upcoming events

September 2017
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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:

more info

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:

more info

July 2017 Seminar

(Walk-ins Welcome)

CPE:           Other (4 hrs.)

Presentation 1 8:30 AM
Speaker: Ed Duguid, CMA Principal, Duguid Consulting
Topic(s): RMF Risk Management Framework – What does this mean for your company?

Presentation 2 9:30 AM
Speaker: Andrew Dugery, CRPS® Retirement Plan Adviser, Wealth Advisory Group, Inc.
Topic(s): Best Practices for Retirement Plan Oversight

Presentation 3 10:30 AM
Speaker: Joe Luscavage
VP of Employee Benefit Services Tycor Benefit Administrators, Inc.
Topic(s): Level Self-Funding

Presentation 3 11:30 AM
Speaker: Nicole Kennedy, CLTC Director of Relationship Management HTA Financial
Topic(s): Roadmap to Medicare

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, Jul 20, 2017
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

June 2017 Seminar

(Walk-ins Welcome)

CPE:           A&A (4 hrs.)

Presentation 1 8:30 AM
Speaker: Amanda Bernard, CPA. CFE, CMA, Principal Maillie LLP
Topic(s): COSO’s Fraud Risk Management Guide

Presentation 2 9:30 AM
Speaker: Amy Snyder,
CPA, CMA, Chief Financial Officer of the Connelly Foundation
Topic(s): Accounting for Grants

Presentation 3 10:30 AM
Speaker: David LaRosa, CPA
Director at CBIZ MHM LLC
Topic(s): International Accounting Standards

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, Jun 22, 2017
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

May 2017 Seminar

(Walk-ins Welcome)

CPE:           Tax (4 hrs.)

Presentation 1 8:30 AM
Speaker: Mike D’Alessandro, Managing Partner Research Tax Credits, LLC
Topic(s): 11 for 11: Eleven 10-Minute Strategic Tax Topics CPA’s Should Be Aware Of

Presentation 2 9:30 AM
Speaker: Mike Menninger, CFP, President Menninger, & Musselman Financial Solutions
Topic(s): Tax Planning Associated with Financial Planning

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, May 25, 2017
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

April 2017 Seminar

(Walk-ins Welcome)

CPE:           Other (4 hrs.)

Presentation 1 8:30 AM
Speaker: Penny Zenker Strategic Business Coach
Topic(s): Productivity

Presentation 2 9:30 AM
Speaker: Carl Francis
Envisian Inc. CEO
Topic(s): Becoming a More Strategic Adviser

Presentation 3 10:30 AM
Speaker: David Discenza, CBCP, Discenza Business Continuity Solutions
Topic(s): The RONI (Return
on Not Investing) in Business Continuity

Presentation 4 11:30 AM
Speaker: Brian J. Carney, CFP®, ChFC®, AIF®, CDFA®, Blue Rock Financial Group
Topic(s): Do You Know Your Financial Planner?

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, April 27, 2017
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

March 2017 Seminar

(Walk-ins Welcome)

CPE:           A&A (4 hrs.)

Presentation 1 8:30 AM
Speaker: W Michael Wolfe, CPA/ABV, CVA, Wolfe Valuation LLC
Topic(s): New Goodwill Impairment Testing Rules

Presentation 2 9:30 AM
Speaker: W Michael Wolfe, CPA/ABV, CVA, Wolfe Valuation LLC
Topic(s): Accounting for Equity Issued as Compensation

Presentation 3 10:30 AM
Speaker: Edward Flanagan, CPA / MBA, Expense Reduction Analysts
Topic(s): How You Can Recover Significant Hidden Cash Flow From Your Vendor Base

Presentation 4 11:30 AM
Speaker: Craig Brody
C. Brody Associates LLC
Topic(s): Excel Shortcuts for Accounting

To register go to: Register for the Current Seminar.

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

LOCATION:

more info

February 2017 Seminar

(Walk-ins Welcome)

CPE:           Other (4 hrs.)

Presentation 1 8:30 AM
Speaker: Judson Wambold, Partner and Trish Perevich, Director of Business Development
Tactix Real Estate Advisors
Topic(s): Helping Your Clients Understand the Numbers and Strategies of Leasing

Presentation 2 9:30 AM
Speaker: Stan Fromuth and Joe Olenski Independent Social Security Consultants
Topic(s): Social Security Retirement Benefits 2017 Update

Presentation 3 10:30 AM
Speaker: Stephen C. Goldblum, Esq. Semanoff Ormsby Greenberg & Torchia, LLC
Topic(s): Enforceability of Non-compete Agreements

Presentation 4 11:30 AM
Speaker: Joe Luscavage
Vice President Employee Benefit Services Tycor Benefit Administrators
Topic(s): The Power of the HSA

To register go to: Register for the Current Seminar.

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

LOCATION:

more info

Registration is open for our January 2017 Seminar

(Walk-ins Welcome)

CPE:           Tax (4 hrs.)

Presentation 1 8:30 AM
Speaker: Mike D’Alessandro, MBA
Research Tax Credits, LLC
Topic(s): Cost Segregation and Research Tax Credits

Presentation 2 10:30 AM
Speaker: Tony Curatola, PhD
Drexel University
Topic(s): Federal Tax Review

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, January 19, 2017
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

Registration is open for our December 2016 Seminar

(Walk-ins Welcome)

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

Presentation 1 8:30 AM
Speaker: Brad Wexler, QPA, QKA, CPFA, Tycor Benefit Administrators Inc.
Topic(s): Retirement Plan Update

Presentation 2 9:30 AM
Speaker: Anthony Carlozo, Trion Group
Topic(s): Insurance and Risk

Presentation 3 10:30 AM
Speaker: Chad L. Staller, JD, MBA, MAC, CVA, The Center For Forensic Economic Studies
and Joseph Marano, JD, Freiwald Law
Topic(s): Ethics – The 10 Commandments of an Expert Witness

Due to the registration being down at this time.
We ask that if you wish to register for this event, please contact Steve Rossi directly either by phone 610-724-3635 or email steverossi@mainlineace.org
For email, please be sure to include your:
– Full name,
– Email address,
– Phone number,
– # of attendees, and
– Company you may be with (if relevant)
and I will get back to you as soon as possible.

We thank you and apologize for any inconvenience this may cause you.

COST: $80 includes full breakfast & beverages
DATE: Thursday, December 15, 2016
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info