Earn Free CPE Credits

Is your retirement portfolio relying on index funds for “passive” investment? Many index funds may carry hidden active decisions that can impact your retirement. Led by Rob Harvey from Dimensional Fund Advisors, this session will reveal the hidden choices and incentives in index investing—and how they could affect your long-term goals.

(Note: This recording is not eligible for CPE credit)

This webinar highlights some of the major court decisions affecting tax compliance and planning for businesses as well as significant regulations and rulings from the IRS. Ensuring your clients are aware and address these areas can help further strengthen and expand your advisory services.

(Note: This recording is not eligible for CPE credit)

The cybercrime economy continues to grow as well as the sophistication of cyberattacks. Therefore, the importance of cybersecurity for tax professionals has become increasingly crucial to ensure the utmost protection of sensitive client data. This session will review the critical data security requirements mandated by the IRS for tax practitioners, emphasizing their significance in safeguarding client information. 

(Note: This recording is not eligible for CPE credit)

It’s critical that your Client Advisory Services (CAS) team is properly structured and staffed to deliver on client needs to drive growth into the future.  Attend this webinar that will define the roles and responsibilities of an effective CAS practice and explore how adding HR advisory services to your CAS offerings could be a valuable opportunity for your firm.

(Note: This recording is not eligible for CPE credit)

With the potential for thousands of dollars in fines and even imprisonment, you’ll want to understand the implications of the Beneficial Ownership Information (BOI) reporting requirements that have been in effect since January 2024. This new mandate stems from the U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) and is intended to help prevent and combat money laundering activities by requiring certain businesses to report their BOI details.

Review this webinar for specifics on the impact and requirements of BOI reporting to help ensure you and your clients follow proper procedures to remain compliant.

(Note: This on-demand interactive recording is not eligible for CPE credit, but you may find the content helpful and timely in your advisory role.)

Managing HR administration is increasingly time-consuming and costly. Clients rely on you for strategies to maintain efficiency and foster growth. A Professional Employer Organization (PEO) offers a comprehensive solution to enhance ROI on essential tasks and boost business performance.

Learn how working with a PEO can help your firm and your clients streamline HR administrative tasks, cut costs, and save valuable time.

(Note: This on-demand interactive recording is not eligible for CPE credit, but you may find the content timely and helpful in your advisory role) 

Offering a retirement plan can be a strong component of an employee benefits package and a valuable tool for recruiting and retaining employees—especially in a competitive job market. Retirement savings plans, like a 401(k), can help business owners create long-term financial security for themselves and their employees. In addition, new SECURE Act provisions provide a significant opportunity to business owners, including major tax incentives, and have made establishing a plan easier than ever.

(Note: This on-demand interactive recording is not eligible for CPE credit)

How can you and your clients best prepare for IRS enforcement efforts?  Don’t miss this webinar that provides an update on the latest IRS compliance activity and trends to assist your firm in providing the best outcome and experience for clients. Additionally, best practices will be shared to help prevent and/or resolve enforcement issues.

(Note: This recording is not eligible for CPE credit)

How companies attract and retain talent is facing era-defining changes driven by a reshaped workplace, a dramatic shift in the employee-employer power dynamic, and digital transformation. In this session an experienced HR professional discusses what matters most to workers and the benefits, rewards and compensation strategies that foster loyalty and peak performance. The knowledge gained can help elevate your consultative role with clients to ensure they are best equipped to face current HR challenges and find efficiencies to help their business grow.

(Note: This on-demand interactive recording is not available for CPE credit)

In this session, we’ll delve into the intricacies of the SECURE Act, exploring its impact on compliance and retirement planning. Drawing from key insights shared by an industry expert,  many of the SECURE Act provisions will be uncovered as well as their potential impact on employers and employees to effectively navigate the complexities and opportunities of this legislation.

(Note: This recording is not eligible for CPE credit)

The start of a New Year typically ushers in a series of regulatory, compliance, and legislative changes that may affect small businesses. In this session, our compliance experts identify top HR and payroll-related regulations and updates to be aware of in 2024, and better prepare you to both respond to inquiries and proactively engage your clients regarding important legislation.

(Note: This on-demand interactive presentation is not available for CPE credit, but you may find the content timely and helpful in your advisory role)

Around the world, individuals are being asked to take on greater responsibility for their own retirement. In the U.S., for example, a combination of limited Social Security funding and a reduction in the number of defined benefit (DB) employer plans – historically, the primary retirement savings vehicle for many – is causing investors to make decisions they have never had to face about how to save for retirement.

Don’t miss this webinar led by distinguished Dr. Robert Merton, Nobel Laureate in Economic Sciences, as he interacts with audience Q&A and examines the four ways investors can improve their retirement.

(Note: This recording is not eligible for CPE credit)

Year-end planning can be complex with changing legislation and requirements, creating additional time constraints with clients. This webinar highlights some of the major court decisions affecting tax compliance and planning for businesses as well as significant regulations and rulings from the IRS. Ensuring your clients are aware and address these areas can help further strengthen and expand your advisory services.

(Note: This recording is not eligible for CPE credit)

Protecting your firm from cyber threats is paramount in today's contemporary business landscape. The ever-evolving nature of these threats necessitates continuously adapting industry best practices. With the growing prevalence of remote work and the pervasive use of Cloud technology, businesses must implement appropriate security measures and protocols. Failing to establish robust security and privacy controls for leading Cloud platforms can expose companies to significant security risks. This webinar reviews practical strategies for effectively managing the security and privacy settings of today’s major Cloud tools and includes valuable insights to safeguard your firm’s data.

(Note: This recording is not eligible for CPE credit)

In the rapidly evolving accounting profession, firms and practitioners face unique challenges in managing their talent amidst the ongoing transformation. This webinar aims to equip accounting professionals with essential strategies and practical tips to navigate the changing landscape and stay ahead in attracting, developing, and retaining top accounting talent.

During this webinar, presented by CPA.com and Paychex, our expert speakers will discuss key trends and drivers behind the talent transformation and explore how these impact HR strategies in accounting firms.

(Note: This recording is not eligible for CPE credit)