If you are new to this program, please register with us by Friday prior to the session
In addition, the new link for the Golden West Council FMN Session is: https://home.kaplanlearn.com/portal/GoldenWest
Please Log-in at 8:55 AM to ensure polling questions are validated.
Note: To earn certification, one must be on for 50 Minutes and answer 3 of the 4 Polling Questions. Kaplan has become very strict.
Here are the March 2025 topics:
09:00 AM
Mastering Multistate Taxation: Nexus, Withholding, and the Convenience Rule Field of Study: Taxes
Mastering multistate taxation is more critical than ever for accounting and tax professionals navigating the evolving landscape of nexus, withholding, and the convenience rule. Our expert-led course, featuring Mark Klein, Partner at Hodgson Russ, unpacks the latest developments in economic nexus standards, the impact of remote employees on tax obligations, and the complexities of state tax compliance. Equip yourself with the knowledge to help businesses and clients navigate the intricate world of multistate taxation confidently. Don’t miss this opportunity to elevate your expertise and safeguard your organization from costly tax liabilities!
10:00 AM
Accounting Ethics in Action: Bridging Theory and Real-World Practice
Field of Study: Behavioral Ethics
It is inevitable that accountants will face ethical dilemmas during their careers. Throughout time, there have been many ethical decision-making models presented to help accountants navigate these dilemmas. Dr. Joan Lee, CPA, Professor of Accounting and Deloitte Fellow of Accounting at Fairfield University, presents a new theory, RADAR. The RADAR framework which stands for Research, Analyze, Decide, Act and Reflect provides a practical approach to ethical decision-making and emphasizes the importance of ethical sensitivity as a prerequisite to ethical decision-making. Lee also notes that moral intention itself is not sufficient on its own to guarantee that ethical decisions will translate into concrete actions in accounting practice.
11:00 AM
Tax Compliance in the Crypto Era: Reporting Rules for Digital Assets
Field of Study: Taxes
Tax reporting for digital assets has evolved with new rules and forms to address digital currencies, stablecoins, NFTs, and tokenized securities. Seth Poloner, Managing Director at E&Y, joins this segment to discuss new IRS reporting requirements for digital assets and key regulations in the crypto era. This includes discussion of broker responsibilities, reporting rules for transactions like stablecoins, NFTs, and tokenized securities, as well as new Form 1099-DA reporting. He also discusses the importance of staying up to date with changes in digital asset reporting and ensuring good faith efforts in compliance.
12:15 PM
Governmental Accounting: Common Errors & Best Practices
Field of Study: Accounting (Governmental), Auditing (Governmental)
State and local governments must navigate unique GASB reporting requirements to ensure accurate financial statements, maintain compliance, and uphold public trust. In this segment, Phil Marciano, Partner at Citrin Cooperman, explains how to address the complexities of net investment in capital assets—including the treatment of unspent bond proceeds, premiums, and refunds—and emphasizes the proper presentation of lease and subscription-based assets. He also highlights the importance of correctly classifying OPEB liabilities, integrating new guidance under GASB 100 for accounting changes and error corrections, and maintaining relevant disclosures in management’s discussion and analysis. Future-Proofing Finance: Building Skills,
Where?
Virtual from your home
Login to your Kaplan account to access the virtual classroom at:
https://home.kaplanlearn.com/portal/GoldenWest
When?
Date: Saturday - March 08, 2025
Time: 9:00 am to 1:15 pm