The purpose of the Lunch and Learn training for the Tax and Business Services Department is to provide a casual yet informative environment in which team members can enhance their knowledge, address identified skill gaps, and discuss recent updates in tax legislation. This initiative aims to foster continuous learning, encourage knowledge sharing among colleagues, and ultimately elevate the level of service we offer to our clients.
The training sessions will be held during lunch hours to minimize disruption to daily work schedules, promoting a relaxed atmosphere that encourages open discussion and interaction. Each session will focus on a specific topic, with a mix of presentations, live demonstrations (if applicable), and Q&A sessions.
By participating in these sessions, team members will gain valuable insights and practical skills that will improve their efficiency, enhance the quality of their work, and contribute to the overall success of our firm and the satisfaction of our clients.
Lunch will be provided for those who are attending on-site in the Rochester and Buffalo locations. An email will be sent for lunch RSVPs.
*CPE will be available for some sessions, please familiarize yourself with the instructions at the beginning of the presentation to ensure you qualify for the credit.
This event has passed. Recording may be found in CE Manager. Important to note, there is no credit available for watching the recording.
Date/Time: June 5, 2024, 12 PM – 1 PM (EST)
Webinar Agenda:
CPE: 1.0
This event has passed. Recording may be found in CE Manager. Important to note, there is no credit available for watching the recording.
Date/Time: June 19, 2024, 12 PM – 1 PM (EST)
Webinar Agenda:
CPE: 1.0
This event has passed. Recording may be found in CE Manager. Important to note, there is no credit available for watching the recording.
Date/Time: July 17, 2024, 12 PM – 1 PM (EST)
Webinar Agenda:
CPE: 1.0
This event has passed. Recording may be found in CE Manager. Important to note, there is no credit available for watching the recording.
Date/Time: July 24, 2024, 12 PM – 1 PM (EST)
Webinar Agenda:
CPE: 1.0
This event has passed. Recording may be found in CE Manager. Important to note, there is no credit available for watching the recording.
Date/Time: August 7, 2024, 12 PM – 1 PM (EST)
Webinar Agenda:
CPE: 1.0
This event has passed. Recording may be found in CE Manager. Important to note, there is no credit available for watching the recording.
Date/Time: August 21, 2024, 12 PM – 1 PM (EST)
Webinar Agenda:
CPE: 1.0
This event has passed. Recording may be found in CE Manager. Important to note, there is no credit available for watching the recording.
Date/Time: September 25, 2024, 12 PM – 1 PM (EST)
Webinar Agenda:
CPE: 1.0
This event has passed. Recording may be found in CE Manager. Important to note, there is no credit available for watching the recording.
Date/Time: October 31, 2024, 9 AM – 10 AM (EST)
Download Slide Deck: Slide Deck
Webinar Agenda:
CPE: 1.0
** Scott Buckley, International Tax Director, will be hosting an after-webinar discussion open to anyone. Copy the following TEAMS link into an outside browser at 10:15 AM to join: Click Here **
This event has passed. Recording may be found in CE Manager. Important to note, there is no credit available for watching the recording.
Date/Time: November 13, 2024, 12 PM – 1 PM (EST)
Link to Register: https://attendee.gotowebinar.com/register/2147652316190399324
CPE: 1.0
This event has passed. Recording may be found in CE Manager. Important to note, there is no credit available for watching the recording.
Date/Time: November 20, 2024, 12 PM – 1 PM (EST)
Link to Register: https://attendee.gotowebinar.com/register/3681280818535248221
Webinar Agenda:
CPE: 1.0
This event has passed. Recording may be found in CE Manager. Important to note, there is no credit available for watching the recording.
Date/Time: December 11, 2024, 12 PM – 1 PM (EST)
Link to Register: https://attendee.gotowebinar.com/register/8577365415091613782
Webinar Agenda:
CPE: 1.0
This event has passed. Recording may be found in CE Manager. Important to note, there is no credit available for watching the recording.
Date/Time: January 8, 2024, 12 PM – 1 PM (EST)
Link to Register: https://attendee.gotowebinar.com/register/1000642885606160981
CPE: 1.0
The New York Pass-Through Entity Tax (PTET) is an optional tax designed to help eligible partnerships and S corporations provide state tax relief to their owners by bypassing the federal limit on state and local tax (SALT) deductions. By electing into PTET, entities can deduct state taxes at the entity level, reducing taxable income passed onto owners while offering potential federal tax savings.
Date/Time: February, 5, 2025, 12 PM – 1 PM (EST)
Link to Register: https://attendee.gotowebinar.com/register/3447203593916176213
CPE: 1.0