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.
- 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.
- Angie Ziegler, CPPPrincipal, Outsourced and Managed ServicesAngie 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, CPANational Outsourced and Managed Services Senior ManagerJillian 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, CPPOutsourced Payroll Senior ManagerKate 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 Credits1
- Field Of StudyBusiness Management & Organization
- Level Of KnowledgeBasic
- Delivery MethodGroup-Internet Based