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2022 Year-End Webinar Series

Date:
Nov. 29-Dec. 7, 2022
View On-Demand
Join our experts for year-end updates. Learn what’s now, new, and next in tax (individual and business), accounting, audit, risk management, ESG, and employee benefit plans.
Business professionals meeting in a conference room.Hear from our experts from Plante Moran’s audit, tax, and consulting teams as they present important year-end updates over six different sessions. See below to view previous sessions on-demand any time.  

    Plante Moran 2022 Year-End Webinar Series: Individual tax planning in an uncertain market 

    During this webinar, we’ll provide clarity and focus for the year-end tax-planning process. Our personal tax and wealth management experts will discuss the use and timing of deductions, exemptions, and rates in 2022 and beyond. They’ll also cover retirement planning, family and education planning, charitable transfer planning, and tax-efficient investments.

    • Andy Basney, partner, tax
    • Philip Kowatch, partner, tax
    • Moderator: Jodi Grant, partner, tax 

    Plante Moran 2022 Year-End Webinar Series: Business tax planning in an uncertain market 

    During this webinar, our tax experts will focus on key tax-planning strategies for you as a business owner. In addition to discussing federal items, we’ll review international tax planning items, as well as state and local tax items and tax credit changes.

    • Daniele Carey, senior manager, state and local tax
    • Matt Carlson, senior manager, international tax
    • Ryan Defer, principal, National Tax Office
    • Douglas Fox, senior manager, tax solutions group
    • Moderator: Jodi Grant, partner, tax

    Plante Moran 2022 Year-End Webinar Series: Top trends in benefit plans & the impact of recent legislation 

    Our benefit plan specialists will explore price transparency and the effects of other top trends in benefit plans. Plan sponsors will also hear a comprehensive overview of recent or pending legislation and the impact on employer-sponsored retirement plans.

    • Laura Taylor, EBC partner
    • Jonathon Trionfi, PMGBA partner
    • Moderator: Steve VanSteenkiste, employee benefit plan audit partner

    Plante Moran 2022 Year-End Webinar Series: Audit & accounting standards, trends, & reminders 

    Our experts will cover updates on accounting standards, including leases, revenue recognition, and credit losses. We’ll also discuss current trends such as the effects of economic uncertainty and digital assets and how employee retention credits and Paycheck Protection Program loans could affect your year-end financial statements.

    • Kara Fahrenbach, principal, assurance
    • Curt Hurd, principal, assurance
    • Brett Lawson, principal, assurance
    • Moderator: Jeff Zeleji, principal, assurance

    Plante Moran 2022 Year-End Webinar Series | ESG program: You’re closer than you think

    We’ll discuss how to distinguish the goals of an ESG program, identify key stakeholders, understand materiality, and understand the common types of data that your organization may already be collecting that could fit within an ESG program.

    • Laurie Hoose, ESG consulting senior manager
    • Brett Lawson, Principal, Assurance

    Plante Moran 2022 Year-End Webinar Series: Key priorities for risk management

    Our risk and accounting advisory specialists will cover emerging trends and key topics for risk management. You’ll hear from our experts on various risk management challenges and best practices, including enterprise risk management; managing through people, process, and technology challenges; long-term effects from the pandemic; and managing segregation of duties in your organization.

    • Amanda Carrigan, principal, management consulting
    • Moderator: Matthew Bohdan, principal, management consulting

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