Earn Free CPE Credits

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. (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. (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. (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. (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. (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. (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. (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. (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. (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. (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.(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. (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. (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. (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. (This recording is not eligible for CPE credit)