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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:

more info

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:

more info

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:

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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:

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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:

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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