Category

Nonprofit

Jan 01
0

Unclaimed Property Requirements and Solutions – Free Webinar

By | Nonprofit, Nonprofit Enrichment Series, Training, Webinar | No Comments

Unclaimed propertyThursday, May 12, 2016 9:00 AM – 10:00 AM PDT

How to ensure compliance with unclaimed property state requirements and make the process less painful and cumbersome is key to this free webinar. Learn what constitutes “unclaimed property”, and the major changes to the Unclaimed Property Law that impacts all holders of unclaimed property. Receive an overview of the unclaimed property reporting process and some of the various techniques that auditors use to uncover unclaimed property. Understand the various types of property that may be claimed by the states as unclaimed property and learn various possible structuring techniques to reduce unclaimed property liabilities.

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Jan 01
0

HSA, CDHP, HDHP, PPACA: The Alphabet of Employee Benefit Packages – Free Webinar

By | Healthcare, Nonprofit, Training, Webinar | No Comments

Benefit packageFriday, Apr 22, 2016 9:00 AM – 10:00 AM PDT

The number of options related to employee benefit packages can be overwhelming. Non-Profit organizations are limited on the amount of money they can spend on employee benefit packages because of funding requirements. So how do non-profit organizations compete with other organizations in order to attract/retain good employees? Learn how your organization can “beef up” the benefit offering to employees without increasing costs to the organization by attending our free NP Enrichement Series webinar.

This webinar presented by Vicki Welter, CPA & Steve Pohlman, CPA

Steve Pohlman, Owner of Steven C. Pohlman, CPA is a CPA with a tax and consulting practice in Mercer Island with a history of helping people and businesses navigate through regulations and reporting requirements. He began his career in 1980 at Knight, Vale and Gregory, CPAs, working in the audit and reporting side of the business. After moving into the private world as the CFO of a trade association, he started his own business doing personal and business tax returns and helping small businesses with their accounting needs. Four years ago he added voluntary benefits to his suite of services to help employers attract and retain high quality employees.

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Jan 01
0

Have You Outgrown Your Current Software? – Free Webinar

By | Abila, MIP Fund Accounting, Nonprofit, Nonprofit Enrichment Series | No Comments

Have you outgrown your accounting software.Thursday, April 14, 2016 9:00 AM – 10:00 AM PDT

When processes become slow and inefficient and spreadsheets are overused with data being entered multiple times in multiple places, it becomes almost impossible to retrieve data in a timely fashion. You may have accounting software that is incapable of processing payroll or other functions effectively or grant or donor management systems that do not capture the data you need for reports. Or do you have lots of different tracking systems in place that do not talk to each other and data is captured in multiple areas? Sometimes, the software just does not “fit” the organization anymore. We will provide you with the tools to assess your situation and help you make a good decision, if you are ready for a change.

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Jan 01
0

Reconciling Payroll: Key Steps to Ensuring your 941’s, W2’s/W3’s, and Audit Schedules are Accurate – Free Webinar

By | Abila, MIP Fund Accounting, Nonprofit, Nonprofit Enrichment Series, Training | No Comments

Payroll-ReconciliationThursday, March 10, 2016 9:00 AM – 10:00 AM PST

During this valuable webinar, we will walk through the step-by-step process for W2’s to better understand how to complete the required year-end reports and to experience a more efficient and effective way to process them.  Knowing how we need to report at year end, will allow us to do quarterly reconciliations on payroll data that ensure accurate information reported at year-end to taxing authorities and employees.  We will also show you how to incorporate the quarterly reconciliation process into producing an audit schedule to cut-down on year-end tasks we need to perform. We will help educate you on topics that pertain to better more efficient 941 reporting, payroll reconciliations & year-end reporting.

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