upcoming events

July 2016
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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

Registration is open for our April 2016 Seminar

(Walk-ins Welcome)

CPE:           4 Hr(s) in A&A

Presentation One: 8:30 am
Speaker: Lynne Williams, MA, ART, Philadelphia Area Great Careers Group
Topic(s): The Art of Networking On and Off-Line

Presentation Two: 10:30 am
Speaker: Craig Brody, C. Brody Consultants, LLC
Topic(s): Excel Shortcuts for Accounting

Presentation Three: 11:30 am
Speaker: Michael Chiappinelli and Marc Thal, Karr Barth Associates
Topic(s): Small Business Protection Strategies

To register go to: Register for the Current Seminar.

COST: $70 includes full breakfast & beverages
DATE: Thursday, April 28, 2016
TIME: 8:30 AM to 12:30 PM

LOCATION:

Registration is open for our March 2016 Seminar

(Walk-ins Welcome)

CPE:           4 Hr(s) in Accounting

Presentation One: 8:30 am
Speaker: Sam Monastra, CPA – BDO USA
Topic(s): Accounting, Reporting and Auditing Update

Presentation Two: 10:30 am
Speaker: Bob Listerman, CPA, CITRMS BTR Security
Topic(s): Using Internal Controls To Become a Cyber Security Watch Dog

To register go to: Register for the Current Seminar.

COST: $70 includes full breakfast & beverages
DATE: Thursday, March 17, 2016
TIME: 8:30 AM to 12:30 PM

LOCATION:

Registration is open for our February 2016 Seminar

(Walk-ins Welcome)

CPE:           4 Hr(s) in Other

Presentation One: 8:30 am
Speaker: Steve Barbella – Villanova Financial Advisors and Steve Wildman – ADP
Topic(s): Fiduciary Responsibility of 401k Plans Plus the New Focus the Department of Labor is Putting on 401ks.

Presentation Two: 9:30 am
Speaker: Brian Carney – Blue Rock Financial Services
Topic(s): Do You Know Your Financial Advisor and How They Are Paid?

Presentation Three: 10:30 am
Speaker: Stan Fromuth
Topic(s): Eligibility Requirements for SS Retirement Benefits

Presentation Four: 11:30 am
Speaker: Joe Olenski
Topic(s): Medicare Benefits

To register go to: Register for the Current Seminar.

COST: $70 includes full breakfast & beverages
DATE: Thursday, February 18, 2016
TIME: 8:30 AM to 12:30 PM

LOCATION:

Registration is open for our January 2016 Seminar

(Walk-ins Welcome)

CPE:           4 Hr(s) in Tax

Presentation One: 8:30 am
Speaker: Scott Crane, Tycor Benefit Administrators, Inc.®
Topic(s): Compliance Requirements – What Is Next For Employer Sponsored Insurance?

Presentation 9:30 am
Speaker: Mike D’Alessandro, Greenoutsourcing, PA
Topic(s): Section 41 – R & E Tax Credit

Presentation Three: 10:30 am
Speaker: Tony Curatola, PhD Drexel University
Topic(s): 2016 Federal Tax Issues

To register go to: Register for the Current Seminar.

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

LOCATION:

Registration is open for our December 2015 Seminar

(Walk-ins Welcome)

CPE:           2 Hr(s) in Other + 2 Hr(s) in Ethics

Presentation One: 8:30 am
Speaker: Brad Wexler
Tycor Benefit Administrators, Inc.
Topic(s): Beyond the 401(k)

Presentation Two: 9:30 am
Speaker: Stan Fromuth & Joe Olenski, Independent Social Security Retirement Consultants
Topic(s): Social Security – How and When to File for Benefits (not presented in November)
Presentation Three: 10:30 am
Speaker: William J. Dolan, Jr., Dolan Law LLC
Topic(s): Avoiding the Unauthorized Practice of Law

To register go to: Register for the Current Seminar.

COST: $70 includes full breakfast & beverages
DATE: Thursday, December 17, 2015
TIME: 8:30 AM to 12:30 PM

LOCATION:

Registration is open for our November 2015 Seminar

(Walk-ins Welcome)

CPE:           4 CPE Hours = Other

Presentation One: 8:30 am
Speaker: Gerry Dugan, The Broker Network, Inc.
Topic(s): State of Health Insurance for 2016

Presentation Two: 9:30 am
Speaker: Stan Fromuth & Joe Olenski, Social Security Retirement Consultants
Topic(s): Social Security – How and When to File for Benefits

Presentation Three: 10:30 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, November 19, 2015
TIME: 8:30 AM to 12:30 PM

LOCATION:

Registration is open for our October 2015 Seminar

(Walk-ins Welcome)

CPE:           4 CPE Hours = IRS Tax

Presentation One: 8:30 am
Speaker: Richard Furlong, Jr., Internal Revenue Service
Topic(s): Highlights of 2015 Tax Law Changes

Presentation Two: 9:30 am
Speaker: Richard Furlong, Jr., Internal Revenue Service
Topic(s): Affordable Care Act: New Information Returns for the 2016 Tax Season

Presentation Three: 10:30 am
Speaker: Richard Furlong, Jr., Internal Revenue Service
Topic(s): Tangible Property Regulations Overview

Presentation Four: 11:30 am
Speaker: Bill Mealy, Internal Revenue Service
Topic(s): Employment Tax Update and \ the IRS Direct Pay Option

To register go to: Register for the Current Seminar.

COST: $70 includes full breakfast & beverages
DATE: Thursday, October 22, 2015
TIME: 8:30 AM to 12:30 PM

LOCATION: