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CPE 7b 1  54c00424e4707

September 21, 2018 

Accelerate Your Digital Transformation Using AI and ML

Join KPMG and Google Cloud to learn about our approach to Intelligent interactions—customer experiences enhanced with machine learning (ML), artificial intelligence (AI), and data and analytics (D&A)—and how to harness these technologies to enhance customer touchpoints, reduce costs, and improve efficiencies. o   Cost: FREE o   Date and Time: October 9, 2018, 11:30 a.m. – 12:30...…

CPE 7b 1  54c00424e4707

September 21, 2018 

Automating Excel: An Introduction to VBA

Although Excel has a Macro Recorder for automating tasks and processes, there’s a limit to what the Macro Recorder can do. Where the Macro Recorder’s functionality ends, VBA takes over. In this session you will learn how to create and edit macros using VBA rather than Excel’s Macro Recorder. This webinar gets you started with VBA....…

CPE 7b 1  54c00424e4707

September 21, 2018 

Buying and Selling a Business: Tax Strategies for Closely Held Businesses

The 2017 Tax Act made major changes to business and individual taxation. This will change the way sales of businesses are taxed and cause a rethinking of choice of entity. This presentation explores the effect on closely-held businesses. o   Cost: FREE o   Date and Time: October 5, 2018, 11:00 a.m. – 12 noon, EDT o  ...…

CPE 7b 1  54c00424e4707

September 21, 2018 

FASB’s Targeted Improvements to Long-Duration Insurance Contracts

Join us for a discussion on the Financial Accounting Standards Board’s (FASB) Accounting Standard Update (ASU) 2018-12 on long-duration insurance contracts, which provides targeted improvements to current GAAP. This webcast will be relevant to all insurers that issue long-duration contracts. o   Cost: FREE o   Date and Time: October 4, 2018, 2:00-3:30 p.m. EDT o   Duration:...…

CPE 7b 1  54c00424e4707

September 21, 2018 

Establishing a Family Financial Education Process

Preparing future heirs for the various roles and responsibilities that come with inheriting wealth is a multilayered topic. For many families, that will likely mean adopting a more strategic approach—one that provides numerous age-based opportunities to build both qualitative and quantitative capabilities for successful and lasting outcomes. Join Jack Thurman and Share Save Spend Founder...…

CPE 7b 1  54c00424e4707

September 21, 2018 

How Can Financial Wellness Pay Off for You and Your People?

Employee financial stress can be a major distraction for your employees, but it can also strain your company through high turnover and loss of productivity. Join the upcoming Ernst & Young LLP Personal Finance webcast as we feature a live panel discussing: Why financial wellness benefits are now equally important as traditional employee benefits Key...…

CPE 7b 1  54c00424e4707

September 21, 2018 

IRS Presenting: Practitioners Ethics Responsibilities

This session will be split into two distinct topics.  The first part will cover the four steps to meet due diligence for the Refundable Credits.  These requirements now include all three refundable credits; Earned Income Tax Credit, Child Tax Credit and American Opportunity Credits.  The second portion of this session deals with Circular 230, Diligence...…

keep calm and enjoy busy season 1  5ba5082a48373

September 21, 2018 

Survival Tips for Fall Busy Season

What can you do to keep yourself going, coast through the deadlines, keep your colleagues satisfied and your family and friends happy, and maintain some semblance of the self you want to be?

Gail Perry

apps11_11317595

September 15, 2018 

Apps We Love – September 2018: Tax Organization

What are your favorite tools for getting and staying organized? As the autumn tax season is upon us, and spring tax season will be here soon (there’s always a tax season looming…), I checked in with some members of the CPA Practice Advisor community ...

Gail Perry

580-Image-Fraud-986067621

September 14, 2018 

10 Steps to Avoid Business and Employee Fraud

Small and mid-sized businesses are more vulnerable to fraud than larger organizations, and the effects can be more damaging. The types of fraud that businesses need to be aware of generally fall into three categories: Theft, financial statement fraud ...

Isaac M. O'Bannon