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Accounting for PEO Regulatory Compliance
An introduction to state registration and initial licensing requirements, along with ongoing compliance obligations such as audits, working capital requirements and quarterly agreed-upon procedures (1 CPE credit). Instructors: Jean Goldstein, CPA - Principal, PEO Advisory Services, Inc. | Jeff Solis - Partner, UHY LLP
ABCs of PEO Financials
An introduction to the general ledger and chart of accounts, including considerations specific to PEO financial operations and how to present financial information accurately and consistently (1 CPE credit). Instructors: Jean Goldstein, CPA - Principal, PEO Advisory Services, Inc. | Jeff Solis - Partner, UHY LLP
Benefits & Tax Program
An introduction to PEO employer status and key benefits and tax functions, including section 125 plans, flexible spending accounts and more (1 CPE credit). Instructors: Sheldon Blumling - Partner, Fisher Phillips | Tom Jacobs, JD - Principal, The PEO Auxiliary
Client Service Agreements: The Basics
An introduction to the key components of a client service agreement and why clear, carefully drafted agreements are essential to successful PEO-client relationships (0.5 CPE credit). Instructors: Melissa Cizmorris - Partner, Akerman LLP | Ree Harper - Partner, Fisher Phillips