- RitzHolman CPAs will present the seminar “Nonprofit Financial Management Update,” on Tuesday, Nov. 16 from 8:30 to 10:30 a.m. at IndependenceFirst, 540 S. 1st St., Milwaukee. The event will focus on topics such as the health care reform tax credit, an update on 403(b) plans and the best practices for financial information in annual reports. The seminar is free and a continental breakfast will be provided. To register, please contact Missy Barkelar at missy@ritzholman.com or call 414-390-1182 by Wednesday, November 10.
- Clifton Gunderson will present the free webinar “Estate Planning Valuation Issues – Identify Risks to Protect Clients” on Wednesday, Nov. 17 at 1 p.m. Valuation expert Timothy Muehler will discuss key assumptions that can dramatically impact the value of a company; the dangers of “value formulas” in buy-sell agreements; and what pre-sale issues must be addressed before going to market.Registration is required. For questions about the event, please contact Kathy Kiedrowski at (608) 662-8679 or Kathy.Kiedrowski@cliftoncpa.com. One CLE credit is available.
- Kolb+Co. will present the seminar “Retirement Plans with Benefits” on Wednesday, Nov. 3 from 8 to 9 a.m. at its facility, 13400 Bishop’s Lane, Suite 300, Brookfield. The seminar will cover how to maximize benefits realized through retirement plan design and some of the changes that have and will impact businesses this year. Register here.
