Security and Tax Considerations for Professional Service Organizations

When: November 9, 2021 9:00AM - November 9, 2021 11:00AM

Please join the Schneider Downs Professional Services Industry Group for our webinar covering topics for professional service companies in the current business environment. As many professional firms continue to navigate balancing remote and in-person work, it has become increasingly important and challenging to maintain a service organization’s control environment, stay abreast of state and local income and sales & use tax compliance matters and ensure the protection of sensitive data. This presentation will cover state and local tax issues, cyber security including addressing incident response mitigation and the importance of Service Organization Controls (SOC) reports for service providers.

• The Schneider Downs SOC team will cover the types of SOC examinations, why your organization might need one and how to evaluate third parties that provide services to your organizations through review of their SOC reports
• Lyle Washowich, the COO of the Western Pennsylvania Region of Burns White will present regarding current Cybersecurity threats and what can be done to mitigate cyber risks
• Stephen Worth, Schneider Downs State & Local Tax Shareholder, will discuss the income tax implications of conducting business in multiple states, remote employee considerations as well as state & local sales & use tax considerations for remote content delivery/sales