upcoming events

February 2017
Mon Tue Wed Thu Fri Sat Sun
« Jan    
 12345
6789101112
13141516171819
20212223242526
2728  

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

Registration is open for our November 2016 Seminar

(Walk-ins Welcome)

CPE:           A&A (4 hrs)

Presentation 1 8:30 AM
Speaker: David LaRosa, CGMA, CCIFP Director at CBIZ MHM LLC
Topic(s): Revenue  Recognition Update

Presentation 2 9:30 AM
Speaker: Karl Fassnacht, CPA Director at CBIZ MHM LLC
Topic(s): New Lease Standards

Presentation 3 10:30 AM
Speaker: David Goss, CPA, CFF, CIA, CFE President of North American Forensic Accounting LLC
Topic(s): Forensics – Commercial Aspects

Presentation 4 11:30 AM
Speaker: David Goss
Topic(s): Forensics – Elder Fraud

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, November 17, 2016
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

Registration is open for our October 2016 Seminar

(Walk-ins Welcome)

CPE:           IRS Tax (4 hrs)

Presentation 1 8:30 AM
Speaker: Richard Furlong, Jr. or William Mealy, both IRS Senior Stakeholder Liaison
Topic(s): Highlights of 2016 Income Tax Laws

Presentation 2 9:30 AM
Speaker: Richard Furlong, Jr. or William Mealy
Topic(s): Overview of S-Corporation Issues

Presentation 3 10:30 AM
Speaker: Richard Furlong, Jr. or William Mealy
Topic(s): Tax Professionals Data Breaches and Protection

Presentation 4 11:30 AM
Speaker: Richard Furlong, Jr. or William Mealy
Topic(s): IRS Future State Strategic Initiative

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, October 27, 2016
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

Registration is open for our September 2016 Seminar

(Walk-ins Welcome)

CPE:           Other (4 hrs)

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

Presentation 2 10:30 AM
Speaker: Troy Knott, The John Maxwell Team
Topic(s): Growing Leadership Potential

To register go to: Register for the Current Seminar.

COST: $70 includes full breakfast & beverages
DATE: Thursday, September 22, 2016
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

Registration is open for our August 2016 Seminar

(Walk-ins Welcome)

CPE:           Ethics (2 hrs) Plus A&A (2 hrs)

Presentation 1 8:30 am
Speaker: Douglas Young, CPA Young Business Solutions, LLC
Topic(s): QuickBooks Online

Presentation 2 10:30 am
Speaker: Troy Knott
Topic(s): The Theory and Practice of Professional Skepticism in an Ethical Organization

To register go to: Register for the Current Seminar.

COST: $70 includes full breakfast & beverages
DATE: Thursday, August 25, 2016
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

Registration is open for our July 2016 Seminar

(Walk-ins Welcome)

CPE:           4 Hr(s) in Other

Presentation 1 8:30 am
Speaker: William Dolan, Esquire Dolan Law LLC
and Hardik Shah and Peter Bradshaw – Diamond State Financial Group
Topic(s): Different Ways to Structure Buy-Sell Agreements Between Business Owners

Presentation 2 10:30 am
Speaker: William R Borton, CLU, RHU, REBC W.R Borton & Associates LLC
Topic(s): Long Term Care: Planning and Insurance

To register go to: Register for the Current Seminar.

COST: $70 includes full breakfast & beverages
DATE: Thursday, July 21, 2016
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

Registration is open for our June 2016 Seminar

(Walk-ins Welcome)

CPE:           4 Hr(s) in A&A

Presentation 1 8:30 am
Speaker: Mark Mensack, AIFA® GFS®, Chief Ethics Officer, Prudent Champion LLC
Topic(s): Reasonable Expenses are a Fiduciary Duty

Presentation 2 9:30 am
Speaker: Edward Flanagan, CPA / MBA Director Expense Reduction Analysts
Topic(s): How You Can Recover Significant Hidden Cash Flow From Your Vendor Base

Presentation 3 10:30 am
Speaker: John A. Capizzi, CFE Principal Internal Audit Services, Inc.
Topic(s): Red Flags of Fraud in the Workplace

To register go to: Register for the Current Seminar.

COST: $70 includes full breakfast & beverages
DATE: Thursday, June 23, 2016
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

Registration is open for our May 2016 Seminar

(Walk-ins Welcome)

CPE:           4 Hr(s) in Tax

Presentation One: 8:30 am
Speaker: Mike D’Alessandro, Director of Specialty Tax, Greenoutsourcing, PA
Topic(s): 2016 Section 41 Research and Experimentation Tax Credits

Presentation Two: 9:30 am
Speaker: Mike D’Alessandro, Director of Specialty Tax, Greenoutsourcing, PA
Topic(s): Section 263 (a) Cost Segregation Regulations, Repair, and Maintenance

Presentation Three: 10:30 am
Speaker: Susan Umstead, CES Senior Vice President 1031 Corp.
Topic(s): Section 1031 Exchange Strategies

Presentation Four: 11:30 am
Speaker: Michael Menninger, CFP and President Menninger & Associates LLC
Topic(s): Taxation Associated with Financial and Retirement Planning

To register go to: Register for the Current Seminar.

COST: $70 includes full breakfast & beverages
DATE: Thursday, May 19, 2016
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info