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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. 

The coronavirus continues to have an impact on businesses and individuals alike. Check our events listing to join us for one or all of our upcoming COVID-19 business consideration webinars.


August

Date Topic Time (CDT)
August 13 Tax Planning Tips & Considerations
In this webinar, we will review helpful tips and key considerations for tax planning.

11 a.m.–Noon

 

August 18 Data Analytics in Internal Audit
The future economy is all about data, so it is important to make sure your data is working for you! The information that can be found from analyzed data trends can help you determine where you might be vulnerable or where risks may be hidden.

11 a.m.–Noon

 

August 18 Tax Legislation Update
Join us to explore how this new legislation could impact individual and business taxes, the opportunities it presents and the potential pitfalls it contains.

1–2 p.m.

 

August 19 Market Update
Join us as Eide Bailly and Symmetry Partners hosts an informative conversation focused on the current market environment, economic and political uncertainty and what all this means for long-term investors.

3–4 p.m.

 

August 20 IRS Trouble: International Penalty Abatement
Are you a U.S. citizen, green card holder, or U.S. tax resident who owns assets outside the U.S.? If so, do you know and understand the complicated filing requirements of reporting these assets to the U.S. authorities and the applicable civil and criminal penalties for failure to disclose these assets? Offshore compliance remains a top priority for the IRS.

11 a.m.–Noon

 

August 27 Affordable Care Act: Are You In Compliance?
The health care reform landscape is constantly changing, so it is important to keep abreast of the legislation and deadlines. This session will bring you up to date with the latest Affordable Care Act developments and discuss how to best prepare for ACA compliance.

11 a.m.–Noon

 

August 28 California Income Tax Update
In this webinar our state and local tax team will provide insights into California Sales and Income Tax. If you are thinking about doing business or having employees in California or have had issues with your state tax filings in the past, this webinar is for you.

1:30 –2:30 p.m.

 


September

Date Topic Time (CDT)
September 9 The CFO's Data-Driven Playbook
Join our webinar to discover the modern CFO’s playbook for becoming more data-driven. We’ll outline the steps to define an effective data strategy and provide tips to go from “No I” to BI (No Intelligence to Business Intelligence).

11 a.m.–Noon

 

September 24 Quarterly Legislative Update
Join us for our quarterly legislative update covering recent developments in tax and financial accounting legislation.

11 a.m.–Noon

 


October

Date Topic Time (CDT)
October 9 HR Insight: Surviving a Personnel File Audit
It is important to file employee documentation properly to ensure only those who “need to know” have access to the information. If your records aren't up to date and the department of labor comes knocking, you may find yourself in legal trouble.

12–1 p.m.

 

October 13 Fundamentals of Working Capital, Valuation Impacts and Deal Considerations
Join Eide Bailly as we review a step-by-step process for how to maximize value in a sale and ensure you are not getting the short end of working capital in an acquisition.

12–1 p.m.

 

October 20 Export Tax Incentives
We will discuss what exports qualify for this benefit and how the benefit works. Join us to learn more about both these export incentives and how you can determine your eligibility.

12–1 p.m.

 

October 22 Estate Planning: It's Important
Join us for a "Wealth Transition Services Update" to learn about strategies that may benefit you and potential legislation that could affect your ability to plan in the future.

11 a.m.–Noon

 


November

Date Topic Time (CDT)
November 10 Why System Integration Should Be Your Next Big Initiative
Join our webinar to learn the benefits of system integration and how to pick the right type of integration solution for your business.

12–1 p.m.

 

November 12 Cloud Risks and Myths for 2020
This presentation will help you be aware of the risks, security and myths of cloud-based computing in 2020.

11 a.m.–Noon

 

November 17 Year-End Planning Update
Please join us for a discussion surrounding updates and things to keep in mind as you prepare for year-end. Attendees will learn more about payroll processing, reporting of payroll taxes to federal, state and local agencies, Nexus, W-2/1099 and payroll updates.

10:30 a.m.–Noon

 


December

Date Topic Time (CDT)
December 10 Is It Time for a New Accounting System
In this webinar, we'll break down the problems with traditional software, the risks of dated systems, and the advantages of today's cloud ERP solutions.

12–1 p.m.

 

December 17 Quarterly Legislative Update
Join us for our quarterly legislative update covering recent developments in tax and financial accounting legislation.

12–1 p.m.

 


Past Webinar Recordings

July

Date Topic Time (CDT)
July 16 Accounting Method Developments
Join us to learn more about recent developments in the area of accounting methods and periods, and learn what your clients should be doing to assure they’re making the most of their revenue and expense recognition methods.

11 a.m.–Noon

 

July 21 HR Insight: Impact of HR Organizational Audit
Human resources plays a critical role in organizational success. Reviewing your human resource practices can help avoid compliance issues, make life easier and allow you to focus on your passion and your people. An organizational audit identifies efficiencies and opportunities for growth related to recruiting, talent development, compensation, operations and exit strategy.

12–1 p.m.

 

July 27 SECURE Act and COVID-19 Impacts on Employer Retirement Plans
The Secure Act was signed into law on Dec. 20, 2019, as one of the most significant pieces of retirement plan-related legislation in many years.

12–1 p.m.

 


June

Date Topic Time (CDT)
June 3 10 Common Employee Benefit Plan Errors
In this webinar, we will discuss how to prepare, what you should expect, and common findings to help create a smooth process for your next benefit plan audit.

12–1 p.m.

 

June 4 Process Improvement: Benefits of Internal & Performance Audit
We will explore the benefit of a performance audit, which is a unique technique used to evaluate the economy, efficiency and effectiveness of an organizations' operations. It helps management ensure strategic objectives are being met and/or if they can improve upon them.

12–1 p.m.

 

June 22 New Leasing Standards
The Financial Accounting Standards Board issued Accounting Standards Update 2016-02, Leases, in February of 2016 and the provisions of this update are coming into effect soon. Additionally, new transition options (ASU 2018-11) were issued in July of 2018.

12:30–1:30 p.m.

 

June 25 IRS Hot Topics: Businesses
This webinar will discuss key developments over the last year in individual and business taxation. Learn about the IRS’s current areas of focus in examination and appeals of interest to business owners. It will also briefly discuss the impact of the election on the IRS and potential upcoming tax legislation. In addition we will explore updates and issues stemming from the COVID-19 outbreak and changes to IRS procedures, including limits on information requests and examination enforcement.

11 a.m.–Noon

 

June 29 Quarterly Legislative Update
Join us for our quarterly legislative update covering recent developments in tax and financial accounting legislation.

12–1 p.m.

 


May

Date Topic Time (CDT)
May 6 The Ins and Outs of Cloud Hosting
What is in the cloud, and can it really be a competitive advantage for your business? In this webinar, we’ll discuss when to move to the cloud and how to determine what should be hosted in the cloud.

12–1 p.m.

 

May 21 Revenue Recognition Rules
The Financial Accounting Standards Board (FASB) issued Accounting Standards Update No. 2014-09, Revenue from Contracts with Customers in May of 2014, and the effective date for non-public companies is for periods beginning after December 15, 2018.

11 a.m.–Noon

 

May 22 Sales Tax Reform Update
Everything you thought you knew about sales tax probably changed in the U.S. Supreme Court Wayfair decision. States are now permitted to collect sales tax from out-of-state sellers with no physical presence in their state, including remote sellers, online retailers, phone order retailers and inbound (foreign) companies.

11 a.m.–Noon

 


April

Date Topic Time (CDT)
April 8 How the Right CRM Can Improve Your Bottom-Line
To remain competitive, today’s leading organizations are putting customer experience at the forefront of their business objectives. In this webinar, we’ll discuss the advantages of implementing a robust CRM solution in your business to manage your customer data, sales processes, and more.

12–1 p.m.

 

April 21 Cybersecurity Trends in 2020
The cybersecurity world has changed. Some say it is getting worse. As a small to medium-sized business, the risk of not getting cybersecurity right could mean going out of business. Having the right mindset and knowing what to do and when is critical.

11 a.m.–Noon

 

April 30 Value Drivers for Sellers/Mitigating Risk for Buyers in M&A
Are you interested or in the process of buying or selling a business? If so, this session is for you. Especially in turbulent times, due diligence in the buy side and sell side of a transaction is incredibly important. Join Eide Bailly as we give an overview into key considerations, what to look for, and explore practical tips for navigating a transaction and the diligence process.

11 a.m.–Noon

 


March

Date Topic Time (CDT)
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.

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

12–1 p.m.

 


February

Date Topic Time (CDT)
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

 

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Cost
FREE 

CPE
Each session is eligible for one credit.

Questions
Taylor Owen
507.304.6959
towen@eidebailly.com