GYF

2021 CPE DAY - TAX LEGISLATION UPDATE
2021-12-02 15:00 - 16:00 (America/New_York) | Webinar, PA, United States
Numerous pieces of tax legislation are currently working their way through Congress and are expected to be enacted by the end of 2021. Many of the anticipated changes could be substantial and far-reaching. This presentation will include updates on what to expect regarding increases in corporate, individual and capital gains tax rates; international taxation; tax treatment for partnerships; changes to estate and gift taxes; and the tax implications of the Infrastructure Bill.
Attendees can earn one hour of Tax CPE credit for this program, which will be presented live and will be available to view on-demand. There is no cost to attend, but registration is required.

Click here to register for multiple CPE Day programs.

2021 CPE DAY - PANDEMIC TAX RELIEF (PPP & ERC)
2021-11-18 16:00 - 17:00 | Webinar, PA, United States
This presentation will review two major federal COVID-relief programs, the Paycheck Protection Program (PPP), and the Employee Retention Credit (ERC). It is important to understand the details of each initiative and how they can be used together to maximize the available tax benefits.
Attendees can earn one hour of Tax CPE credit for this program, which will be presented live and will be available to view on-demand. There is no cost to attend, but registration is required.

Click here to register for multiple CPE Day programs.

2021 CPE DAY - DEFINED CONTRIBUTION PLAN STRATEGIES
2021-11-18 15:00 - 16:00 | Webinar, PA, United States
This presentation will discuss strategies and options for employers with defined contribution plans. Learn more about the triple stack match, sandwich safe harbor, and cross-tested features.
Attendees can earn one hour of “Other” CPE credit for this program, which will be presented live and will be available to view on-demand. There is no cost to attend, but registration is required.

Click here to register for multiple CPE Day programs.

2021 CPE DAY - TAKING YOUR TIME (ETHICS)
2021-11-11 16:00 - 17:00 | Webinar, PA, United States
It is a truism that we don’t have enough time to accomplish all that we need to do. If our time is limited, then the decisions about how we spend our time are ethical decisions. Making good, ethical choices often requires us to pause, reflect, consider many sides ‒ in short, to take our time. Dr. J. Leavitt Pearl Ph.D., director of The Atkins Center for Ethics at Carlow University, will cover how the ways that we use our time is an ethical decision, and how our ability to be ethical is affected by the ways we use our time.
Attendees can earn one hour of Ethics CPE credit for this program, which will be presented live and will be available to view on-demand. There is no cost to attend, but registration is required.

Click here to register for multiple CPE Day programs.

2021 CPE DAY - RPA IN AUDITING
2021-11-11 15:00 - 16:00 | Webinar, PA, United States
Auditors need to rethink methods and leverage newer technology to increase efficiency and effectiveness and improve the audit process. Robotic process automation (RPA) software interacts with other application software and is used to automate processes that are structured, rule based, and repetitive. Learn more in this webcast.
Attendees can earn one hour of A&A CPE credit for this program, which will be presented live and will be available to view on-demand. There is no cost to attend, but registration is required.

Click here to register for multiple CPE Day programs.

2021 CPE DAY - ESOPS IN 2021
2021-11-04 16:00 - 17:00 | Webinar, PA, United States
Employee Stock Ownership Plans (ESOPs) provide numerous benefits for many privately held companies, so, why aren’t more business owners taking advantage of this exit planning opportunity? This webinar gives business owners and their management teams an opportunity to learn more.
Attendees can earn one hour of “Other” CPE credit for this program, which will be presented live and will be available to view on-demand. There is no cost to attend, but registration is required.

Click here to register for multiple CPE Day programs.

2021 CPE DAY - A&A UPDATE
2021-11-04 15:00 - 16:00 | Webinar, PA, United States
This webinar will provide an overview of recent and upcoming changes to accounting standards and regulations. Attendees can earn one hour of A&A CPE credit for this program, which will be presented live and will be available to view on-demand. There is no cost to attend, but registration is required.

Click here to register for multiple CPE Day programs.

Exit Planning Institute (Pittsburgh Chapter)
2021-10-28 07:30 - 09:30 | Duquesne Club, 325 Sixth Avenue, Pittsburgh, PA, 15222, United States
Selling Your Business After the Pandemic
Attend this session to hear our panel of experts discuss how the M&A market has evolved over the last 18 months and what it takes to get a deal done in this new ever-changing environment. Small and middle-market businesses continue to be sold, and the market for good deals is as competitive as ever. Our experts will talk about what they look for in finding the right deal (both on the buy-side and the sell-side) and share their thoughts about how the pandemic has changed how a deal gets done.
Thursday, October 28, 2021 – 7:30-9:30 am
Registration and networking begins at 7:30. Panel discussion from 8:00-9:30.

Learning Objectives:

Understand how the pandemic has changed how deals get done.
Learn how COVID has impacted transition/succession plans for many senior-generation owners.
Find out what buyers are looking for when they look to purchase a business.
Understand how the pandemic has changed the due diligence that is required when a business is acquired.
Learn why a business owner should always have an exit plan in place.

About the Presenters
Learn from industry experts Matt Harnett, Partner at Tecum Capital Partners, John Lewis, Founding Member at Metz Lewis Brodman Must O’Keefe LLC, and George Pilafas, Managing Partner at Continuim Equity Partners, moderated by Don Johnston, Tax Partner at Grossman Yanak & Ford LLP.
CLICK HERE to register
CE Credits: One (1) PA CLE and CPE credit (pending approval)

ACG Pittsburgh - Sustainability Simplified
2021-10-20 12:00 - 14:00 | PA
Join GYF’s Jason Hardy as he and other panelists discuss Sustainability and ESG at this event presented by ACG Pittsburgh. Focused areas of discussion will include the social and market forces driving ESG, reporting and disclosure frameworks, and a roadmap you can follow to help your company’s strategies moving forward.
Wednesday, September 20, 2021 – 12:00pm – 2:00pm
For more information and to register, go to: ACG Pittsburgh 2021 October Program | ACG Pittsburgh

CLE Webcast
2021-10-07 08:30 - 10:30 | Webinar, PA, United States
ESOPs: Why Aren’t There More?
Employee Stock Ownership Plans (ESOPs) provide numerous benefits for many privately held companies, so, why aren’t more business owners taking advantage of this exit planning opportunity? A primary reason ESOPs are not more widely embraced is a lack of awareness about what they are, how they work and the process for setting one up. This webinar will give business owners and their advisors an opportunity to learn more.

GYF’s Business Valuation Services Group has over 30 years of experience serving ESOPs and their ownership groups. Our presenters will review:

ESOP basics
Advantages for owners and employees
Process for establishing an ESOP
Ongoing requirements

No Cost to Attend – 2 Hours CLE/CPE Credit
Please note that access to a computer/laptop is encouraged for full functionality to complete polling and evaluation required to attain credits

Exit Planning Institute (Pittsburgh Chapter)
2021-08-18 08:00 - 09:30 | Duquesne Club, 325 Sixth Avenue, Pittsburgh, PA, 15222, United States
Managing Change Is the Key to Growth

Change is something that either happens to us or happens because of us. As leaders we need to have change happen because of us and manage that change in order to build a significant business. We are going to dive into some strategies on how to manage change and thrive because of it in this session.
Learning Objectives:

Understand that leadership is managing change
Build a better change management mindset
Use these skills to build a better company to someday exit

About the Presenters
Learn from industry experts Chris Brodman, President at Metz Lewis Brodman Must O’Keefe, LLC., and Charles Gounaris, President at Charles Gounaris & Associates, LLC.

CLICK HERE to register

Business Exit/Succession Planning Panel
2021-06-03 10:00 - 12:00 | Webinar, PA, United States
GYF’s Melissa Bizyak will be part of the panel speaking at this virtual event presented by the Pittsburgh chapter of the Society of Financial Service Professionals. Click here for more details and registration link.

Not-for-Profit Webinar: Audit Considerations Related to Government Funding Including Single Audits
2021-05-26 11:30 - 12:30 | Webinar, PA, United States
The CARES Act and other 2020 legislation added billions of dollars in COVID-19 funding to existing federal programs and launched several large new programs that have impacted many not-for-profits. This funding is expected to add complexities to audits in the up coming year. This seminar will review some of the considerations related to the receipt of these funds, including potential single audit requirements.
We will also provide time for questions and answers from participants. If possible, please send questions in advance – link provided with registration details. Attendees will receive 1 hour of CPE credit. No cost to attend.

PittNUG Virtual Meeting – NetSuite User Group
2021-05-20 08:30 - 10:30 | PA
Please join us for our Pittsburgh Area NetSuite User Group Virtual Meeting.
Below are some of the topics we will discuss:

2021.1 Release Review/Discussion
NetSuite Centralized Purchasing & Billing
SuiteSolution Spotlight – Rebate Management
SuiteScript and Scripted Records
NetSuite Tips & Tricks and more

RSVP: Email contact@pittnug.org for the Zoom Meeting info

Exit Planning Institute (Pittsburgh Chapter)
2021-04-29 08:00 - 09:30 | Webinar, PA, United States
If Capital Gains Rates Go Up, What Will That Do to M&A… Enter the ESOP Transaction

While taxes are not the only driving factor when deciding to sell a business, it is a major topic when considering if an offer on the table will work for the shareholders. The current thinking is that 2021 should not have any sweeping tax changes, but 2022 should. If this holds true then there will be a pretty clear line in the sand in terms of when a deal must be closed by to receive favorable tax treatment for the owners. We will discuss the pros and cons to an ESOP in this environment and how to play 2021 and 2022-2024 if considering an exit in that time frame.
Learning Objectives:

How to handle 2021 and could an ESOP or Partial ESOP benefit your business
What to do if you fit into the 2022-2024 exit time frame with potentially higher capital gains rates
Understand that you may have had a misconceived notion of what selling to an ESOP actually looks like and how it can be a part of a hybrid exit

About the Presenters:
Learn from a panel discussion moderated by Melissa Bizyak, Valuation Services Group Partner at Grossman Yanak & Ford LLP. Participating industry experts include Brian Baum, Managing Director of Interchange Capital Partners, and Daniel Zugell, Senior Vice President of Business Transition Advisors | ESOP Advisory Group of Capstone Headwaters and Mark Nicklas of Nicklas Supply.
Meet the presenters

Free to attend this webinar – earn one hour of CPE/CLE credit (approval pending)

CLICK HERE to register

CLE Webinar: Valuation in the Current Environment – The COVID-19 Saga Continues
2021-03-25 08:30 - 10:30 | Webinar, PA, United States
Join us for a webinar where we will discuss the impact of the current economic environment on the value of closely held businesses as well as planning opportunities.
2 Hours CLE/CPE Credit
Please note that access to a computer/laptop is encouraged for full functionality to complete polling and evaluation required to attain credits.

Zoom Details will be provided upon registration.
No Cost to Attend

Second Draw PPP Loans and ERC Expansion Under the Consolidated Appropriations Act, 2021
2021-01-21 10:00 - 12:00 | Webinar, PA, United States
Back once more with the 4th installment of our PPP Loan series – Join us for another extended webinar where we will discuss the ERC expansion under the Consolidated Appropriations Act, 2021 and provide greater detail on the latest updates and rulings.
2 Hours CPE Credit
Please note that access to a computer/laptop is encouraged for full functionality to complete polling and evaluation required to attain credits.

Zoom Details will be provided upon registration.
No Cost to Attend

PPP Loan Forgiveness Webinar
2020-12-17 10:00 - 12:00 | Webinar, PA, United States
Back by popular demand! Join us for an extended webinar where we will discuss the PPP Loan Forgiveness calculation and application procedures in greater detail and provide updates and the latest rulings.
2 Hours CPE Credit
Please note that access to a computer/laptop is encouraged for full functionality to complete polling and evaluation required to attain credits.

Zoom Details will be provided upon registration.
No Cost to Attend

GYF Virtual CPE Day – Part 4
2020-12-03 15:00 - 17:00 | Webinar, PA, United States
The following topics will be covered in this two-hour webinar:

3:00-4:00 pm – Audit & Accounting Update, presented by Jeff Ford, Jason Hardy, and Andy Giallonardo, GYF Audit Services Group

4:00-5:00 pm – Fraud Prevention in a Dynamic Landscape, presented by Mark Wolstoncroft and Megan Troxell, GYF Audit Services Group

Attendees can earn two hours of audit CPE credit. Those who cannot complete both presentations will be issued single-session credits, based on participation in the interactive webinar. Zoom link will be provided upon registration.

No cost to attend
Contact Mary Lou at 412-338-9300 x247 or harrison@gyf.com if you have questions or need additional information.
Go to our Events Calendar to register for the other webinars in the series.

GYF Virtual CPE Day – Part 3
2020-11-19 15:00 - 17:00 | Webinar, PA, United States
The following topics will be covered in this two-hour webinar.

3:00-4:00 pm – Federal & State Tax Updates, presented by Don Johnston and Ryan Fronius, GYF Tax Services Group

4:00-5:00 pm – Non-traditional Tax Saving Strategies, Opportunities and Risks, presented by Shawn Firster, Michael Weber, and David Kerin, GYF Tax Services Group

Attendees can earn two hours tax CPE credit. Those who cannot complete both presentations will be issued single-session credits, based on participation in the interactive webinar. Zoom link will be provided upon registration.

No cost to attend
Contact Mary Lou at 412-338-9300 x247 or harrison@gyf.com if you have questions or need additional information.
Go to our Events Calendar to register for the other webinars in the series.

GYF Virtual CPE Day – Part 2
2020-11-12 15:00 - 17:00 | Webinar, PA, United States
The following topics will be covered in this two-hour webinar:

3:00-4:00 pm – Navigating Business Valuation in Times of Uncertainty, presented by Melissa Bizyak and Brad Matthews, GYF Business Valuation Group

4:00-5:00 pm – Update on the Paycheck Protection Program, presented by Bob Grossman and Mike Weber, GYF Tax Services Group

Attendees can earn one hour of tax and/or one hour of other CPE credit. Those who cannot complete both presentations will be issued single-session credits, based on participation in the interactive webinar. Zoom link will be provided upon registration.

No cost to attend
Contact Mary Lou at 412-338-9300 x247 or harrison@gyf.com if you have questions or need additional information.
Go to our Events Calendar to register for the other webinars in the series.

GYF Virtual CPE Day – Part 1
2020-11-05 15:00 - 17:00 | Webinar, PA, United States
The following topics will be covered in this two-hour webinar:

3:00-4:00 pm – ERP Implementation Risks and Pitfalls, presented by Jim O’Mara and Jordan Curry, GYF ERP Solutions Group

4:00-5:00 pm – Ethics and Artificial Intelligence, presented by Dr. Cynthia Busin Nicola, Carlow University

Attendees can earn one hour of ethics and/or one hour of other CPE credit. Those who cannot complete both presentations will be issued single-session credits, based on participation in the interactive webinar. Zoom link will be provided upon registration.

No cost to attend
Contact Mary Lou at 412-338-9300 x247 or harrison@gyf.com if you have questions or need additional information.
Go to our Events Calendar to register for the other webinars in the series.

Navigating Business Valuation During Times of Uncertainty
2020-10-22 08:30 - 10:30 | Webinar, PA, United States

BV Back2Basics Webinar Series: Estate/Gift Planning
2020-10-02 12:00 - 13:00 | Webinar, PA, United States
Join us for a 5-part webinar series that will refresh your knowledge on essential approaches to valuation. GYF presenters will also discuss the impact of the current economic environment. 1 hour CLE/CPE eligible
Grab your lunch and learn with us! Zoom details will be provided upon registration.

Limited Spots Available!

Go to our Events Calendar to register for the other webinars in the series.

BV Back2Basics Webinar Series: Valuation Discounts
2020-09-25 12:00 - 13:00 | Webinar, PA, United States

BV Back2Basics Webinar Series: The Cost/Asset Approach
2020-09-18 12:00 - 13:00 | Webinar, PA, United States

Not-for-Profit Webinar: Current Updates & Future Considerations
2020-09-17 08:30 - 10:30 | Webinar, PA, United States
Presenters will discuss a variety of topics and their impact on not-for-profit organization, including:

Update on PPP loans and other tax issues
Overview of Main Street Lending Program and other funding sources
Review of changes to revenue recognition standards

We will also provide time for questions and answers from participants. If possible, please send questions in advance – link provided with registration details.
Attendees will receive two hours of CPE credit. No cost to attend.

BV Back2Basics Webinar Series: The Income Approach
2020-09-11 12:00 - 13:00 | Webinar, PA, United States

BV Back2Basics Webinar Series: The Market Approach
2020-09-04 12:00 - 13:00 | Webinar, PA, United States
