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Successful Planning for Year-End Starts Now
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Join us for Successful Planning for Year-End Starts Now

Event Overview

Planning for year-end can be overwhelming, but ensuring it is done right is crucial to the success and growth of your organization. In this webinar, we will discuss rules, limits, and valuable information to prepare you and your organization for year-end. We will also dive into the importance of compliance and strategic planning for reaching your year-end goals.

Date and Time
Thursday, June 13 | 12 - 1 p.m. CT
Location
Online (Webinar)
Cost
Free
Contact
webinars@eidebailly.com
Learning Objectives
  • Summarize the benefits of planning ahead.
  • Identify important topics in preparing for year-end.
  • Explore examples of successful year-end planning.
  • Discuss possible next steps.
Presenter(s)
  • Angie Ziegler
    Angie Ziegler, CPP
    Principal, Outsourced and Managed Services
    Angie has more than 20 years of accounting experience for large and small businesses in a variety of industries. Whether it's detailed technical accounting work or payroll demands, she and her team serve as the outsourced accounting department for all kinds of businesses. They provide payroll processing and compliance reporting services, prepare and file payroll tax returns, and provide guidance for businesses on day-to-day payroll activities, federal and state notices, garnishments, and tax updates.
  • JILLIAN ROBISON photo
    Jillian Robison, CPA
    National Outsourced and Managed Services Senior Manager
    Jillian has been with the firm for over 17 years and has over 20 years of experience working with small businesses on their accounting and compliance reporting needs. She works closely with the Outsourced and Managed Services team to assist with staff training, certifications, and overall understanding of our clients and work. She also works with staff across the firm to train clients, so they can do more in their business.
  • Kate Stenzel Photo
    Kate Stenzel, CPP
    Outsourced Payroll Senior Manager
    Kate has been with Eide Bailly since 2011 and has over 10 years of payroll experience for various industries. As part of our Outsourced and Managed Services team, she assists with accounting, payroll processing, and consulting. Kate prepares and files payroll tax returns in several states and files sales and use tax returns. She also consults on federal and state notices and keeps clients up to date on ever-changing payroll laws.
  • CPE Credits
    1
  • Field Of Study
    Business Management & Organization
  • Level Of Knowledge
    Basic
  • Delivery Method
    Group-Internet Based
CPE Sponsors
Eide Bailly LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Additional Information
This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar. CPE credit will not be available for watching the recording or on-demand webinar. For information regarding a complaint and/or program cancellation policies, please contact Mye Collins.

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