Past Events

Aldrich Technology and Aldrich Wealth will provide an overview of the DOL’s urgent Cybersecurity guidance for Plan Sponsors, explain how we are assisting our clients with compliance, and share how the guidance may have implications for your organization, well beyond its 401(k) plan.

Are You a 401(k) Fiduciary?

Most likely, you’re a fiduciary if you:

• Have authority to sign or direct someone to sign the Form 5500 or other regulatory filings,
• Sign Plan Documents, (like the Adoption Agreement) created by your TPA or recordkeeper,
• Choose the Plan’s Providers – or sit on the committee that hires Plan Providers,
• Exercise authority over the plan – be it on the investment or administrative side,
• Make decisions that affect plan assets, how they are invested, or how they may be spent to cover the cost of operating the plan (like the cost of administrative, investment advisory, or audit services),
• Are identified as a fiduciary in plan documents (now there is no doubt – you ARE a fiduciary).

If you answered yes to any of these statements, this webinar is important new guidance from April 2021 from the Department of Labor (DOL) for 401(k) plan sponsors.

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As we reach the one-year mark of the COVID-19 pandemic, it’s more important now than ever to pay attention to tax planning strategies. From PPP Loans to Employee Retention Credits, the unprecedented circumstances of this past year have provided for several complex tax implications to be aware of.

Join us for a webinar about federal, state, and local tax changes now in effect for the new year. In addition to COVID-19 related tax implications, you’ll also learn about important topics such as setting yourself up for success with the new Oregon Corporate Activities Tax (CAT), what the Metro Tax means to you, understanding the Preschool for All Tax, and complying with these new taxes. We will take a closer look at what the future could hold with the Biden administration and planning considerations for 2021 and beyond. We will also provide some ideas for how to save on payroll taxes on Prevailing Wage fringe amounts and also use this to improve employee benefits and retirement.

In this webinar presented by Chad Emmett, Matt Van Doren, and David Strom from Aldrich CPAs + Advisors, you’ll learn about important topics such as:

• PPP Loans – Treatment for financial statements and tax returns
• Employee Retention Credits – How do the calculations work and what has changed?
• Important Oregon CAT due dates
• What Does the Metro Tax Mean to You?
• Understanding the Preschool for All Tax
• Complying with these New Taxes
• What We Know about Biden’s Tax Plan
• Ideas to save on payroll taxes, and improve benefits with Prevailing Wage Fringe
• To help us better answer your questions, we strongly encourage you to submit confidential questions for the panelists on the registration page.

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President Biden signed the American Rescue Plan Act (ARPA) into law on March 11, 2021, after this third COVID-19 stimulus bill passed Congress. This new $1.9 trillion stimulus package includes several health and welfare benefits-related provisions relevant to employers and plan sponsors, including:

• FFCRA Paid Leave Extended and Enhanced
• Dependent Care Assistance Program Limit Increase
• Temporary Premium Tax Credit Enhancements
• COBRA Subsidy

We are excited to have Stacy Barrow, Benefit Advisors Network Compliance Director, onboard to help everyone understand these new provisions and what actions employers and plan sponsors need to take as a result of this new legislation.

Navigating the Impact of COVID-19 Series was developed to inform employers of new legislation that impacts employee benefit programs and HR practices. The webinars are brought to you by four of the Pacific Northwest’s leading benefit brokerages: Advanced Benefits, Aldrich Benefits, CSNW Benefits and Diversified Insurance Group.

The COVID-19 pandemic is bound to create lasting changes, but what cultural and professional shifts will endure? As employers seek to understand how exactly the pandemic will affect change in the workplace, this panel of industry experts will discuss the impact the COVID-19 will have on employee benefits, employment law and employee culture. Each of the panelists offers a unique view and expertise on these important topics and how they will interact to help shape the new “not-so-normal” employee experience in a post-COVID-19 world.

Join us for an interactive discussion, moderated by Nicole Rice, Partner at Aldrich Wealth, with Peter Hicks, Attorney at Jordan Ramis, Audra Hedberg, HR consultant from Trüpp HR, and Tracey Davis, Partner and Employee Benefits Consultant at Aldrich Benefits to discuss:

• Post-COVID employee benefits
• Employment law + lessons learned
• Employee cultural evolutions

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“Elections have consequences.”

Sound familiar? While this refrain is most frequently heard in the halls of Congress (and the occasional cable news shouting match), an election’s impacts really are felt far and wide—sometimes in anticipated fashion, but often in unexpected ways as well. In this in-depth discussion with D.C. insider James Slotnick, we’ll address the policy changes which will most directly impact your business and employees, exploring questions such as:

• Which employee benefits issues are likely to be most impacted by the Biden administration?
• Is FFCRA paid leave a flash in the pan—or a sign the country is moving toward a national paid family leave program?
• What are the administration’s priorities, and how likely are they to succeed?

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As the new administration prioritizes an acceleration in the production and distribution of vaccines, employers around the country are beginning to ask the inevitable question: “should we make the COVID-19 vaccine mandatory and a condition for continued employment?” Answering this question will require employers to weigh legal, cultural, religious, collective bargaining and health considerations.

Join us for a conversation with Randall Sutton of Saalfeld Griggs. He will explore the legal and practical considerations of employer involvement with the COVID-19 vaccination. Randall will also provide legal updates, including what to expect in the 2021 Oregon legislative session. The presentation will cover:

• Laws surrounding vaccine mandates from employers
• Exceptions to vaccine mandates under Oregon law, the ADA, and the EEOC
• The upcoming Oregon legislative session

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Join Schwabe and Aldrich for a roundtable discussion on Thursday, February 25 where we’ll review potential tax implications from new legislation, including the Economic Aid Act, which became law on December 27, 2020, and tax issues related to its extension of the Paycheck Protection Program (PPP).

We plan to review federal, state, and Portland metro tax updates and tax credits and share thoughts on President Biden’s upcoming tax plan.

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With a new president, comes a new tax plan. With the passage of the Tax Cuts and Jobs Act of 2017 (“TCJA”), the country saw the largest tax reform it had seen in decades. The tax plan proposed by the Biden administration calls for significant deviation and reversals of provisions of the TCJA. While nothing is certain until legislation is written and passed, this presentation will provide insights on what may be coming so that you can make sure your business is prepared for the changes ahead.

Join us for a webinar led by Carrie Sowders, CPA, Partner of Aldrich CPAs + Advisors, that will break down what you need to know for your 2020 return, what to expect in 2021, and what we know about his proposals. The discussion topics will include notable business tax proposals from the Biden Administration, individual tax changes to watch and gift and estate tax updates.

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Despite a topsy-turvy year, the board members remain a critically important asset for nonprofit organizations. Learning to engage with them meaningfully can make all the difference as teams work together to navigate novel challenges. Roxana Velásquez, the Maruja Baldwin Executive Director for The San Diego Museum of Art, will share best practices from her career, including those set in motion before the pandemic. In this webinar, Roxana will discuss engaging, developing and retaining board members, fostering resilience and recognizing new opportunities.

Meet Your Presenter: Roxana Velásquez is the Maruja Baldwin Executive Director at The San Diego Museum of Art. As a passionate advocate for the arts, Roxana fosters cross-cultural dialogues within the San Diego community as well as nationally and internationally. Throughout her professional career, she has organized many high-profile exhibitions in her capacity as the Executive Director of the Museo Nacional de San Carlos, Museo Nacional de Arte (MUNAL), the Museo del Palacio de Bellas Artes in Mexico City, and currently with The San Diego Museum of Art. She is a member of multiple boards, including Association of Art Museum Directors; International Council of Museums; American Alliance of Museums; Asociación Mexicana de Profesionales de Museos; San Diego Tourism Authority; Curatorial Advisory Board at the University of San Diego; and a Trustee of the Balboa Park Cultural Partnership (BPCP).

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In December, Congress passed a $900 billion pandemic relief package, combining coronavirus-fighting funds with financial relief for individuals and businesses. The highly anticipated bill was approved on the evening of December 21 and went to the President for his signature. Join us for a webinar highlighting what you need to know about the new stimulus bill, PPP2, and other important COVID-19 relief updates.

In this webinar, Carrie Sowders, CPA and Partner of Aldrich CPAs + Advisors, will break down the COVID and tax-related sections of this $2.3 trillion budget bill, including stimulus checks, Paycheck Protection Program (PPP) loans, expansion of the Employee Retention Credit and more. During her presentation, you’ll learn more about changes to the PPP, second draw PPP loans, payroll tax credits, tax extenders and planning considerations for 2021 and beyond.

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This past year was full of unexpected challenged, new daily realities, and increased demand for services for nonprofits. Nonprofit leaders are working to meet their community’s needs with fresh, creative fundraising approaches and donor communication. Sharyn Goodson, Leichtag’s Vice President of Philanthropy and Organizational Development, will lead this session on fundraising during a pandemic and into 2021. In this webinar, you’ll learn how to engage virtually with donors, identify funding opportunities and reimagine special events.

Meet Your Presenter: Sharyn Goodson, Leichtag Foundation’s Vice President of Philanthropy and Organizational Development, manages grantmaking, philanthropic strategies and partnerships, as well as organizational development efforts. Sharyn previously served as Vice President of Philanthropy at the Jewish Community Foundation of San Diego, managing its philanthropy programs, major family funds and foundations. Prior to that role, Sharyn was Director of Grants of Jewish Family Service of San Diego and Program Director of the Aspen Community Foundation. Sharyn holds the Certified Fund Raising Executive (CFRE) credential.

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Follow-Up Q&A: Ask the Funder!

Following their original webinar presentation on February 9, several consistent themes arose from the attendees’ follow-up questions, prompting an additional recorded session with Bobby and Sharyn.

Watch “Ask the Funder!”   |   Read “Four Key Lessons for Nonprofit Funding”

Join us for a webinar about Oregon’s new Corporate Activity Tax (CAT) and other state and local tax changes now in effect for the new year. The new Oregon CAT applies to sole proprietors, partnerships, and corporations with Oregon sourced income – whether from sales of tangible personal property or services. The Supportive Housing Services Tax (“Metro Tax”) applies to certain businesses operating and individuals living in the metro jurisdiction. The Preschool for All Tax applies to certain individuals living or working in Multnomah County.

In this webinar, Diana Strassmaier will lead you through the important details of legislation and help you prepare for the complex implications of the new taxes. During her presentation, you’ll learn about important topics such as setting yourself up for success with the new Oregon Corporate Activities Tax (CAT), what the Metro Tax means to you, understanding the Preschool for All Tax and complying with these new taxes.

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