Tomorrow: Unclaimed Property Multi-State Contingent Fee Audits: Are You Prepared?

Attend upcoming webinar and earn continuing education credits. Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Unclaimed Property Multi-State Contingent Fee Audits: Are You Prepared? June   1 1 pm - 2:15 pm ET Presenter: Sonia Walwyn, director of the Tax Services practice at Duff & Phelps Credits: CPE (Credit Details) Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both. Viewing Options: View on your computer, tablet, or smartphone Learn More Register Today Course Description   States' auditors conduct unclaimed property audits on businesses. Those with unused vendor checks, gift cards, abandoned sources of income, third-party contracts, or misreported assets may be at risk. In this practical webinar, you will learn how to prepare for these audits and ensure future compliance. Upon course completion, you will be able to: Describe what is unclaimed property and what is "not" Identify areas where companies are at risk for audit Recognize state audit triggers Identify how to prepare for an audit Describe how to manage and defend against a multi-state contingent fee audit Recognize aggressive state tactics and audit approaches Know and understand your rights Analyze current cases impacted to track favorable vs. unfavorable unclaimed property laws Learn More Register Today About The Presenter   Sonia Walwyn is a director of the Tax Services practice at Duff & Phelps, with specific oversight of abandoned and unclaimed property. Sonia has utilized her experience of 30 years to assist clients on how to manage and defend against state-initiated audits and effectuate favorable settlements. Sonia served as sworn Deputy Treasurer/Deputy General Counsel to the Pennsylvania State Treasurer, and successfully defended Pennsylvania's unclaimed property statute before the Pennsylvania Supreme and appellate courts. Sonia has worked for two Big 4 accounting firms, serving as National Director and regional practice leader. Sonia earned an LLM in taxation from Villanova School of Law, a J.D. from Dickinson School of Law, and holds a B.S. in accounting from Elizabethtown. Sonia is a barred attorney and licensed CPA. Learn More Register Today All-Access Membership   ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 1,500 on-demand courses Learn More Upcoming Webinars Ethics for Tax Professionals June 11 at 1 pm ET Learn More TIN Solicitation Best Practices June 12 at 1 pm ET Learn More Fundamentals of Accounting and Finance for Non-Accountants June 12 at 3 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.

Understanding & Analyzing Financial Statements

Attend upcoming webinar and earn continuing education credits. Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Understanding & Analyzing Financial Statements June   14 1 pm - 2:15 pm ET Presenter: Carl Young, owner of Carl Young Consulting Credits: CPE, HRCI, SHRM (Credit Details) Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both. Viewing Options: View on your computer, tablet, or smartphone Learn More Register Today Course Description   The financial health of a company is indicated in the three required financial statements: Balance Sheet Income Statement Cash Flow Statement This webinar provides an interactive look at these statements and provides simple tools and techniques for understanding & analyzing these statements as the foundation for making key business decisions. Upon completion of this course, you will be able to: List the core components of financial statements Differentiate between cash and accrual basis accounting Define key accounting concepts, including: Working Capital Cash Management Free Cash Flow Analyze financial statements Identify simple financial statement terminology Recognize signs of business financial health and red flags Utilize relevant ratios to improve profits and productivity Explain the role of ratios, trends, comparisons and cash in business analysis and decisions Essential categories of ratios, including: Profitability Efficiency Liquidity Solvency Cash Learn More Register Today About The Presenter   Carl Young is the owner of Carl Young Consulting, where he works as a Speaker, Trainer, Consultant and Business Coach. Mr. Young is the former CFO of a $275M high growth technology company and the CEO of a machine parts manufacturing company Mr. Young has published numerous books on finance and accounting, Carl Young's Rules of the Business Game, Finance and Accounting Made Simple, Rules and Tools for Thriving in Chaotic Times, and a handbook on Small Business Management Made Simple. Mr. Young earned his MBA and completed graduate studies in Accounting & Taxation. Learn More Register Today All-Access Membership   ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 1,500 on-demand courses Learn More Upcoming Webinars Excel Techniques for Payroll Professionals June 5 at 3 pm ET Learn More Integrating Email and Social Media Marketing June 6 at 1 pm ET Learn More Review of the COSO Framework June 8 at 3 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.