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Interested in learning more about growth & success, inevitable changes, the year ahead and exiting your business? Join us for one or all of our informational and educational webinars designed to keep our clients, colleagues and friends informed on innovative business and tax strategies.

The tools and resources presented will help businesses and individuals make informed decisions and remain successful and compliant in a competitive marketplace. Stop back to this page to review recorded webinars as they become available. 


Date Topic Time (CST)
February 13 Tax Reform: Continued Considerations, Impacts and Opportunities
During this webinar, we will summarize what the IRS has said, what they are thinking about saying and what they still need to say about the new law, as well as how this affects your 2019 return and future planning.

11:00 am–Noon


February 18 Succession Planning: It's Time to Learn More
In this session, we’ll talk about the value of having a succession plan long before you must implement it, discuss the process and what you can do to prepare, and show you how to operate with the end in mind.

12–1 pm


February 21 Qualified Opportunity Zones
Join us to learn more about the QOZ program and how the recently released final regulations impact investments going forward.

12–1 p.m.


February 27 Tax Credits & Deductions: You Could Benefit
Many day-to-day company operations to develop products, improve processes and/or enhance software potentially qualify for the R&D tax credit; we’ll discuss how you may be able to benefit from both federal and state credits.

11 a.m.–Noon



Date Topic Time (CST)
March 6 Transfer Pricing After U.S. Tax Reform
Transfer pricing planning and compliance is an important consideration that multinational companies, or companies expanding globally, are focusing on to help them save money and remain in compliance. Join us for a webinar to learn more about transfer pricing opportunities.

12–1 p.m.


March 12 2020 Sales Tax Changes and Your Tech's Role
Join us as we discuss 2020 sales tax changes and how your business’s technology can help you remain compliant and forward-looking.

12–1 p.m.


March 19 HR Insight: Key Recruiting Considerations
There’s a lot that happens during the entire recruiting process – from job posting to hire – all while keeping the company’s culture and employment law in mind. There are tools and practices that can make the process go smoothly.

12–1 p.m.


March 27 Quarterly Legislative Update
Join us for our quarterly legislative update covering recent developments in tax and financial accounting legislation.

11 a.m.–Noon


More webinars coming soon!




Each session is eligible for one credit.

Taylor Owen