upcoming events

May 2015
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Registration is open for our May 2015 Seminar

(Walk-ins Welcome)

CPE:       4 Tax (issues)

Presentation One: 8:30 am
Speaker: Scott Crane, Tycor Benefit Administrators
Topic(s): Tax Implications of Patient Protection & Affordable Care Act

Presentation Two: 9:30 am
Speaker: Mike D’Alessandro, MBA, Director of Specialty Tax Green Outsourcing, PA
Topic(s): 263a Repair & Maintenance Regulations

Presentation Three: 10:30 am
Speaker: Mike McCann, Green Outsourcing, PA
Topic(s): Credits and Incentives for PA and NJ

Presentation Four: 11:30 am
Speaker: Alan Noll, CPA, The Payroll Factory
Topic(s): Payroll Tax Issues

To register go to: Register for the Current Seminar.

COST:  $70 includes full breakfast & beverages
DATE:  Thursday, May 21, 2015
TIME:   8:30 AM to 12:30 PM

LOCATION:

Registration is open for our April 2015 Seminar

CPE:       4 Other (issues)

Presentation One: 8:30 am
Speaker: Elizabeth Chance, CRS, CIP Founder & Owner Recovery Management Specialists
Topic(s): How Addiction Affects the Workplace

Presentation Two: 9:30 am
Speaker: Tim Luedtke, FSA, CFA, MAAA, Founder, Principal & Consulting Actuary Navigator Benefit Solutions, LLC
Topic(s): Self Insurance

Presentation Three: 10:30 am
Speaker: Bob Listerman, CPA, CITRMS, President Business Technology Resources, LLC
Topic(s): Cyber Security – How to Keep Your Data Safe

To register go to: Register for the Current Seminar.

COST:  $70 includes full breakfast & beverages
DATE:  Thursday, April 23, 2015
TIME:   8:30 AM to 12:30 PM

LOCATION:

Registration is open for our March 2015 Seminar

CPE:       4 A&A (issues)

Presentation One: 8:30 AM
Speaker: Samuel Monastra, CPA, Director, McGladrey LLP
Topic(s): SSARS 21-Revised Standards for Reviews, Compilations and Engagements to Prepare Financial Statements

Presentation Two: 10:30 AM
Speaker: Joel Wagoner, CPA, Assistant Professor, DeSales University
Topic(s): Accounting Standards Update – Goodwill

    Presentations for download:
    Goodwill (PowerPoint)

Presentation Three: 11:30 AM
Speaker: Joel Wagoner, CPA, Assistant Professor, DeSales University
Topic(s): FASB Doing Away With Extraordinary Gains

To register go to: Register for the Current Seminar.

COST:  $70 includes full breakfast & beverages
DATE:  Thursday, March 19, 2015
TIME:   8:30 AM to 12:30 PM

LOCATION:

Registration is open for our February 2015 Seminar

CPE:       4 Other (issues)

Presentation One: 8:30 AM
Speaker: Tim Luedtke – Principal and Consulting Actuary Navigator Benefit Solutions, LLC
Topic(s): Self Insured Plans

Presentation Two: 9:30 AM
Speaker: Jerry McGinn – Director of Business Development Daneker & Dean
Topic(s): Professional Employer Organization Advantages

Presentation Three: 11:30 AM
Speaker: David Discenza, CBCP – President Discenza Business Continuity Solutions
Topic(s): Business Continuity Planning

To register go to: Register for the Current Seminar.

COST:  $70 includes full breakfast & beverages
DATE:  Thursday, February 19, 2015
TIME:   8:30 AM to 12:30 PM

LOCATION:

Registration is open for our January 2015 Seminar

CPE:       4 Tax (issues)

Speaker: Scott Crane – Director of Employee Benefit Services Tycor Benefit Administrators, Inc.
Topic(s): Age 65 Medicare Yes or No Health Insurance Alternatives

Speaker: Tony Curatola, PhD – Editor, Journal of Legal Tax Research Editor, Tax Column of Strategic Finance, Joseph F. Ford Professor of Accounting & Tax – Drexel University, LeBow College of Business
Topic(s): Individual Tax Update for 2015 Tax Filing Season

Speaker: David Warrick, CFP – EA Owner of The Tax Reduction Network and JC Warrick and Company
Topic(s): 10 Tax Reduction Mistakes Business Owners and Individuals Make

To register go to: Register for the Current Seminar.

COST:  $70 includes full breakfast & beverages
DATE:  Thursday, January 15, 2015
TIME:   8:30 AM to 12:30 PM

LOCATION:

Registration is open for our December 2014 Seminar

CPE:       Ethics & 2 Other (issues)
Speaker: Brad Wexler – Consultant, Tycor Benefit Administrators, Inc.
Topic(s): Cash Balance Plans

Speaker: Julie Anne Ragatz – Director of the Center for Ethics in Financial Services The American College
Topic(s): Ethical Issues in Managerial Accounting

Speaker: Charley Timmins – Owner & Founder PMA LLC
Topic(s): The Hidden Power of LinkedIn

To register go to: Register for the Current Seminar.

COST:  $70 includes full breakfast & beverages
DATE:  Thursday, December 18, 2014
TIME:   8:30 AM to 12:30 PM

LOCATION:

Registration is open for our November 2014 Seminar

CPE:   4 hours Other (issues)
Speaker: Scott Crane – Director of Employee Benefit Services Tycor Benefit Administrators, Inc.
Topic(s): Tax Implications of the Patient Protection and Affordable Care Act

Speaker: Steve Barbella – Villanova Financial Services, Inc.
               Jason Brown – Prudential
               Amanda Jacoby – Fidelity
Topic(s): Retirement Healthcare Funding

Speaker: George Hanzinanolis
Topic(s): Reverse Mortgages

Speaker: Jeff Cattani
Topic(s): Foreclosures

To register go to: Register for the Current Seminar.

COST:  $70 includes full breakfast & beverages
DATE:  Thursday, November 20, 2014
TIME:   8:30 AM to 12:30 PM

LOCATION:

Registration is open for our October 2014 Seminar

4 Tax CPE Hours
Thursday, October 16, 2014
8:30 am to 12:30 pm

SPEAKER:   Rich Furlong – IRS
TOPIC(S):

To register go to: Register for the Current Seminar.

COST:   $70 includes full breakfast & beverages
DATE:   Thursday, October 16, 2014
TIME:   8:30 AM to 12:30 PM

LOCATION:

more info

Registration is open for our September 2014 seminar!

4 Accounting & Auditing CPE Hours (including 2 CPE Fraud)
Thursday, September 18, 2014
8:30 am to 12:30 pm

  1. Accountant’s Responsibility to Detect Fraud in an Audit, Non Audit, and Tax Engagements
    Leon A LaRosa, CPA, CFE, CFF, MST – Chair , Consulting Services, LaRosa & Associates

  2. Consolidation of VIEs for Common Controlled Leases
    David LaRosa, CGMA, CCIFP – Mayer Hoffman McCann P.C.

  3. What’s Fair about Fair Value Acquisition Accounting
    W. Michael Wolfe, CPA/ABV, CVA – Fesnak and Associates

To register go to: Register for the Current Seminar.

DATE:          Thursday, September 18, 2014

TIME:          8:30 AM to 12:30 PM

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 August seminar!

2 Ethics CPE Hours + 2 Other CPE Hours
Thursday, August 28, 2014
8:30am to 12:30pm

1. Critical Prevailing Growth Strategies
Carl Francis CEO – Envision & Adjunct Professor Drexel University

2. Risk Assessment Planning and Analysis
Guy A Catalino, CMC GAC Insights LLC

3. Ethics Matter! Or Do They?
Joseph R Barkley Financial Leadership Practice Director of Academy Leadership LLC

To register go to: Register for the Current Seminar.

DATE:          Thursday, August 28, 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