1:00 PM - 1:50 PM EST (10:00 AM - 10:50 AM PST)

Presenter: Marci Rossell
CPE: 1 Credit in Economics

Join Dr. Marci Rossell as she explains what has caused a slowing in global growth. She looks at the implications of the current “wait and see” mentality of both businesses and consumers, China and India’s new roles on the world stage, the rise of Millennials, and the emergence of cheap energy, among other factors.

1:55 PM - 2:45 PM EST (10:55 AM - 11:45 AM PST)

Presenters: Dan Mayo and Lynn Mucenski-Keck
CPE: 1 Credit in Taxes - Technical

Economic volatility and changing tax laws have made it even more important to engage in effective tax planning. Listen in to Dan Mayo and Lynn Mucenski-Keck discuss significant tax law changes that impact businesses in 2025 and potential planning solutions that could minimize the cash tax impact. An update on recent and possible future tax legislation also will be provided.

2:50 PM - 3:40 PM EST (11:50 AM - 12:40 PM PST)

Presenters: Jim Bartek, Penny Sweeting and Jonathan Weinberg
CPE: 1 Credit in Taxes - Technical

Our State and Local Tax practice will host a discussion on the 2025 outlook of SALT issues we believe will be of primary interest to businesses. The SALT Team will discuss action items that businesses should be considering in their year-end tax planning, including:

• State Tax Predictions for 2025
• Evaluating Sales Tax Nexus Risks
• Assessing Market Based Sales Sourcing Rules
• The Fate of TCJA and how Sunsets will impact SALT
• SALT Considerations for Economic Downturns
• Federal Law Nexus Protections (i.e., Public Law 86-272)

International Tax Update

3:45 PM - 4:35 PM EST (12:45 PM - 1:35 PM PST)

Presenters: Kimberlee SP Murphy, Chaya Siegfried, Manpreet Sangha and Calvin Yung
CPE: 1 Credit in Taxes - Technical

Join us for an insightful session where we will present an update on international tax issues impacting both businesses and individuals. Our discussion will cover the latest developments in the OECD’s Pillar 2, Global Intangible Low-Taxed Income (GILTI), Foreign-Derived Intangible Income (FDII), and international payroll challenges.

SALT Trip Around the U.S.

3:45 PM - 4:35 PM EST (12:45 PM - 1:35 PM PST)

Presenters: Jim Bartek, Rebecca Stidham, Jonathan Weinberg, Bonnie Susmano, Courtney Easterday, Penny Sweeting and Katie Nguyen
CPE: 1 Credit in Taxes - Technical

Please join us for a discussion as we take a drive through the United States to examine some of the most impactful State and Local Tax developments from the past year. Starting with the Northeast as we move westward, we will review significant SALT law changes, court case decisions, and other policy guidance impacting many businesses.

1:00 PM - 2:15 PM EST (10:00 AM - 11:15 AM PST)

Presenters: Jarrod Rhen and Benjamin Davenport
CPE: 1.5 Credits in Accounting

Get ready for the only Accounting and Auditing update you will need this year! Expect to hear about accounting hot topics, financial reporting updates, regulatory perspectives, and more.

A&A Extras: CECL Standards

2:20 PM - 2:45 PM EST (11:20 AM - 11:45 AM PST)

Presenter: Jennifer Boysen
CPE: 0.5 Credit in Accounting

This session will focus on key reminders when assessing the CECL measurement and disclosures for long term receivables, trade receivables, and debt securities. We will also focus on some frequently asked questions in relation to the application of CECL.

Microsoft Copilot Learning Expeditions: Introduction to Microsoft Copilot

2:20 PM - 2:45 PM EST (11:20 AM - 11:45 AM PST)

Presenters: Logan Storm and Joe Hickey
CPE: 0.5 Credit in Information Technology - Technical

The world is changing, and AI in the workplace is making cutting-edge productivity transformations possible! Discover the full potential of your workflow with our exclusive session on Microsoft Copilot and AI. In this session we will provide an introduction to Copilot, generative AI technology and a few of Copilot’s impactful and useful business applications.

Sustainability: Where we are Now, Where we are Going and What we can learn from the EU

2:20 PM - 2:45 PM EST (11:20 AM - 11:45 AM PST)

Presenter: Sofia Assab
CPE: 0.5 Credit in Specialized Knowledge

This session will examine the United States’ current global position and future trajectories in sustainability, drawing valuable lessons from the European Union’s pioneering efforts. Key topics include an overview of global sustainability initiatives, future projections and trends, a case study of the EU Green Deal, and strategies for global application of successful EU policies. The discussion will highlight emerging technologies, renewable energy adoption, and the economic impact of sustainability initiatives.

Elevating Your IT General Controls and What You Need to Know

2:50 PM - 3:15 PM EST (11:50 AM - 12:15 PM PST)

Presenters: Stephanie Fitzgerald and Anurag Sharma
CPE: 0.5 Credit in Auditing

This session will delve into real-world examples of common pitfalls and errors in IT general controls, providing valuable lessons to enhance your own practices. Discover actionable strategies to avoid these mistakes and strengthen your IT control environment, ensuring greater security, compliance, and operational efficiency.

Does Outsourcing your Finance Function Make Economic Sense?

2:50 PM - 3:15 PM EST (11:50 AM - 12:15 PM PST)

Presenter: Rebecca Makely
CPE: 0.5 Credit in Finance - Technical

As businesses strive for greater efficiency and cost effectiveness, outsourcing functions have emerged as strategic solutions. This session will explore how outsourcing can streamline processes, reduce overhead and provide access to specialized financial expertise that might otherwise be unattainable. Join Rebecca Makely, CPA and Withum’s Outsourced Accounting Systems and Services (OASyS) Team Leader, as she discusses transforming your finance function to remain resilient in today’s economy. Get ready to be equipped with the knowledge needed to make informed decisions about your organization’s accounting needs.

Investment Strategies for an Evolving Global Landscape

2:50 PM - 3:15 PM EST (11:50 AM - 12:15 PM PST)

Presenters: Austin Hagaman and Adam Armstrong
CPE: 0.5 Credit in Economics - Technical

In this session, Withum Wealth Management’s Austin Hagaman and Adam Armstrong will detail some market and economic questions facing investors for the remainder of 2024 and beyond. Making sense of the complex investment landscape doesn’t have to be challenging, so join us for a brief discussion on what investors should be thinking about.

AI Implementation: Strategies for Readiness and Success

3:20 PM - 4:10 PM EST (12:20 PM - 1:10 PM PST)

Presenters: Val Orekhov and Andrea Mondello
CPE: 1 Credit in Information Technology - Technical

Developing an AI strategy and roadmap is an important first step for ensuring successful AI implementation and adoption when your business is ready to get hands-on with AI. In this session, we will explore recommendations to develop a robust AI strategy and ensure readiness for AI implementation. Our presenters will guide you through assessing your organization’s AI readiness, identifying key processes and tools, and how you can get started with building a comprehensive AI roadmap.

Navigating Succession Planning for Family-Owned Businesses; Preparing your Exit Plan NOW

3:20 PM - 4:10 PM EST (12:20 PM - 1:10 PM PST)

Presenters: Peter Hilera, Kevin Lin, and Monica Jalife
CPE: 1 Credit in Finance - Technical

As businesses matures and grows, there is a need to think about a successful transition and how the owners can monetize their investment. Is there desire to pass along a legacy, provide future wealth for the owners or the family, or to allow current management to continue with the operations providing an exit to the current owners? What are the financial and tax implications of different succession alternatives? Join us to discuss these topics that will allow you to successfully plan for your future.

4:15 PM - 4:40 PM EST (1:15 PM - 1:40 PM PST)

Presenters: Jessica Hollobaugh and Justin Sacks
CPE: 0.5 Credit in Accounting

This session will provide insight into engagements where Withum’s Forensic and Valuation Group investigated allegations of misappropriation within organizations. We will walk through case examples that outline (1) what was alleged, and (2) what was identified via forensic analyses.