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Multiple Dates Available
Nov. 13-14, 2024
Nov. 13-14, 2024
Dec. 11-12, 2024
Nov 5, 2024, 23:32 PM
Because cannabis is illegal federally, financial institutions face a dilemma when deciding to provide services to these state-legal businesses. Understanding the implications of working with a cannabis-related businesses is both challenging and necessary for anybody providing financial services.
Nov 4, 2024, 08:09 AM
Financial services professionals are increasingly being called upon to help clients achieve their charitable goals as part of their overall investment strategy. One area that can help accomplish these dual objectives is impact investing.
Oct 29, 2024, 23:34 PM
As firms face challenges in attracting and retaining employees, discussions about company culture have gained prominence in recent years. Culture looks different at different firms, of course, but those who successfully retain talent focus on cultivating a workplace where innovation is encouraged, collaboration thrives, and employees' mental and emotional well-being is prioritized.
An M&A success story is highly dependent on a well-planned transition and integration. This column includes critical items where consensus is needed before you embark on your fairy tale enterprise.
A failure to file foreign informational forms with complete and accurate information can subject a taxpayer to monetary penalties. Thus, U.S. taxpayers with offshore investments or business interests can easily find themselves inadvertently in noncompliance with reporting requirements and risk financial penalties or a criminal investigation.
In this issue: Shapiro Signs Bill to Improve Pa. Tax Disputes; Philadelphia’s Tax Prep Transparency Mandate; Pennsylvania Accountancy Board Nomination; and more.
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