2024 Year-End Webinar Series

11:00 a.m. – 12:00 p.m. ET

During this webinar, our digital transformation team will share practical insights to help you assess, plan, and execute a digital transformation strategy. You’ll learn trends, strategies, and insights from recent real-life engagements as well as actionable takeaways to position your organization for success.

• Michael Pobur, senior manager, technology consulting – commercial
• Kyle Macyda, principal, technology consulting – public sector
• Moderator: Doug Hockenbrocht, partner, digital transformation services

2:00 – 3:00 p.m. ET

During this webinar, our expert M&A team will provide guidance to help you navigate complexities and offer strategies to achieve a seamless and successful integration. Whether you’re embarking on a merger or acquisition to expand your footprint, grow your capabilities, or leverage cost efficiencies to leapfrog competitors, this webinar will help you understand what’s crucial for integration.

• Felicia Donaldson, partner, finance & accounting Advisory 
• Evan Honour, principal, technology consulting
• Kim Doyle, partner, strategy & operations consulting

11:00 a.m. – 12:00 p.m. ET

During this webinar, our personal tax and wealth management professionals will provide clarity and focus for the year-end tax-planning process. Explore the use and timing of deductions, exemptions, and rates in 2024 and beyond. You won’t want to miss essential considerations on retirement planning, family and education planning, charitable transfer planning, gifting, and tax-efficient investments.

• Chad McCoy, partner, tax
• Alicia Cole, partner, family legacy
• Moderator: Dana Hullinger, partner, tax

2:00 – 3:00 p.m. ET

During this webinar, our tax professionals will focus on key tax-planning strategies for you as a business owner. We’ll have presenters from our National Tax Office, state and local tax team, tax solutions group, and international tax services joining together on this panel for a well-rounded discussion of the highlights you may want to focus on as the calendar year closes out.

• Allison Bushue, manager, international tax services
• Alex Hanley-Shenolikar, senior manager, National Tax Office
• Tristan Bennis, manager, state and local tax
• Sara Pakkala, manager, tax solutions group
• Moderator: Dana Hullinger, partner, tax

11:00 a.m. – 12:00 p.m. ET

As the calendar year comes to a close, our audit and accounting professionals will cover the main items you should consider for successful year-end planning. Explore a range of topics from revisiting SAS 145’s impact on audit engagements; updates on ASU 2023-07, GASB 100, and GASB 101; and key accounting and auditing concepts on going-concern assessments, impairment models, and failed debt covenants.

• Stephen Bondar, senior manager, assurance
• Phil Femminineo, manager, assurance
• Olga Masharina, manager, assurance
• Jess Stephen, manager, assurance

2:00 – 3:00 p.m. ET

Using actual case examples, hear how plan fiduciaries and retirement plans were victimized by fraudsters and learn where plans may become susceptible to fraud. During this webinar, our panel of experts will review the importance of a strong internal control structure and best practices that will help plan sponsors mitigate the opportunities of perpetrators. Finally, we’ll cover what plan sponsors preparing for an audit should know right now.

• Michelle McHale, partner, management consulting
• Katie Vought, senior manager, assurance
• Caroline Main, senior manager, management consulting
• Moderator: Lindy Beldyga, partner, assurance

11:00 a.m. – 12:00 p.m. ET

During this webinar, our professionals will talk through accounting and tax considerations for transaction elements negotiated into purchase agreements that may look and feel like acquisition consideration but are actually treated as compensation expense. Gain insight into common pitfalls and best practices when planning for and integrating benefit plans included in business acquisitions.   

• Kara Fahrenbach, principal, assurance
• Alan Gallatin, partner, tax
• Preston Ridinger, senior manager, employee benefits consulting
• Moderator: Jason Widman, partner, audit

2:00 – 3:00 p.m. ET

Whether you’re starting a new business, looking for new investment opportunities, considering a sale of your business, or rethinking your existing structure, Section 1202 could be right for you. During this webinar, our Section 1202 specialists will discuss what Section 1202 is, entity- and shareholder-level requirements to qualify for the Section 1202 gain exclusion, and high-level considerations and planning during a company’s life cycle to maximize and protect the qualified small business stock status.

• Rebecca Pugliesi, senior manager, National Tax Office
• Bella Jordan, senior, National Tax Office
• Moderator: Emily Murphy, partner, National Tax Office