From Year-End to Year-Ahead: Government HR & Payroll Planning
Year-end presents unique challenges for government payroll and HR teams. This webinar addresses key HR and payroll compliance requirements, considerations, and planning topics as governments close out the year and prepare for 2027.
Key Topics
- Coming Soon
Learning Objectives
- Coming Soon
Presenters
- Amy Cell – Yeo & Yeo HR Advisory Solutions
- Christine Porras – Yeo & Yeo CPAs & Advisors
This session focuses on practical, real-world insights drawn from government audits and accounting engagements. Attendees will gain actionable tips to improve efficiency, reduce audit findings, and strengthen internal processes.
Key Topics
- Audit readiness best practices
- Documentation efficiencies
- Common issues identified during audits
- Practical process improvements used by peer governments
Learning Objectives
- Apply best practices to improve audit outcomes
- Reduce year-end surprises
- Strengthen internal controls and processes
Presenters
Several GASB standards continue to challenge government entities well after adoption. This webinar provides a practical refresher on GASB 87, 96, and 101, focusing on common implementation issues, documentation expectations, and audit considerations.
Key Topics
- GASB 87: Lease Accounting – Common Errors and Documentation Gaps
- GASB 96: Subscription-based IT Arrangements (SBITAs)
- GASB 101: Compensated Absences
- Lessons learned from audits and implementation reviews
Learning Objectives
- Refresh understanding of key GASB requirements
- Identify common compliance and documentation issues
- Improve internal processes and audit readiness
Presenters
Government accounting standards continue to evolve, and early planning is critical to successful implementation. This CPE-eligible webinar provides a focused overview of upcoming GASB standards 103, 104, and 105, highlighting key requirements, effective dates, and practical considerations for government entities.
Key Topics & Technical Focus
- GASB 103: Financial Reporting Model Improvements
- GASB 104: Disclosure of Certain Capital Assets
- GASB 105: Subsequent Events
- Effective dates and transition considerations
- Anticipated audit and financial reporting impacts
Learning Objectives
Participants will be able to:
- Identify key provisions of GASB 103, 104, and 105
- Understand implementation timelines and transition requirements
- Evaluate financial reporting and audit implications
- Prepare internal teams for upcoming changes
Presenters
Who Should Attend
Finance directors, controllers, treasurers, accountants, and government leaders involved in financial reporting and audit preparation.
Helpful resources to review before attending the webinar:
HR problems rarely announce themselves ahead of time. Instead, they show up as employee complaints, inconsistent decisions, documentation gaps, and situations that pull you away from patient care and daily operations.
In this 12-minute on-demand webinar, Amy Cell, President of Yeo & Yeo HR Advisory Solutions, breaks down the most common HR challenges medical practices face and what you can do now to prevent them from becoming ongoing distractions.
What You’ll Learn:
- The HR issues that most often create recurring problems in medical practices
- Where policies, documentation, and processes commonly fall short
- Practical steps to reduce HR-related interruptions
- Tips to help you address issues proactively instead of reacting later
Why Watch:
If HR issues tend to surface at the worst possible time—or linger longer than they should—this webinar will help you understand what’s driving them and how to reduce risk, protect your time, and keep your focus where it belongs: patient care.
Get Practical Resources for Your Practice
Yeo & Yeo’s Smart Medical Practice Toolkit is your go-to resource for navigating the financial, operational, and regulatory complexities of practice management. This collection includes brief, high-impact webinars, downloadable tools, and practical guidance—all built around the real challenges physicians and practice managers face.
Strategic plans often look strong on paper but fall short when people, capacity, and execution aren’t fully considered.
Discover how to turn strategic plans into achievable steps, avoid common pitfalls, and ensure your board, staff, and resources are aligned.
Managing nonprofit finances comes with unique challenges, including budgeting constraints, cash flow timing, and compliance and reporting expectations. Even well-run organizations can find themselves reacting instead of planning.
In part two of this three-part webinar series, Yeo & Yeo Nonprofit Consulting Manager Kevin Bouma, CPA, CNAP shares practical insights into common accounting and financial issues nonprofits face, and realistic ways to address them.
This session will cover:
-Frequent budgeting, accounting, and financial management challenges in nonprofits
-Practical strategies to reduce risk, improve clarity, and support better decision-making
Designed for nonprofit leaders, executives, and finance or HR professionals, this educational webinar offers straightforward guidance to help organizations strengthen their financial footing and focus more confidently on their mission.
Strong governance and clear policies are foundational to a healthy nonprofit—but many organizations struggle to keep boards aligned, roles clearly defined, and policies up to date as expectations and risks evolve.
This session on Board Governance & Nonprofit Policies kicks off a three-part webinar series designed for nonprofit leaders, executives, and HR professionals navigating today’s governance and compliance challenges.
Join Yeo & Yeo Nonprofit Consulting Manager Kevin Bouma, CPA, CNAP, and Amy Cell, President of Yeo & Yeo HR Advisory Solutions, as they share real-world insights into what effective nonprofit boards look like in practice, where organizations commonly get stuck, and how thoughtful governance and policies can reduce risk and support long-term mission success.
In this webinar, we’ll explore:
-Core elements of an effective and engaged nonprofit board
-Common governance and policy gaps that create risk or confusion
-Key policies and procedures every nonprofit should review and maintain
-Practical considerations for aligning board oversight, leadership, and operations
This webinar has concluded.
Register for other webinars in the series at the link provided below.
You’ve heard the promise: Microsoft 365 Copilot can save your team 10+ hours per week, give you a competitive edge, and transform how your business operates. But rushing into Copilot without the right foundation can expose sensitive financial data, employee records, and proprietary information.
In this 30-minute webinar, Yeo & Yeo Technology President Jeff McCulloch and Microsoft Copilot Specialist Julie Hodges will provide a practical roadmap to help you make confident decisions about AI adoption for your business.
You’ll gain insight into:
- The #1 security mistake companies make before deploying Copilot (and how to avoid it)
- Real-world ROI examples from Michigan manufacturers and financial services firms
- Microsoft’s July pricing changes and why Business Premium is now the strategic choice
- A phased rollout strategy that reduces risk and maximizes adoption
- Copilot Agents: How custom AI agents can automate your high-value business processes
Learn how to adopt Microsoft 365 Copilot securely, avoid common deployment mistakes, and use real-world strategies to drive measurable ROI with AI.
Learn more about Microsoft Copilot
Schedule a 30-Minute Copilot Readiness Consultation
Presenters:
- Jeff McCulloch is President of Yeo & Yeo Technology. He has over 30 years of experience in business development, product management, and business operations within technology companies across many industries.
- Julie Hodges is a Microsoft Copilot Specialist with extensive experience helping organizations adopt and optimize Copilot to enhance efficiency and collaboration.
Payroll usually works—until it doesn’t. Then it shows up as employee questions, corrections, benefit issues, tax adjustments, or last-minute fixes that pull attention away from patient care and practice leadership.
In this quick, 15-minute on-demand Smart Medical Practice Toolkit webinar, Christine Porras, CPP, Payroll Supervisor, shares what physician practices should review at the start of the year to prevent payroll from becoming a recurring distraction throughout the months ahead.
What You’ll Learn:
- The most common payroll issues that trigger ongoing interruptions
- Key items to review annually to reduce corrections, rework, and staff questions
- How to stay compliant while making payroll more predictable and hands-off
Why Watch:
If payroll feels like something you’re constantly reacting to instead of confidently managing, this webinar will help you get ahead of it so payroll runs smoother all year long, with fewer disruptions to your team and your time.
Get Practical Resources for Your Practice
Yeo & Yeo’s Smart Medical Practice Toolkit is your go-to resource for navigating the financial, operational, and regulatory complexities of practice management. This collection includes brief, high-impact webinars, downloadable tools, and practical guidance—all built around the real challenges physicians and practice managers face.
Financial statements aren’t just documents for your accountant—they’re powerful tools for managing and growing a successful medical practice. Your balance sheet, income statement, and cash flow statement reveal the true financial health of your practice and help you make data-driven decisions with confidence.
In this short, 15-minute on-demand session, Carrie Lapka, CPA, CPPM, walks through the fundamentals of reading and interpreting key financial statements so practice owners, managers, and administrators can better understand what the numbers really mean.
What You’ll Learn:
- Why financial statements matter for every practice
- How to read the balance sheet, income statement, and cash flow statement
- What these reports reveal about financial health and performance
- Common ratios to monitor and how to use them to guide decisions
- Tips to strengthen financial oversight and planning
Why Watch:
A strong financial understanding leads to stronger operations. Learn how to monitor trends, spot concerns early, and support long-term success by getting comfortable with your practice’s financial data.
Get Practical Resources for Your Practice
Yeo & Yeo’s Smart Medical Practice Toolkit is your go-to resource for navigating the financial, operational, and regulatory complexities of practice management. This collection includes brief, high-impact webinars, downloadable tools, and practical guidance—all built around the real challenges physicians and practice managers face.
Hiring new employees is exciting—but it also comes with a long list of compliance responsibilities. From I-9s to W-4s to state-specific requirements, getting payroll onboarding right helps you stay compliant and avoid penalties.
In this quick, 10-minute on-demand session, Christine Porras, CPP, Payroll Supervisor, shares the essential steps and forms you need to properly onboard employees in Michigan while staying compliant with federal and state payroll regulations.
What You’ll Learn:
- The key federal and state forms required for every new hire
- Important deadlines, retention rules, and storage requirements
- How to comply with Michigan’s Earned Sick Time Act and new hire reporting
- Additional onboarding essentials every practice should know
Why Watch:
Onboarding isn’t just paperwork—it’s the foundation of a successful employer-employee relationship. Learn how to streamline the process, reduce risk, and set your new hires (and your practice) up for long-term success.
Get Practical Resources for Your Practice
Yeo & Yeo’s Smart Medical Practice Toolkit is your go-to resource for navigating the financial, operational, and regulatory complexities of practice management. This collection includes brief, high-impact webinars, downloadable tools, and practical guidance—all built around the real challenges physicians and practice managers face.
Billing “incident to” a physician can increase reimbursements — but it comes with complex rules that, if misunderstood, can lead to claim denials, audits, or even false claim exposure. In this 14-minute on-demand session, Denise Garrett, Billing Manager at Yeo & Yeo Medical Billing & Consulting, breaks down what you need to know to stay compliant and protect your practice.
What You’ll Learn:
- What “incident to” billing is — and where it applies
- Supervision and documentation requirements you must meet
- The risks of improper billing and how to avoid them
- Key steps for implementing safe, compliant workflows
Why Watch:
With audits becoming more common, it’s not a question of if your practice will be audited — but when. Watch this session to ensure you’re billing “incident to” the right way, keeping your revenue secure while staying compliant.
Get Practical Resources for Your Practice
Yeo & Yeo’s Smart Medical Practice Toolkit is your go-to resource for navigating the financial, operational, and regulatory complexities of practice management. This collection includes brief, high-impact webinars, downloadable tools, and practical guidance—all built around the real challenges physicians and practice managers face.
Unpredictable reimbursements, rising costs, and staffing pressures make forecasting more important than ever. That’s why we’re breaking down a clear, four-step process to help you build a smarter financial plan for your practice.
In this quick, 15-minute on-demand session, Carrie Lapka, CPA, CPPM, shares how to build a forecast that helps you prepare for uncertainty, set achievable goals, and make better-informed decisions for your practice.
What You’ll Learn:
- How to create a budget narrative that aligns with your goals
- The steps to projecting revenue using your CPT codes and reimbursement rates
- How to calculate and plan for operating expenses
- Why a conservative, flexible forecast is key to financial control
Why Watch:
Forecasting isn’t just for the finance team. It’s a smart, strategic tool to keep your entire practice on track. Learn how to create a roadmap for success, whether you’re preparing for growth, managing rising costs, or simply planning for the year ahead.
Get Practical Resources for Your Practice
Yeo & Yeo’s Smart Medical Practice Toolkit is your go-to resource for navigating the financial, operational, and regulatory complexities of practice management. This collection includes brief, high-impact webinars, downloadable tools, and practical guidance—all built around the real challenges physicians and practice managers face.
This webinar has concluded. You can watch the webinar on-demand here.
What if Microsoft 365 could do more than just help you work — what if it could work for you?
Copilot, Microsoft’s AI-powered assistant built into apps like Outlook, Excel, and Teams, is transforming how businesses operate. Now, with Copilot agents, you can take that automation a step further.
In this 30-minute webinar, watch Copilot agents come to life in real time and learn how these powerful tools can help automate repetitive tasks, streamline processes, and save you hours of manual work.
You’ll gain insight into:
- What Copilot agents are and how they work
- The real benefits for small and mid-sized businesses
- How to create agents using your own rules and data
- Practical use cases to start automating today
See two agents built live and watch them in action, with demos and practical insights you can use immediately.
Please join us!
Presenter:
Adam Seitz is a Software Consultant at Yeo & Yeo Technology, where he helps clients overcome unique business challenges through innovative software solutions, including custom programming and AI. With specialized knowledge in the Microsoft Office environment, Adam has guided numerous clients in developing automation tools that streamline workflows and boost efficiency.
The Smart Medical Practice Toolkit was built to help healthcare professionals make informed, strategic business decisions. This collection of on-demand webinars and practical tools kicks off with a short webinar on how to value your medical practice.
In this quick, 15-minute session, Zaher Basha, CPA, CM&AA, walks through the when, why, and how of valuing your medical practice—insights that are essential whether you’re planning for growth, succession, or simply want to understand your practice better.
What You’ll Learn:
- Reasons why a medical practice valuation is beneficial
- Report types you might get when valuing your practice – and the different methods used to determine its worth
- Necessary steps to get a medical practice valuation
Why Watch:
Understanding your practice’s value isn’t just about preparing for a sale. It’s about knowing where you stand today and how to position your practice for long-term success.
Get Practical Resources for Your Practice
Yeo & Yeo’s Smart Medical Practice Toolkit is your go-to resource for navigating the financial, operational, and regulatory complexities of practice management. This collection includes brief, high-impact webinars, downloadable tools, and practical guidance—all built around the real challenges physicians and practice managers face.
Yeo & Yeo is proud to partner with specialty tax firm McGuire Sponsel for a three-part webinar series exploring how the One Big Beautiful Bill Act (OBBBA) impacts depreciation, R&D credits, and economic incentives. Gain practical insights from industry leaders to help you navigate tax changes, plan strategically, and unlock savings.
Depreciation Decisions That Deliver: Leveraging the OBBBA for Bonus, Energy, and Beyond
Wednesday, July 30, 1:00 – 2:00 p.m.
Presenter: Dave McGuire, co-founder of McGuire Sponsel
The One Big Beautiful Bill Act (OBBBA) brings major updates to depreciation: it extends 100% bonus depreciation, phases out energy incentives like Section 179D, and adds new deductions for Qualified Production Property. These changes make contract and placed-in-service dates more important and require extra attention to energy property rules as old incentives end.
In this session, McGuire Sponsel’s Dave McGuire will break down the latest depreciation-related provisions and what they mean for businesses heading into filing season. Attendees will gain insight into strategic planning decisions and how to navigate the shifting legislative landscape.
- Interpret the binding contract and placed-in-service rules under the new bonus depreciation framework
- Understand what qualifies as Qualified Production Property under the OBBBA
- Evaluate changes to the treatment of solar panels and other energy property
- Prepare for the expiration of Section 179D and other energy-related incentives
R&D in the Wake of Reform: What the New Law Means for Credit Claims, Compliance & Strategy
Tuesday, August 5, 1:00 – 2:00 p.m.
Presenters: Garrett Duffy and Tanner Niehaus, CPA
The One Big Beautiful Bill Act brings long-awaited clarity to Section 174, but also ushers in a new era of complexity for R&D tax planning. While the federal R&D credit remains a valuable tool, heightened IRS scrutiny—paired with finalized changes to Form 6765 and the addition of Section G—demands a more strategic, well-documented approach.
In this session, McGuire Sponsel’s TJ Sponsel and Tanner Niehaus, CPA, will explore what the new federal law means for credit claims and how to stay ahead of the compliance environment. Attendees will walk away with actionable strategies and real-world examples to strengthen documentation practices.
- Understand how the final federal legislation impacts Section 174 amortization and R&D credit eligibility
- Navigate key changes to IRS Form 6765 (Credit for Increasing Research Activities), including new Section G requirements
- Apply audit-tested documentation strategies that support IRS compliance
- Proactively protect and optimize R&D credit claims in a post-reform landscape
Maximizing Credits & Incentives: How Strategic Location Decisions Can Unlock Long-Term Value
Tuesday, August 12, 2:00 – 3:00 p.m.
Presenters: Ben Worrell, MBA, and Chad Collier
Whether expanding operations, investing in new equipment, or adding jobs, growth decisions often come with hidden opportunities—if you know where to look. Across the U.S., state and local governments offer economic incentives to attract and retain businesses, but too many companies miss out due to poor timing or lack of guidance.
In this session, McGuire Sponsel’s Ben Worrell, MBA, and Chad Collier will explore how businesses can take a more strategic approach to site selection, capital planning, and hiring initiatives by leveraging economic development incentives. Through real-life examples and practical insight, attendees will learn when and how to engage in the process, what programs may be available, and how to avoid the common missteps that leave value on the table.
- Understand what location advisory is and why timing is critical
- Recognize the types of projects that may qualify for state and local incentives
- Identify common incentive programs tied to job creation, capital investment, and expansion
- Learn how to integrate incentive planning into business or client growth strategies
- Avoid common pitfalls that limit incentive eligibility or reduce benefit value
About McGuire Sponsel
McGuire Sponsel is a nationally recognized specialty tax firm that collaborates with over 450 CPA firms nationwide. As an extension of Yeo & Yeo’s team, McGuire Sponsel brings specialized expertise beyond traditional tax services, including Research & Development Tax Credits, global business services, and Fixed Asset Services such as cost segregation, 179D/45L energy incentives, fixed asset management, and asset reviews.
This webinar has concluded. You can watch the webinar on-demand here.
The One Big Beautiful Bill Act (OBBBA) is now law, ushering in sweeping tax changes. Join David Jewell, CPA, Principal and Tax & Consulting Service Line Leader at Yeo & Yeo, for a webinar covering key provisions of the OBBBA, what’s changing, and how to prepare.
You’ll gain insights into:
- Overview of the OBBBA
- Significant tax changes for individuals and businesses
- How these changes may affect your 2025 tax filings
- Planning strategies to consider now
- Compliance considerations and potential challenges
Understanding the new provisions now can help you avoid costly missteps later. Don’t miss this opportunity to learn what the changes mean for your business or personal tax plan.
Presenter:
- David Jewell, CPA, leads the firm’s Tax & Consulting Service Line. He specializes in tax strategy and planning for businesses and individuals. With deep expertise in navigating federal tax law changes, Dave helps clients understand complex legislation and apply it to real-world decisions.
Yeo & Yeo Principals Marisa Ahrens, CPA, Ali Barnes, CPA, CGFM, and Alan Panter, CPA, CGFM, present an informative webinar on how to navigate your employee benefit plan audit with confidence.
In this webinar, we discuss:
- Preparing for your audit
- An overview of Form 5500
- Common audit deficiencies and how to prevent them
- Secure Act 2.0 updates taking effect in 2025 and their impact
- Reviewing audit findings and implementing changes
Take advantage of this opportunity to gain insights from experienced audit professionals and ensure compliance with evolving regulations.
- Marisa Ahrens, CPA, leads the firm’s Employee Benefit Plan Services Group and holds the American Institute of Certified Public Accountants Advanced Defined Contribution Plans Audit Certificate.
- Ali Barnes, CPA, CGFM, leads the firm’s Assurance Technical Team and is a member of the firm’s Quality Assurance Committee, Government Services Group, and Employee Benefit Plan Services Group.
- Alan Panter, CPA, CGFM, is a member of the firm’s Government Services Group and Employee Benefit Plan Services Group. Alan has more than 28 years of experience providing audit and consulting services.
Join Yeo & Yeo Principal Alex Wilson, CPA, and Avantax Planning PartnersSM advisors Emily Millsap, CFP®, and Trevor Thomas, CFP®, for a webinar on essential estate planning strategies for agribusiness owners.
Our presenters will guide you through:
- Upcoming tax law changes and their impact on agricultural estates
- Succession planning techniques to ensure your business’s future
- Strategies to minimize estate taxes and preserve wealth across various agribusiness sectors
- Tools to create a lasting legacy for future generations in agriculture
The session will include real-world examples from our interactive Guidance Planning Strategies (GPS) program, illustrating how investments, stock market shifts, business sales, and other factors affect agribusiness financial plans.
Take advantage of this opportunity to learn how to protect your agribusiness’s future and maximize your legacy.
Learn more about our presenters
- Alex Wilson, CPA, is a Principal at Yeo & Yeo. He is a member of the firm’s Agribusiness Services Group and specializes in business advisory services, succession planning, business strategy, and tax planning and preparation.
- Emily Millsap, CFP®, is a Financial Planning Manager at Avantax. She has over two decades of experience in the financial services industry and oversees the Avantax team responsible for developing comprehensive financial plans.
- Trevor Thomas, CFP®, is a Financial Planning Analyst at Avantax. He works with Financial Planning Consultants to develop comprehensive financial plans to assist clients in pursuing their financial goals.
Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.