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Nov. 30-Dec. 2, 2021
Anticipated CPE:

Make sure you’re ready for year-end — join our experts for a two-day virtual experience as they present important year-end updates for tax (individual and business), accounting, audit, and employee benefit plans.

A group of business professionals having a meeting around a round table with one of them standing and speaking.

Join experts from Plante Moran’s tax, audit, and accounting team as they present important year-end updates during a two-day webinar series.

Tuesday, November 30 | 2:00 – 3:00 p.m. EST

Individual tax planning during a year of continued uncertainty: Our expert panelists will provide clarity and focus on the year-end tax-planning process and discuss the use and timing of deductions, exemptions, and rates in 2021 and beyond.

Speakers include:

  • Jodi Grant, partner, tax
  • Mandy Chardoul, partner, wealth management
  • James Minutolo, partner, National Tax Office
  • Samuel Ysusi, partner, wealth management

Tuesday, November 30 | 3:15 – 4:15 p.m. EST

Business tax planning during a year of continued uncertainty:To help your business strategize year-end tax planning, our experts will walk through the international, state and local tax-planning items, and tax credit changes.

Speakers include:

  • Jodi Grant, partner, tax
  • Austen Calcote, manager, international tax
  • Ryan Defer, principal, National Tax Office
  • Adam Garn, senior manager, state and local tax
  • Caitlin Slezak, senior manager, National Tax Office
  • Nick Thomsen, manager, tax solutions group

Thursday, December 2 | 2:00 – 3:00 p.m. EST

Accounting and audit update: Our experts will cover the key aspects of implementing the new FASB lease standard, accounting for government grants, and ongoing accounting and internal control impacts of the continued hybrid/remote workforce environment.

Speakers include:

  • Brett Lawson, senior manager, assurance
  • Curt Hurd, principal, assurance
  • David Grubb, partner, assurance

Thursday, December 2 | 3:15 – 4:15 p.m. EST

Hot topics for sponsors of benefit plans: Covering the hot topics impacting plan sponsors of benefit plans, our experts will discuss the key aspects of SAS 136 and what plan sponsors can expect. We’ll also walk through recent regulatory updates and the impact of recent pending legislation on employer-sponsored retirement plans.

Speakers include:

  • Lindy Beldyga, partner, assurance
  • Michael Krucker, partner, employee benefits consulting
  • Raj Patel, partner, cybersecurity

A live Q&A will follow each session, along with a variety of complimentary content. Don’t miss out on this virtual experience — register now!

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.

Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.

Plante & Moran, PLLC, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: