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Kathy Rose

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 Past Webinars

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U.S. Income Tax Treaties and Planning Opportunities Part Two

July 30, 2024
Christopher Klug - Basswood Counsel PLLC

This program will cover U.S. Income Tax Treaties (“U.S. Treaties”) and Planning Opportunities. This is the Second of two presentations on U.S. Treaties. This presentation will focus on the general provisions of U.S. Treaties by reviewing the provisions of the 2016 United States Model Income Tax Convention (“Model Treaty”).

The presentation will review each Article of the Model Treaty, go through implications of each Article, planning opportunities, and review how each Article of the Model Treaty compares to domestic law. The goal of the presentation is to provide an overview of the general provisions of U.S. Treaties and understanding when and how to make treaty elections with U.S. tax filings.


U.S. Estate and Gift Taxation of Nonresidents/Noncitizens including Planning Opportunities

November 7, 2023
Christopher M. Klug, Partner at Klug Counsel

This program will cover U.S. Estate and Gift Taxation of Nonresidents/Noncitizens (“NRA”). Overall the presentation will cover how to comprehensively plan for an NRA’s investment in U.S. assets and certain planning strategies to optimize the investment. NRAs, if properly structured, can invest in the U.S. on a tax favored basis as compared to U.S. persons who are subject to tax in the U.S. on their worldwide income.

There will be a general overview as to the difference between common law and civil law jurisdictions and its implications on international estate planning including common mistakes. The presentation will also cover the income, estate, and gift taxation of NRAs. A common investment for NRAs is U.S. real estate which implicates the Foreign Investment in Real Property Tax Act (“FIRPTA”) and the presentation will cover the FIRPTA rules along with certain planning options in structuring the investment.
Is the U.S. now the planning jurisdiction for privacy since the U.S. is not a signatory to the Common Reporting Standards and instead relies on its favorable bilateral Foreign Account Tax Compliance Act Agreements? This will be broadly covered along with associated trust planning and structuring investments into the U.S. through foreign entities. Other planning strategies such as converting U.S. assets into foreign assets for purposes of U.S. estate and gift taxation will be covered as well as preimmigration planning with examples of planning opportunities prior to becoming a U.S. person.

Christopher M. Klug

Chris serves clients with domestic and international taxation, tax controversy, corporate/business planning, mergers and acquisitions, cross-border transactions, and domestic and international estate planning. Chris has extensive experience working with companies with domestic and international income tax planning. This work includes inbound and outbound mergers and acquisitions and other transactional tax matters. As a former tax professor, Chris has a strong background in subchapter C and S corporate taxation and partnership taxation and uses this knowledge to develop tax strategies for clients. Chris represents companies, private equity funds, hedge funds, joint ventures, real estate funds, and family offices.


Part I: Facing Up to the Climate Change Emergency | Part II: ESG and Sustainability Reporting

May 2, 2023
Part I by Russell Deane | Part II by Mark Atkinson

Facing Up to the Climate Change Emergency and What It Demands of Every Organisation

This program covers the following topics:

  • The climate emergency context
  • International agreements
  • What are greenhouse gases GHGs and how to measure them (scopes 1, 2 and 3)
  • What regulations are in place currently – ESOS, SECR, net zero plans
  • Company example of GHGs and sustainability examples to reduce them (carbon offsetting, costs etc)
  • Role of accounting firms in ensuring net zero plans are in place, and assisting in measuring/monitoring them

 Russell is a founding Director of SRD Technical. He has spent more than 15 years in the Global Energy Sector delivering talent to numerous multi-billion-pound projects.

More recently, Russell has made answering the call of the climate emergency his career mission and is using his extensive energy network of contacts and consultancy management experience to assist organisations to tackle the energy transition.

On a day-to-day operational basis, Russell and his team assist international organisations take a long hard look at their energy use and carbon emissions – then puts strategies in place to reduce energy use, generate their own energy through renewable technologies, and reduce their carbon emissions in line with international targets.

Russell has a first degree in English Literature and an MSc in Organisational Psychology.  He sits as a Non-Executive Director on several organisations and serves as a Grammar School Governor in his local town of Watford.


 

Sustainability and ESG reporting

This program covers the following topics:

  • Why sustainability and ESG reporting are becoming more important
  • The purpose of sustainability and ESG reports and the difference between the two
  • Some of the best practice reporting benchmarks one can use

Mark Atkinson is Director of MA Technical Copywriting and an experienced technical writer of more than 20 years with an MBA and a client portfolio of leading international companies within:

– Construction, facilities management, energy and manufacturing

– Technology/automation/Software-as-a-Service (SaaS)

– Professional services (including financial; accounting; HR; legal)

– Supply chain and logistics

– Residential and commercial real estate

Within these sectors, Mark helps clients writing and editing annual, sustainability, ESG and high-level industry reports, tender responses and thought leadership papers. He has a niche skill in interviewing subject matter experts, understanding complex information and presenting it in a way that is straightforward and accessible to the reader.


Comprehensive Approach to Tax Planning for Multinational Corporations Starting U.S. Operations

February 17, 2023
Christopher M. Klug, Partner at Klug Counsel

This program will cover inbound tax planning for Multinational Corporations.  The presentation will include tax considerations of panelists from certain countries outside the U.S., U.S. federal tax, and state and local tax implications.  Corporations doing business in multiple countries will need to coordinate tax compliance and planning in multiple jurisdictions and must have professionals in place that can cover the spectrum of tax considerations.

The goal of the presentation is to highlight the special considerations involved with multinational corporations by covering relevant tax implications in the parent corporation’s home country, operations in the U.S., and state and local tax.  The presentation will demonstrate the collaboration required among professionals in multiple jurisdictions to effectively plan for multinational corporations operating in the U.S.

The presentation will provide examples to illustrate tax implications among a multinational group including formation and initial contributions, tax implications of operations, movement of cash and products between related companies, treaty considerations, and repatriation of profits.

Chris serves clients with domestic and international taxation, tax controversy, corporate/business planning, mergers and acquisitions, cross-border transactions, and domestic and international estate planning. Chris has extensive experience working with companies with domestic and international income tax planning. This work includes inbound and outbound mergers and acquisitions and other transactional tax matters. As a former tax professor, Chris has a strong background in subchapter C and S corporate taxation and partnership taxation and uses this knowledge to develop tax strategies for clients. Chris represents companies, private equity funds, hedge funds, joint ventures, real estate funds, and family offices.


Comprehensive Approach to Tax Planning for the U.S. Multinational Corporation

January 12, 2023
Christopher M. Klug, Partner at Klug Counsel

This program will cover outbound tax planning for U.S. Multinational Corporations.  Since such structures require coordination of both U.S. tax and taxes of other countries, it is important that the approach does not only consider U.S. tax considerations and therefore the program will be presented through a fact pattern incorporating relevant professionals and considerations from the United States and certain other countries.

Executing transactions involving multiple taxing jurisdictions requires continuous planning, monitoring, and measuring of the tax consequences of these activities in order to reduce the effective tax rate and maximize the corporate earnings of the multinational corporation.  This is not a static exercise because the facts surrounding international business are continuing changing.  To respond to this dynamic environment, the tax planning process must continually evaluate the company’s operational and treasury positions and respond with a tax analysis that prospectively addresses the needs of the business.

The U.S. taxation of multinational corporations is complex and will be broadly covered during the presentation.  Since U.S. multinational corporations are engaged in business or transactions in multiple countries, it is important not to ignore the implications in the applicable countries.  The main goal of the program is to provide a global framework to approach planning in multiple countries and not think in a vacuum by limiting the presentation to the U.S. tax implications.

Chris serves clients with domestic and international taxation, tax controversy, corporate/business planning, mergers and acquisitions, cross-border transactions, and domestic and international estate planning. Chris has extensive experience working with companies with domestic and international income tax planning. This work includes inbound and outbound mergers and acquisitions and other transactional tax matters. As a former tax professor, Chris has a strong background in subchapter C and S corporate taxation and partnership taxation and uses this knowledge to develop tax strategies for clients. Chris represents companies, private equity funds, hedge funds, joint ventures, real estate funds, and family offices.


Pandemic Lessons to Solve Capacity Issues

August 30, 2022
Mark McNee, Frontline Accounting

Webinar Overview:

Covid wasn’t bad for accountants – Not the virus specifically, but the by-products from lockdowns which are now a huge benefit to the accounting industry. Time to capitalize and use them to your advantage!

This webinar by Mark McNee covered the following points:

  • Remote Work – Works! You prove it for 2.5 years. We’ve been proving it for a decade.
  • Digital Accountancy – The tech and processes aiding the leap forward
  • Recruitment Woes – World skills shortage in Accounting. Inflation, Recruiters, Retirement

Mergers and Acquisitions

June 8, 2022
Jeff Taraboulos, CPA, CFF, CFE, PFS

Jeffrey Taraboulos is managing partner of Kabat, Schertzer, De La Torre, Taraboulos & Co., where he oversees the firm’s operations and focuses his practice on tax, accounting and management advisory services.
In 2004, Taraboulos co-founded De La Torre, Taraboulos & Company, which merged with Kabat Schertzer in 2008. Since that time, Taraboulos has helped clients develop business and family succession plans, implement complex tax strategies, and negotiate, structure and manage due diligence for multi-million dollar transactions.
Previously, Taraboulos worked in the audit practice of Deloitte & Touche’s Miami office, currently Deloitte, where he provided audit, forensic accounting and other advisory services to public and private companies engaged in mergers and acquisitions, divestitures and fraud examinations. Before this, he was a controller with DIRECTV Latin America, where he developed policies and procedures to meet the operational and budgetary goals of the company while guiding accounting staff in the implementation of Generally Accepted Accounting Principles (GAAP).

In addition to being a CPA licensed to practice in Florida and Georgia, Taraboulos earned designations as a Certified in Financial Forensics (CFF), Certified Fraud Examiner (CFE), Personal Financial Specialist (PFS). He is also a life, health and variable annuity limited representative and holds Series 6, 7 and 66 licenses with the National Association of Securities Dealers (NASD).

Taraboulos has been an accounting professional since 1996.


Private Equity Fund & Its Values to Companies and Investors

March 29, 2022
Ferdi Kayakesen - Banks Group - Australia

Ferdi Kayakesen is a Partner with Banks Group, one of the top performing accounting firms in Australia. Ferdi’s area of expertise includes board advisory and business strategy, private equity, business acquisitions, sale of business, and capital structuring. He has a Bachelor’s Degree in Engineering, Business Administration and Master of Law focusing on Commercial and Taxation. Ferdi also holds a Director level role at one of the leading private investment firms in the US, where he partners with Australian and New Zealand company owners and management teams to help them achieve their strategic vision and expand their businesses.


How Tax Treaties Work

February 22, 2022
Patrick McCormick, JD, LLM, Partner, Culhane Meado, PLL

This session contextualizes the use of income tax treaties in the international tax area. The course begins with an overview of how the United States taxes nonresidents, both conceptually and under statutory rules. Then we provide historical background on United States tax treaties, the ongoing relevance of the U.S. model treaty, and interaction between statutory and treaty rules. The program then delves into specific treaty terms and where/how they are used, including compliance requirements for obtaining treaty benefits.


International Tax: Basics of Income Sourcing

December 7, 2021
Patrick McCormick, JD, LLM, Partner, Culhane Meado, PLL

his course provides an overview of income sourcing rules maintained by the United States. Sourcing rules are critical for non-residents, who are almost exclusively taxed by the United States on income directly sourced to the country. Sourcing has become increasingly important for American taxpayers—particularly corporate ones, who qualify for significant deductions on foreign-sourced income. This program provides background on how sourcing determinations are made, including allocating income items between different income categories. The program will also cover special rules in the sourcing context—specifically, those related to multi-year compensation arrangements.


Structuring United States Investments by Foreign Taxpayers

November 9, 2021
Patrick McCormick, JD, LLM, Partner, Culhane Meado, PLL

Latest Developments from the FASB and GASB (Lease Accounting)

October 19, 2021
Steve Austin, CPA, MBA and Joel Colbourn, CPA, MBA of Swenson Advisors, LLP

Steve Austin manages audit, SEC, Sarbanes-Oxley, and business consulting engagements with a focus on technology, manufacturing, service, real estate, social media, and non-profit organizations. He is the author of the book “Rise of the New Ethics Class.” Steve speaks worldwide on governance, Sarbanes-Oxley, and IFRS matters and writes articles published by the AICPA.

Joel Colbourn is a finance/treasury professional with more than 20 years of experience directing accounting and finance operations in global organizations. Joel’s experience covers various industries including services, aerospace and defense, technical services and solutions, technology and consumer products.


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Business Succession Planning and Valuation (½ day)

May 26, 2021

Paycheck Protection Program (PPP) & Employee Retention Credit (ERC)

March 31, 2021
Matt Hatfield, CPA - Lohman Company

Click here to view the PDF of the presentation.


Become a Visible Expert - New Research on Thought Leadership

February 17, 2021
Lee Frederikson, Ph.D. - Hinge Marketing

Become a Highly Effective Negotiator

February 10, 2021
Greg Campeau - Campeau Learning

The hard truth is that in our professional lives we don’t get what we want, need or even deserve – we get what we negotiate.  In this seminar you will learn a proven and practical approach to win-win negotiating and how to protect yourself from “hardball” negotiators.  Come learn a proven method that is not designed to win over your people but rather to win people over.

This is for Pro You / Young Professionals under 40 – and those who are young at heart.


Employee Retention Tax Credit

February 3, 2021
Greg Elias - Think, LLP

On December 27th, the second Coronavirus relief package was signed into law. This law contains significant enhancements to the Employee Retention Credit (“ERC”) enacted under the CARES Act.

This webinar discusses the CARES Act, Paycheck Protection Program (PPP) and ERC.


US Tax Update

January 20, 2021
Dean Zerbe - Partner, ZMFF&J

LATAM Technology Webinar (Spanish)

January 20, 2021
Dr. Viviane M. Fournier, Ed.D. / Vincent De Hoyos - Alpine Health Technologies

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Form 1042-S Withholding on Foreign Person’s US Income

January 7, 2021
Ed Kennedy

How to Build an Online Business Development Machine

December 3, 2020
Austin Abell - Glass Jacobson Financial Group

Business Development Webinar

September 21, 2020
Lee Fredericksen, Ph.D.

Reboot – How to Rebuild Your Business Development Program for a Virtual World

Almost overnight, the professional services marketplace has utterly changed. And many firms are struggling to understand how to go to market in a radically different environment. But even in these unusual times, some firms are doing business as usual. And some are even growing!


Taxation in Russia

September 14, 2020
Quality Partners

Note: Due to technical reasons, this webinar did not record video. You can download the PDF presentation of the webinar by clicking the Download button.


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Advising Healthcare & Other Business Clients in the Covid-19 Era

May 27, 2020

The COVID-19 Pandemic is the most significant economic event since the Great Depression – despite September 11 and the Great Recession preceding it in most of our lifetimes. Using statistics, data from leading medical journals, and critical data on the actual geographic distribution of COVID-19 cases in the United States and abroad, this program provides the participant with key insights so they can interpret their local market conditions and advise their clients.


The Paycheck Protrection Program (PPP) - Will Your PPP Loan Be Forgiven? The Devil is in the Details!

April 29, 2020
Don DeGrazia CPA/ABV/CFF, Steve Swartz CPA, PFS/CVA, and John Hagerson Jr. - Gold Gerstein Group, LLC

Gold Gerstein Group talks about the Payment Protection Program (PPP) during the COVID-19 outbreak.


COVID-19 and Your Leases

April 15, 2020
Don Mitchell and Ryan Mitchell - Cresa (Integra International Alliance Member)

A discussion and overview of the current lease landscape for Landlords and Tenants during the COVID-19 crisis.


How To Run a Remote Team During the Coronavirus Pandemic

April 12, 2020
Mark Cottle, CA, ACA - CEO/Director of Frontline Accounting

Brexit (part 1): What We Know So Far

February 27, 2020
Colin Meager FCA - Colin Meager & Co. Limited

Opportunity Zones

January 29, 2020
Megan J. Parpart - Howard & Howard

International Tax for the Multinational Individual - Concepts and Considerations

January 7, 2020
Patrick J McCormick, JD, LLM - Culhane Meadows PLLC

As the world becomes more global, an exponentially increasing number of individuals have some sort of international ties – whether through family, assets, employment, or a multitude of other factors. For tax practitioners, this has made a working knowledge of the United States tax laws related to international ties an absolute necessity. This webinar introduces the basic concepts associated with international tax as it relates to individuals – including classification of taxpayers, implications from an income tax and transfer tax perspective, required information forms, and options for curing prior failures to properly report. This webinar will provide practitioners the functional knowledge of international tax needed to speak knowledgeably with clients on international issues when they arise, and advise them appropriately of considerations in this realm.


International Tax for the Growing Business

December 5, 2019
Patrick McCormick, JD - Culhane Meadows PLLC

Businesses of all sizes and types are increasingly presented opportunities to engage in international transactions in a growing global market.

  • Companies require advice on the ramifications of these transactions, both from an American perspective and from the standpoint of other pertinent jurisdictions.
  • United States advisors focus on American ramifications, with foreign advisors consulted on non-domestic implications.
  • Two general realms from an American perspective: foreign-domiciled businesses engaged in United States transactions and United States-domiciled businesses engaged in foreign transactions.
  • A threshold issue for foreign entities is their entity classification for United States purposes.

Patrick J. McCormick is a partner with Culhane Meadows.  He earned his J.D. from Vanderbilt University Law School in 2008, and his LL.M. from New York University School of Law in 2009.

Mr. McCormick specializes in and regularly handles matters covering all areas of international taxation, frequently publishing articles and giving presentations on assorted areas of international tax law.  Patrick regularly works with accountants on international matters faced by their clients.


IRC Section 163(j) and QBID – Business Interest Expense Deduction Limitation

August 22, 2019
Kristin L. Schmid, J.D., LL.M. - Kulzer & DiPadova, P.A.

The Tax Cuts and Jobs Act changed the deductibility of business interest expense. This seminar will not only provide the basics of how to calculate the limitation, but will also provide:

  • An in-depth explanation of the small business exception including the aggregation rules.
  • How the limitation applies to real estate businesses, whether the real estate business should elect out    of applying the limitation, and process of electing out.
  • A discussion of the complex partnership limitation rules.
  • An overview of the proposed regulations.

The Perfect Hire

July 25, 2019
Daniel W. Hudson, Founder and President; Joseph E. Brunsman, Vice President - CPL Brokers, Inc.

This presentation is a combination of demographics, psychometrics, psychology, and the use of artificial intelligence in the interview process.

Learn why the future of your firm depends on hiring more women, and how to hone your hiring efforts with scientific precision.


Today’s Cyber Threat Landscape…a Presentation from US Secret Service

July 16, 2019
Wendy Cassidy Special Agent, J.D. – U.S. Secret Service

Today’s cyber threat landscape is constantly evolving, leaving many small to medium-sized businesses unprepared to defend themselves against cyber-attacks. Join our webinar with Special Agent Wendy Cassidy from the United States Secret Service Electronic Crimes Task Force unit and hear about the latest cyber threats and the steps you can take to protect your business.


Leases and the Balance Sheet

June 26, 2019
Presented by: Steven Austin, Firm Managing Partner - Swenson Advisors; Jole Colbourn, Lease Accounting Director - Swenson Advisors; Ane Ohm, CEO - Lease Cruch; Don Mitchell, Managing Principle - Cresa

Now that many public companies have crossed the line into the new lease accounting territory as of January 1, 2019,  it’s time for the private companies and nonprofits to step up and do the same.


You've Been Hacked! Now What?

May 1, 2019
Presented by: Randy R. Werner, J.D., LL.M./Tax, CPA — Loss Prevention Executive

Cybersecurity issues continue to escalate and cause CPAs a great deal of concern. Security tools to protect against cyber-attacks are becoming more sophisticated but attackers are also becoming more advanced. This presentation will offer a greater awareness to attendees about data security risks and cybersecurity best practices.


The Wayfair Decision: New State Tax Liabilities

January 22, 2019
Presented by: Greg Elias / Think LLP

Greg Elias from Think LLP, discusses the The Wayfair Case and the new state liabilities with taxes.


Navigating The World of Social Media

January 8, 2019
Presented by Lorenzo Lancaster,Barabino & Partners, USA

In today’s world, social media has become increasingly important in the way we conduct business and grow our careers. Staying connected with current and potential business partners via social media is the new norm. If you don’t feel comfortable using social media, or don’t really know where to start, this webinar is for you.


Does the Tax Cut & Jobs Act (TCJA) Trump Business Valuation?

November 20, 2018
Presented by Don DeGrazia, CPA, ABV, CFF & Doug White, CPA, MAFF, CVA, CGMA

the 2017 Tax Cut and Jobs Act (TCJA) is the biggest transformation of the Internal Revenue Code in decades and its impact on business valuation matters is astounding! This session will cover how key tax law changes impact business valuation, challenging practitioners to examine what they havedone in the past and how they may need to approach things going forward.


Demystifying Artificial Intelligence and theImpact on Auditing

November 7, 2018
Presented by John Colthart / MindBridge

A financial audit is an important step in providing a level of assurance not only to shareholders and creditors but also to regulators, customers, suppliers, and employees.By leveraging artificial intelligence (AI) we can find important correlations amongst financial data thatwould be otherwise missed by traditional methods.


Zero Inbox –Managing Email and Priorities at Work

October 4, 2018
Presented by Laurie Daschuk / Integra International

Email is simple, but it’s not easy! …a presentation for busy professionals.  You’ve got Email and the challenge of keeping up is getting worse, not better. The average email user is spending 28% of their working day on email. That’s 13 weeks of their year! Clearly, one can gain advantage from improvements that get you off email and on to work that is more valuable.


Taxation of Cryptocurrency... A Brave New World

September 27, 2018
Presented by Stephen J. Turanchik, Lawyer / Paul Hastings LLP

The use of cryptocurrencies like Bitcoin and Ethereum are becoming ever more prolific. This webinar will explore the U.S. tax treatment of cryptocurrencies and the best practices for tax professionals whose clients have business dealings using them.


Practical Considerations for Implementing New U.S. and Global Revenue Recognition Standards

September 13, 2018
Presented by Steve Austin / Swenson Advisors

Last year Steve Austin did a webinar outlining the proposed new standards. Revenue recognition is a huge topic right now because public companies are implementing it this year and non-public companies will be doing it next year. Revenue recognition has international reach and there are differences in its implementation in the US and internationally.


Crowdfunding & New Ways For Raising Capital

June 7, 2018
Presented by Mark Roderick / Flaster Greenberg

Mark Roderick is a very boring corporate and securities lawyer. Since the JOBS Act of 2012, he has spent all of his time in the Crowdfunding space and today is one of the leading Crowdfunding and Fintech lawyers in the United States


Cannabis Appraisal & Financial Management

May 2, 2018
Presented by Ron Seigneur / Seigneur Gustafson LLP

Ron discusses the Cannabis Industry trends and nuances, along with its history.


The Taxation of Owning Real Estate in the UK

March 6, 2018
Presented by Tim Cook / Wilder Coe Ltd.

Do you own or are you thinking of buying real estate in the United Kingdom? There have been very significant changes in the UK taxation of real estate whether: residential or commercial, who owns it UK resident or not and for whatever purpose it is owned. Some of the new legislation is far reaching enough to look through the use of any corporate or trust ownership structure, levying tax on sale, succession or death.


Qualified Business Income Deduction (QBID)

February 9, 2018
Presented by Daniel L. Mellor, J.D., LL.M. / Kulzer & DiPadova, P. A.

Daniel L. Mellor, J.D., LL.M (Kulzer & DiPadova, PA) will explain the mechanics of the new 20% deduction available to owners of pass-through entities under the Tax Cuts and Jobs Act


FASB Update on Nonprofit Accounting Standards (ASU 2016-14)

January 16, 2018
Presented by Bill Sims and Bridget Losa / Salmon Sims Thomas & Associates, PLLC

Bill helps nonprofit organizations maximize their assets and expand their efforts. He enjoys helping nonprofits fulfill the mission for which they’ve been established. With more than 35years of experience providing accounting, tax, and business consultation to clients in a variety of industry groups, he is a recognized expert in the nonprofit sector with a concentration in religious organizations, social agencies, country clubs, and associations.


Lease Accounting

November 13, 2017
Presented By Steve Austin, CPA / Swenson Advisors, LLP, Marion Adams / Swenson Advisors, Don Mitchell / Cresa and Simon Terry-Lloyd / Cresa

Implementation of the new FASB standard is challenging for companies large and small. Like many global companies that are lessees, Bristol-Myers Squibb has real estate, vehicle fleet, and office equipment leases in different languages and formats, often dictated by the many different lessors who contact with the company.


International Tax Update

September 28, 2017
Presented by Franz Schweiger, Managing Partner/Director / BF Consulting Wirtschaftsprüfungs GmbH

EXIT TAXATION: an important topic for all members who advise international clients. Cross border taxation becomes more and more an issue because of a closer cooperation of tax departments within the OECD member states and G20 countries.


Business Valuation – An Intermediate Look

June 8, 2017
Presented by Don DeGrazia, CPA/ABF/CFF and Kristen Matkowsky, CPA / Gold Gerstein Group LLP

Business valuation continues as one of the fastest growing and most lucrative niches for accounting firms. Developing in-house capabilities or working with other Integra members with a valuation skill set can be economically rewarding and diversify the services your firm offers. Join in for our first webinar as two experienced valuators explore the many aspects of valuation. Questions will be taken throughout the presentation. Comprehensive materials will be available to participants.