Events & Webinars
Join SMG ABA partners and accounting leaders for live executive webinars, practical structuring workshops, and on-demand financial masterclasses.
Upcoming Webinars & Workshops
Register in advance to reserve your spot and receive live Microsoft Teams access links and session calendar reminders.
Partners, Profits and Problems
Join Gregory Scotto, CPA, Managing Partner at SMG, and Andrew Fine, Partner and Chair at Helbraun Levey for an insightful discussion on navigating business partnerships, protecting profitability, and addressing common challenges that can arise between partners. This webinar will explore practical considerations for building stronger partnerships, managing potential conflicts, and making informed decisions that support long-term business success.
State and Local Tax Nexus - (Performance vs Market)
Join Marc Valente, CPA, Partner at SMG, as he explores how state and local tax nexus rules and performance-based versus market-based sourcing can impact businesses operating across state lines. Gain practical insights into multistate tax obligations, common compliance challenges, and key considerations to help your business navigate complex state tax requirements.
Restaurant Sales Tax Do's and Don'ts
Join Kinshuk Sharma, Accounting Manager at SMG, as he discusses the essential do's and don'ts of restaurant sales tax. Learn about common sales tax mistakes, taxable transactions, reporting requirements, and practical ways to improve compliance. This webinar will help restaurant owners and operators better understand their sales tax responsibilities and avoid costly errors.
Contracts That Protect Hospitality Margins
Join Gregory Scotto, CPA, Managing Partner at SMG, and Andrew Fine, Partner and Chair at Helbraun Levey, for an insightful discussion on how restaurant and hospitality business owners can better understand contractual obligations, avoid costly mistakes, and protect their bottom line. This webinar will explore key contractual considerations, common financial and legal challenges, and practical strategies to help hospitality businesses safeguard their margins and make more informed business decisions.
Tax-Smart Real Estate: Keep More of What You Earn
Join Corey Adams, CPA, CFP®, Senior Tax Manager at SMG, as he discusses important tax considerations for real estate owners and investors. Explore strategies involving property ownership, deductions, depreciation, and tax planning to help you make informed decisions and better understand the tax implications of your real estate investments.
Short term rental – Dos and Don’t’s
Join Corey Adams, CPA, CFP®, Senior Tax Manager at SMG, and Asher Fried at Landmark Recs, LLC as they discuss key considerations for owning and operating short-term rental properties. Explore common tax challenges, deductions, compliance requirements, and practical strategies to help property owners avoid costly mistakes, manage their rental operations, and make informed financial decisions.
On-Demand Webinar Library
Catch up on previous broadcasts. Video recordings are published here following live sessions.
Fractional CFO Financial Reporting and KPI's
Join Jonathan Avelli Senior Accountant at SMG as he explores how financial reporting and key performance indicators (KPIs) can help business owners better understand their company's financial health. Learn which financial metrics matter most, how to interpret financial reports, and how Fractional CFO services can provide valuable insights to support strategic planning, profitability, and informed business decisions.
Closing the Books: Your Month/Year-End Accounting Checklist
Join Joanna Pettit of SMG as she walks through the essential steps for closing your books at month-end and year-end. Learn how to review financial records, reconcile accounts, identify discrepancies, and prepare accurate financial reports. This webinar will highlight practical ways to streamline your closing process and maintain reliable financial information for better business decisions.
Notices, Correspondences and Resolution
Join James Fleming, MBA, EA, and Marc Valente, CPA, as they discuss how businesses can effectively respond to tax notices and correspondence from tax authorities. Learn about common reasons for receiving notices, important steps to take when responding, and practical approaches to resolving tax matters while minimizing potential penalties and compliance risks.
Year End Tax Planning
and Strategies for Business Owners
Senior Tax Manager Corey Adams, CPA, CFP shares proactive tax strategies to implement before December 31st. Topics include Section 179 depreciation acceleration, retirement plan contributions, timing income and expenses, and wealth transfer planning.
Business Structure Decisions
What Every Owner Should Consider
Partner Marc Valente, CPA guides business owners through the nuances of entity formation. Understand pass-through taxation, reasonable compensation guidelines, state franchise taxes, and when restructuring your business saves thousands in annual tax liability.
Have Questions About a Webinar Topic?
Our partners and advisory team are available for one-on-one discovery consultations tailored to your business structure, tax scenario, and financial goals.