upcoming events

April 2014
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Registration is open for our April seminar!

Spring Accounting Issues
4 A&A CPE Credits
Thursday, April 17, 2014
8:30am to 12:30pm

1.   Successfully Surviving a Catastrophic Loss From an Insurance Standpoint
Stan Smith, CPA – Smith Orloff & Associates

2.   Leadership and Conflict
Barry Davis, MS, CTC, MCDP – Gift of Self Career Services, LLC

3.   When Left to their Own Devices
Robert Listerman, CPA, CITRMS – Business Technology Resources LLC

To register go to: Register for the Current Seminar.

DATE:          Thursday, April 17, 2014

TIME:          8:30AM to 12:30PM

LOCATION: Penn State Great Valley

30 East Swedesford Rd

Malvern, PA 19355

Go here for directions.

COST:   $60 includes full breakfast & beverages

more info

Registration is open for our March seminar!

Spring Accounting Issues
4 A&A CPE Credits
Thursday, March 20, 2014
8:30am to 12:30pm

1.   New Private Company Standards
Sam Monastra, CPA – McGladrey LLP

2.  Payroll Fraud
Allen Noll

3.  Forensics
Chad L. Staller, JD, MBA, MAC, CVA
The Center for Forensic Economic Studies

To register go to: Register for the Current Seminar.

DATE:          Thursday, March 20, 2014

TIME:          8:30AM to 12:30PM

LOCATION: Penn State Great Valley

30 East Swedesford Rd

Malvern, PA 19355

Go here for directions.

COST:   $60 includes full breakfast & beverages

more info

Registration is Open for our February Seminar!

Miscellaneous Issues
4 Advisory CPE Credits
Thursday, February 20, 2014
8:30am to 12:30pm

1.   Cloud Hosting
Ed Duguid – West Chester Consultants

2.  Advanced Plan Design
Kelton Collopy – Tycor Benefit Administrators

3.  Building a Referral Pipeline
Fred Kaplan, CBM,MBA – WeiserMazars LLP

4.  Tighten Up Your Cyber Security
Bob Listerman, CPA,CITRMS – Business Technology Resources LLC

To register go to: Register for the Current Seminar.

DATE:          Thursday, February 20, 2014

TIME:          8:30AM to 12:30PM

LOCATION: Penn State Great Valley

30 East Swedesford Rd

Malvern, PA 19355

Go here for directions.

COST:   $60 includes full breakfast & beverages

more info

Registration is open for our January Seminar!

Tax Issues
Thursday, January 16, 2014
8:30am to 12:30pm

1.    Tax Implications of Entity Selection
Andy Malone – Fesnak & Associates

2.    Cost Segregation
Mike D’Alessandro – McGuire Sponsol

3.  Tax Topic To Be Determined
David Warrick, EA – The Tax Reduction Network

To register go to: Register for the Current Seminar.

DATE:          Thursday, January 16, 2014

TIME:          8:30AM to 12:30PM

LOCATION: Penn State Great Valley

30 East Swedesford Rd

Malvern, PA 19355

Go here for directions.

COST:   $60 includes full breakfast & beverages

more info

Thank you for attending our December seminar – stay tuned for January info!

Ethics Plus Other Issues
Thursday, December 19, 2013
8:30am to 12:30pm

1.    Using LinkedIN
Charlie Timmins of Personal Marketing Associates

2.    Obamacare
Mike Troy of Kistler Tiffany Benefits

3.  Questioning Ethics (2 CPE Hours)
Karen Jett, CMA of Jett Excellence

To register go to: Register for the Current Seminar.

DATE:          Thursday, December 19, 2013

TIME:          8:30AM to 12:30PM

LOCATION: Penn State Great Valley

30 East Swedesford Rd

Malvern, PA 19355

Go here for directions.

COST:   $60 includes full breakfast & beverages

more info

Registration is Open for our November Seminar!

IRS Federal Tax Issues

4 Tax CPE Hours
Thursday, November 21, 2013
8:30am to 12:30pm

1.   Overview of 2013 Tax Law Changes
Tax Law Update (MACE Nov 21 2013)
Richard G Furlong, Jr. IRS Senior Stakeholder Liaison

2.   Affordable Care Act Provisions that Affect Individuals and Businesses
ACA (MACE Nov 21 2013)
IRS Employment Plans Specialist

3.  IRS Employment Tax Issues and Priorities
Employment Tax Issues (MACE Nov 21 2013)
Richard G Furlong, Jr. IRS Senior Stakeholder Liaison

4. IRS Under-reporter and Correspondence Examination Programs
AUR Corr Audit (MACE Nov 21 2013)
Richard G Furlong, Jr. IRS Senior Stakeholder Liaison

To register go to: Register for the Current Seminar.

DATE:          Thursday, November 21, 2013

TIME:          8:30AM to 12:30PM

LOCATION: Penn State Great Valley

30 East Swedesford Rd

Malvern, PA 19355

Go here for directions.

COST:   $60 includes full breakfast & beverages

more info

Registration is open for our September seminar!

Ethics Plus
Thursday, September 19, 2013
8:30am to 12:30pm

1.    Obamacare Tax Advice – Tax Credit
Scott Crane – Tycor Benefit Administrators Director of Employees Benefits

2.    Retirement Plans – Advisory Credit
Brad Wexler, QPA, QKA, QPFC – Tycor Benefit Administrators Principal

3.   Enterprise Risk Management Ethics
John McLaughlin, CPA – BDO Partner & Risk Management Services Leader

To register go to: Register for the Current Seminar.

DATE:          Thursday, September 19, 2013

TIME:          8:30AM to 12:30PM

LOCATION: Penn State Great Valley

30 East Swedesford Rd

Malvern, PA 19355

Go here for directions.

COST:   $60 includes full breakfast & beverages

more info

Registration is open for our July seminar!

2013 Tax Issues
Thursday, July 18, 2013
8:30am to 12:30pm

1.    Tax Planning and Investing in an Era of Obamacare (After the fiscal cliff!)
David M. Warrick, CFP – JC Warrick & Company Founder &
The Tax Reduction Network Founder (1180 AM Radio at 8am-9am Saturdays)

2.    Section 1031 Exchanges: Yesterday, Today & Tomorrow
1031 Exchanges – Yesterday, Today and Tomorrow

Margo McDonnell, CES® – 1031 Corp President

3.   Green Building Tax Incentives
Energy Efficient Commercial Building Deduction Presentation

Mike D’Alessandro, MBA – McGuire Sponsel Principal

To register go to: Register for the Current Seminar.

DATE:          Thursday, July 18, 2013

TIME:          8:30AM to 12:30PM

LOCATION: Penn State Great Valley

30 East Swedesford Rd

Malvern, PA 19355

Go here for directions.

COST:   $60 includes full breakfast & beverages

more info

Registration is open for our June seminar!

Accounting Topics
Thursday, June 20, 2013
8:30am to 12:30pm

1.    Excel Speed Tips for Accounting
Craig Brody – C. Brody Associates Technology Trainer

2.    Forensic Accounting and the Fraud Environment
David E. Goss, CPA/CFF, CIA, CFE North American Forensic Accounting LLC President

3.   Budgeting Techniques
Joel Wagoner,  CPA, CMA, CFM – DeSales University Assistant Professor

To register go to: Register for the Current Seminar.

DATE:          Thursday, June 20, 2013

TIME:          8:30AM to 12:30PM

LOCATION: Penn State Great Valley

30 East Swedesford Rd

Malvern, PA 19355

Go here for directions.

COST:   $60 includes full breakfast & beverages

more info

Registration is open for our May seminar!

Other Issues
Thursday, May 16, 2013
8:30am to 12:30pm

1.    Business Acquisitions
Kevin Ryan, Esq. - Ryan, Morton & Imms, LLC Shareholder

2.    Project Management Within a Flat Organization
Laura Dallas Burford, MA, PMP – LAD Enterprises, President

3.    Impact of Health Reform on Businesses and Individuals (Obamacare)
David E Edman – Risk Management Partners LLC, Managing Partner

To register go to: Register for the Current Seminar.

DATE:          Thursday, May 16, 2013

TIME:          8:30AM to 12:30PM

LOCATION: Penn State Great Valley

30 East Swedesford Rd

Malvern, PA 19355

Go here for directions.

COST:   $60 includes full breakfast & beverages

more info