Events, Webinars & Webcasts

Explore essential QuickBooks Online (QBO) features designed to enhance your accounting workflow. Whether you're a beginner or an experienced user, this event will benefit you!

What You'll Learn:

• ‍Two-Factor Authentication Setup: Learn how to secure your QuickBooks Online account and protect sensitive data with multi-layer security.‍
• Hot Key Shortcuts: Discover time-saving keyboard shortcuts to navigate and manage your QBO tasks more efficiently.‍
• Bank Feeds: Learn how to import bank transactions for banks that don't support direct integration.‍
• Reporting: Get tips on generating, customizing, and analyzing reports to gain insights into your business finances.‍
• Recurring Transactions: Simplify your accounting by automating repetitive transactions for improved accuracy and time savings.‍
• QBO AI Intuit Assist: Unlock the power of artificial intelligence in QuickBooks Online and learn how Intuit Assist can help simplify bill entry and customer collections.

Reserve Your Spot Today!

Don't miss out on this opportunity to unlock new capabilities in QuickBooks Online and take your business accounting to the next level. Watch Now

As we move beyond the 2024 election and approach the significant sunset of the Tax Cuts and Jobs Act (TCJA) in 2025, how will you navigate the evolving tax landscape effectively?

Join Porte Brown's webcast, "Tax Policy Insights Post-Election," on Tuesday, November 19th from 2pm - 3pm. Mark Gallegos, CPA, MST, Partner at Porte Brown LLC, will examine the implications of the 2024 Presidential Election on tax policy.

Mark will provide a thorough overview of potential tax reforms, upcoming fiscal challenges, and their impact on both individual and business taxpayers. This webcast aims to equip you with the necessary knowledge needed to navigate the evolving tax landscape effectively. Watch Now

This webinar explores the transformative potential of cryptocurrencies for nonprofit organizations. We’ll delve into the basics of cryptocurrency, its benefits, and how it can be used to accept donations. Learn how to navigate the crypto landscape, understand blockchain technology, and discover how your nonprofit can leverage this digital currency to expand your donor base and drive your mission forward. Ideal for nonprofits looking to innovate their fundraising strategies in the digital age. Watch Now

Join Porte Brown's webcast, "Nonprofits in the New Age: Embracing Cryptocurrency Donations," on Tuesday, October 22 from 2pm - 3pm. Porte Brown's Megan Angle, Partner, CPA, and Beau Buchanan, CPA, will explore how your nonprofit can use cryptocurrencies to broaden your donor base and advance your mission.

Uncover the innovative ways nonprofits are harnessing the power of cryptocurrencies for donations.

Tax policy can have significant economic implications and is often a key driver of decision-making for both businesses and individual taxpayers. An understanding of tax policy is critical to navigating uncertainty and planning for changes in the tax landscape.

Join Porte Brown's webcast, "Taxes and the 2024 Election," on Tuesday, October 8th from 2pm - 3pm. As the 2024 election approaches, Mark Gallegos, CPA, MST, Partner at Porte Brown LLC, will provide detailed insight on the tax policies at stake and their potential impact.

Gain valuable perspectives on how to stay ahead and prepare for possible shifts in tax planning strategies based on election outcomes. Watch Now

The SECURE 2.0 Act includes a number of tax credits to help small businesses establish and maintain retirement plans. These credits are designed to make it easier and more affordable for small businesses to offer retirement plans to their employees, ultimately helping more workers save for retirement.

Join Porte Brown's webcast, "SECURE 2.0 Retirement Credits," on Wed., Sept. 18. Porte Brown's Nino Bondi, Partner, CPA, will dive into the following credits that are available for employers:

• Startup Costs
• Automatic enrollment
• Employer contribution

Don't miss this chance to learn how these valuable tax credits can benefit your business. Sign up now to secure your spot! Watch Now

Join us for an insightful webinar that explores the evolving landscape of QuickBooks solutions. In this session, we'll delve into the future of QuickBooks Desktop, examining its role and relevance as technology advances. We’ll also address and debunk common myths surrounding QuickBooks Online, clarifying misconceptions and revealing the true benefits.  

Join Porte Brown's webcast, "The Future of QuickBooks Desktop & Debunking QuickBooks Online Myths," on Tuesday, August 20. Porte Brown’s guest speaker, Kyle Scott, Partner Development Manager from Intuit, along with Porte Brown’s Jorge Rinconeno, will share expert insights and provide valuable perspectives on the future of QuickBooks.

Whether you’re a longtime user of QuickBooks Desktop or considering a shift to QuickBooks Online, this webinar will provide valuable information to help you make informed decisions about your accounting tools. ‍

Don’t miss out on this opportunity to stay ahead of the curve and optimize your accounting practices for the future! Watch Now

On January 1, 2024, the Paid Leave for All Workers Act will take effect, requiring nearly all covered Illinois employers to provide their employees, including domestic workers, paid leave for any reason without the requirement of providing documentation to their employer.

Join Porte Brown's webcast, "Illinois Paid Leave for All Workers Act," on Tuesday, November 28, 2023, 2:00 PM - 3:00 PM. Porte Brown’s guest speakers from Kelleher + Holland, LLC, Andrew Boling and Madeline Kelleher, along with Porte Brown’s Tax Partner, Mark Gallegos, will be addressing what this new law means for you as an employer, requirements and exemptions to the new law, and how to ensure compliance. Watch Now

In today's data-driven world, harnessing the power of data analytics has become crucial for organizations across all sectors, including nonprofit organizations. Join us for an engaging and informative webinar as we delve into the realm of data analytics and explore its immense potential in driving impact and success for nonprofit organizations.

During this webinar, we will guide you through the fundamentals of data analytics specifically tailored for the nonprofit sector. We will demystify the process of becoming a data-driven organization and examples of solutions to provide meaningful insights from your organization’s data.

Key topics to be covered:

• Understanding what it means to be a data-driven nonprofit
• Key steps towards data analytics maturity
• Examples of nonprofit data analytics solutions

Whether you are just starting your data analytics journey or seeking to enhance your existing capabilities, this webinar will provide you with the knowledge, tools, and inspiration to leverage data analytics effectively in your nonprofit organization. Join us and embark on a transformative path towards data-driven success!

Register now and secure your spot for this must-attend webinar. Together, let's unlock the power of data analytics and drive positive change for your nonprofit organization and the communities you serve. Watch Now

To encourage taxpayers to save for retirement, and incentivize employers to offer savings opportunities to employees, the “Securing a Strong Retirement Act,” dubbed the “SECURE Act 2.0,” passed Congress as part of the year-end omnibus spending bill in 2022.

Join Porte Brown’s Nino Bondi, CPA, senior manager, on February 22, 2023, at 2:00 PM (CST) as he reviews the main points of the SECURE Act 2.0 and how it will affect retirement plans for small businesses. Nino will also look at the future withdrawal requirements for taxpayers from their retirement plans. Watch Now

Porte Brown Accountants & Advisors is presenting an economic forecast webcast, "Investing Opportunities in a Volatile Market," on Thursday, December 8, 2022, at 10:00 am.

Porte Brown Tax Partner, Mark Gallegos, will be moderating the webcast with guest speakers from Porte Brown Wealth Management*. Porte Brown Wealth Management partners, Ronald Manso, CFP®, and Abe Chidalek, CFP®, will be examining the midterm election results and the impact on the economy, the latest insights into inflation fluctuations, the dangers of risky investments, and the onset of a recession.

Plus, attendees will have the opportunity to pose questions directly to the speakers during the Q&A section. You won’t want to miss this webcast! Watch Now

*Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.

As 2022 ends, business owners and individuals are seeking guidance to maximize tax savings and how best to prepare for the year ahead. Minimizing taxes is never easy, but in times of constant changing tax legislation and economic uncertainty, there are even more unknowns to consider with year-end tax planning. This is especially critical for high-income taxpayers who are subject to higher tax rates and certain additional taxes, and who are impacted by tax-break phaseouts.

Register today for the Porte Brown webcast, "Tax Law Changes and Year End Planning Tips That Can Help You," on Tuesday, October 25, 2022 (2:00pm - 3:00pm CDT). Tax Partner, Mark Gallegos, and Tax Manager, Rachel VonDrasek, will be covering tax law changes, tax planning tips, and much more. There will also be a Q&A section incorporated into the webcast. Watch Now

Over the last 24 months, the healthcare insurance marketplace has experienced intense volatility. This inflationary state has been especially difficult to navigate for the Nonprofit employer community.

Do you ever wonder about...

1. What are the reasons behind such an inflated marketplace?
2. What solutions are available to Nonprofit employers to better manage their healthcare spend and insurance rates?
3. What does the future hold for the healthcare marketplace in terms of trends and continued volatility?

If you answered “Yes,” then you need to join Porte Brown as we partner with USI Insurance Services for this very informative webcast about, “Navigating an Inflated Healthcare Marketplace for Nonprofits,” on Thursday, September 15, 2022, at 2:00 PM CDT.

Sam Odishoo, the Nonprofit Consulting Practice Leader for USI Insurance Services, will be leading the discussion with Porte Brown partner, Megan Angle, and sharing ideas that have generated successful outcomes for his Nonprofit employer clients. Watch Now

Recently in Washington State, after a sales tax law change, a NFP was audited and it was determined that some of their activities were subject to sales tax… And the resulting penalties, fines, and fees nearly bankrupted the organization.

Join Porte Brown partner, Megan Angle, and Porte Brown manager, Ashley Trabaris, on July 28, 2022 at 10:00am for a live webcast covering, "Illinois Sales Tax Considerations for Not-for-Profit Organizations."

In this webcast, Megan & Ashley will dive into sales tax considerations for NFP organizations in Illinois to help keep them informed and ensure that they aren't caught unaware of potential noncompliance. They will start by digging into Illinois' new regulation that was released clarifying requirements related to tax exempt purchases. Then they will transition to when NFPs need to be collecting and remitting sales tax in Illinois, and important considerations to be aware of. Watch Now

Join Porte Brown manager, Ashley Trabaris, for this new on-demand video webcast, "Remote Worker Nexus and Illinois State Updates." Ashley reviews the various tax and payroll implications for employers who have employees who work out of state. She also touches on Illinois-specific sales tax changes that are coming later this summer, including a sales tax holiday, grocery tax changes, motor fuel tax adjustments and the new vehicle trade-in cap. Watch Now

Is the financial reporting section of your board meeting struggling? The financial reporting section can be a struggle for many boards as well as the management team who supports the board meetings. So if you answered "Yes," you are not alone and definitely don't want to miss this webcast.

Join Porte Brown, as we partner with USI Insurance Services, for the webcast, "Reporting to Your Board and Key KPIs for Not-for-Profit Entities," on Thursday, March 24, 2022, 2:00 PM CDT.

Porte Brown partner, Megan Angle, will be covering current updates on the horizon for nonprofits of which the board should be aware. In addition, she will discuss how to utilize Key Performance Indicators to keep your board members engaged and informed. This can help engage board members in their fiscal oversight while focusing their attention on areas of significance and importance for the organization. Watch Now

You may think that your organization isn't on the radar of those launching cyber-attacks; unfortunately, nonprofits may have fewer cybersecurity measures in place and perceived access to large funds which can make them a significant target for attackers.

Join Porte Brown on Thursday, January 27, 2022, at 2:00 PM (CST) for this must see webcast on, "Cybersecurity: What All Nonprofits Need to Know." The webinar will feature Ntiva's director, Terry Kruger, and Porte Brown partner, Megan Angle.

Topics that will be covered include:

• Break down of the recent cyber attacks
• Steps of an attack and walking through how a "Hacker" attacks
• How you can protect your organization

Porte Brown partners with Ntiva, a Managed Service Provider. Together, we can better support growing cybersecurity needs, and offer a full suite of cybersecurity solutions that can help you keep your data protected and secure. Watch Now

President Biden and the Democratic Party are working on legislative proposals for impending tax changes to be incorporated in the budget reconciliation bill known as the "Build America Back Better" act. The proposal would raise tax rates for corporations and individuals and make many other changes to the Internal Revenue Code.

Join Porte Brown LLC Tax Partner, Mark Gallegos, for this webcast on Thursday, December 2, 2021, at 2:00 PM (CST) as he dives into what these proposals look like for you and your business, where the tax legislation is currently at, and where this is going. Watch Now

We invite you to join the webcast on November 18, 2021 as Porte Brown LLC and Rothman Law Group team up to address the "Estate planning – Unboxing the Jargon with Tried-and-True Techniques."

The more things change the more they stay the same. In light of estate tax uncertainty, tried and true estate planning techniques are more important than ever. Join Burt Binenfeld of the Rothman Law Group and Dan Karnatz of Porte Brown, LLC, as they review estate planning basics and strategies in a shifting estate tax environment. Watch Now

Of all the malware threats in the world, ransomware remains the number-one choice of cybercriminals. And it’s a growing threat. Cybercrime Magazine estimates that malware attacks will occur at a rate of one every 11 seconds in 2021. Will your business be one of them? Not if you can help it. And you can…with the right information.

Join Porte Brown on Thursday, October 14, 2021, for our quarterly cybersecurity webinar, "Is Your Business Ready for a Ransomware Attack?" This webinar is part of Porte Brown’s Cybersecurity Services "Fireside Chat" quarterly webinar series.

The webinar will feature Ntiva Senior Director of Security, Dr. Jerry Craig, and Porte Brown cybersecurity services team leader and partner, Gabe Grzeskiewicz. Topics that will be covered include:

• Review of the recent cyber attacks
• Break down of the recent cyber attacks
• Steps of an attack and walking through how a "Hacker" attacks
• How you as a business owner can protect your business

Porte Brown partners with Ntiva, a Managed Service Provider. Together, we can better support growing cybersecurity needs, and offer a full suite of cybersecurity solutions that can help you keep your data protected and secure. Watch Now

Did you know that there are 15 times more businesses coming on the market than any time in history... and historically only about 20% of businesses transfer successfully?

At Porte Brown we have seen a substantial increase in questions and activity surrounding this complex subject, and we realize owners are looking for help and expertise in planning for their future. Let’s face it, this type of important, long-term business planning can feel stressful and overwhelming. Where do you begin? Are you doing the right things to maximize value? There are many questions depending on your specific circumstances, but getting started and having a solid plan is key. The goal of this complimentary webinar is to help outline the process, timeline, and necessary steps for an effective exit plan. The webinar format will include an educational overview followed by Q&A. The identity of attendees will remain anonymous at all times. Watch Now

The House Ways and Means Committee recently released legislative text for proposed tax changes to be incorporated in the budget reconciliation bill known as the "Build America Back Better" act. The proposal would raise tax rates for corporations and individuals and make many other changes to the Internal Revenue Code.

Join Porte Brown's tax partner, Mark Gallegos, on Thursday, September 23, 2021 at 2:00 PM (CDT) as he dives into what these proposals look like for you and your business, where the tax legislation is at, and where this is going. Watch Now

Join Porte Brown on Thurs., July 22, 2021, for our quarterly cybersecurity webinar, "Compliance & Certificates are for Everybody - How Compliance Certificates Help You Establish the Building Blocks of Cybersecurity." This webinar is part of Porte Brown’s Cybersecurity Services "Fireside Chat" quarterly webinar series. Porte Brown partners with Ntiva, a Managed Service Provider. Together, we can better support growing cybersecurity needs, and offer a full suite of cybersecurity solutions that can help you keep your data protected and secure.

The webinar series will feature Ntiva’s chief strategy & chief information security officer, Brian Brammeier, and Porte Brown’s Cybersecurity Services team leader and partner, Gabe Grzeskiewicz. Watch Now

Over the course of his presidential campaign and through the first several months of his presidency, President Biden has publicly announced potential individual and business income tax changes. Although the proposals contained in the American Families Plan, the Made in America Tax Plan, and the American Jobs Plan have not been passed, many are wondering how these proposals would impact businesses and individuals if enacted. Join Porte Brown Tax Partner, Mark Gallegos, on Thursday, July 8, 2021, at 2:00pm (CDT), as he provides attendees with a detailed overview of the Biden Tax Proposals and answer some commonly asked questions we have received from clients.  He will cover the following areas:

• Individual Tax Increases
• Corporate Tax Increases
• Capital Gains Tax
• Estate Tax
• Gross Income Thresholds

Watch Now

Join Porte Brown on Tuesday, June 29, 2021, for our next Elevate365 webinar, "CFO/Controller Advisory Services - Optimizing Your Business." This webinar is part of the Elevate365 Outsourced Accounting & Advisory Services monthly webinar series. Porte Brown manager, Steve Rackl, will discuss ways you can "Optimize Your Business" by strategically aligning your business with a CFO and/or Controller. The following topics will be discussed:

• The roles & responsibilities of a CFO and Controller
• The importance of having a CFO and/or Controller
• When do you need a CFO and/or Controller
• Optimizing your CFO and/or Controller
• Replacing your CFO and/or Controller
• And much more...

Watch Now

Join Porte Brown Partners, Mark Gallegos and Megan Angle, as they break down and discuss the latest COVID relief packages, the American Rescue Plan Act of 2021 and how it will affect you.  

Mark and Megan will also get into the latest changes and guidance on the Paycheck Protection Program (PPP) regarding Second Round Loans and Forgiveness, and the Employee Retention Credit and why it’s a hot topic. And will look at these key important developments and discuss how you can navigate and tax advantage of them as well as look ahead to the potential tax changes coming down the road. Watch Now

Join Porte Brown on Tuesday, April 20, 2021, for our next Elevate365 webinar, "The Benefits of Outsourcing with Elevate365." This webinar is part of the Elevate365 Outsourced Accounting & Advisory Services monthly webinar series. Do you question if you are effectively running your business or if your business is running you? In this webinar, Porte Brown manager, Danielle Martin, CPA, will explore the question in addition to the following topics:

• What are Porte Brown’s Elevate365 Outsourced Accounting & Advisory Services
• How Elevate365 can benefit your business
• What our customized accounting packages include
• How financial trends affect your business' trajectory
• And more…

Watch Now

Join Porte Brown Partners Mark Gallegos and Megan Angle as they break down and discuss the latest COVID relief package, the American Rescue Plan Act of 2021, and how it will affect you.

They will also address the latest changes and guidance on the Paycheck Protection Program (PPP) regarding Second Round Loans and Forgiveness. They will look at these key important developments and discuss how you can navigate and take advantage of them. Watch Now

Join Porte Brown on Tuesday, March 16, 2021, for our next Elevate365 webinar, "Bill.com Makes It Simple to Connect and Do Business." This webinar is part of the Elevate365 Outsourced Accounting & Advisory Services monthly webinar series. Porte Brown partners with Bill.com, the intelligent business payments platform, to manage the complexities of your bill payment needs. Together, we leverage leading security standards balanced with your preferred level of control and involvement in the bill pay process.

Topics to be discussed:

• Why Bill.com?
• Challenges and Risks of Manual Bill Pay Process
• Simplifying Your Payments in Four Easy Steps

The presenters of this webinar are Bill.com strategic account manager, Mary Sheridan, and Porte Brown manager, Danielle Martin. Watch Now

Join Porte Brown on Wed., March 10, 2021, for our quarterly cybersecurity webinar, "Welcome to the Frontlines of Security." This webinar is part of Porte Brown’s Cybersecurity Services "Fireside Chat" quarterly webinar series. Porte Brown partners with Ntiva, a Managed Service Provider. Together, we can better support growing cybersecurity needs, and offer a full suite of cybersecurity solutions that can help you keep your data protected and secure.

Topics to be discussed in this webinar include:

• Security, the New Standard of Care
• Why You (SMBs) are Being Targeted
• Why Security is Perceived as Being Anti-Productive
• Hard Money vs. Soft Money
• Your Future Time is Also at Risk
• Current Events

The webinar series will feature Ntiva’s chief strategy & chief information security officer, Brian Brammeier, and Porte Brown’s Cybersecurity Services team leader and partner, Gabe Grzeskiewicz. Watch Now

Join Porte Brown on Thursday, February 25, 2021, for our next ExitSmarts webinar, "Maximize & Protect Business Value - Key Employee Incentive." This webinar is a continuation of the ExitSmarts: Exit Planning for Main Street Businesses series. Topics discussed include:

 • Employee incentive plans that:

1. Motivate employees
2. Align employee incentives with owner goals
3. Vesting plans to “handcuff” employees to stay beyond the sale

 • Stock and Cash plans

 • Owner deferred compensation as part of sale

If you haven't already, please complete your Exit Ready Assessment now. Watch Now

Join Porte Brown on Tuesday, February 16, 2021 for our next Elevate365 webinar, "Leveling Up Your Business with Dashboards." This webinar is part of the Elevate365 Outsourced Accounting & Advisory Services monthly webinar series.

Explore financial dashboards and learn how companies are using dashboards and key performance indicators to gain valuable insights into the business and in making real-time, strategic decisions. Learn how Porte Brown can help you transform your business and improve your financial management with a customized dashboard solution. The presenter of this webinar is Porte Brown senior accountant, Jorge Rinconeno. Facilitating the webinar is Porte Brown manager, Danielle Martin. Watch Now

Join Porte Brown on Thurs., Feb. 4th, for our next Paycheck Protection Program webinar, "PPP Round 2 - What Does It Mean for Your Business." At the end of 2020, President Trump signed the Consolidated Appropriations Act of 2021 (the “Act”) into law. The Act provides $900 billion in COVID-19-related stimulus and relief to individuals and businesses struggling from the economic challenges of the COVID-19 pandemic. The Act allowed for a second round of PPP loans along with some changes for round one borrowers.

Porte Brown's partners, Mark Gallegos and Megan Angle, will cover the following items:

• What’s new in PPP Round 2: Eligibility, loan amount, covered expenses, etc.
• How to prepare for first and second-draw PPP loans
• Considerations for using both PPP & ERC programs for payroll

Please feel free to send the registration link to anyone who has concerns about their PPP loan. Watch Now

Join Porte Brown on Thursday, January 28th for our next ExitSmarts webinar, "Value Driver Implementation." This webinar is a continuation of the ExitSmarts: Exit Planning for Main Street Businesses series and will cover the following:

• Learn about a way to operate your business that locks in the Value Drivers we have discussed in past webinars
• Receive takeaway tools that can help you address Value Driver Implementation immediately
• Learn about working with an outside Advisor or self-implementation

If you haven't already, please complete your Exit Ready Assessment now. Watch Now

We invite you to join the webcast on January 27 as Porte Brown LLC and Kelleher + Holland, LLC team up to address the "Timeliness of Estate Planning in 2021: Blue Wave Tax Planning Opportunities." We're in a new year and with the new year, we set resolutions. Some of these might be to carry out estate planning that has been long put off. The "Blue Wave" has created the reality of an imminent income and estate tax overhaul. Watch Now

Join Porte Brown on Tuesday, January 19, 2021 for our Elevate365 webinar, "Moving Up With QuickBooks Online." This webinar is part of the Elevate365 Outsourced Accounting & Advisory Services monthly webinar series. The webinar will touch on the benefits of "Moving up with QuickBooks Online." Learn how QuickBooks Online can help you save time and increase your bottom line by leveraging operational efficiencies and improving financial performance. The presenters are Porte Brown supervisors and QuickBooks Pro-Advisors, Anita Camara and Sean Tews. Facilitating the webinar is Porte Brown manager, Danielle Martin. Watch Now

Join Porte Brown on Dec. 22nd for our next PPP webinar, "Stimulus Bill, Paycheck Protection Program and Taxes." This webinar is highly recommended for any business that received the PPP loan - especially since congressional lawmakers appear to be nearing a deal to combine an appropriations bill extending government funding with a COVID-19 relief package. Porte Brown's senior managers, Mark Gallegos and Megan Angle, will cover the following items:

• What is in the New Stimulus Bill?
• PPP Loan Forgiveness and Expense Deductibility
• PPP 2.0?
• Tax Extenders
• And More...

Please feel free to send the registration link to anyone who has concerns about their PPP loan. Watch Now

Join Porte Brown on Thurs., Dec. 17th for our next ExitSmarts webinar, "Maximize & Protect Business Value - Business Value Drivers." This webinar is a continuation of the ExitSmarts: Exit Planning for Main Street Businesses series and will cover the following:

• Deep Dive on Value Drivers
• Contingency Planning
• Minimizing Tax

If you haven't already, please complete your Exit Ready Assessment now. Watch Now

Join us on Thurs., Nov. 19th for our next ExitSmarts webinar, "Exit Finances and Buyer Types." This webinar is a continuation of the ExitSmarts: Exit Planning for Main Street Businesses series and will cover the following:

• Deep Dive on Foundational Objectives – Financial
• Business Valuation
• Deal Financing
• Buyer Types

If you haven't already, please complete your Exit Ready Assessment now. Watch Now

Join Porte Brown on Thursday, November 12th for our next Paycheck Protection Program webinar, "PPP Loan Forgiveness Updates & Developments," from 10:00 am - 11:00 am.

• New SBA Form 3508S
• Qualified Expenditures Exceeding a PPP Loan Amount
• Change of Control Rules and M&A
• Loan Necessity Questionnaire
• And Much More...

Please feel free to send the registration link to anyone who has concerns about their PPP loan. Watch Now

In the next entry of the Porte Brown ExitSmarts webinar series we will be discussing the following topics:

• 6 Paths to a Business Exit
• Exit Plan Fundamentals
• Foundational Owner Objectives – When, How Much, To Whom
• Major Focus: Tools to Get Started Now

If you haven't already, please complete your Exit Ready Assessment now. Watch Now

Today's marketplace is experiencing the largest transition of business ownership in history. In fact, at Porte Brown we have seen a substantial increase in questions and activity surrounding this complex subject and we realize owners are looking for help and expertise in planning for their future. With this in mind, we are happy to announce our new monthly webinar series, “ExitSmarts: Exit Planning for Main Street Businesses." Let’s face it, this type of important, long-term business planning can feel stressful and overwhelming. Where do you begin? Are you doing the right things to maximize value? There many questions depending on your specific circumstances, but getting started and having a solid plan is key. The goal of this... Watch Now

We invite you to join the webcast on October 21, 2020, as Porte Brown addresses "Guide to Investing in an Election Year - How to Survive the Uncertainty and Invest with Confidence." Presidential elections can be divisive and unsettling. At times, the fate of the world seems to hang in the balance. But when it comes to investing, do elections really matter all that much?

Join Porte Brown's guest speaker, Abe Chidalek, wealth management advisor from Porte Brown Wealth Management, as he addresses top advisor questions about investing in an election year. Watch Now

Porte Brown cordially invites you to the much anticipated webinar, "Paycheck Protection Program Loan Updates & Navigating the Loan Forgiveness Process" on October 8, 2020 at 2:00pm (CDT). Porte Brown's managers, Mark Gallegos and Megan Angle, will discuss the latest Paycheck Protection Program (PPP) updates; where the loan forgiveness currently stands; and what has changed with the loan forgiveness process. In addition, Mark and Megan will address legislative updates, taxability, and what you need to know for 2020 year-end tax planning. Watch Now

Today's marketplace is experiencing the largest transition of business ownership in history. In fact, at Porte Brown we have seen a substantial increase in questions and activity surrounding this complex subject and we realize owners are looking for help and expertise in planning for their future. With this in mind, we are happy to announce our new monthly webinar series, “ExitSmarts: Exit Planning for Main Street Businesses." Let’s face it, this type of important, long-term business planning can feel stressful and overwhelming. Where do you begin? Are you doing the right things to maximize value? There many questions depending on your specific circumstances, but getting started and having a solid plan is key. Watch Now

We invite you to join the webcast on August 19, 2020 as Porte Brown LLC addresses "Guide to Market Recoveries - How to Stay Focused on Long-term Success." If the market declines make you nervous, you're not alone - especially now, with news of COVID-19 and it's economic impact fueling feelings of uncertainty around the world. Join guest speaker, Abe Chidalek, wealth management advisor from Porte Brown Wealth Management, as he discusses facts about market recoveries, mistakes investors should avoid and actions to consider in portfolios. Watch Now

We invite you to join the webcast on August 13, 2020 as Porte Brown LLC addresses "Leveraging Your Business Operations in a COVID-19 World and Beyond." As businesses operate virtually and adapt to changes based on the impact of COVID-19, business owners are evaluating their operations to increase efficiencies, save costs, and emerge from this crisis stronger and better than before. Join Porte Brown as Danielle Martin, Manager, and Megan Angle, Senior Manager, discuss streamlining your business and accounting workflows, including cloud solutions, automation, and outsourcing. Watch Now

We invite you to join the webcast on July 29 as Porte Brown LLC and Kelleher & Buckley, LLC team up to address the timeliness of estate planning in today's world... and what you need to know! Market volatility combined with record-low interest rates has created some unique estate-planning opportunities to consider to protect wealth and preserve funds asset appreciation for beneficiaries. The time is now! Watch Now

On June 5, 2020, the Paycheck Protection Program Flexibility Act was signed into law providing sweeping changes to the provisions of the Paycheck Protection Program. Join Porte Brown as Mark Gallegos, Senior Tax Manager, and Megan Angle, Senior Manager, dive into the provisions of the law, what it means for the Paycheck Protection Program, and more importantly how it impacts the forgiveness of these funds. Watch Now

The highly engaged participants and feedback we received during our last webinar on May 27th, confirmed that this subject is indeed complicated and needs additional clarification! We invite you to join us on June 2nd as we team up with the experts at Kelleher & Buckley, LLC to address the many open questions and to shed some light on the legal details that surround the Paycheck Protection Program. Watch Now

If you received a loan under the Paycheck Protection Program (PPP) then you will want to know how to properly utilize the loan proceeds. The potential for loan forgiveness is a pillar of the PPP. Businesses receiving PPP loans must clearly understand the program’s loan forgiveness requirements, as well as its restrictions on a borrower’s use of proceeds. Porte Brown will discuss these issues and current guidance as well as let you know how we can be a resource to helping you navigate these complicated issues. Watch Now

Gain a better understanding of the Federal Paycheck Protection Program, a grant opportunity through the CARES Act. Megan Angle, senior manager at Porte Brown will share tips and tricks for utilizing the program. Watch Now

There is a perception among some in the nonprofit world that making a profit doesn’t match up with the altruistic mission of a nonprofit organization. That the organization should succeed on its merits and purpose alone. But is this sustainable? In this workshop we will dig into why you may want to incorporate some of the management and operational styles of a traditional for-profit business and what results these changes can have on your organization. This event is open to both nonprofit consultants and nonprofit leaders. Watch Now

The Urban Institute’s Center on Nonprofits & Philanthropy (2018) says that 77% of nonprofits will never reach $1M of annual revenue. Why is this? Why do some nonprofits seem to grow quickly while others fight for every single $10 donation? Join Porte Brown Senior Manager, Megan Angle, as she hosts Shery Quam Taylor as she provides her methodology to help nonprofits secure larger donations and more donors to grow. Watch Now

Are you a not-for-profit organization that receives government or foundation grants? Are you a private foundation that makes grants to other not-for-profits? If you answered yes to either of these questions, you need to attend this webinar. New guidance on categorizing grants/contracts as contribution vs. exchange transactions goes into effect this year. During this webinar, Danielle Martin, Porte Brown manager, will take a deep dive into the Accounting Standards Update 2018-08: Clarifying the Scope and Accounting Guidance for Contributions Received. Danielle will address the impact of the ASU on not-for-profit organizations and their financial statements. This webinar will include a walkthrough of contract examples and review practical applications of the guidance for both grantees and funders. Watch Now

Do you have employees parking on-site at your Organization? If so, you need to attend this webinar! In Dec., the IRS released Notice 2018-99 to clarify the calculations used in determining the certain disallowed fringe benefits that are taxable as Unrelated Business Income to nonprofits. This Notice was more aggressive than the NFP industry was expecting and is resulting in a significant financial impact for many Organizations. Megan Angle will walk through the impact of Notice 2018-99 and discuss practical considerations & action items Organizations can take to minimize their potential liability. Watch Now

The Tax Cuts and Jobs Act provided a significant amount of changes to the US tax law. Many of the changes not only affected individuals and for profit businesses but not-for-profit organizations as well. In this webinar, Megan Angle, Porte Brown manager, will explore how compensation and employee benefits are affected by the new tax law. In addition, Megan will address how the law changes reporting and taxation on unrelated business income activities. Watch Now

During this free financial webinar, Danielle Martin will take attendees through the new federal tax law’s impact on charitable organizations. This webinar will review operational and strategic changes that non-profits will need to make and will discuss how the new tax law may impact the fundraising activities of your organization. Watch Now

In this final part of the three part series, we will dive deep in the guidance provided for functional expense allocation. We will address broad functional expense concepts for organizations who have never had to allocate their expenses in the past and also dive deep into the specific allocation requirements that are included in ASU 2016-14. Watch Now

This webinar will detail out the changes to the procurement standards as required by the Uniform Guidance. This section has been delayed for many years and is in its final months before implementation is required. In the webinar we'll go through the significant changes and provide practical examples and recommendations on implementation of the new standard requirements. Watch Now

In Part 2 of our 3 Part Series, we will dive deeper into ASU 2016-14: Presentation of Financial Statements for Not for Profit Entities. In this session, we'll focus on the new disclosure requirements around net assets, endowments, and liquidity measures. We will provide sample language and discuss how current or existing practices and policies may have an effect on the disclosures. Watch Now

In this accounting webinar, Megan Angle takes attendees through the accounting standards update: Not-for-profit entities (Topic 958): Presentation of Financial Statements entities. Megan provides an overview of all the changes with samples of the new formatting and presentation as well as explanations of how the change will affect most organizations. In addition, Megan identifies which changes will have the most impact on how organizations approach their financial statements. Watch Now