upcoming events

May 2018
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May 2018 Seminar

(Walk-ins Welcome)

CPE:           Tax (4 hrs.)

Presentation 1 8:30 AM
Speaker: Mike Menninger, CFP President, Menninger & Associates
Topic(s): Tax Impacts and Considerations for Investment Planning and Retirement Planning

Presentation 2 9:30 AM
Speaker: Sue Umstead, CES® Senior Vice President, 1031 Corp
Topic(s): What will be Artificial Intelligence’s Impact on Your Cyber Security Program?

Presentation 3 10:30 AM
Speaker: Mike D’Alessandro, Managing Partner, Research Tax Credits, LLC
Topic(s): Tax Credits and 20% deduction for pass through entities

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Thursday, May 24, 2018
TIME: 8:30 AM to 12:30 PM

LOCATION:

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April 2018 Seminar

(Walk-ins Welcome)

CPE:           Other (4 hrs.)

Presentation 1 8:30 AM
Speaker: Ronald E. Lang, Principal, Atlas Wealth Management, LLC
Topic(s): Top 401(k) Plan Structure Ideas and Fiduciary Realities

Presentation 2 10:30 AM
Speaker: Bob Listerman, CPA, CITRMS Founder, Business Technology Resources, LLC.
Topic(s): What will be Artificial Intelligence’s Impact on Your Cyber Security Program?

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, Apr 26, 2018
TIME: 8:30 AM to 12:30 PM

LOCATION:

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March 2018 Seminar

(Walk-ins Welcome)

CPE:           A & A (4 hrs.)

Presentation 1 8:30 AM
Speaker: David LaRosa, CPA, Director CBIZ MHM LLC
Topic(s): Engagements performed in Accordance with Statements on Standards for Accounting and Review Services

Presentation 2 9:30 AM
Speaker: Allen Noll, CPA, President The Payroll Factory
Topic(s): Payroll Accounting for New Business Entities

Presentation 3 10:30 AM
Speaker: John McLaughlin, CPA, CRMA, Executive Director The Audit Exchange LLC
Topic(s): Service Organization Control (SOC) Reporting

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, Mar 22, 2018
TIME: 8:30 AM to 12:30 PM

LOCATION:

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February 2018 Seminar

(Walk-ins Welcome)

CPE:           Other (4 hrs.)

Presentation 1 8:30 AM
Speaker: Ed Duguid, Founder of Duguid Consulting
Topic(s): Ransomeware – How to protect yourself?

Presentation 2 9:30 AM
Speaker: Gene M. Linkmeyer, Esquire, Principal of the Linkmeyer Law Group
Topic(s): What is “Business Divorce”?

Presentation 3 10:30 AM
Speaker: Joe Luscavage VP of Employee Benefit Services
Gregory T. Kepner AIF®, CRPS®, Retirement Plan Consultant Tycor Benefit Administrators, Inc.®
Topic(s): 2018 Benefits State of the Union

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, Feb 22, 2018
TIME: 8:30 AM to 12:30 PM

LOCATION:

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January 2018 Seminar

(Walk-ins Welcome)

CPE:           Tax (4 hrs.)

Presentation 1 8:30 AM
Speaker: Nicole Koch, CPA, MT, Mazurs USA LLP, Tax Manager
Topic(s): Composite and Nonresident Holding Returns

Presentation 2 9:30 AM
Speaker: Mike D’Alessandro, MBA, Managing Director at Research Tax Credits, LLC
Topic(s): Tax Credits

Presentation 3 10:30 AM
Speaker: Tony Curatola, PhD, Drexel University Professor
Topic(s): Individual Income Tax – 2017 Update

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, Jan 18, 2018
TIME: 8:30 AM to 12:30 PM

LOCATION:

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December 2017 Seminar

(Walk-ins Welcome)

CPE:           Ethics (2 hrs.) & Other (2 hrs.)

Presentation 1 8:30 AM
Speaker: Stan Fromuth and Joe Olenski Social Security Consultants
Topic(s): Social Security and Medicare Benefits

Presentation 2 10:30 AM
Speaker: Chad L. Staller, JD, MBA, MAC, CVA and Joseph Marano, JD, LLM
Topic(s): Ethics – Ten Commandments Of an Expert Witness

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, Dec 21, 2017
TIME: 8:30 AM to 12:30 PM

LOCATION:

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November 2017 Seminar

(Walk-ins Welcome)

CPE:           A&A (4 hrs.)

Presentation 1 8:30 AM
Speaker: Kirsten Flanagan, CPA, CFE, CFF and Jack O’Donnell, CPA, CFF, CFE, CVA, Partners at Friedman LLP
Topic(s): The Accountant’s Role in Fraud/Forensics Investigations

Presentation 2 10:30 AM
Speaker: Amy O’Connor, Bookminders Business Development Specialist
Topic(s): Advanced Quick Books Analysis for CPAs

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, Nov 16, 2017
TIME: 8:30 AM to 12:30 PM

LOCATION:

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October 2017 Seminar

(Walk-ins Welcome)

CPE:           Tax (4 hrs.)

Presentation 1 8:30 AM
Speaker: Rich Furlong,
Senior Stakeholder Liaison, Internal Revenue Service
Topic(s): Highlights of 2017 Tax Law Changes

Presentation 2 10:30 AM
Speaker: William Mealy
Internal Revenue Service
Topic(s): Protect Your Clients, Protect Yourself : Data Security for Tax & Accounting Professionals

Presentation 3 10:30 AM
Speaker: Rich Furlong,
Senior Stakeholder Liaison, Internal Revenue Service
Topic(s): IRS “Hot Issues: Online Accounts, E-Services, Sharing Economy, Security Summit Initiative, Private Debt Collection and More

Presentation 4 11:30 AM
Speaker: Rich Furlong,
Senior Stakeholder Liaison, Internal Revenue Service
Topic(s): Sharing Economy Home Rental Issues

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, Oct 26, 2017
TIME: 8:30 AM to 12:30 PM

LOCATION:

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September 2017 Seminar

(Walk-ins Welcome)

CPE:           Other (4 hrs.)

Presentation 1 8:30 AM
Speaker: Joe Luscavage
and Kelton Collopy, Tycor Benefit Administrators, Inc.
Topic(s): Better Together

Presentation 2 10:30 AM
Speaker: Stan Fromuth
and Joe Olenski, Social Security Retirement Consultants
Topic(s): Social Security Retirement

Presentation 3 11:30 AM
Speaker: Ira Rosenbloom
Optimum Strategies, LLC
Topic(s): Valuing Your CPA Practice – the 4 Prevailing Factors and Making Them Work for You

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, Sept 28, 2017
TIME: 8:30 AM to 12:30 PM

LOCATION:

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August 2017 Seminar

(Walk-ins Welcome)

CPE:           Ethics (2 hrs.) + Tax (2 hrs.)

Presentation 1 8:30 AM
Speaker: David Gorenberg, BIRE Financial Services
Topic(s): 1031 Ideas Including Delaware Statutory Trusts

Presentation 2 10:30 AM
Speaker: Mark Mensack, AIFA, GFS, Prudent Champion LLC, Chief Ethics Officer
Topic(s): How is Being a CPA Similar to Being a West Point Cadet

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, Aug 24, 2017
TIME: 8:30 AM to 12:30 PM

LOCATION:

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