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Tax Planning Tips: Key Business & Individual Considerations

Description

As you work to get your financials in order and explore opportunities to grow your business, tax planning can often be overwhelming. Utilizing the right strategies can diminish headaches, save you and your business time and money, as well as minimize your tax liability. In this webinar, we will review helpful tips and key considerations for tax planning.

Register here: https://www.eidebailly.com/insights/events/2022/8/inspired-perspectives-tax-planning-tips-key-business-individual-considerations

Learning Objectives:

Discuss tax planning tips and key considerations.

Identify impacts and opportunities for the individual and business.

Examine all possible action steps.

Presenter:

Joe Kristan, CPA, Partner | Eide Bailly

Joe works primarily with closely held businesses to help clients succeed by finding a tax-friendly path to their goals. In addition to client service, Joe teaches practitioner tax schools and writes tax articles. He is principal contributor to the Eide Bailly Tax News and Views blog, providing daily updates on tax reform and other tax news. Joe is a Certified Public Accountant, as well as a member of the AICPA Tax Section and the Iowa Society of Public Accountants.

CPE Information

CPE Credit: 1

Field of Study: Taxes

Level of Knowledge: Intermediate

Delivery Method: Group-Internet Based

Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Amy DeGeorge.

Surviving a Personnel Records Audit

Tuesday, August 23, 2022 (12:00 PM - 1:00 PM)

Description

Human resources plays a critical role in organizational success. Reviewing your human resource practices can help avoid compliance issues, make life easier and allows you to focus on your passion and your people. Join us as we discuss how an organizational audit identifies efficiencies and opportunities for growth related to recruiting, talent development, compensation, operations and exit strategy.

Register here: https://www.eidebailly.com/insights/events/2022/8/inspired-perspectives-surviving-a-personnel-records-audit

Learning Objectives:

Describe best practices for conducting an HR audit.

Discuss the impact of an HR operations audit.

Identify steps that you can take to remain in compliance.

Presenter:

Lauri Dahlberg, PHR, SHRM-CP, Human Resources Consulting Senior Manager | Eide Bailly

HR Consulting Senior Manager, Lauri Dahlberg leads Eide Bailly’s HR Consulting Services Practice. With more than 30 years of experience in Human Resources, Lauri has the skills needed to assist your organization with the people element of your business. Her expertise in talent acquisition, compensation analysis, policy, benefit plan administration, performance management, HR-related audits and handling employee issues in the workplace ensures she is ready to guide your HR efforts to new heights. Lauri holds the PHR and SHRM-CP designations and is located in the Boise, Idaho office of Eide Bailly.

CPE Information

CPE Credit: 1

Field of Study: Personnel/HR

Level of Knowledge: Overview

Delivery Method: Group-Internet Based

Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Amy DeGeorge.