Past Events

Manufacturers see the workforce as both an opportunity and a challenge. According to the 2022 State of MFG in the PNW Survey, while seven out of ten anticipate hiring more full-time employees over the next year and roughly half will add part-time or contract employees, it’s been difficult to find qualified and skilled labor. If you’re fighting the battle of workforce challenges, you’re not alone. Join Schwabe and Aldrich Benefits as we discuss insights to be aware of in the current workplace conditions. This webinar will include topics on:

• Rising Cost of Employee Benefits
• Challenges in Attracting Qualified Employees + Tips for Retaining Talent
• Hiring Expectations
• Diversity + Equity in the Workplace

Watch Recording

Is your nonprofit ready for an audit? Between the documentation requirements and expense analysis, audits can quickly become a daunting task. Bobby LaCour, Partner and nonprofit audit expert from Aldrich CPAs + Advisors, will present with Walter D’Souza from the Mutual of America Financial Group to help you create a roadmap for your nonprofit’s audit. They’ll cover:

• Assembling the correct team for the audit
• Organizing all necessary information
• Preparing an internal control structure

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Succession plans that involve a transition to the next generation of leadership within the company often require a long runway. According to the 2022 State of MFG in the PNW Survey, half of the survey participants said they already have a succession plan for the transition of executive leadership or ownership while a quarter still does not. Join Schwabe and Aldrich for a roundtable discussion where we’ll discuss the importance of planning ahead for succession planning. This webinar will include:

• Due Diligence
• Business Valuations
• Succession Planning Best Practices

Download Slides | Watch Recording

Presented by Aldrich CPAs + Advisors + Schwabe, Williamson & Wyatt

No matter their revenue, manufacturers across the board were overwhelmingly most concerned about state laws and regulations placing additional costs and taxes on employers according to the 2022 State of MFG in the PNW Survey. Manufacturers are feeling a pinch with taxes and tariffs that are increasing their costs which in turn decreases their margins. Join Schwabe and Aldrich for a roundtable discussion where we’ll review potential tax implications from new legislation. This webinar will include the following topics:

• Effects of Current Federal, State and/or Local Taxes, and Policies
• Build Back Better Update
• Regulations Affecting the Manufacturing Industry
• Top Concerns about Regulations
• Impacts of the 2022 Landscape and Beyond

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Join Aldrich CPAs + Advisors on Thursday, December 2 for Real Estate Day.

We will host leaders of the real estate industry for a networking and learning symposium. You will hear from a panel of experts focusing on market trends, tax law changes, legal developments, and other hot topics. Following these engaging discussions will be a Q&A panel with the industry-leading presenters.

Capacity limited to 100 attendees.

Presentation Topics

2021 Tax Planning and Looking Forward into 2022

Aldrich’s Jonathan McGuire will lead a session covering the latest updates and happenings in the real estate industry. With decades of experience, Jonathan will help attendees understand the current landscape and spot investment, growth, and development opportunities. In this session, you’ll learn:

• How COVID-19 impacted commercial real estate
• Current challenges that investors face

Market + Industry Trends

Michael Hironimus from Duckridge Realty Advisors will guide attendees through the emerging real estate trends and paint a picture for what’s to come. Michael’s market analysis is perfect for investors looking to make their next big move in 2022. Join Michael and uncover:

• What opportunities are on the horizon for investors
• How to get ahead in 2022

Real Estate Securities + Qualified Opportunity Zones

A local expert and Partner of Dunn Carney, Coni Rathbone, will discuss two of the most pressing topics in the industry: securities and QOZs. The ever-evolving political and regulatory landscape continues to impact real estate investors, and Coni’s expertise will help attendees understand just how to approach and handle the changes. Join Coni and learn:

• When does a real estate offering become a securities offering?
• How can a real estate investor comply with securities regulations?

1031 Exchange + Optimizing a Self-Directed IRA

David Moore is the owner of Equity Advantage and IRA Advantage. He has a unique background and experience in helping real estate investors optimize their profits and develop a plan for the future. Avoiding capital gains tax and maximizing savings vehicles can make all the difference for investors seeking longevity and a smooth transition. With David’s guidance, you will discover how:

• 1031 Exchanges can save you money and set you up for your next investment
• Self-directed IRAs are competitive savings vehicles perfect for investors

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This report is a culmination of our recent joint survey, conducted by the Portland Business Journal and the Puget Sound Business Journal. Since our first survey in 2018, we have stayed on top of changes affecting the manufacturing industry and are grateful to continue the conversation.

In this current survey, over 540 respondents from both Oregon and Washington weighed in and shared their experiences and perceptions.

Schwabe’s Michael Cohen and Aldrich’s Carrie Sowders will share key findings garnered from the report.

Immediately following the event, attendees will receive a copy of the report, which details how manufacturers in the region responded to important topics such as the health of the industry, workforce challenges, regulatory and tax concerns, technology usage, and business transition planning, as well as insights from Schwabe and Aldrich on many of these subjects.

Watch Recording | Download Report | Download Slides

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.

Download Slides | View Presentation

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 | 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?

View Presentation | Download Slides

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.

Download Slides | View Presentation (Passcode: H+ajXsF1)