Yesterday Withum hosted its annual yellow book seminar for government and not-for-profit professionals. Special thanks to our many presenters – Kevin Margiatto, Cathy Bendall, Jim Mulroy, Brad Caruso, Dave Karakashian, Joe Scudese, Diana Cipriano, Brian Pace, Amberlyn Daniels and Devin Desmond – who spent countless hours pulling this program together. Topics included the new NFP reporting model, a compliance findings case study, revenue recognition, major program determination, procurement, a fraud forum, a government audit risk alert update, audit of the future!, as well as a half day case study breakout session for staff Is and IIs. Download a copy of the materials here.
Steve Basiaga and Yana Abram presented a one-hour webinar designed to prepare tax staff for state income tax compliance by multi-state companies with a review of key apportionment concepts, relevant court decisions, and new state laws and proposals. If you were unable to attend or would like to revisit any section, you can download a copy of the presentation and view the webinar recording here.
Ryan Babiak and Chaya Siegfried presented Cross Border Tax 202. This session helped participants with the following:
•Identify which foreign corporation are CFCs
•Identify revenue that is Subpart F
•Identify exceptions from Subpart F
•Identify Section 956 Income
•Identify exception to 956
•Recognize where Subpart F and 956 income is reported
•Identify which foreign corporation is a PFIC
•Understand the consequences of an investment in a PFIC
•Understand how a Foreign partnership or Foreign disregarded entity is reported
•Identify the existence of Dual Consolidated Loss
Download a copy of the materials here.
Darko Naumoski and Chan Patel presented Cross Border Tax 102. This session helped participants identify when forms 5472, 1120-F, 8883, 1040-NR, 3520, 3520-A, 1042, W-8 Series and 8804/8805 are required and when to prepare these forms. Download a copy of the materials here.
This morning Hal Terr and Ted Nappi presented a one-hour webinar that provided Withum staff with an update on the latest developments in the practice area of estate and trust tax law. If you were unable to attend, you can download a copy of the presentation and view the webinar recording here.
Last Thursday Withum’s in-house ERISA experts, joined by a few special external guests, provided ERISA staff with valuable insights on recent developments affecting the employee benefit plan industry, along with internal process improvements that will help staff to perform their engagements in a more efficient and effective manner. Weren’t able to attend? Download a copy of the materials here.