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Form 990 Challenges for Tax Advisers to Nonprofit Entities
Identifying Areas of IRS Scrutiny in Exempt Organization Tax Return and Schedules
November 20, 2017 CPE, EA Live Webinar

This webinar will provide advisers to nonprofit and exempt organizations with a practical guide to navigating some of the more challenging aspects of completing Form 990. The panel will discuss recent IRS changes to form instructions, detail areas of examination emphasis based on the Service's 2017... Read More

Speakers:  Christopher M. Pekula, CPA, Manager, Tax Strategies, Kreischer Miller Richard Ruvelson, Principal, WithumSmith+Brown Katherine Breslin, Laura Solomon, Esq. & Associates

Implementing ASU 2016-14 Not-For-Profit Financial Statement New Reporting Standards
Major Changes in Net Asset Classification, Liquidity and Expense Function Reporting, and U...
November 28, 2017 CPE Live Webinar

This webinar will provide advisers to nonprofit organizations with a practical guide to the new FASB reporting requirements for nonprofit organizations. The panel will discuss the specific changes to various financial reporting requirements required by the new standard, including the reduction in th... Read More

Speakers:  Robert Dyson, CPA, Quality Control Director, MBAF George I. Victor, CPA, CGMA, Shareholder, Giambalvo Stalzer & Company

Mastering Form 990 Schedule A: Protecting Public Charity Status, IRC 509 Public Support Te...
October 17, 2017 CPE, EA Download

This webinar will provide nonprofit advisers with a comprehensive guide to reporting the public support tests of IRC Section 509(a) on Schedule A of the Form 990 Exempt Organization Information Return. Read More

Speakers:  Ingrid Mittermaier, Principal, Adler & Colvin Richard Ruvelson, Principal, WithumSmith+Brown

New Section 514(c) Fractions Rule Guidance for Exempt Orgs: Avoiding UBTI in Real Estate P...
October 3, 2017 CPE, EA Download

This webinar will provide advisers to tax-exempt organizations with a practical guide to the fractions rule, which governs the tax implications of allocations between tax-exempt partners and taxable partners. The panel will detail recent IRS guidance permitting certain partnership allocations that m... Read More

Speakers:  Stephen Butler, Partner, Kirkland & Ellis John R. Luksis, Senior Manager, RSM US Demetre Klebaner, Kirkland & Ellis

State Tax Treatment of UBTI for Exempt Organizations: Calculations, Conformance and Apport...
Navigating States' Partial- or Non-Conformance With Federal Treatment; Multi-State Apporti...
September 19, 2017 CPE Download

This webinar will provide nonprofit tax professionals and advisers with a practical guide into various states' rules governing unrelated business income tax (UBIT), which U.S.-based tax-exempt organizations must pay on unrelated business taxable income (UBTI). The webinar will focus on the standards... Read More

Speakers:  Brenda A. Blunt, CPA, CGMA, Tax Partner, Eide Bailly Dr. Laura Robichaud, DBA, MBA, State and Local Tax Senior Manager, Eide Bailly

Form 990-PF: Meeting IRS Demands for Fiscal, Grant and Other Data From Private Foundations
July 25, 2017 CPE, EA Download

This webinar will prepare accounting and tax advisers to private foundations to handle all aspects of Form 990-PF compliance with a thorough review of the material requirements and instructions. The panel will discuss potential risk areas for tax professionals, not only in preparing the return, but... Read More

Speakers:  Amanda M. Adams, CPA, Managing Director, Cherry Bekaert Brian Yacker, Managing Partner, YH Advisors | The Exempt Org Experts Jeffrey D. Haskell, Chief Legal Officer, Foundation Source

Sampling Strategies in Financial Statement Audits: Updated Guidance
Mastering AICPA Standards and Latest Sampling and Risk Guides to Devise a Sampling Methodo...
July 20, 2017 CPE, EA Download

This webinar will prepare audit specialists to select appropriate sampling techniques for financial statement audits. The panel will explain the rationale for and technical terms of generally accepted standards for sampling methodologies, based on AICPA accounting standards and guides and on profess... Read More

Speakers:  Duane Reyhl, CPA, CGMA, Partner, Andrews Hooper Pavlik Gregory H. Soule, CPA, CISA, CISSP, CFE, Senior Manager, Andrews Hooper Pavlik

Employee Benefit Plan Audit Peer Reviews
Preparing for Risk Assessment, Control Document Inspection, and Other Peer Reviewer Concer...
June 21, 2017 CPE Download

This webinar will prepare audit advisers to identify issues that frequently arise in employee benefit plan audit peer reviews and offer best practices to address potential problems and to work with reviewers. Read More

Speakers:  Jessie T. Kanter, CPA, Director of Quality Assurance, BlumShapiro Susan J. Peirce, CPA, MTax, Principal, Apple Growth Partners

Mastering Form 990 Schedule R: Reporting Transactions With Related Organizations and Unrel...
June 14, 2017 CPE, EA Download

This webinar will provide tax advisers to exempt organizations with a thorough and practical guide to completing Form 990 Schedule R, Related Organizations and Unrelated Partnerships. The panel will go into detail on translating the form instructions onto the Schedule and will include examples of co... Read More

Speakers:  Patrick Devine, CPA, Tax Partner, M & R Ferber David A. Levitt, Principal, Adler & Colvin

AICPA Peer Review Program Compliance: Responding to Latest Developments
Best Practices for Optimal Reviews Given Broker-Dealer Issues, Single-Audit Checklist and...
May 31, 2017 CPE Download

This webinar will prepare accounting firm professionals for future AICPA peer reviews with the latest developments on standards and guidance, and will outline best practices for undergoing reviews. Read More

Speakers:  Mary E. MacKrell, CPA, Partner, LCS&Z Alan Long, CPA, Managing Member, Baldwin CPAS

UBTI and UBIT for Exempt Organizations: Mastering Form 990-T
Getting Calculations Right and Avoiding Audit Traps
May 24, 2017 CPE, EA Download

This webinar will give nonprofit tax professionals and advisers a deep dive into the rules governing unrelated business income tax (UBIT), which U.S.-based tax-exempt organizations must pay on unrelated business taxable income (UBTI). The webinar will focus on the standards and guidelines for determ... Read More

Speakers:  Brenda A. Blunt, CPA, CGMA, Tax Partner, Eide Bailly Michael N. Fine, Partner, Wyatt Tarrant & Combs Frank H. Smith, CPA, Partner, Raffa

Mastering Form 5500 Schedule H: Avoiding Audit Triggers
Financial Information Reporting Requirements, Identifying Valuation Challenges and Expande...
May 18, 2017 CPE, EA Download

This webinar will provide employee benefits professionals and tax advisers with a practical and comprehensive guide to completing Form 5500, with a specific focus on Schedule H, Financial Reporting. The panel will offer specific guidance on completing the form, detailing the fair value calculations... Read More

Speakers:  Sharjeel Ahsan, CPA, MBA, Audit Senior Manager, McConnell & Jones John C. Hughes, Esq., The ERISA Law Group Stacey I. Snyder, CPA, QKA, Belfint Lyons Shuman

401k Annual Audits: Anticipating Serious and Costly Errors, Evaluating Alternative Solutio...
April 11, 2017 CPE Download

This webinar will provide employee benefits administrators, auditors and plan sponsors with best practices to prevent serious and costly errors in preparing for 401k audits. The panel will explain the pitfalls that practitioners often encounter in these audits and outline how to address these issues... Read More

Speakers:  Brian A. Benko, Partner, McDermott Will & Emery Joanna C. Kerpen, Partner, McDermott Will & Emery

Form 990 Schedule C: Mastering Complex Reporting of Political Campaign and Lobbying Activi...
Avoiding Excise Taxes, Penalties, Fines, and Revocation of Tax-Exempt Status Due to Noncom...
April 4, 2017 CPE, EA Download

This webinar will provide nonprofit advisers with a comprehensive guide to reporting on political campaign and lobbying activities on Schedule C of the Form 990 Exempt Organization Information Return. The panel will offer a practical part-by-part exploration of completing the schedule, focusing on i... Read More

Speakers:  Deborah Kaminski, Director of Tax Exempt Organizations, DZH Phillips Eric K. Gorovitz, Principal, Adler & Colvin

New FASB ASU 2016-14 on Not-For-Profit Financial Reporting and Disclosures: Are You Ready?
Prepare Now to Revise Reporting Practices Regarding Net Asset Classification, Expense Repo...
March 7, 2017 CPE, EA Download

This webinar will provide NFP auditors and professionals with not-for-profit (NFP) financial reporting responsibilities with a thorough and practical guide to the new FASB ASU 2016-14 reporting standard, applicable to almost all nonprofits, and to prepare to implement its significant changes to fina... Read More

Speakers:  Amy Altholz, CPA, CGMA, Partner, Rubin Brown William P. Epstein, Director, EisnerAmper Kelly Thompson, CPA, Principal, The Bonadio Group

Employee Benefit Plan Voluntary Correction Programs: Fixing Costly Errors and Preserving T...
Leveraging Available IRS and DOL Programs to Proactively Address Plan Mistakes and Minimiz...
March 1, 2017 CPE Download

This webinar will provide employee benefits auditors with best practices and the proper procedures to remedy serious and costly (but all too common) benefit plan errors through available IRS and DOL retirement plan correction programs. The panel will explain the processes and potential pitfalls that... Read More

Speakers:  Eric Ernest, Partner, McConnell & Jones Misty A. Leon, Atty, Wilkins Finston Friedman Law Group Kelly Pointer, Counsel, Seyfarth Shaw

DOL Health & Welfare Plan Audit Response and Protection: Reducing Risk Exposure to Avoid C...
February 14, 2017 CPE, EA Download

This webinar will provide employee benefits accounting and tax professionals with a thorough and practical guide to preparing responses for a Department of Labor (DOL) investigative audit of a company's health and welfare plan. The panel will discuss required documentation and procedures for submitt... Read More

Speakers:  Erin A. Kartheiser, Partner, McDermott Will & Emery Joanna C. Kerpen, Partner, McDermott Will & Emery Sarah G. Raaii, McDermott Will & Emery

Mastering Form 990 Schedule D: Supplemental Financial Statements
Identifying Assets Requiring Separate Reporting, Navigating the Interplay Between Schedule...
February 7, 2017 CPE, EA Download

This webinar will provide nonprofit advisers with a comprehensive guide to reporting supplemental financial statement information on Schedule D of the Form 990 Exempt Organization Information Return. The panel will offer a practical part-by-part exploration of completing the schedule, focusing on id... Read More

Speakers:  Ingrid Mittermaier, Principal, Adler & Colvin Rich Ruvelson, Director of Not-For-Profit Tax, Bond Beebe Accountants & Advisors

Mastering Form 990 Schedule L: Reporting Transactions With Interested Persons
Meeting the Reasonable Effort Standard and Navigating New Placeholder Disclosure for Subst...
January 10, 2017 CPE, EA Download

This webinar will provide tax advisers to exempt organizations with a thorough and practical guide to completing Form 990 Schedule L, Transactions With Interested Persons, focusing on Parts II through V. The panel will go into detail on the "reasonable effort" requirement to identify interested pers... Read More

Speakers:  Frank Giardini, Principal, Tax Services, Grant Thornton Jennifer Becker Harris, CPA, Principal, Clark Nuber Michele Melchior, Tax Director, Grant Thornton

New IRC 457(f) Deferred Compensation Rules for Nonprofits: Preparing for Major Changes Ahe...
Reviving 457(f) Plans: Short-Term Deferrals, Rolling Risk of Forfeiture, Deferral of Curre...
December 14, 2016 CPE, EA Download

This webinar will provide nonprofit organization advisers and professionals with a critical first look at the new IRS guidance on deferred compensation for nonprofit and exempt organization executives and employees. The panel will discuss critical structuring changes to Section 457(f) and define the... Read More

Speakers:  Andrew L. Oringer, Partner, Dechert Stefan P. Smith, Partner, Locke Lord J. Marc Fosse, Director, Trucker Huss Thomas M. Asmar, Counsel, Skadden Arps Slate Meagher & Flom

New Determination Letter Process for Tax-Qualified Employee Benefit Plans: Preparing for M...
Amending Plans in the Absence of Determination Letters, Elimination of the Five-Year Cycle...
December 7, 2016 CPE, EA Download

This webinar will provide employee benefits professionals and auditors with a critical first look at the new IRS guidelines that virtually eliminate the Determination Letter Program for retirement plans. The panel will also detail the specific changes contained in Rev. Proc. 2016-51, and offer usefu... Read More

Speakers:  Luke D. Bailey, Partner, Strasburger & Price Susan J. Peirce, CPA, MTax, Principal, Apple Growth Partners Henry Talavera, Shareholder, Polsinelli

Charitable Donations of LLC and Limited Partnership Interests to Nonprofits
Avoiding Negative Tax Consequences for Public Charities, Private Foundations and Donor-Adv...
October 27, 2016 CPE, EA Download

This webinar will provide nonprofit organization professionals and counsel with a practical guide to the planning and reporting implications involved when a donor contemplates gifting an interest in a partnership or an LLC to an exempt organization. The panel will outline gifting impacts to donors,... Read More

Speakers:  Michael I. Sanders, Partner, Blank Rome Amanda H. Nussbaum, Partner, Proskauer Rose Richard F. Riley, Jr., Partner, Foley & Lardner

Broker-Dealer Audits: Identifying and Overcoming Costly Deficiencies in PCAOB Examinations...
Addressing Auditor Independence, Related-Party Transactions, SEC Net-Capital Rules and Mor...
September 21, 2016 CPE On-Demand

This webinar will provide audit professionals and advisers with practical guidance for conducting broker-dealer audits, offering tools to avoid the most common and costly risk areas in broker-dealer audits as identified in PCAOB annual inspections. The panel will offer their experiences and practica... Read More

Speakers:  Brian Fox, CPA, Founder and President, Confirmation.com Jeffrey Robertson, Special Counsel, Schulte Roth & Zabel

UBTI and UBIT in IRAs and Qualified Plans: Identifying Unrelated Business Taxable Income a...
August 24, 2016 CPE, EA Download

This webinar will give nonprofit tax professionals and advisers a thorough guide to recognizing and reporting unrelated business taxable income (UBTI) as it pertains to IRAs, qualified plans and other retirement accounts. The webinar will focus on the standards and guidelines for determining whether... Read More

Speakers:  Bill Humphrey, Co-founder and CEO, New Direction IRA Israel Tannenbaum, Senior Manager, WeiserMazars

Mastering SOC-1 Attestation Reports Under SSAE 16: Auditing Service Organizations Controls...
August 9, 2016 CPE Download

This webinar will provide audit and attest professionals with a practical and comprehensive guide to issuing and interpreting SSAE 16 (SOC 1) audit reports of outside service companies. The panel will discuss the specific features and functions of an SOC 1 report, focusing on the peculiarities of pr... Read More

Speakers:  Mitchell Evans, Director, Risk Consulting, Barr Assurance & Advisory Brad Thies, Principal, Risk Consulting, Barr Assurance & Advisory Greg Ameden, CISA, Director of IT Assurance Services, Hancock Askew & Co.

401k Audit Issues With Plan Transfers: Identifying Change of Provider Issues in Annual Pla...
Auditor's Role in Ensuring Compliance With DOL Rules and Fiduciary Standards
June 15, 2016 CPE Download

This webinar will provide benefit plan professionals, including auditors and plan administrators, with a deep and comprehensive guide to the specific issues involving 401(k) plan transfers from one provider to another. The panel will identify the specific risks and reporting requirements involved in... Read More

Speakers:  Jeffrey M. Holdvogt, Partner, McDermott Will & Emery Adam S. Lilling, CPA, CFA, Partner, Lilling & Company Lisa K. Loesel, Partner, McDermott Will & Emery

In-Kind Contributions: Accounting for Nonprofits
Determining Optimal Classification and Valuation of Gifts and Services, Appropriate Timing...
March 9, 2016 CPE Download

This webinar will provide tax advisors to exempt organizations with a review of the material terms of accounting standards, tax rules and guidance for gift-in-kind (GIK) donations to nonprofits. The panel will explore challenges that arise in the actual recording of GIKs both conceptually and practi... Read More

Speakers:  Robert C. Brackett, President, Crandall & Brackett Bruce Levi, CPA, Partner, Lane Gorman Trubitt Renee Ordeneaux, CPA, Partner, Armanino

Major Program Determination in Uniform Guidance Audits Under the New Standard: Mastering t...
Avoiding Deficiencies in the Single Audit MPD Process
March 2, 2016 CPE On-Demand

This webinar will provide audit professionals with thorough and comprehensive guidance to the Major Program Determination in Uniform Guidance (formerly referred to as Circular A-133) Audits, using the four-step risk evaluation model. The panel will discuss the changes to the MPD process that have ar... Read More

Speakers:  Nina Bahazhevska, Audit Manager, Grassi & Co. Helen Martin, Manager, EisnerAmper Jimmy Mo, Director, EisnerAmper Jennifer Mosera, Audit Supervisor, Grassi & Co.

ASU 2015-12: Applying the New Reporting Standard for Employee Benefit Plans
Ready for "Simplification?" FBRIC Measurement, Plan Investment Disclosures, Measurement Da...
February 23, 2016 CPE Download

This webinar will provide employee benefit plan professionals and advisers with a comprehensive discussion of the new standards announced in ASU 2015-12 as part of FASB's "Employee Benefit Plan Simplifications." While the intent of the new standards is to simplify reporting valuation of fully benefi... Read More

Speakers:  Sharon A. Bradley, Partner, Daszkal Bolton Henry Martin, CPA, Senior Manager, Audit and Assurance, Daszkal Bolton Susan J. Peirce, CPA, MTax, Principal, Apple Growth Partners

UDFI for Exempt Organizations: Reporting Unrelated Debt-Financed Income on Form 990-T
Avoiding Costly Allocation Mistakes in the Sale of Encumbered Property
February 3, 2016 CPE, EA On-Demand

This webinar will provide tax professionals and advisers to exempt organizations with a thorough and comprehensive practical guide to calculating and reporting unrelated debt financed income (UDFI) and unrelated business taxable income (UBTI) rising from the sale of property financed with debt. The... Read More

Speakers:  Garrett M. Higgins, CPA, Partner, O'Connor Davies Elizabeth M. Mills, Senior Counsel, Proskauer Rose

Navigating the New Lease Accounting Standards for Audit Advisers
Preparing Clients for the Transition to the Joint Project Lease Reporting
January 12, 2016 CPE Download

This webinar will provide audit professionals with practical and concrete guidance on how the new Joint FASB/IASB Lease Accounting Standards will impact their role as auditors and advisors to companies affected by the new reporting requirements. The panel will offer details on what the new lease rep... Read More

Speakers:  Derek Anderson, Managing Director, VisualLease Chris Rouse, Director, Windham Brannon

Navigating Foreign Activities Reporting Requirements for Exempt Organizations: Form 990 Sc...
Identifying Required Disclosures and Tracking Location and Nature of Foreign Accounts For...
January 6, 2016 CPE, EA On-Demand

This webinar will provide an in-depth exploration into the determinations, calculations, disclosures and tax reporting of foreign investments, accounts and activities held or engaged in by nonprofit/exempt organizations. The panel will offer practical guidance into identifying foreign investments th... Read More

Speakers:  Brian Yacker, Managing Partner, YH Advisors | The Exempt Org Experts Alycia Mecchella, Tax Manager, Grant Thornton April Stith, CPA, Tax Senior Manager, Moss Adams

Fraud Detection Brainstorming for the Auditor: Designing Fraud Protocols As Part of Audit...
December 22, 2015 CPE Download

This webinar will provide audit and assurance professionals with a thorough guide to the auditor's duties to detect fraud and to identify potential weaknesses in a company's internal controls that could lead to financial or other types of fraud. The panel will focus on best practices for designing a... Read More

Speakers:  Dr. Fiona Chen, Founder and President, Fiona Chen Consulting Jamal Ahmad, Esq, CPA, CFE, CFF, Managing Director, StoneTurn Group Roger Siefert, Principal, StoneTurn Group

Sampling Strategies in Circular A-133 Audits: Ensuring Compliance
Developing an Audit Sampling Plan, Analyzing and Reporting Deviations, and Distinguishing...
December 16, 2015 CPE Download

This webinar will prepare Single Audit auditors to understand sampling concepts applicable to an audit conducted under OMB Circular A-133 and help you apply these concepts to the compliance audit component of a Single Audit. Read More

Speakers:  Collette Cummins, CPA, Managing Director, Auditing Methodologies, Grant Thornton Lynford Graham, CPA, Ph.D., CFE, Bentley University

501(c)(7) Tax-Exempt Social Club Organizations: Mastering Tax and Operational Requirements
Reporting Nonmember and Nontraditional Income, Keeping Within Safe Harbor, and Defending I...
November 23, 2015 CPE, EA Download

This webinar will give a detailed overview of the accounting and operational requirements of an IRC 501(c)(7) "social club" organization. The panel will offer concrete illustrations of "non-member" and "nontraditional income," review the safe harbors for unrelated income, and provide guidance on res... Read More

Speakers:  James J. Reilly, Partner, Condon O'Meara McGinty & Donnelly James W. Gilson, CPA, Condon O'Meara McGinty & Donnelly

Mastering Yellow Book and Single Audit Workpaper Documentation: Preparing High-Quality GAG...
November 10, 2015 CPE On-Demand

This webinar will provide audit professionals with a thorough and solid foundation to prepare GAGAS Yellow Book-compliant audit workpapers for Single Audits under OMB Circular A-133 and successor guidance. The panel will discuss best practices for documenting the contents, sequence and format of aud... Read More

Speakers:  Jay Giannantonio, MS, CPA, CIA, Moderator, BNA Training & IT Solutions Johnny L. Brooks, CPA, Managing Director, Brooks & Associates

Compensation Rules for Exempt and Nonprofit Organizations: Designing and Maintaining Execu...
October 28, 2015 CPE, EA Download

This webinar will provide nonprofit entity advisers with a deep and comprehensive examination of the complex rules governing compensation issues for exempt organizations. The panel will discuss the design, documentation, maintenance and corporate governance requirements of a compensation scheme that... Read More

Speakers:  Luke D. Bailey, Partner, Strasburger & Price Katherine E. David, Partner, Strasburger & Price Bob Cartwright, President / CEO, Intelligent Compensation

Non-Profit Supporting Organizations: Mastering the Exempt Rules of IRC 509(a)(3)
Understanding Life Cycle and Tax Issues of Supporting Organizations
October 20, 2015 CLE, CPE, EA Download

This webinar will examine the tax and accounting issues specific to IRC Section 509(a)(3) "supporting organizations" and will discuss preparation of Schedule A relating to supporting organizations. The panel will review the "organizational," "operational," and "control" tests prescribed by those reg... Read More

Speakers:  Rebekuh Eley, Tax Senior Director, BDO Jake Cook, CPA, Tax Manager, BDO

Mastering Form 990 Schedule G: Reporting Fundraising and Gaming Activities for Nonprofits
Navigating Accounting, Tax Reporting and UBTI Rules
September 9, 2015 CPE, EA Download

This webinar will provide accounting and tax professionals advising tax-exempt organizations with the tools and understanding to properly report fundraising and gaming activities on Schedule G of Form 990 or Form 990-EZ. The panel will perform a "deep dive" of the accounting calculations and tax rep... Read More

Speakers:  Yigit Uctum, CPA, CFE, MBA, Senior Manager, Wegner CPAs David Odahl, CPA, QC Manager, Wegner CPAs

Navigating the New UGG "Uniformed Grant Guidance" Single Audit Rules: Moving Beyond UGG A-...
September 2, 2015 CPE Download

This webinar will provide CPAs performing audits of entities receiving and expending federal grants with an exploration of the new 2015 "Uniformed Grant Guidance" Single Audit standards. The panel will offer a comprehensive overview of the Single Audit process, and discuss in detail the changes made... Read More

Speakers:  Jack Reagan, Partner, Audit Services, Global Public Sector, Grant Thornton Tennyle Walker, Practice Director, Grant Thornton

Form 990-PF: Meeting IRS Demands for Fiscal, Grant and Other Data From Private Foundations
August 20, 2015 CPE, EA Download

This CPE webinar will prepare accounting and tax advisors to private foundations to handle all aspects of Form 990-PF compliance with a thorough review of the material requirements and instructions. The panel will discuss potential risk areas which tax professionals must be particularly aware of, no... Read More

Speakers:  Amanda Adams, Tax Partner, Blazek & Vetterling Jeffrey D. Haskell, Chief Legal Officer, Foundation Source Brian Yacker, Partner, YH Advisors

Non-Profit Organizations: Avoiding, Correcting and Reporting Excess Benefit Transactions
June 30, 2015 CLE, CPE, EA Download

This webinar will prepare tax advisers and counsel for tax-exempt organizations to identify, remedy and report excess benefit transactions and to minimize excise tax and other sanctions arising from prohibited transactions. The panel will review different types of excess benefit transactions, and id... Read More

Speakers:  David A. Levitt, Principal, Adler and Colvin Joel Beck-Coon, Esq., Adler & Colvin

Accounting for Contributions, Pledges, Grants and Donations to Non-Profits
Navigating the Uncertainties Surrounding FAS 116 and FAS 117
May 20, 2015 CPE Download

This webinar will provide non-profits' tax advisors with a review the material terms of accounting standards and guidance on accounting for contributions, donations, pledges and grants to non-profits. The panel will also provide insights and perspectives into facing practical challenges that aren't... Read More

Speakers:  Neely Duncan, Partner, Lane Gorman Trubitt William R. Moss, William R. Moss, CPA

Navigating FASB's New Pushdown Rules for Acquired Entities
Evaluating Whether and How to Adopt Pushdown Accounting on Subsidiary Financial Statements
April 23, 2015 CPE Download

This webinar will prepare corporate accountants and executives to navigate the new FASB guidance on the use of "pushdown accounting" on an acquired entity, as well as detailing major balance sheet items which impact the purchased entity's decision of whether to apply "pushdown accounting" on its fin... Read More

Speakers:  David A. Augustyn, Partner, KPMG Christopher Pisciotta, Senior Manager, PricewaterhouseCoopers

Employee Stock Options: Tackling Complex Tax, Accounting and Valuation Challenges
Navigating IRC Section 409A, FASB Requirements, and the AICPA's Practice Guide to the Valu...
March 17, 2015 CPE, EA Download

This webinar will give tax advisors, corporate tax professionals, auditors and valuation professionals a detailed review of the IRS rules and financial accounting standards that impact the reporting, issuance and receipt of employee stock options. Read More

Speakers:  Jeffrey E. Mead, Partner, Audit, AAFCPAs Raphael Meyara, CEO and Co-Founder, AlgoValue

Improving Internal Controls Under the New COSO Framework
Meeting Stricter Principles-Based Standards and Identifying Material Weaknesses
February 24, 2015 CPE Download

This webinar will prepare audit professionals to operate under the new COSO Framework for Internal Controls, by detailing the change to a principles-based approach to audits of a company's system of internal control. The webinar will also detail the new areas of emphasis in the Updated COSO Framewor... Read More

Speakers:  Lorraine Kelly, President and Chief Executive Officer, Delaney Consulting Kim Mobley, Partner, Johnson Lambert

Employee Benefit Plan Audits: Asking the Right Questions and Avoiding Critical Errors
Identifying Underfunded Plans, ESOP Valuation Mistakes, 403(b) Eligibility Issues and Othe...
December 17, 2014 CPE, EA Download

This webinar will provide employee benefits auditors with best practices to prevent most of the serious and costly (but all too common) errors in benefit plan audits. The panel will explain the pitfalls that practitioners often encounter in these audits and outline how to address these issues based... Read More

Speakers:  Danielle J. Kimmell, Partner, Bober Markey Fedorovich Cindy H. Mitchell, Senior Manager, Bober Markey Fedorovich

Auditing Derivatives and Hedge Contracts Under ASC 815, 820 and Other Guidance
Mastering Key Challenges and Analysis Techniques for Swaps, Options and Other Financial In...
February 25, 2014 CPE Download

This webinar will provide audit professionals with a solid understanding of the fundamentals for accounting of derivatives and hedges. The panel will help you identify the key issues, challenges and approaches to prevent or resolve missteps. Read More

Speakers:  Elvis Candelario, Senior Manager, Rothstein Kass Michael Loritz, Managing Director and Shareholder, Mayer Hoffman McCann

Sampling Strategies for Circular A-133 Audits: Ensuring Compliance and Internal Controls
Selecting a Methodology, Developing an Audit Sampling Plan, and Understanding Deviations a...
January 16, 2014 CPE Download

This webinar will prepare Single Audit auditors to understand sampling concepts applicable to an audit conducted under OMB Circular A-133 and help you apply these concepts to the compliance audit component. Read More

Speakers:  Collette Cummins, CPA, Managing Director, Auditing Methodologies, Grant Thornton Lynford Graham, CPA, Ph.D., CFE, Bentley University

Broker Dealer Auditing: Mastering New SEC and PCAOB Rules and Standards
Complying with Changed Regulatory Framework for Conducting Audits and Attesting to Interna...
December 10, 2013 CPE Download

This webinar will prepare accounting professionals to comply fully with new attestation standards pertaining to audits of brokers and dealers, including the new PCAOB auditing standard for broker dealer audits and the SEC amendment to Rule 17a-5. Read More

Speakers:  Kevin G. Breard, Managing Partner, Breard & Associates John T. Hague, Financial Services Industry Leader, McGladrey

Form 1023 and the Toughest Compliance Challenges
Clearing the Hurdles When 501(c)(3) Organizations Apply for Tax Exempt Status
October 23, 2013 CPE Download

This teleconference will offer an in-depth review for accounting pros and tax preparers who work with non-profit organizations and other clients seeking to qualify for tax exempt status on Form 1023. The panel will equip the attendees with approaches for overcoming Form 1023 and its schedules' tough... Read More

Speakers:  Rich Ruvelson, Principal, Green Hasson Janks Ofer Lion, Counsel, Hunton & William

Form 990 Reporting In Depth: Understanding Key Schedules and Forms, Adjusting to 2013 IRS...
October 10, 2013 CPE, EA Download

This teleconference will provide accounting professionals and return preparers with an in-depth review of the more difficult schedules and forms of Form 990. The panel will outline approaches to the latest IRS changes to the form, schedules and instructions, as well as complex ongoing reporting dema... Read More

Speakers:  Brian Yacker, Partner, YH Advisors John R. Washlick, Shareholder, Buchanan Ingersoll & Rooney Wendy Kohno, Principal, 990specialist.com

Taxation and Financial Reporting of Investments in Securities and Related Complex Transact...
Tackling Financial Statement Challenges and Tax Consequences of Timing, Character and Sour...
September 10, 2013 CPE Download

This teleconference will provide advisors with a framework for the accounting of equity instruments under standards and guidance such as ASC 820, along with a review of the relevant federal tax rules. Read More

Speakers:  Laura L. Ross, CPA, Partner, EisnerAmper Renee Ford, Assurance Principal, Decosimo Elizabeth Powell, Senior Manager, Decosimo

Statements of Functional Expenses for Non-Profits
Best Practices for Categorizing and Reporting Expenses Under Accounting Standards
August 21, 2013 CPE Download

This teleconference will provide non-profit finance professionals and their advisors with a review of current trends related to the statement of functional expenses (SFEs) and best practices for creating an effective statement of functional expenses. Read More

Speakers:  Michael Sack Elmaleh, Independent CPA and CVA Catherine Bendall, CPA, PSA, CGMA, Partner, WithumSmith + Brown

Valuation Challenges With $10 Million-and-Under Businesses
Avoiding Mistakes With Built-In Gains and Taxes, Misuse of Market Data and Other Small Bus...
August 8, 2013 CPE Download

This teleconference will explore the challenges that frequently arise for advisors in providing a valuation of a smaller business ($10 million and under in revenues). The panel will address common traps such as valuation methodology, built-in gains and taxes, proper adjustment to accounting records,... Read More

Speakers:  David Coffman, CPA, President & CEO, N.J. Business Valuations Troy C. Patton, CPA/ABV, Managing Partner, Patton & Associates

Non-Profit Internal Controls: Establishing and Examining Controls To Prevent Fraud and Imp...
July 17, 2013 CPE Download

This teleconference will provide a special focus on developing strong internal controls fitted to the unique characteristics of a non-profit organization, under current accounting and marketplace standards. Read More

Speakers:  Frank Monti, Principal, Kahn Litwin Renzi & Co. Jessica Puckett, Supervisor, Henry & Horne

Non-Profits and Sales Tax Exemptions on Purchases and Sales
Navigating Variations in how States Award and Administer Exemptions and Apply Nexus Rules
June 19, 2013 CPE Download

This teleconference will provide nonprofit advisors with a review of commonalities and exceptions in how states currently qualify non-profit organizations for sales tax exemptions on their purchases and sales, administer the tax break, and apply nexus rules and other general sales tax standards. Read More

Speakers:  Ron Barrett, Vice President of Nonprofit Services, National Corporate Research Keith Staats, Director, State and Local Tax Practice, Grant Thornton

Independence Disclosure Challenges With Form 990
Navigating Reporting Rules for Directors, Transactions and Compensation Amid Intense IRS S...
June 13, 2013 CPE Download

This teleconference will focus on important and much-watched non-profit independence disclosures on Form 990 and its schedules, against a backdrop of heightened oversight by IRS auditors--and by donors, lenders and the marketplace. Read More

Speakers:  Candice Meth, Senior Manager, EisnerAmper Richard Ruvelson, Principal, Green Hasson Janks John Panetta, Tax Shareholder, Non-Profit Services Group, Burr Pilger Mayer

Employee Fringe Benefits and Sect. 409A Deferred Compensation: Tax Issues
Evaluating Exclusions or Potential Federal Taxability
June 12, 2013 CPE Download

This teleconference will offer advisors a review of Internal Revenue Code provisions and IRS guidance regarding taxability of various employee fringe benefits. The panel will provide an overview of Sect. 409A nonqualified deferred compensation concepts applicable to employee and/or employer tax liab... Read More

Speakers:  Tara Silver-Malyska, Tax Principal, UHY Advisors James Davis, Shareholder and Chairman, Tax Practice Group, Gunster Stefan Smith, Partner, Locke Lord Cynthia A. Moore, Member, Dickinson Wright

Navigating the New AU-C 600 Group Audit Rules
Managing Responsibilities and Risk in Engagements Involving Multiple Auditors and Componen...
May 14, 2013 CPE Download

This teleconference will review all key material terms of the Auditing Standards Board's new group audit standards, AU-C 600, and put them in the context of practical scenarios facing auditors working in groups. Read More

Speakers:  Trevor Stewart, Senior Research Fellow, Rutgers University Ahava Goldman, Senior Technical Manager, AICPA Philip Santarelli, Chief Risk Officer, Parente Beard

Indirect Cost Rate Development for Non-Profits
Navigating Accounting Standards and Best Practices to Calculate and Assign Expenses
May 7, 2013 CPE Download

This teleconference will provide accounting advisors with a review of the development of indirect cost rates for non-profits in both the conceptual context and a practical, hands-on approach. Read More

Speakers:  Tab Tsukuda, Senior Manager of Assurance Services, Ernst & Young Joseph Scudese, Partner, WithumSmith+Brown John Griffin, Assurance Senior Manager, BDO USA

Derivatives and Hedge Contracts: Identification and Analysis Techniques for Audit Advisors
Evaluating Financial Instruments Under Terms of ASC 815, ASC 820 and Other Guidance
April 17, 2013 CPE Download

This teleconference will provide audit advisors with a fundamental framework for accounting of derivatives and hedges under standards and guidance such as ASC 815 and ASC 820. Read More

Speakers:  Steven Halterman, Director, PricewaterhouseCoopers Timothy Woods, Managing Director and Shareholder, CBIZ MHM Michael Loritz, Managing Director and Shareholder, Mayer Hoffman McCann

Non-Profit M&A: Benefits and Pitfalls
Analyzing Tax, Accounting and Business Aspects of Partnerships With Other NPOs
February 20, 2013 CLE, CPE Download

This teleconference will provide advisors to non-profits with a review of the business and regulatory benefits and risks of a broad variety of mergers and acquisitions, partnerships, and other business ventures among non-profits. Read More

Speakers:  Michael Peregrine, Partner, McDermott Will & Emery Barry Sagraves, Managing Director, Juniper Advisory Dan McCormick, CEO, McCormick Group

FASB Statement No. 167: Ongoing Challenges With Consolidating Variable Interest Entities
Tackling Issues With Filing Compliant Financials Until the Standard is Updated
September 25, 2012 CPE Download

This teleconference will offer accounting advisors lessons for dealing with the most complex choices with variable interest entities under FAS 167 (ASU 2009-17). Read More

Speakers:  Ashima Jain, Managing Director, National Office, PricewaterhouseCoopers Mark Winaiarski, Manager, CBIZ MHM & Mayer Hoffman McCann Peggy Gallagher, Director, Professional Practices Group, EisnerAmper

OMB Circular A-110: Overcoming Post-Grant Challenges
Leveraging Key Cost Reimbursement Principles for Non-Profits Accepting Federal Grants
July 25, 2012 CPE Download

This teleconference will prepare advisors to non-profits to effectively meet the costing principals, management procedures and creation of internal controls required when a non-profit receives a federal grant. Read More

Speakers:  Denes Tobie, Partner, Wipfli Michael Vernick, Partner, Hogan Lovells Rachel Flanders, Partner, Clifton Larson Allen

Non-Profits and Unrelated Business Income: Evaluating Non-Core Revenue Streams
Preparing for Tough Scrutiny of UBI by the IRS
July 11, 2012 CLE, CPE Download

This teleconference will provide accounting advisors with an update on new developments involving unrelated business income (UBI) oversight at the federal level. The panel will offer suggestions to improve planning and preparation for IRS non-profit audits. Read More

Speakers:  Patricia Jo Mayer, Senior Tax Manager, Moss Adams Greg McRay, CEO, Foundation Group

Developing Indirect Cost Rates for Non-Profits: Practical Approaches
June 6, 2012 CPE Download

This teleconference will provide accounting advisors with a review of the development of indirect cost rates for non-profits in both the conceptual context and a practical, hands-on approach. Read More

Speakers:  Paul Calabrese, Senior Manager, Rubino & McGeehin

Review of Fair Value Calculations During Financial Statement Audits
Navigating SAS 57, SAS 73, SAS 101 and Other Standards in Testing Measurements and Disclos...
May 16, 2012 CPE Download

This teleconference will provide accounting advisors with a review of the standards governing examinations of fair valuations during financial statement audits. The panel will explore different approaches involving the practical application of those standards. Read More

Speakers:  Arlene Ravalo-Jao, Senior Manager, Business Valuation, Daszkal Bolton Michael Blake, Director of Valuation Services, Habif Arogeti & Wynne Dirk Van Dyke, Managing Director, Valuation Services Practice, Armanino McKenna

Form 990: Responding to Key Changes in the Form and Regulations
Preparing to Report Foreign Investments and JV Assets, Meet New Compensation Thresholds, a...
April 25, 2012 CPE Download

This teleconference will prepare advisors to nonprofit organizations to handle all disclosures required under the latest changes for Form 990. Read More

Speakers:  Gary Bode, Owner, Gary Bode David Lowenthal, Tax Senior Manager, Blackman Kallick Rich Ruvelson, Director, Wipfli John Panetta, Tax Shareholder, Non-Profit Services Group, Burr Pilger Mayer

Form 11-K Audits: Best Practices for Examining Retirement Plan Financials
Complying With AICPA, PCAOB and SEC Rules From Engagement Letter Through Filing
April 18, 2012 CPE Download

This teleconference will prepare advisors to conduct Form 11-K audits of employee benefit plans, offer best practices from experienced professionals, and outline a prudent checklist of the regulations that all plans must meet. Read More

Speakers:  Michael Kaplan, Senior Manager, Pension Services Group, Eisner Amper Donna Nevolo, Manager, Employee Benefit Plans Services Group, WithumSmith+Brown Brad Wall, Audit Partner, Mohler, Nixon & Williams Bertha Minnihan, Partner, Moss Adams

Preparing SOC 1, SOC 2 or SOC 3 Reports: Best Practices
Meeting Challenges Arising From SSAE 16, ISAE 3402 and Other Service Company Control Stand...
March 7, 2012 CPE Download

This teleconference will demystify confusing aspects of preparing SOC 1, SOC 2 and SOC 3 reports by audit advisors examining a service organization client's internal controls. Read More

Speakers:  Suzanne Nersessian, Director, National Service Organization Controls Reporting, Deloitte & Touche Ryan Buckner, Shareholder, BrightLine CPAs & Assoc. Nargiz Yusupova, Manager, P&N Consulting David Palmer, Managing Director, KPMG

401(k) Plan Audit Preparation Strategies
Navigating IRS and DOL Standards, Taking Corrective Actions and Minimizing Risks of Penalt...
January 18, 2012 CPE Download

This teleconference will provide employee benefits advisors with alternative approaches and best practices to improve 401(k) audit planning and plan self-reviews before an audit is scheduled. Read More

Speakers:  Rance Buss, Partner, McConnell & Jones Ilene Ferenczy, Managing Member, Law Offices of Ilene H. Ferenczy Russ Dempsey, VP and Chief Legal Officer, United Retirement Plan Consultants

Purchase Price Allocation: Valuation Challenges During Due Diligence
Overcoming Critical Issues Arising in Business Stock and Asset Sales
December 21, 2011 CPE Download

This teleconference will provide valuation and tax advisors with a detailed, analytical approach to complex valuation decisions that frequently confront advisors planning purchase price allocation matters during the M&A due diligence phase. Read More

Speakers:  Brian Jones, Financial Reporting Practice Leader, Kotzin Valuation Partners Michael Hauser, Shareholder, Maddin Hauser Wartell Roth & Heller Steve Hastings, Principal, ValueScope

Circular A-122: Navigating Cost Principles With Federal Grants
Ascertaining Whether Rent, Personnel and Other Costs Charged to Grants are Allowable
November 22, 2011 CPE Download

The teleconference will provide advisors to non-profits with a review of the material terms of OMB Circular A-122 and the practical realities of evaluating whether a particular cost can be charged to the government agency awarding the grant. Read More

Speakers:  Anne Worrell Beech, President, A. Worrell Beech Paul Calabrese, Senior Manager, Rubino & McGeehin

Mastering the New EBSA Rules on Covered Plan Fee and Expense Reporting
Ensuring That 401(k) and 403(b) Plans Make Complete and Timely Disclosures
October 26, 2011 CLE, CPE Download

This teleconference will provide accounting advisors with a review and analysis of the new EBSA rule on disclosure of fee and expense information to self-directed retirement plan participants--and the anticipated demands on plans and advisors. Read More

Speakers:  Stanley Baum, Counsel, Lerner Law Firm & Associates Kelly Pointer, Atty, Seyfarth Shaw

Lobbying by Non-Profit Clients: Navigating Federal and State Regulations
Complying With Lobbying Activity Tests, Limits, Registration and Reporting
October 19, 2011 CPE Download

This teleconference will provide accounting advisors with a solid framework for complying with federal regulation and guidance on permissible lobbying by non-profits. The panel will also offer practical examples and discuss trends in state oversight. Read More

Speakers:  Matthew Sanderson, Caplin & Drysdale Charles Spies, Member, Clark Hill Tammera Diehm, Shareholder, Winthrop & Weinstine

Non-Profit Challenges With Alternative Investments and Restricted Funds
Making Defensible Valuations and Well-Crafted Disclosures in Financials
September 7, 2011 CPE Download

This teleconference will provide accounting advisors with a review of applicable standards and best practices for valuations and disclosures of non-profits' alternative investments and donor-restricted funds. The panel will also discuss potential audit issues with such investments. Read More

Speakers:  Michael Sorrells, National Director of Non-Profit Tax Services, BDO USA Rory Cohen, Partner, Venable C. Scott Meyer, Partner, Montgomery McCracken Walker & Rhoads

Non-Profit Cost Allocation Plan Strategies
Crafting an Effective Plan to Distribute Direct and Indirect Expenses
July 26, 2011 CPE Download

This teleconference will prepare accounting advisors to work effectively with non-profit organizations on a comprehensive approach to create a cost allocation plan that meets the goals of internal NPO management and the requirements of outside government agencies and donors. Read More

Speakers:  Jean Gilbert, Outsourcing Senior Manager, Raffa Hydeh Ghaffari, Senior Partner, Ghaffari Zaragoza Colette Kamps, Senior Manager, Henry & Horne

Non-Profit Endowments and ASC 958-205 (FAS 117-1): Compliance Challenges
Making Tough Decisions on Asset Classification and Disclosures
July 13, 2011 CPE Download

This teleconference will provide accounting advisors with an in-depth analysis of FASB's asset classification standards for non-profit endowments and will explore common compliance challenges to date in preparing future financial statements. Read More

Speakers:  Brian Zygmunt, Senior Manager, Crowe Horwath Neely Duncan, Partner, Lane Gorman Trubitt Rhona Kwiram, Shareholder, Clark Nuber

Valuations in Buy/Sell Agreements for Private Companies and Businesses
Mastering Standards and Best Practices to Calculate and Update Fair Market Value
June 22, 2011 CPE Download

This teleconference will prepare advisors to decide how and when to apply valuation methods to a private business or company that uses a buy/sell agreement, as well as to understand what is expected with different valuation standards under different circumstances. Read More

Speakers:  James Alerding, Partner, Clifton Gunderson Brian Bornino, Director of Valuation Services, GBQ Consulting Kelly Noll, Senior Financial Analyst, GBQ Consulting

Form 5500 Schedule C for 2010 Plan Years: Lessons Learned From First Filing
Navigating Rules to Accurately Report Service Provider Fees and Compensation
May 18, 2011 CPE Download

This teleconference will prepare advisors to pension and welfare plan administrators to report material details on expenses and compensation that must be included on the 2010 Schedule C for Form 5500. Using practical scenarios, the panel will provide guidance on making accurate recommendations on wh... Read More

Speakers:  Linda Fisher, Owner, Linda T. Fisher 5500 Consulting Linda Shore, Counsel, Mayer Brown Summer Conley, Counsel, Drinker Biddle

New Form 8955-SSA: Preparing for Compliance in 2011
Navigating the IRS Requirements for Plan Sponsor Data and E-Filing
March 16, 2011 CPE Download

This teleconference will provide accounting advisors with an analysis of compliance with and filing processes for Form 8955-SSA, given the IRS' versions and guidance to date. Read More

Speakers:  Carol Czarnecki, Tax Senior Associate, Compensation and Benefits Consulting, Grant Thornton Mickie Murphy, Senior Manager, Employee Benefits Services Group, Clifton Gunderson Penny Wagnon, Senior Manager, ERISA Compliance and Consulting, BDO USA Susan Mehlman, Director, Moss Adams

New ERISA 408(b)(2) Regulations
Mastering Detailed Requirements for Service Provider Fee Disclosures
January 26, 2011 CPE Download

This teleconference will prepare advisors to employee benefit plan administrators to comply with the Labor Department's detailed disclosure requirements on plan service provider compensation starting in 2011. Using practical scenarios, the panel will provide guidance on making complete and compliant... Read More

Speakers:  Susan Serota, Partner, Pillsbury Winthrop Shaw Pittman Marianne Yudes, Attorney, Morgan Lewis Sarah Lowe, Partner, Kilpatrick Townsend C. Todd Lacey, President, The (k)larity Group

IRS Audits of Non-Profits
Preparing for Auditors' Red Flags With Income, Activities and Business Relationships
December 21, 2010 CPE Download

This webinar will prepare advisors on IRS audits of non-profits in the current economic climate and on preparing a proactive approach with respect to federal audits. Read More

Speakers:  Laura Kalick, Director of Non-Profit Consulting, BDO USA Pamela Baker, Partner, SNR Denton Nancy Kuhn, Director, Jackson & Campbell

Retirement Plan Audit Strategies
Revising Audit Roadmaps Based on 403(b) Regs, Form 5500 Changes and New Transitional Guida...
November 17, 2010 CPE Download

This webinar will provide accounting advisors with alternatives and best practices to improve audit planning for non-profit retirement plans and for filing Form 5500 and financials under the revised 403(b) regulations and transitional guidance. Read More

Speakers:  Alicia Schmidt, Manager, Employee Benefit Assurance Services Group, LarsonAllen Kriste Naples-DeAngelo, Partner, Pension Services Group, EisnerAmper Scott Tuxbury, Director of Retirement and Investments, New Wealth Advisors

Valuations of Distressed Companies
Best Practices for Valuing Businesses Before, During and After Bankruptcy or Reorganizatio...
September 2, 2010 CLE, CPE Download

This webinar will sharpen advisors' skill set for working on various distressed company valuation situations, using practical scenarios that apply across industries and in business circumstances that frequently arise. Read More

Speakers:  Mark C. Kanaly, Partner, Alston & Bird James Alerding, Partner, Clifton Gunderson Michael E. Foreman, Of Counsel, Haynes & Boone

FAS 141R: Valuing Contingent Assets and Liabilities
Mastering Valuation Standards for Mergers, Acquisitions and Combinations
July 27, 2010 CPE Download

This webinar will provide advisors with best practices for complying with FAS 141R standards for accounting for business combinations and their 2009 revisions, including the valuation of contingent assets and liabilities recognized during mergers and acquisitions. Read More

Speakers:  Rick Martin, Vice President of Technical Accounting, Pluris Valuation Advisors Mark T. Plichta, Partner, Foley & Lardner William T. Berry, Jr., Partner, Cherry, Bekaert & Holland Jay Seliber, Assurance Partner, PricewaterhouseCoopers David Gaynor, II, Vice President, Pluris Valuation Advisors

FASB's ASU 2010-06: Expanded Requirements for Fair Value Disclosures
Navigating New Guidance for Disclosing Valuation Techniques and Measurements
April 20, 2010 CPE Download

This webinar will prepare accounting advisors and corporate finance professionals to make complete and accurate disclosures about fair value techniques and measurements, under the new guidelines provided by ASU 2010-06. Read More

Speakers:  Kenneth Fick, Director, Forensic and Litigation Practice, FTI Consulting Chris Esposito, Partner, Securitization Advisory Services, Deloitte & Touche Craig Goodman, Partner, Financial Services Group, Eisner

Form 5500: Tackling Compliance Risks, Understanding Applicability of IRS Paid Preparer Rul...
Proactive Steps to Meet the Most Complex Requirements and Avoid IRS Penalties
March 18, 2010 CPE Download

This webinar will provide approaches to accounting professionals to improve Form 5500 compliance, with particular focus on high-risk areas under the revised IRS Sect. 6694 paid preparer penalties. The panel will review how and when those penalties can also apply to outside advisors. Read More

Speakers:  Jewell Lim Esposito, Shareholder, Chamberlain Hrdlicka White Williams & Martin Alex Brucker, Partner, Brucker & Morra Becky Miller, Director, National Professional Standards Group, McGladrey & Pullen

Employee Stock Ownership Plans: Key Valuation Decisions
Practical Solutions for ESOP Marketability Discounts, Loans and Other Valuation Challenges
February 24, 2010 CPE Download

This webinar will analyze scenarios that frequently arise in valuing shares held by an Employee Stock Option Plan (ESOP) and outline new approaches for optimal valuation decisions. Read More

Speakers:  Jeff Faust, Director of Business Valuations, Greenstein Rogoff Olsen & Co. David Williams, Partner, Schiff Hardin Adrian Loud, Shareholder, Valuation and Litigation Support Services Department, Bennett Thrasher

Stock Options in an Employee Stock Purchase Plan: Mastering the New IRS Regs
Meeting the Comprehensive Rules for Plan Qualification and Tax Treatment
February 11, 2010 CPE Download

This webinar will review and explain key terms of the new IRS regulations on employee stock purchase plans and related rules on incentive stock options, performance-based incentives, and parachute payments in M&A. Read More

Speakers:  Edward Burmeister, Partner, Global Equity Compensation and Executive Compensation Practice, Baker & McKenzie Mark Ritter, Atlanta Compensation and Benefits Practice Leader, Grant Thornton

Risk Assessments for Non-Profit Organizations
Identifying and Mitigating Unique Risks to Improve Internal Controls and Transparency
February 10, 2010 CPE Download

This webinar will review the factors an accounting advisor must include to ensure a well-executed risk assessment or audit tailored to the non-profit organization. Read More

Speakers:  Melanie Lockwood Herman, Executive Director, Nonprofit Risk Management Center Melanie Gray, Director of Quality Assurance, Human Resources and Risk Management, Doorways for Women and Families Bob Broda, Founder and Managing Partner, Visage Solutions Kathy Miller, Vice President and Lead Counselor, Non-Profit Practice, Oswald Companies

Mandatory E-Filing of Form 5500: Are You Ready?
Mastering the New EFAST2 Procedures and Rules
December 3, 2009 CPE Download

This seminar will prepare benefit plan administrators and their accounting advisory firms for next year's new Form 5500 e-filing mandate. The panel will outline detailed steps for handling each step of the e-filing process from registration through actual filing. Read More

Speakers:  Kristina Kananen, Customer Service Director, DATAIR Employee Benefit Systems Holly Roussel-Godfrey, Marketing Director, Fort William Debbie Mettenleiter, Marketing Director, Atessa Benefits

Valuing Stock Compensation Under Sect. 409A
Reaching the Best Decisions in Allocating Value to Stock Options and Stock Appreciation Ri...
November 24, 2009 CPE Download

This seminar will analyze scenarios that frequently arise in valuing and allocating value among common and preferred stock options and rights. The panel will offer new approaches to making optimal valuation decisions for employee stock compensation. Read More

Speakers:  Jeff Faust, Director of Business Valuations, Greenstein Rogoff Olsen & Co. Jeffery Banish, Partner, Compensation and Employee Benefits Group, Troutman Sanders Robert Webb, Partner, Manager of Labor, Employment and Benefits Group, Nutter McClennen & Fish Michael Frank, Partner, Morrison & Foerster

Retirement Plan Audit Strategies
New Form 5500 and 403(b) Regulations: Revising Your Audit Roadmap
November 11, 2009 CPE Download

This seminar will offer alternatives and best practices to improve audit planning for examinations of the new Form 5500 and under the revised 403(b) regulations. Read More

Speakers:  Diane Wasser, Partner-In-Charge, Pension Services Group, Amper Politziner & Mattia Justin Amico, Partner, Pension Audit Group, Feeley & Driscoll Stacy Meyer, Manager, Benefit Services Group, LarsonAllen Aimee Hollenhorst, Senior Manager, Rubino & McGeehin

Revised USPAP Standards: Key Implications for Valuation Specialists
Mastering New Requirements for Ethics, Competency and Other Engagement Conduct
September 29, 2009 CPE Download

This seminar will discuss and analyze all of the material provisions of changes to USPAP for 2010 and 2011. The panel will outline best practices for adjusting current practices in order to fully comply. Read More

Speakers:  Barry Shea, Owner, Barry Shea and Associates

FASB Statement 164: Accounting for Non-Profit Mergers and Acquisitions
Preparing for New Standards on Combinations, Accounting Methods and Disclosures
September 16, 2009 CPE Download

This seminar will provide an in-depth review of FASB Statement 164 and offer guidance and best practices to advisors for non-profit organizations on proper accounting and disclosures in mergers and acquisitions. Read More

Speakers:  Colette Kamps, Senior Manager, Henry & Horne Jay Meglich, Shareholder, Schneider Downs Russell Coleman, Partner, Cherry Bekaert & Holland

Non-Profit Organization Investment Policies
Revising Policies and Practices to Recognize and Control New Market Risks
July 23, 2009 CPE Download

This seminar will outline steps for non-profit advisors to craft a general strategy for working with investment committees and trustees to scrutinize and revise investment policies. Read More

Speakers:  Robert Venezia, Founder and Chief Investment Officer, Key Investment Team Nasi Raissian, Senior Manager, Non-Profit Organizations Practice, Ireland San Filippo John Nihill, Shareholder and Non-Profit Industry Group Practice Leader, Elko & Associates

New FASB Fair Value Guidelines for Financial Instruments
Implementing Mark-to-Market Revisions for Asset Valuation and Non-Temporary Impairments
May 14, 2009 CLE, CPE Download

This seminar will analyze the new FASB mark-to-market guidance for accounting advisors to banking, financial services and other industries, offer a framework to make sound valuation decisions under the new rules, and discuss the impact of the new rules. Read More

Speakers:  Xihao Hu, Partner, Regulatory and Capital Markets Consulting Group, Deloitte & Touche David Larsen, Managing Director, Duff & Phelps Kenneth Fick, Director, Forensic and Litigation Practice, FTI Consulting Mark C. Kanaly, Partner, Alston & Bird

Form 5500 Updates: Achieving Full Compliance
Navigating the New Schedules and Data Demands
May 7, 2009 CPE Download

This seminar will review the material changes to Form 5500 and its schedules and recommend approaches to obtain and report the new data needed for complete compliance. Read More

Speakers:  Brenda DeSaro, Manager, Pension Services Group, Amper Politizner & Mattia Lona Ebert, Senior Manager, Retirement Services, Virchow Krause & Co. Cynthia Whitacre, Partner, 5500 Tax Group

New IRS 403(b) Regulations
Compliance Strategies to Meet the Non-Profit Retirement Plan Requirements
April 23, 2009 CPE Download

This seminar will provide the bottom line for accounting professionals on all new and anticipated revisions to the Section 403(b) regulations on non-profits' employee retirement plans. Read More

Speakers:  Karen Sanchez, Partner and Director, Employee Benefit Plans Group, Sikich Jerome Patterson, Partner, Eide Bailly Jason Newman, Member in Charge, Employee Benefits Plan Audit Group, Kostin, Ruffkess & Co. Marcia Mueller, Partner, Hinshaw & Culbertson

SAS Nos. 104-111 for Non-Profits: Mastering the Risk Assessment Standards
Evaluating Unique Risks, Designing Effective Internal Controls, and Assuring Compliance
March 19, 2009 CPE Download

This seminar will provide a detailed examination of how SAS 104-111 reshapes auditing firms' examinations of non-profit organizations and will offer approaches to deal with the most frequently faced challenges in analyzing their special risks and controls. Read More

Speakers:  Chris Rouse, Principal, Windham Brannon James Kraft, Partner, Lindquist von Husen & Joyce Harvey Metro, Founding Partner, Metro Metro & Assoc.

The OCBOA Alternative for Cash-Basis Compilations and Reviews
Best Practices to Save Time and Money
January 22, 2009 CPE Download

This seminar will help accounting firm professionals evaluate the advantages and disadvantages of OCBOA cash basis and modified cash basis alternatives for compilations and reviews. Read More

Speakers:  Gary O'Krent, Shareholder, Bluestein O'Krent & Bluestein Patrick Callahan, Partner, Quality Review and Assurance, Goodman & Co. Seid Sadat, Partner, Magidoff Sadat & Gilmore

The OCBOA Alternative for Tax-Basis Compilations and Reviews
Best Practices to Avoid Oversimplification Risks While Leveraging Time and Cost Benefits
September 25, 2008 CPE Download

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Speakers:  David Riley, Director, Schlenner Wenner & Co. David Bolton, Partner, Cherry Bekaert & Holland Gary O'Krent, Shareholder, Bluestein O'Krent & Bluestein

Business Valuation Services: Lessons Learned Under the New AICPA Standard
Effective Processes and Procedures to Comply with SSVS No. 1
July 31, 2008 CPE Download

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Speakers:  Robert Reilly, Managing Director, Willamette Management Associates Edward Dupke, Senior Consultant, Valuation and Forensic Services, Clifton Gunderson Randie Dial, Senior Manager, Clifton Gunderson

Mastering SSARS No. 16 and No. 17 on Compilation and Review Engagements
AICPA Overhauls Professional Responsibility and Analysis Standards
May 27, 2008 CPE Download

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Speakers:  Jim Gero, Partner and Shareholder, Hobe & Lucas Steve Bodine, Principal, CliftonLarsonAllen Danielle Thompson, Executive, Crowe Chizek and Co.

Business Valuation: Mastering Changes in Key Standards
Complying with New USPAP and NACVA Mandates
May 6, 2008 CPE Download

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Speakers:  Neil Beaton, Partner-in-Charge of Valuation Practice, Grant Thornton Ron Seigneur, Partner in Valuation Practice, Seigneur Gustafson Martin Lieberman, Partner in Valuation Practice, Weiser Mary O'Connor, Partner, RGL – Forensic Accountants & Consultants

FASB Statements 141R and 160: Meeting the Compliance Challenge
Mastering the New Accounting Standards for Business Combinations
March 12, 2008 CPE Download

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Speakers:  Thomas Selling, Independent CPA and Consultant, Independent CPA and Consultant John Formica, Partner, PricewaterhouseCoopers Mike Maffei, Manager, National Accounting Department, BDO USA

Corporate-Owned Life Insurance: Mastering the New Accounting Policies
How to Implement FASB Issues 06-4 and 06-5
October 25, 2007 CPE Download

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Speakers:  Lee Nunn, Senior Vice President, Employee Benefits Practice, AON Stephen Whipple, Executive Vice President, Benmark Chris Rich, Managing Director, Boston Office, Retirement Capital Group