View Full Event Details |
| January 26, 2022 | 12:00-3:00 PM EST | | SECURE Act & Impacts to Retirement PlansIn this meeting, hear how the SECURE Act will make impacts to retirement plans, including PEPs and back-dated profit-sharing plans. HighlightsSponsored by:
Guide to Retirement
Edward Rementer Jr. - J.P. Morgan Chase
This yearly guide illustrates retirement-related market trends and statistics through clear and concise charts and graphs to help financial advisors and their clients make more informed and confident retirement investment decisions.
SECURE Act Update
Kevin Drucker - Paychex
In the past year, many legislative changes have been made to retirement plans that could affect how financial professionals advise their clients. In this webinar, we’ll discuss the impact of these changes and what you need to know to give your clients the most accurate, up-to-date information. Topics will include the SECURE Act, Pooled Employer Plans (PEPs), qualified profit-sharing plans, and the latest retirement legislation. BenefitsEarn 3 CPE credits in Tax. View Full Event Details |
| February 18, 2022 | 8:30-11:30 AM EST | | Accounting and Auditing Update |
| February 23, 2022 | 12:00-3:00 PM EST | | Accounting and Auditing Update |
| April 29, 2022 | 8:30-11:30 AM EDT | | Reassessing and Revising Your Hybrid Office PoliciesThe pandemic and the emerging Omicron variant forced companies, big and small, to continue allowing staff to work remotely. This “new normal” has employers reassessing their telework policies. Highlights
- Explore the practical and legal challenges raised by remote work, centering on the factors businesses should consider when developing legally compliant and practical solutions for remote work to mitigate litigation risks.
- Discuss the types of compensation that must be included in the regular rate to avoid pitfalls and potential liability for failing to pay overtime correctly. For example, overtime is typically paid at 1.5 times an employee’s “regular rate,” but their regular rate is not necessarily the same as the hourly rate that you pay them.
BenefitsLearn about legal considerations when transitioning a company to a hybrid workplace. Designed ForAll practitioners View Full Event Details |
| May 4, 2022 | 12:00-3:00 PM EDT | | Reassessing and Revising Your Hybrid Office PoliciesThe pandemic and the emerging Omicron variant forced companies, big and small, to continue allowing staff to work remotely. This “new normal” has employers reassessing their telework policies. Highlights
- Explore the practical and legal challenges raised by remote work, centering on the factors businesses should consider when developing legally compliant and practical solutions for remote work to mitigate litigation risks.
- Discuss the types of compensation that must be included in the regular rate to avoid pitfalls and potential liability for failing to pay overtime correctly. For example, overtime is typically paid at 1.5 times an employee’s “regular rate,” but their regular rate is not necessarily the same as the hourly rate that you pay them.
BenefitsLearn about legal considerations when transitioning a company to a hybrid workplace. Designed ForAll practitioners View Full Event Details |
| May 20, 2022 | 8:30-11:30 AM EDT | | Talking Tech: Why and How to Advise Clients on TechnologyAs business advisors and trusted partners, CPAs are uniquely positioned to inform clients on the risks, benefits, and financial implications of IT choices. HighlightsSponsored by:
- The business case for advising clients on IT issues
- What the market currently looks like (“everyone’s doing it”)
- Be more “sticky”
- Don’t leave money on the table
- Starting the conversation
- Hybrid workforce considerations
- Cloud considerations
- Security considerations
BenefitsLearn why this is important for your firm, how to approach the conversation, what questions to ask and what to recommend. Designed ForCPAs and accounting firm leaders View Full Event Details |
| May 25, 2022 | 12:00-3:00 PM EDT | | Talking Tech: Why and How to Advise Clients on TechnologyAs business advisors and trusted partners, CPAs are uniquely positioned to inform clients on the risks, benefits, and financial implications of IT choices. HighlightsSponsored by:
- The business case for advising clients on IT issues
- What the market currently looks like (“everyone’s doing it”)
- Be more “sticky”
- Don’t leave money on the table
- Starting the conversation
- Hybrid workforce considerations
- Cloud considerations
- Security considerations
BenefitsLearn why this is important for your firm, how to approach the conversation, what questions to ask and what to recommend. Designed ForCPAs and accounting firm leaders View Full Event Details |