Stop Payroll Issues Before They Disrupt Your Practice
Payroll usually worksâuntil it doesnât. 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 Youâll 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 youâre 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 & Yeoâs 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 guidanceâall built around the real challenges physicians and practice managers face.
Financial statements arenât just documents for your accountantâtheyâre 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 Youâll 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 practiceâs financial data.
Get Practical Resources for Your Practice
Yeo & Yeoâs 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 guidanceâall built around the real challenges physicians and practice managers face.
Hiring new employees is excitingâbut 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 Youâll Learn:
- The key federal and state forms required for every new hire
- Important deadlines, retention rules, and storage requirements
- How to comply with Michiganâs Earned Sick Time Act and new hire reporting
- Additional onboarding essentials every practice should know
Why Watch:
Onboarding isnât just paperworkâitâs 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 & Yeoâs 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 guidanceâall built around the real challenges physicians and practice managers face.
Billing âincident toâ a physician can increase reimbursements â 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 Youâll Learn:
- What âincident toâ billing is â 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, itâs not a question of if your practice will be audited â but when. Watch this session to ensure youâre billing âincident toâ the right way, keeping your revenue secure while staying compliant.
Get Practical Resources for Your Practice
Yeo & Yeoâs 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 guidanceâall built around the real challenges physicians and practice managers face.
Unpredictable reimbursements, rising costs, and staffing pressures make forecasting more important than ever. Thatâs why weâre 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 Youâll 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 isnât just for the finance team. Itâs a smart, strategic tool to keep your entire practice on track. Learn how to create a roadmap for success, whether youâre preparing for growth, managing rising costs, or simply planning for the year ahead.
Get Practical Resources for Your Practice
Yeo & Yeoâs 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 guidanceâall 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 â what if it could work for you?
Copilot, Microsoftâs 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.
Youâll 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 practiceâinsights that are essential whether youâre planning for growth, succession, or simply want to understand your practice better.
What Youâll Learn:
- Reasons why a medical practice valuation is beneficial
- Report types you might get when valuing your practice â and the different methods used to determine its worth
- Necessary steps to get a medical practice valuation
Why Watch:
Understanding your practiceâs value isnât just about preparing for a sale. Itâs about knowing where you stand today and how to position your practice for long-term success.
Get Practical Resources for Your Practice
Yeo & Yeoâs 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 guidanceâall 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 Sponselâs 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 scrutinyâpaired with finalized changes to Form 6765 and the addition of Section Gâdemands a more strategic, well-documented approach.
In this session, McGuire Sponselâs 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 opportunitiesâif 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 Sponselâs 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 & Yeoâs 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, whatâs changing, and how to prepare.
Youâll 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. Donât miss this opportunity to learn what the changes mean for your business or personal tax plan.
Presenter:
- David Jewell, CPA, leads the firmâs 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.Â
- Marisa Ahrens, CPA, leads the firmâs 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 firmâs Assurance Technical Team and is a member of the firmâs Quality Assurance Committee, Government Services Group, and Employee Benefit Plan Services Group.
- Alan Panter, CPA, CGFM, is a member of the firmâs 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, CFPÂŽ, and Trevor Thomas, CFPÂŽ, 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 agribusinessâs 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 firmâs Agribusiness Services Group and specializes in business advisory services, succession planning, business strategy, and tax planning and preparation.
- Emily Millsap, CFPÂŽ, 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, CFPÂŽ, 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.
This webinar has concluded. You can watch the webinar below or any of the Copilot examples included in the presentation here.Â
Are you interested in seeing how Copilot for Microsoft 365 can improve your productivity? Join Yeo & Yeo Technologyâs Software Consultant, Adam Seitz, for the second webinar in our Copilot series.
In this session, Adam will demonstrate practical tips and real-world applications to show how Copilotâs AI capabilities can enhance your daily work in Outlook, Teams, and Copilot Chat.
- Outlook: Summarize email chains, draft new emails, and utilize email coaching.
- Teams: Improve meeting notes and summaries, search and summarize chat messages, and provide insights during meetings.
- Copilot Chat: Communicate effectively with Copilot to find information within your environment.
See Copilot in action and learn how to elevate your work with the power of AI.
Stay Tuned for More
Are you excited about Copilot? This is the second in our ongoing webinar series. Stay tuned for future webinars, where weâll explore more features and benefits of Microsoft Copilot. If you missed our first webinar, which focused on using Copilot in Word, Excel, and PowerPoint, you may watch the recording here:
Watch the Recording: Unleashing the Power of AI with Microsoft Copilot
This webinar has concluded. You can watch the webinar below or any of the Copilot examples included in the presentation here.Â
Are you ready to revolutionize the way you work with Microsoft Office applications? Join Yeo & Yeo Technologyâs Software Consultant, Adam Seitz, for an overview of how you can enhance your productivity and efficiency using Microsoft Copilot within Word, Excel, and PowerPoint.
Microsoft Copilot for O365, an innovative AI-powered assistant, can streamline your daily tasks. In this webinar, Adam will provide in-depth demonstrations, practical tips, and real-world examples to showcase the capabilities of this powerful AI tool.
- Word: Discover how Copilot assists with writing, formatting, and suggesting relevant content.
- Excel: Tackle complex spreadsheets effortlessly. Copilot aids with formulas, data analysis, and visualization.
- PowerPoint: Elevate your presentations with Copilotâs design suggestions, slide layouts, and content creation.
This is a great opportunity to see Copilot in action and learn how AI is transforming the way we work.
Stay Tuned for More
Are you excited about Copilot? This webinar is just the beginning! In future webinars, we will explore how Microsoft Copilot can improve your experience with Teams, Outlook, and Copilot Chat. Stay tuned for more information about these sessions.
This webinar has concluded. Additional resources are provided below.
Yeo & Yeoâs payroll specialists and a U.S. Department of Labor representative hosted a webinar on the latest Department of Labor (DOL) Wage and Hour Division developments. The DOL has finalized a rule impacting overtime exemptions for executive, administrative, and professional employees under the Fair Labor Standards Act (FLSA). This new rule raises the minimum salary needed for employees to qualify for exemption. The initial increase takes effect July 1, 2024, and will automatically adjust every three years based on a specific formula.
This webinar focused on the following key topics:
- FLSA executive, administrative, and professional exemptions, including learned and creative professionals
- Minimum salary levels and effective dates
- The primary duties test
- Highly compensated employees (HCE) test
- Nondiscretionary payments to meet salary thresholds
- Definition of âpaidâ on a salary
- What actions should you take now to prepare?
Additional Resources:
- Final Rule: Restoring and Extending Overtime Protections â DOL presentation that provides an overview of the new rule
- Unlocking Compliance: Mastering DOLâs Final Overtime Rules Through Job Duties Analysis â Yeo & Yeoâs webinar slides
- U.S. Department of Laborâs 2024 Final Rule webpage â Additional resources to help navigate the Final Rule
- U.S. Department of Laborâs 2024 Final Rule
- Wage and Hour Division Fact Sheets
- Webinar Q&A
Webinar Presenters:
Christine Porras, CPP â Yeo & Yeo, Payroll Supervisor
Rose Sharman â Yeo & Yeo, Outsourced Business Operations Manager
Mildred Kress â U.S. Department of Labor, Community Outreach & Resource Planning
View the Recording
In today’s hybrid work environment, it’s imperative to have a reliable, cost-effective, and secure communication platform that promotes collaboration and reduces unnecessary downtime.
But with issues like lag, poor scalability, and hidden fees, your existing, on-premise phone system could be holding your business back.
A sustained future starts with implementing a communication system that facilitates a modern work environment for your employees and strengthens connections between you and your customers.
In this webinar, we will discuss how cloud-based, unified communication (UC) systems, like Elevate, allow you to:
- Increase workplace productivity by as much as 50% by boosting employee collaboration across multiple channels
- Share information quickly and easily, how and when you want
- Improve connections with customers in the “remote work” world
- Secure business flexibility and continuity in times of disaster or difficulty
Join Yeo & Yeo Technology’s Matt Ruhlig and Elevate’s Amy Byrd on September 16 as they discuss how a UC platform can make your business better.
This webinar has concluded.
View a Recording of the Webinar
- Is my business growing, or are revenues just making ends meet?
- Do I measure the right things that affect my business â and future dreams?
- Do I have a plan to pivot operations or preserve cash flow?
- Do I work endless hours with nothing left for personal time?Â
- Do I have a succession plan for myself and my business?
- Is my business going to provide enough cash flow to provide the retirement I desire?
In September 2020, the Families First Coronavirus Response Act (FFCRA) was revised to implement the paid sick leave and expanded family and medical leave provisions. Under FFCRA, school districts must provide their employees sick pay for specified reasons related to COVID-19.
View a recording of our webinar for in-depth guidance on:
⢠Administering sick pay
⢠Administering family and medical leave
⢠Managing COVID-19 revenue sources, including ESSER funds, CRF, and FEMA funds.
⢠Q&A Throughout
We are pleased to provide resources to help your school district navigate these complex issues. Contact Yeo & Yeo if you need assistance.
This webinar has concluded.
In January 2017, the Governmental Accounting Standards Board issued Statement No. 84 Fiduciary Activities (GASB 84). For school districts, the Statement is effective for fiscal years ending in 2020. GASB 84 defines and clarifies fiduciary activities and establishes criteria for identifying those activities with a focus on whether a government is controlling the assets and the beneficiaries with whom the relationship exists.
In this webinar, we will review the technical accounting changes in GASB 84 and show examples of how to execute the new standard in your school district. Then a Q&A will provide answers to common questions.
The webinar has concluded.
AJ Licht, CPA and Christopher Sheridan, CPA provide a comprehensive overview of the new revenue recognition standards and how they will impact the way you recognize revenue going forward.
This webinar has concluded.
Join Yeo & Yeo’s David Jewell, CPA, and Tammy Moncrief, CPA, as they provide a comprehensive overview of the business tax changes under tax reform.
This webinar has concluded.