The accounting and tax community on BrightTALK features relevant content around tools and strategies for tax planning, internal controls, auditing and more. Join the conversation by engaging with accounting and tax thought leaders and accountants and asking questions during live webinars and round table discussions on tax and auditing topics.
Whether you’re moving up from Quickbooks or have an enterprise level ERP, you know that you can’t mess around with tax compliance. Imagine getting ready for IPO or hit that big buy from a major Fortune 100 company – and then find that the acquisition tanks due to a major liability in mismanaged sales tax. Ouch! Unfortunately, we’ve seen it happen time and again.
Let us help you get your organization ready for the next growth phase that will put you into the three comma club. We’ve rounded up some top-notch tax experts with lots of experience working with public and private high-growth tech companies – and they’re not going to let you down in the clutch.
Tax partners Malcolm Ellerbe, David Sordello, and Jon Davies of the Silicon Valley company Armanino will sit down for an interactive chat with the VentureBeat audience – and are happy to take your questions as you navigate the ins and outs of sales tax in a mobile and startup culture.
In this webinar, you’ll:
* Gain greater visibility to common sales tax loopholes that often snag hot tech startups and entrepreneurs
* Determine whether sales tax is even an issue for your organization -- you might be surprised.
* Learn ways that international tax in growth stage companies can be the make or break point for that next IPO
* Get a high level overview of other tax considerations like net operating losses, impact of stock compensation, and the states that are currently taxing cloud computing services.
Malcolm Ellerbe, Tax Partner, Armanino
David Sordello, CPA, Corporate Tax, Armanino
Jon Davies, Tax Partner, International Tax, Armanino
Business continuity encompasses a loosely defined set of planning, preparatory and related activities which are intended to ensure that an organization's critical business functions will either continue to operate despite serious incidents or disasters that might otherwise have interrupted them, or will be recovered to an operational state within a reasonably short period. As such, business continuity includes three key elements: 1. Resilience: critical business functions and the supporting infrastructure are designed and engineered in such a way that they are materially unaffected by most disruptions, for example through the use of redundancy and spare capacity; 2. Recovery: arrangements are made to recover or restore critical and less critical business functions that fail for some reason. 3. Contingency: the organization establishes a generalized capability and readiness to cope effectively with whatever major incidents and disasters occur, including those that were not, and perhaps could not have been, foreseen. Contingency preparations constitute a last-resort response if resilience and recovery arrangements should prove inadequate in practice.
If you’re a software or high tech company ready to jumpstart your growth phase, do you understand how much of your limited resources are being sapped trying to manage the tax compliance for every transaction? We didn’t think so. Sales tax compliance is probably the last thing anyone wants to think about – and yet, it can make or break your revenue stream.
We’re talking to a VP of e-commerce of a major high end retailer, a highly sought-after sales tax guru and our own CFO, each of whom have solved the sales tax compliance equation – and have figured out a way to keep the government happy while streamlining their organizational process flow. By offloading these non-value add activities, business owners, CEOs, and CFOs can focus on what really matters – kicking up all kinds of revenue and adding value back into the business while making the competition weep into their pillows each night.
Join us for an interesting hour of real-life rock stars who have solved their nightmares with innovative sales tax compliance tactics and strategies. By registering for this webinar, you’ll
* See real world scenarios of several organizations who have mastered sales tax compliance and requirements
* Learn action items to prepare your organization to optimize non-value-add business admin activities and reporting time
* Get your questions answered regarding sales tax strategies by the industry’s top experts during our live exec roundtable Q&A
* Hear the latest update on the Congressional “internet sales tax” (Marketplace Fairness Act)
Scott Cohn, Vice President of eCommerce, Chinese Laundry
Lisa Serwin, CFO, VentureBeat
Jordan Goodman, Sales and Local Tax Partner, Horwood Marcus & Berk
Register today for this free learning opportunity with VentureBeat and Avalara
In this session Grant Abbott from SMSF Strategies and Jason Huljich from Centuria Property will be discussing the use of sydnication for SMSF investment and how to do small scale prpperty development in a SMSF with a Superannuation Unrelated Investment Trust and Unlisted property trusts.
1.) Why, how, and when to screen clients
2.) War Story
3.) Conclusion: Why client screening may have helped mitigate the claim
About the Speaker: Attorney Ralph Picardi serves as a risk-management consultant to NAPLIA. His legal practice concentrates primarily in the area of defending accountants, lawyers, insurance agents and other professionals in matters of professional liability. In addition to litigation, Mr. Picardi specializes in advising accountants, lawyers, and their insurers in matters of coverage, and in matters of loss control through hotlines, seminars, risk management audits and publications.
There will be a 10 page whitepaper sent out to registrants (in advance)
In this session we will take look at the use of Ensuring Powers of Attorney and show when and where they come in handy - particularly for SMSF clients going overseas, mentally incapacitated clients and what happens to an EPOA on death and divorce.. Presented by Grant Abbott - leading SMSF expert and Tony Anamourlis - Head Partner at NowInfinity Legal and international legal expert - this hands on session will provide some unique insights into the use of EPOAs.
Businesses with engaged employees outperform their competitors by 6-11% on average. Getting your employees to think and act like business owners drives productivity, engagement and profitability.
In this popular seminar we’ll show you new thinking on how you can;
•attract and retain high calibre staff by offering a direct stake in the business
•increase profitability and productivity through engagement strategies
•save tax by making deductible payments into an Employee Share Ownership Plan
Hosted by the team from Australia’s largest firm specialising in succession planning.
Every profession has tools fundamental to its trade, each of which needs to be reviewed and sharpened regularly to ensure they remain effective. The risk register, matrix and bow-tie are three such tools within risk management. This one-hour webinar will provide tips on how to optimise each of these critical risk tools and tailor them to your organisation.
Too often tax strategies are reviewed in the last weeks of the financial year when the best time is at the commencement of an income year - particularly when a client has been set up with a trust, company and SMSF for business, tax and super purposes. In this session Grant Abbott and Tony Anamourlis - head partner at NowInfinity Legal will take attendees through their best start of the financial year strategies.
At the heart of any effective risk process are two common qualities of strong team work and open communication. This, supported by strong action and solution orientation enable the Risk Management function to carry out its mandate effectively. Risk Champions are central to this, and used well, they become the glue that can hold risk activities together.
Risk sources are more often identified and located not only in infrastructural or technological assets and tangible variables, but in Human Factor variables, Mental States and Decision Making. The interaction between Human Factors and tangible aspects of risk, highlights the need to focus closely into Human Factor as one of the main drivers for Risk Management, a "Change Driver" that comes first of all from the need to know how humans perform in challenging environments and in face of risks
This webinar series is designed to show SMSF auditors how they can use the Australian auditing and assurance standards to their advantage to increase the speed and efficiency of their audits and peace of mind that they are complying with the auditing and assurance standards which now have force of law for SMSF audits.
Managing VAT and excise tax in the current environment is time consuming, costly, and subject to frequently changing mandates. Recent Aberdeen Group research uncovered key strategies that top performing organisations utilize to ensure compliant processes and accurate reports at a lower cost. Learn secrets of leaders that make tax calculation and returns look easy.
You will learn about the:
-Complexity of regulatory change around tax rates and rules
-Difficulty of achieving accurate calculations
-Value of reliable reporting for decision-makers
-Importance of proper audit preparedness
-Benefits of software solutions that automate accuracy and compliance
You already understand the process of risk management. The next step is to equip yourself to fully integrate business risk and opportunities for innovation into your organisation's corporate governance model.
In this session leading SMSF author and presenter will provide attendees with important last minute strategies for concessional and non-concessional contributions strategies. This will include a review of the Commissioner's ruling on contributions and in particular using Promissory Notes and Assets as contributions.
ISO 31000 was published as a standard on the 13th of November 2009, and provides a standard on the implementation of risk management. A revised and harmonised ISO/IEC Guide 73 was published at the same time. The purpose of ISO 31000:2009 is to be applicable and adaptable for "any public, private or community enterprise, association, group or individual." Accordingly, the general scope of ISO 31000 - as a family of risk management standards - is not developed for a particular industry group, management system or subject matter field in mind, rather to provide best practice structure and guidance to all operations concerned with risk management.
More than half of all programmatic display dollars are expected to go to mobile this year. However, a few myths regarding mobile continue to persist and are keeping brand advertisers from taking a more holistic approach to their marketing. With the explosion of mobile, it is imperative that marketers better understand how they can activate the vast amount of consumer data already at their fingertips to more effectively allocate their marketing spend and maximize returns.
In this webinar, experts from TUNE and AOL will arm you with critical insights on the next generation of mobile marketing. Kelly Mullins of TUNE will discuss how the data sitting inside your app can be used to create targetable audience segments and power highly effective mobile programmatic campaigns. Michael Brooks of AOL will dive into the best practices of using this data to achieve marketing goals across all screens.
Most non-profits seek to maximize the amount they can spend on program work and minimize their administrative spend. One way for non-profits to reduce the cost and the amount of time spent on administrative tasks in the back office is to leverage technology that automates their accounts payable process.
Join Justin Barnes, Regional Sales Director at Concur and our special guest, Wendy T. Dove, Manager of Accounting at the non-profit organization Leadership for Educational Equity, for this short 30 minute client success story webinar. By attending on May 13 at 10:00 a.m. PT / 1:00 p.m. ET, you’ll learn how Leadership for Educational Equity automated its AP process and leveraged technology to make the most of its resources.
By joining you will learn:
• More about the latest AP automation from Concur
• How AP automation can save your organization time and money
• How Leadership for Educational Equity leverages AP automation to focus on what matters most
You won’t want to miss the opportunity to hear firsthand the benefits AP automation can bring to non-profits and businesses alike. Register today!
Join us to review the emerging risks for 2015 as executives facing an environment of unprecedented volatility: market conditions change rapidly and new risks continue to proliferate. To navigate the continually changing and complex risk environment,
The webinar will be led by Ian Beale, Senior Director, CEB Risk
Dmitry Zapol & Naomi Lawton will provide a 45 minute webinar on resident non-domiciles & overseas investors to the UK.
In his presentation Dmitry will address the following practical matters:
-Becoming UK resident at the appropriate time and avoiding common mistakes.
-Creating clean capital and investing it without unexpected UK tax liability.
-Tax-efficient investments in UK assets, including UK income tax, capital gains tax and inheritance tax.
-Using UK holding companies.
Risk management is an increasingly important
business driver and stakeholders have become
much more concerned about risk. Risk may be a
driver of strategic decisions, it may be a cause of
uncertainty in the organisation or it may simply be
embedded in the activities of the organisation. An
enterprise-wide approach to risk management
enables an organisation to consider the potential
impact of all types of risks on all processes,
activities, stakeholders, products and services.
Implementing a comprehensive approach will
result in an organisation benefiting from what is
often referred to as the ‘upside of risk’.
The global financial crisis in 2008 demonstrated
the importance of adequate risk management.
Since that time, new risk management standards
have been published, including the international
standard, ISO 31000 ‘Risk management –
Principles and guidelines’. This guide draws
together these developments to provide a
structured approach to implementing enterprise
risk management (ERM)
In this session we will take estate planning apart and show when and where a testamentary trust, a SMSF and a Will come in handy. Presesnted by Grant Abbott - leading SMSF expert and Tony Anamourlis - Head Partner at NowInfinity Legal and tax and estate planning expert - this hands on session will provide some unique insights into estate planning structures.
Reputational risk, often called reputation risk, is a risk of loss resulting from damages to a firm's reputation, in lost revenue; increased operating, capital or regulatory costs; or destruction of shareholder value, consequent to an adverse or potentially criminal event even if the company is not found guilty. Adverse events typically associated with reputation risk include ethics, safety, security, sustainability, quality, and innovation. Reputational risk can be a matter of corporate trust.
This series of three webinars will qualify as 4 hours of CPE for CPAs:
•Each session will include 3 polling questions which makes the CPE credits NASBA eligible when taken live.
•Firms may register as one participant and share the experience in a conference room. Please provide a list of participants and participation dates on firm letterhead to receive CPE.
•Firms that have the ability to handle their own CPE’s will get a certificate of attendance.
Firms may qualify for premium credits:
•Firms that complete all 3 sessions either live or recorded are eligible for premium LC Credit with CPA ProSecure. CPA ProSecure Premium credits apply only when all three sessions have been viewed.
•Firms that are issued NAPLIA certificates do not need to submit additional information to NAPLIA for premium Credit.
•Non CPA ProSecure clients are welcome to attend for CPE’s but premium credits are not cannot guaranteed
Philip Baker QC and Roy Saunders review the recently announced BEPS Deliverables, providing insight into the practical implications of the new measures and how international businesses will need to adapt.
The focus of this programme is manifold and address the following issues: fostering the use of the tools of risk assessment and risk management in new fields of application such as policy making; providing a platform between the insurance community, the engineering and academic communities and policy makers to discuss risk issues; promoting the concept of the insurability of risks as the natural borderline between State legislation and the market economy; identifying new opportunities for insurers in the emerging sustainability concept in order to enlarge the field of insurable risks
1.Top Cyber Issues
3.Conclusion: How to protect your firm
About the Speaker:
Eric Hess, Esq., provides legal services to investment advisers, broker dealers, funds, execution venues and technology businesses. His small client base and focused approach allow it to tailor risk management to its client’s needs and size.
In our modern society, computerized or digital control systems have been used to reliably automate many of the industrial operations that we take for granted, from the power plant to the automobiles we drive.
In this session SMSF leading light - Grant Abbott will provide attendees with the ins and outs, strategies and traps, tips and pitfalls of SMSF Reserves. If you don't use them you will after this session and if you do then let Grant take your learning to a new level.
Root cause analysis (RCA) is a method of problem solving used for identifying the root causes of faults or problems. A factor is considered a root cause if removal thereof from the problem fault-sequence prevents the final undesirable event from recurring; whereas a causal factor is one that affects an event's outcome, but is not a root cause.
Insurance is the equitable transfer of the risk of a loss, from one entity to another in exchange for payment. It is a form of risk management primarily used to hedge against the risk of a contingent, uncertain loss. An insurer, or insurance carrier, is a company selling the insurance; the insured, or policyholder, is the person or entity buying the insurance policy. The amount of money to be charged for a certain amount of insurance coverage is called the premium. Risk management, the practice of appraising and controlling risk, has evolved as a discrete field of study and practice.