Knowledge Center
Selected resources from our CPE/CLE presentations and other GYF programs are available for your reference.
Webinars
Slides and Recordings of Online Presentations
CPE Presentations
Handout Materials & Slides for Accounting Professionals
CLE Presentations
Handout Materials. & Slides for Legal Professionals
Publications
Articles, Reports, Tax Alerts & Other Published Materials
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Webinar Materials & Videos
PPP Webinar Series
- PPP Part IV – Second Draw PPP Loans & ERC Expansion under the CAA (Slides)
- PPP Part IV – Second Draw PPP Loans & ERC Expansion under the CAA (Video)
- PPP Part III – Loan Forgiveness Updates (Video)
- PPP Part III – Loan Forgiveness Updates (Slides)
- PPP Part II – Loan Forgiveness & Current Developments (Slides)
- PPP Part II – Loan Forgiveness & Current Developments (Sample Loan Application)
- PPP Part II – Loan Forgiveness & Current Developments (Q&A)
- Paycheck Protection Program – Forgiveness & Procedures (Slides)
Business Valuation Webinar Series
- ESOPs: Why Aren’t There More? (Recording)
- ESOPs: Why Aren’t There More? (Slides)
- Valuation in the Current Environment: The COVID-19 Saga Continues (Slides)
- Business Valuation in Times of Uncertainty (Slides)
- BV Back2Basics: Estate Planning (Slides)
- BV Back2Basics: Valuation Discounts (Slides)
- BV Back2Basics: Cost/Asset Approach (Slides)
- BV Back2Basics: Market Approach (Slides)
- BV Back2Basics: Income Approach (Slides)
Not-for-Profit Webinar Series
- Not-for-Profit Organizations: Audit Considerations Related to Government Funding Including Single Audits (Slides)
- Not-for-Profit Organizations: Audit Considerations Related to Government Funding Including Single Audits (Video)
- Not-for-Profit Organizations: Updates & Future Considerations (Slides)
- Not-for-Profit Organizations – Welcome to the Next Normal (Slides)
CPE Presentations & Resources for Accounting Professionals
CPE Slides
2021 Program
- 2021 GYF CPE Day – A&A Update (slides)
- 2021 GYF CPE Day – ESOPs in 2021 (slides)
- 2021 GYF CPE Day – RPA in Auditing (slides)
- 2021 GYF CPE Day – Ethics: Taking Your Time (slides)
- 2021 GYF CPE Day – Defined Contribution-Plan Strategies (slides)
- 2021 GYF CPE Day – Pandemic Tax Relief (slides)
2020 Program
- 2020 GYF CPE Day – Fraud Prevention (slides)
- 2020 GYF CPE Day – A&A Update (slides)
- 2020 GYF CPE Day – Tax Strategies (slides)
- 2020 GYF CPE Day – Tax Update (slides)
- 2020 GYF CPE Day – PPP Loan Forgiveness (slides)
- 2020 GYF CPE Day – Valuation in Uncertainty (slides)
- 2020 GYF CPE Day – Ethics & AI (slides)
- 2020 GYF CPE Day – ERP Implementation (slides)
CPE Recordings
- 2020 GYF CPE Day – Fraud Prevention (video)
- 2020 GYF CPE Day – A&A Update (video)
- 2020 GYF CPE Day – Tax Saving Strategies (video)
- 2020 GYF CPE Day – Tax Updates (video)
- 2020 GYF CPE Day – PPP Loan Forgiveness (video)
- 2020 GYF CPE Day – Valuation in Uncertainty (video)
- 2020 GYF CPE Day – Ethics & AI (video)
- 2020 GYF CPE Day – ERP Implementation (video)
CLE Presentations & Resources for Legal Professionals
CLE Materials
- CLE-Book Effective Use of Financial Experts
- CLE-Book Std of Value & Mkt Approach in Controversy
- CLE-Book Shareholder/Equity Owner Oppression
- CLE-Book Valuation After TCJA
- CLE-Book Tax Reform – Understanding the TCJA
- CLE-Book Buy/Sell Agreements
- CLE-Book Business Valuation Process
- CLE-Book Issues in Applying the Income Approach
- CLE-Book International Taxation
- CLE-Book Exit Planning
- CLE-book Non-Cash Compensation
- CLE-Book Law Firm Economics
- CLE-Book Corporate Divorce & Shareholder Disputes
- CLE-Book Planning in a Changing Tax Environment
- CLE-Book Standards and Levels of Value
- CLE-Book Income Approach to Valuation
- CLE-Book Valuing Intangible Assets
- CLE-Book Financial Statement Impact on Value
- CLE-Book Damages & Lost Profits
- CLE-Book Advising Tax Clients for 2013 & Beyond
- CLE-Book Using ESOPs for Exit Planning
- CLE-Book ESOPs & Buy/Sell Agreements
- CLE-Book Business Entity Selection & Structuring Transactions
- CLE-Book Marcellus Shale Issues
- CLE-Book S vs. C Corp Valuation Differences
- CLE-Book Market Approach to Valuation
- CLE-Book Fraud & Forensic Accounting
- CLE-Book FLPs for Estate Planning
- CLE-Book Quantification & Application of Valuation Discounts
- CLE-Book Cost/Asset Approach to Valuation
- CLE-Book Attorney’s Guide to Financial Statements
CLE Slides
- CLE-Slides Effective Use of Financial Experts
- CLE-Slides Std of Value & Mkt Approach in Controversy
- CLE-Slides Shareholder/Equity Owner Oppression
- CLE-Slides Valuation After the TCJA
- CLE-Slides Tax Reform – Understanding the TCJA
- CLE-Slides Buy/Sell Agreements
- CLE-Slides Business Valuation Process
- CLE-Slides Issues in Applying the Income Approach
- CLE-Slides International Taxation
- CLE-Slides Exit Planning
- CLE-Slides Non-Cash Compensation
- CLE-Slides Law Firm Economics
- CLE-Slides Corporate Divorce & Shareholder Disputes
- CLE-Slides Planning in a Changing Tax Environment
- CLE-Slides Standards and Levels of Value
- CLE-Slides Income Approach to Valuation
- CLE-Slides Valuing Intangible Assets
- CLE-Slides Financial Statement Impact on Value
- CLE-Slides Damages & Lost Profits
- CLE-Slides Advising Tax Clients for 2013 & Beyond
- CLE-Slides Using ESOPs for Exit Planning
- CLE-Slides ESOPs & Buy/Sell Agreements
- CLE-Slides Business Entity Selection & Structuring Transactions
- CLE-Slides Marcellus Shale Issues
- CLE-Slides S vs. C Corp Valuation Differences
- CLE-Slides Market Approach to Valuation
- CLE-Slides Fraud & Forensic Accounting
- CLE-Slides FLPs for Estate Planning
- CLE-Slides Quantification & Application of Valuation Discounts
- CLE-Slides Cost/Asset Approach to Valuation
- CLE-Slides Attorney’s Guide to Financial Statements
Publications
Published Articles
- Recent Court Cases Continue the “Tax Affecting” Controversy
- Enterprise Valuation After the TCJA
- The Tax Cuts & Jobs Act and ESOP Valuations
- Reasonable Compensation Job Aid
- Marketability, Liquidity and Controlling Equity Interest
- Proposed Sec 2704 Regs Work to Minimize Valuation Discounts – PTS Dec-2015
- Dissecting the IRS Job Aid S Corporation Tax-Affecting
- Heed GreatBanc Guidance on ESOP Valuations
- Discounts for Lack of Marketability and Fair Value
- Drilling Down to Arrive at Accurate Oil & Gas Property Valuations
