Earn Free CPE Credits

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)

Join us for this CPE webinar on the latest insights on PEP (Pooled Employer Plans). This event will delve into the intricacies of PEPs, shedding light on what PEP is, why it matters, and how it can positively impact your firm and consultative opportunities with clients. The session will explore the key themes of the SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement) and discuss the implications and opportunities it presents for accounting firms.

Today’s market conditions are bumpy for many businesses, creating a challenging operating environment – persistent inflation, rising interest rates, a slowing economy, and a competitive labor market. Therefore, it is more critical than ever for employers to be aware of all the latest tax credits available to them that may reduce their liability and help offset their current business costs. The knowledge gained in this event can help elevate your consultative role and ensure your clients are aware of and maximizing the credits they are eligible for to potentially help boost their bottom line.

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

It is vital for any organization to remain compliant regarding its use of payment cards and associated Form 1099-K Federal and State reporting by following current reporting guidelines and staying abreast of the latest trends. In this webinar, you’ll learn the due diligence responsibilities of the law, common problems regarding documenting, validating, and reporting payee information on Form 1099-K, and best-practices for addressing them.

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

Economic nexus impacts both sales and use and income tax filing obligations around the country. As a result, many businesses have found themselves with unexpected past due liabilities because of surpassing economic nexus thresholds in unfamiliar jurisdictions. Navigating a multistate voluntary disclosure process, however, requires significant planning and understanding of the rules in various jurisdictions. Listen to this recording and learn the issues to consider before taking advantage of the benefits of a voluntary disclosure program and how to manage the process.

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

For many accounting firms, the key to growth and relevance lies in the ability to provide more services beyond tax and audits. By adding HR and employee benefit consultations to your portfolio of options, your firm can add increased value to smaller and mid-sized clients who typically need advice on these topics but lack the dedicated expertise and resources. Attend this webinar, and discover the trends, insights, and ideas for an evolving workplace in 2023 . 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 recording is not eligible for CPE credit)

The start of a New Year typically ushers in a series regulatory, compliance, and legislative changes that may affect small businesses. Join this session that identifies the top payroll-related regulations and updates to be aware of in 2023, and better prepares you to both respond to inquiries and proactively engage clients regarding important legislation.

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

Just passed – new retirement legislation that could be a game-changer for businesses. Listen to this recording to learn how SECURE Act 2.0 could mean more tax incentives for your firm and your clients, and increased savings for employees.

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

While macroeconomic factors, industry trends, and global issues have created an unpredictable business landscape, scenario planning can help your clients prepare their business for any situation. While we can never know exactly what’s coming, one way to set up your clients for success is to plan for multiple scenarios. Join Jirav and Paychex for a CPE webinar where we’ll walk through how you can better equip your clients with the financial insights necessary to succeed (or survive) in uncertain times.

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

Selecting the right workplace retirement solution can be overwhelming – especially when you factor in the needs of you, your firm, and your clients – which is why we’ve done the work for you by creating options that work for everyone. This webinar, in partnership with CPA.com and AICPA, reviews key factors in retirement planning and explores strategies that can help improve the odds of reaching income goals.

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

Year-end planning has proven to 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 address these areas wisely further strengthens and expands your advisory role.

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

The cyber crime economy continues to grow as well as the sophistication of cyberattacks. Given that today’s workforces are more remote than ever, this creates additional cyber security vulnerabilities for employers and their organizations.

­This session is designed to help tax professionals at small and mid-sized firms develop a cybersecurity plan that is compliant with federal laws and regulations.

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

As a trusted advisor to your clients, you play an instrumental role in listening to their needs and forging the path towards their financial goals. In this webinar, Jirav and Paychex will share best practices on how to transform the annual planning process into a higher-value service for CAS clients and one that creates a recurring-revenue stream for your firm.

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

Have your clients had a checkup on their 401(k) plan lately? The IRS recommends that plans are reviewed once or twice a year to assess plan health, if there have been any administrative errors, and whether the client is paying reasonable fees. This webinar will review the importance of conducting an annual plan review, including plan design, fee structure, and investment type. Recognizing the many benefits and critical elements to examine in an annual 401(k) review provides accounting professionals a great opportunity to educate clients, gain a competitive edge, and add consultatory value to their services.

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

The Big Quit. The Great Reshuffle. The Great Resignation. Whatever it may be referred to as, today’s employees are continuing to leave their jobs, turnover is at an all-time high, and it’s harder to find qualified new hires.

For many job candidates, not offering a retirement plan is a dealbreaker. With all things being equal, they prefer to work at a company that offers them a way to save for the future. The information gained in this webinar provides a great opportunity to educate clients on the power of a 401(k) to help improve the ability to attract and retain top talent in today’s competitive work environment, as well as reduce tax liability and maximize retirement security.

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

Many retirement experts are calling the Pooled Employer Plan (PEP) the most revolutionary change to the retirement market since the first 401(k) plan was launched in the 1970s. The PEP has the potential to be a game changer for millions of Americans who don’t currently have a way to save for retirement. This recording provides details on the advantages of a PEP including decreasing the burden of administration, reducing financial liability, and benefiting from the economies of scale that can lead to potential savings.

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

For your business clients who are subject to the ACA’s Employer Shared Responsibility (ESR) provisions, it’s important they know the IRS discontinued the Good Faith Relief for reporting inaccurate and incomplete information. This recording reviews new and existing ESR reporting and filing obligations, the impact of the expired Good Faith Relief, and best practices to minimize potential penalties.

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

The COVID-19 pandemic prompted a drastic shift to remote work, and two years later, many are still working remotely. This webinar reviews how states have responded to the recent remote work environment and identifies potential issues for both individuals working remotely and their employers.

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

This recording reviews the top six things employers get wrong when it comes to the needs of their workforce, and how they can use HR solutions and tools to keep employees happy, supported, and engaged. The knowledge gained can benefit your firm as well as elevate your consultative role with clients to ensure they are best equipped to meet challenges and find efficiencies to help their business grow. 

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

Regarding the retirement landscape, 2021 was another eventful year. Join us for a CPE webinar to learn about the effects of proposed legislation that can potentially reshape the retirement industry now and for the foreseeable future. Take advantage of the tremendous opportunity to educate your clients on the latest retirement legislation and tax strategies to help them, and their employees, save more for tomorrow, reduce today’s tax liability, and achieve financial wellness.

The start of a New Year typically ushers in a series regulatory, compliance, and legislative changes that may affect small businesses. This session identifies the top payroll-related regulations and updates to be aware of in 2022, and better prepares you to both respond to inquiries and proactively engage clients regarding important legislation.

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

As your newsfeed fills with reports of employees leaving their jobs in the so-called “Great Resignation,” you, your firm, and your clients may be concerned with how to build stronger loyalty within your company’s workforce. This webinar will review recent insights that uncovers emerging HR trends, opportunities, and challenges in this unique era. This industry-leading information will provide insight into the current HR and business trends to better serve you, your firm, and your clients.

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

Businesses are finding themselves at the epicenter of unique change, not only in the world but in the workplace as well. This webinar reviews some of the top HR compliance-related issues your clients should be aware of and prepared for. This information will help you respond to inquiries as well as proactively engage clients regarding these important items.

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

This webinar highlights the significant 2021 developments relevant to businesses for year-end planning as well as preparation for the 2022 filing season. Topics include COVID-19 law changes for 2021, ERTC, new tax forms for S corporations and partnerships, and more. Ensuring your clients address these areas wisely further strengthens and expands your advisory role.

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

This webinar is designed to familiarize tax professionals who are not information technology (IT) experts on today’s top data breach and cybersecurity risks and internal controls. This information can help provide proactive advisory on critical strategies and resources for your clients to plan for, prevent, and protect their sensitive information against cyber crime.

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

With continued impacts of the COVID-19 pandemic as well as the priorities of a new administration, businesses today face more regulatory demands than ever before. This recording includes information on top payroll-related regulatory items that are impacting businesses.

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

Learn about the potential impact on the retirement industry of the SECURE Act in 2021. This recording includes details on starting a Pooled Employer Plan, qualified profit-sharing plan and the latest retirement legislation that can help as you consult with clients.

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

This recorded session includes details on the SECURE Act as well as the proposed SECURE Act 2.0 that provides further incentives that could impact retirement plans. The information presents an opportunity to educate your clients on the latest retirement legislation and tax strategies which may help reduce their current tax liability and enhance long-term financial goals.

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

This session reviews the impact of the U.S. Supreme Court ruling that leaves the Affordable Care Act as the law of the land. You'll learn about the impact to Applicable Large Employers (ALEs), specifically regarding Employer Shared Responsibility (ESR), and the implications of changes to the premium tax credit and the potential for expanded ACA enforcement on your ALE clients.

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

In this recorded session, you'll gain insights on the benefits of a Professional Employer Organization (PEO) and how you can better advise your clients on the value of developing enhanced strategies on attracting and retaining talent, keeping pace with complex regulations and more.

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

This recorded session details how to address clients about the importance of establishing a workplace retirement program. It provides information on the current state of retirement readiness and regulations, including state mandates, and retirement strategies such as Pooled Employer Plans (PEP) and 401(k) safe harbor plans.

(Note: This recording is not eligible for CPE or IRS continuing education credit)

This recorded webinar details some of the regulatory and legislative requirements facing businesses and highlights opportunities to help enhance your advisory role as clients seek HR advice while they rebuild and support their workforce.

(Note: This recording is not eligible for IRS continuing education credit)

Gain insights on the expansion and extension of ERTC requirements, reporting procedures, as well as the interaction and intersection between ERTC and the Paycheck Protection Program (PPP) following the enactment of the Consolidated Appropriations Act, 2021 and the American Rescue Plan Act.

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

Learn about the potential impact on the retirement industry of the SECURE Act in 2021. This recording includes details on starting a Pooled Employer Plan, qualified profit-sharing plan and the latest retirement legislation that can help as you consult with clients.

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

Learn how a new administration in the White House could impact the number of issues affecting businesses. You’ll gain insight on metrics for advising clients on the economic recovery, opportunities for profit and growth, key technologies, and cash flow tactics for challenging times.

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

Learn about the critical federal payroll-related regulations and updates to be aware of in 2021 including taxes, healthcare policy, employment law, retirement plan administration, and more. By ensuring your clients address these areas wisely, you provide a valuable service and strengthen your relationships with them.

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

Learn about the expansion to the Paycheck Protection Program (PPP), changes to the employee retention and paid leave tax credits, expansion to unemployment insurance and changes that impact retirement and healthcare plans that could affect your clients.

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