June 7: Changing Tax Legislation in the Biden Budget: In late May, the president’s
budget is scheduled to be released. At that time the “Treasury Green Book,” a
detailed description of the tax proposals included in the budget, is also expected.
Eide Bailly’s tax legislation team, along with National Tax office specialists, will
examine this new information, explore the potential impact on individuals and
businesses, and discuss how it may influence future legislation.
June 21:Estate & Gift Tax Planning Changes – Action May Be Needed: Join us to hear
about the proposed “For the 99.5 Percent Act” and the anticipated infrastructure bill
in Congress. The new legislation could include changes to the current federal estate
and gift tax rules and address grandfathering provisions. Reviewing your estate
documents to determine what, if any, changes are needed due to the proposed
legislation is an important step.
June 22: 2021 Sales Tax Changes and Your Tech’s Role: Having the knowledge
of upcoming sales tax trends—including new rules, regulations, and available
technology solutions—can help your business find firmer footing in today’s shifting
compliance environment. Join us to discuss 2021 sales tax changes and how your
business’s technology can help you remain compliant and forward-looking.
June 23:Employee Benefit Plan Governance and Audit Matters: Your employee
benefit and retirement plan is an important part of your business. Staying up to
date with your fiduciary duties and responsibilities in an ever-changing regulatory
environment is not easy, and non-compliance comes with risk. We will discuss what
your fiduciary responsibilities are, identifying common errors and how to prevent
those errors and the AICPA’s new SAS 136 audit standard.
June 24: Quarterly Legislative Update: Join us for our quarterly tax legislative update
covering recent developments in proposed and enacted tax legislation. Staying up
to date on areas affecting your situation is important and can allow you to better
plan for changes that may be coming.
T I P S A N D T O O L S F O R C O N T I N U E D S U C C E S S
Webinars are FREE to attend and offer CPE credit.
For more information and to register, visit