Archived Webinar Recordings / CPE Course Materials / CPE News Update / Withum University

05/24/2017 – Tax Webinar Series: Estate and Trust Update

To EducateThis 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. Continue reading

Archived Webinar Recordings / CPE Course Materials / CPE News Update / Withum University

02/16/2017 – Tax Provision Template Demo

To EducateTara Nicholson and Paul Helderman have prepared a 30-minute tutorial where they walk staff through the flow of the tax provision calculation in the standard template. If you were unable to attend or would like to revisit any section, you can download the handouts and view the webinar recording here. Continue reading

Archived Webinar Recordings / CPE Course Materials / CPE News Update / Withum University

02/17/2017 – Engagement Training for Tax Staff

To Educate Dave Poillucci and Sara Palovick presented a one-hour webinar for tax staff on Engagement. Topics included a review of Withum’s Standard Tax Binder, the benefits of using the binder, rolling them over, federal tax journal entries, TB links, etc. 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. Continue reading

Archived Webinar Recordings / CPE Course Materials / CPE News Update / Withum University

02/11/2017 – CAM Verification Services Webinar

To EducateAnupam Goradia presented a one-hour webinar on Common Area Maintenance Verification Services. Every commercial lease has an element of escalation. Escalation charges, popularly called Common Area Maintenance Charges, involve complex criteria and interpretation of leases. This webinar will define criteria such as base year, percentage shares, occupation percentages, etc. It will identify intricacies of such calculations, the procedures that can be applied to verify these charges, what is needed to prepare for such an engagement and also recall experiences of the team of professionals within the firm. 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. Continue reading

Archived Webinar Recordings / CPE Course Materials / CPE News Update / Withum University

02/10/2017 – Cybersecurity & Information Security Interview Form for Audit Engagements (Version 2 & 3 Updates & FAQ)

To EducateThis morning Anurag Sharma and Dave Dacey, along with additional commentary from Jim Bourke, provided staff with an hour presentation on cybersecurity with a focus on the newer version of the “Cyber & Information Security Interview” form, which is now required for all private company audit engagements. 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. Continue reading

Archived Webinar Recordings / CPE Course Materials / CPE News Update / Withum University

02/08/2017 – Valuation Review Webinar Series – Part One: The Market Approach and Part Two: The Income Approach

To Educate Michelle Keyes presented a two part webinar series on Valuation Review that provided auditors with knowledge related to the review of the fair value of non-marketable investments and will develop auditors’ skills in testing valuation indications for reasonableness. The sessions will provide guidance regarding documentation of audit procedures related to valuation review. 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. Continue reading