Instructors Directory > WithumSmith+Brown, PC
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WithumSmith+Brown, PC
(732) 828-1614
www.withum.com

Withum is a forward-thinking, technology-driven advisory and accounting firm, committed to helping clients be more profitable, efficient and productive in the modern business landscape. With office locations in major cities and financial centers across the country, and as an independent member of HLB, the global advisory and accounting network, Withum serves businesses and individuals on a local-to-global scale. Our professionals provide the expert advice and innovation solutions you need to Be in a Position of StrengthSM in today’s fast-paced, tech-driven world.

Self-Study CPE

SOC 2 AUDITS: TOP 10 CONTROL FAILURES AND HOW TO AVOID THEM

TAX CUTS AND JOBS ACT: HOW SUNSETTING PROVISIONS AFFECT THE TAX LANDSCAPE

THOUGHT LEADERSHIP: HOW TO POSITION YOURSELF FOR SUCCESS

Archived Webinars

UPDATE ON BENEFICIAL OWNERSHIP INTEREST REPORTING
Recorded Date November 26, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Small Business Owner     
WITHHOLDING ON PAYMENTS TO FOREIGN PERSONS
Recorded Date September 30, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
INTERNATIONAL TAX PRIMER
Recorded Date September 9, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
CLEAN ENERGY CREDIT TACTICS: TRANSACTIONS, TAX IMPLICATIONS, AND MORE
Recorded Date July 31, 2024  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
NAVIGATING SOC 2 COMPLIANCE: PURPOSE, PROCESS, TIMELINE, AND COMMON PITFALLS
Recorded Date June 17, 2024  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Auditing  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
DEMYSTIFYING SOC 1 REPORTING: PROCESS, TIMELINE, AND COMMON PITFALLS
Recorded Date June 10, 2024  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Auditing  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
INTRODUCTION TO SOC REPORTING: TYPES, BENEFITS, AND USE CASES
Recorded Date June 3, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Auditing  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
DEFENDING CASH-INTENSIVE BUSINESSES FACING IRS SCRUTINY
Recorded Date January 19, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
2023 FEDERAL TAX UPDATE: A COMPREHENSIVE REVIEW FOR 2024
Recorded Date December 30, 2023  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, Enrolled Agent     
NAVIGATING FAMILY OFFICE COMPLEXITY: SOLUTIONS FOR TOMORROW'S WEALTH MANAGEMENT
Recorded Date December 11, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
THE BUSINESS CASE FOR ISO 27001
Recorded Date November 9, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Nonprofit Professional, Small Business Owner     
ISO 27001 AND MANAGEMENT SYSTEMS: BEYOND INFORMATION SECURITY CONTROLS
Recorded Date October 27, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Information Technology  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Nonprofit Professional, Small Business Owner     
INTRODUCTION TO ISO 27001 CERTIFICATION
Recorded Date October 20, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Information Technology  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
SECTION 174 RESEARCH & EXPERIMENTAL EXPENDITURES CAPITALIZATION: PART 2
Recorded Date May 9, 2023  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
SECTION 174 RESEARCH & EXPERIMENTAL EXPENDITURES CAPITALIZATION: PART 1
Recorded Date May 3, 2023  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
SOC REPORTING: WHAT ARE THEY AND WHY ARE THEY IMPORTANT?
Recorded Date April 28, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Information Technology  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner     
IRS AUDITS OF THE EMPLOYEE RETENTION CREDIT
Recorded Date April 28, 2023  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
SILICON VALLEY BANK: TAKEAWAYS TO APPLY TO YOUR CLIENT'S FINANCIAL STATEMENTS
Recorded Date April 26, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Auditing  Course Level Intermediate      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
HOW TO AVOID THE MOST COSTLY TAX RETURN PREPARATION MISTAKES
Recorded Date January 20, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
INTERNATIONAL TAX AND TRANSFER PRICING IN THE METAVERSE
Recorded Date November 8, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
INTRODUCTION TO INBOUND INTERNATIONAL TAX
Recorded Date August 24, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
RESEARCH & DEVELOPMENT (R&D) TAX CREDITS: AN OVERVIEW ON HUGE CASH SAVINGS
Recorded Date July 26, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
INTRODUCTION TO FOREIGN TAX CREDIT
Recorded Date June 8, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Small Business Owner     
APPLYING THE INFORMATION IN FORMS 10-K TO YOUR CLIENTS' FINANCIAL STATEMENTS
Recorded Date June 1, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Accounting  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
FEDERAL AND STATE TAX IMPLICATIONS OF PTET: UNPACKING STATE DIFFERENCES
Recorded Date May 25, 2022  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Intermediate      Who Should Attend Attorney, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other     
PEELING AWAY THE LAYERS OF A FINANCIAL STATEMENT TO PROVIDE ESSENTIAL ADVICE
Recorded Date May 24, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Accounting  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
FINANCIAL STATEMENT MYTHS
Recorded Date May 18, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Accounting  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
ESSENTIAL AUDITING FOR INDIVIDUAL GROWTH
Recorded Date May 12, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Auditing  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
SCHEDULES K-2 & K-3: WHAT YOU NEED TO KNOW TO PREPARE
Recorded Date March 14, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
REVIEWING INDIVIDUAL TAX RETURNS
Recorded Date December 14, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
MANAGING AND CONTROLLING A CALM TAX SEASON
Recorded Date December 9, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
ASSISTING CLIENTS WITH M&A TRANSACTIONS
Recorded Date December 8, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Finance  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
PANDEMIC FUELED PROSECUTIONS: WHITE-COLLAR CRIMINALS & REGULATORY ENFORCEMENT
Recorded Date December 3, 2021  Cost $22.50 Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
DOWN-AND-DIRTY BUSINESS VALUATIONS FOR CLIENT DISCUSSIONS OR GUIDANCE
Recorded Date November 18, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Finance  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
TAX REFORM BILL – HOW WILL IT IMPACT YOU?
Recorded Date November 15, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
SOC REPORTING: WHAT IS IT, AND WHO CAN BENEFIT?
Recorded Date July 22, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Information Technology  Course Level Overview      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
PRICING, BILLING, AND COLLECTING ACCOUNTING FEES
Recorded Date June 22, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
ADVISING CLIENTS ON THE 60 STEPS OF BUYING A BUSINESS
Recorded Date June 11, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Law  Course Level Advanced      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
ADVISING CLIENTS ON THE 48 STEPS OF SELLING THEIR BUSINESS
Recorded Date June 10, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Law  Course Level Advanced      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
INTRODUCTION TO BUSINESS VALUATIONS
Recorded Date June 1, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Finance  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
30 WAYS A CLIENT CAN TRANSFER OWNERSHIP TO A SUCCESSOR
Recorded Date May 20, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
REAL ESTATE TAX: TREATMENT OF DEPRECIATION, REPAIRS, AND MAINTENANCE
Recorded Date April 22, 2021  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other, Real Estate Professional     
UNPACKING THE LATEST STIMULUS PACKAGE
Recorded Date March 29, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
CORONAVIRUS-RELATED RETIREMENT ACCOUNT DISTRIBUTIONS: TAX IMPLICATIONS
Recorded Date March 22, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
EVERYTHING YOU NEED TO KNOW ABOUT THE EMPLOYEE RETENTION CREDIT IN 2021
Recorded Date February 12, 2021  Cost $22.50 Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
THE R&D TAX CREDIT: AN UNDERUTILIZED TAX ADVANTAGE
Recorded Date January 28, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
NEW STIMULUS CHECKS & 2020 TAX RETURNS: ANSWERS TO YOUR CLIENTS' QUESTIONS
Recorded Date January 26, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
HELPING A CLIENT ESTABLISH A CHARITY
Recorded Date January 14, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
HOW TO REVIEW A PROSPECTIVE CLIENT'S RETURN
Recorded Date December 29, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
GLOBAL TAX AND TRANSFER PRICING STRATEGIES
Recorded Date December 10, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
FEDERAL BUSINESS TAXES: FORMS 1065, 1120S, & 1120
Recorded Date December 9, 2020  Cost $22.50 Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Overview      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
REPRESENTING HIGH INCOME TAXPAYERS WHO FAIL TO FILE TAX RETURNS
Recorded Date December 2, 2020  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
WHAT AN ACCOUNTANT OR LAWYER SHOULD KNOW ABOUT SERVING AS A TRUSTEE
Recorded Date November 27, 2020  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Other     
TO BOT OR NOT TO BOT: THERE SHOULD BE NO QUESTION
Recorded Date November 16, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Accounting  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner     
TAX IMPACTS OF THE POTENTIAL AFFORDABLE CARE ACT REPEAL
Recorded Date November 11, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
ADVISING CLIENTS ON BUY-SELL AGREEMENTS
Recorded Date November 10, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Finance  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
8 WAYS TO VALUE THE SAME CLOSELY HELD BUSINESS
Recorded Date November 2, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Finance  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
2020 ELECTION TAX IMPLICATIONS
Recorded Date October 29, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
RECENT DEVELOPMENTS IN REAL ESTATE TAXATION
Recorded Date October 20, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Real Estate Professional     
TAX ISSUES AFFECTING PPP LOANS AND LOAN FORGIVENESS
Recorded Date September 3, 2020  Cost $22.50 Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
HOW DO THEY ALWAYS HEAR FIRST? LEARN HOW TAX PROS FIND THOSE INSIDER UPDATES
Recorded Date August 31, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
FOREIGN CORPORATIONS: HOW TO COMPLETE FORM 5471
Recorded Date August 19, 2020  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Intermediate      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
TAX STRATEGIES FOR CLIENTS WITH COLLECTIBLES
Recorded Date August 6, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
OVERVIEW OF BANKRUPTCY
Recorded Date July 31, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
HOW TO START AN ACCOUNTING PRACTICE
Recorded Date July 24, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
HOW TO GET STARTED PERFORMING FORENSIC INVESTIGATIONS
Recorded Date July 24, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
THE FORENSIC ACCOUNTANT: INTEGRAL ROLES IN WHITE COLLAR CRIMINAL DEFENSE
Recorded Date June 4, 2020  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Accounting  Course Level Intermediate      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
A DIFFERENT APPROACH TO UNDERSTANDING QBI
Recorded Date April 27, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
TECHNOLOGY ADOPTION: PROFIT MAKING DECISIONS AND COSTLY MISTAKES
Recorded Date April 21, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Information Technology  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
WORKING FROM HOME BEST PRACTICES DURING TIMES OF CRISIS: HOW OFFICE 365 CAN HELP
Recorded Date April 13, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other     
ACCESSING AND MAXIMIZING SBA AND STATE ASSISTANCE DURING COVID-19
Recorded Date April 9, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Law  Course Level Overview      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner     
NAVIGATING COVID-19 BUSINESS AND TAX ISSUES
Recorded Date April 1, 2020  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
HOW TO WRITE UP AN INVESTMENT ACCOUNT
Recorded Date March 18, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Accounting  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
GLOBAL TRANSFER PRICING STRATEGIES: MINIMIZING GLOBAL TAX & MANAGING CASH FLOW
Recorded Date March 13, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
SPEAKING TO CLIENTS ABOUT TRANSFER PRICING: IDENTIFYING RISKS & OPPORTUNITIES
Recorded Date March 5, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
HOW TO REVIEW A SET OF BOOKS BEFORE PREPARING A TAX RETURN
Recorded Date March 4, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Accounting  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
TOP 5 WAYS TO PROACTIVELY PREPARE FOR A TRANSFER PRICING AUDIT
Recorded Date February 21, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
FEDERAL TAX HOT TOPICS AND EMERGING ISSUES
Recorded Date December 17, 2019  Cost $15.00 Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Update      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
A&A UPDATE: WHAT'S NEW OTHER THAN REV REC AND LEASES?
Recorded Date December 10, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Accounting  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
WITHUM'S YEAR END SALES TAX TUNE UP
Recorded Date December 10, 2019  Cost Free Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes (Sales Tax)  Course Level Update      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
REVENUE RECOGNITION UPDATE: COUNTDOWN TO THE PRIVATE COMPANY EFFECTIVE DATE
Recorded Date November 4, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Accounting  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
NAVIGATING THE INTERSECTION OF CRYPTOCURRENCY AND TAX
Recorded Date November 1, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
HOW TO PREPARE FOR THE IRS'S NEW AUDIT STRATEGIES
Recorded Date September 26, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Intermediate      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
PEER REVIEW READINESS TUNE-UP
Recorded Date September 12, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Auditing  Course Level Intermediate      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
TAX CUTS AND JOBS ACT: GILTI UPDATE
Recorded Date July 24, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
BUILDING AND SCALING YOUR MARKETING TEAM
Recorded Date June 25, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other, Small Business Owner     
TAX CUTS AND JOB ACTS - INTERNATIONAL TAX PROVISIONS
Recorded Date June 10, 2019  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
OPTIMIZING TECHNOLOGY IN THE NOT-FOR-PROFIT INDUSTRY
Recorded Date April 3, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Auditing  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
TOP 8 MUST HAVES FOR YOUR OFFICE 365 INTRANET
Recorded Date February 14, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Information Technology  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other, Small Business Owner     
TAX REFORM INCENTIVES AND PENALTIES: A CLOSER LOOK AT GILTI
Recorded Date December 18, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
GROWING YOUR ACCOUNTING PRACTICE: MOVING TO THE NEW BUSINESS MODEL
Recorded Date June 21, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic     
THE CURRENT STATE OF TAX REFORM: SUMMER 2017 UPDATE
Recorded Date July 21, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
THE CURRENT STATE OF TAX REFORM: COMPARING TRUMP'S PLAN TO OTHERS IN THE GOP
Recorded Date March 6, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
2014 TAX FILING CHALLENGES CREATED BY THE AFFORDABLE CARE ACT
Recorded Date March 24, 2015  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
Linkedin
Bob Bamsey

WithumSmith+Brown, PC
CFO/Controller/Director of Finance/Director of Tax
bbamsey@withum.com

Professional Bio.

Linkedin
Andrea Fernandez

WithumSmith+Brown, PC
Manager, System and Assurance Advisory Services
afernandez@withum.com

Professional Bio.

Linkedin
Marina Gentile

WithumSmith+Brown, PC
Partner, Lead, Global Transfer Pricing Strategies
mgentile@withum.com
(212) 829-3244

Professional Bio.

Linkedin
Jessica Giresi, CPA/ABV, CFE

WithumSmith+Brown, PC
Leader, Forensics, Investigations, and White-Collar Criminal Defense
jgiresi@withum.com
(609) 498-5273

Professional Bio.

Daniel Mayo, JD, LLM

WithumSmith+Brown, PC
Partner and Lead, National Tax Services
dmayo@withum.com
(973) 532-8847

Professional Bio.

Linkedin
Kevin McNulty

WithumSmith+Brown, PC
Principal, Market Leader, R&D Tax Services
kmcnulty@withum.com
(212) 829-7636

Professional Bio.

Linkedin
Lynn Mucenski-Keck

WithumSmith+Brown, PC
National Lead, Federal Tax Policy at Withum
lmucenskikeck@withum.com
(585) 313-0146

Professional Bio.

Linkedin
Anurag Sharma

WithumSmith+Brown, PC
Partner, System & Organization Controls
asharma@withum.com
(609) 945-7985

Professional Bio.

Linkedin
Hal Terr

WithumSmith+Brown, PC
Estate and Tax Trust Partner
hterr@awithum.com
(732) 828-1614

Professional Bio.