Webinar Schedule
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Kathy Rose
America’s Administrator
+1 (314) 412-6035
St. Louis, MO
Webinars
Past Webinars
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
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.
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.
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
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.
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.
LATAM Technology Webinar (Spanish)
January 20, 2021
Dr. Viviane M. Fournier, Ed.D. / Vincent De Hoyos - Alpine Health Technologies
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
IRC 1446 Withholding Requirements for Foreign Partners Effectively Connected Income: Forms 1042-S, 8804, and 8288
November 12, 2020
Ed Kennedy
FATCA After Tax Reform: Form 8938 Reporting for Taxpayers with Foreign Assets, Integrating Latest IRS Guidance
October 27, 2020
Ed Kennedy
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!
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.
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
Integra Members Portal - Association Management Software Webinar
February 13, 2020
Integra International
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.
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.
