upcoming events

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December 2018 Seminar

(Walk-ins Welcome)

CPE:           Ethics + Tax (4 hrs.)

Presentation 1 8:30 AM
Speaker: John McLaughlin, The Audit Exchange LLC
Topic(s): A Convergence of Enterprise Risk Management and Ethics Monitoring Programs

Presentation 2 10:30 AM
Speaker: Gregory Kepner and Kelton Collopy, Tycor Benefit Administrators, Inc.®
Topic(s): End of Year Tax Planning for Retirement Plans

Presentation 3 11:30 AM
Speaker: Joe Luscavage, Connect Your Care HSA Administration
Topic(s): Health Savings Accounts

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Friday, December 20, 2018
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

November 2018 Seminar

(Walk-ins Welcome)

CPE:           A&A (4 hrs.)

Presentation 1 8:30 AM
Speaker: David Goss, CPA, CFE, CFF, CIA, North American Forensic Accounting LLC
Topic(s): Elder Fraud Forensics

Presentation 3 10:30 AM
Speaker: Allen Noll, CPA, The Payroll Factory
Topic(s): Payroll Accounting

Presentation 4 11:30 AM
Speaker: John McLaughlin, CPA, The Audit Exchange LLC
Topic(s): Vendor Risk Management

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Friday, November 15, 2018
TIME: 8:30 AM to 12:30 PM

LOCATION:

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October 2018 Seminar

(Walk-ins Welcome)

This event is on Friday not Thursday

CPE:           IRS Tax (4 hrs.)

Speaker: Richard Furlong and Bill Mealy Internal Revenue Service

Presentation 1 8:30 AM
Topic(s): Tax Cuts and Jobs Act: Overview of Individual Provisions

Presentation 2 9:30 AM
Topic(s): Tax Cuts and Jobs Act: Overview of Business & Employer Provisions

Presentation 3 10:30 AM
Topic(s): Tax Cuts and Jobs Act: Qualified Business Income Deduction (IRC 199A)

Presentation 4 11:30 AM
Topic(s): IRS “Paycheck Checkup” Withholding Campaign

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Friday, October 26, 2018
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

September 2018 Seminar

(Walk-ins Welcome)

CPE:           Other (4 hrs.)

Presentation 1 8:30 AM
Speaker: Stan Fromuth, Independent Social Security Consultant
Topic(s): Retirement Benefits

Presentation 2 9:30 AM
Speaker: Joe Olenski, Independent Social Security Consultant
Topic(s): Medicare Update

Presentation 3 10:30 AM
Speaker: Charlotte Conroy, MBA, Founder of Recent Communications
Topic(s): Emerging Communications Trends

Presentation 4 11:30 AM
Speaker: Craig Brody, C. Brody Associates LLC
Topic(s): Excel V-Lookups and Pivot Tables

August 2018 Seminar

(Walk-ins Welcome)

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

Presentation 1 8:30 AM
Speaker: Glenna Crooks, PhD., Member, Board of Directors, American Council on Transplantation
Topic(s): Productivity Ethics

Presentation 2 10:30 AM
Speaker: Lynne Williams, Chairperson, Around The Clock Executive Helper
Topic(s): Strategic Research-Based Approaches to LinkedIn

July 2018 Seminar

(Walk-ins Welcome)

CPE:           Other (4 hrs.)

Presentation 1 8:30 AM
Speaker: Ed Duguid, West Chester Consultants
Topic(s): Identity Theft

Presentation 2 9:30 AM
Speaker: Nicole Kennedy, CLTC HTA Financial
Topic(s): Roadmap to Medicare

Presentation 3 10:30 AM
Speaker: Zach Jones, Tycor Benefit Administrators
Topic(s): Retirement Plan Tune Up

Presentation 4 11:30 AM
Speaker: Joe Luscavage, Tycor Benefit Administrators and Zach Jones, Advanced Medical Pricing Solutions
Topic(s): Reference Based Pricing in Health Insurance

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Thursday, July 19, 2018
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

June 2018 Seminar

(Walk-ins Welcome)

CPE:           A & A (4 hrs.)

Presentation 1 8:30 AM
Speaker: David LaRosa, CPA
Topic(s): Engagements performed in Accordance with Statements on Standards for Accounting and Review Services

Presentation 2 9:30 AM
Speaker: John Rossi, CPA
Topic(s): The New Leasing Standard

Presentation 3 10:30 AM
Speaker: John Fusco. CPA
Topic(s): Fraud at Mid Management

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Thursday, June 21, 2018
TIME: 8:30 AM to 12:30 PM

LOCATION:

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May 2018 Seminar

(Walk-ins Welcome)

CPE:           Tax (4 hrs.)

Presentation 1 8:30 AM
Speaker: Mike Menninger, CFP President, Menninger & Associates
Topic(s): Tax Impacts and Considerations for Investment Planning and Retirement Planning

Presentation 2 9:30 AM
Speaker: Sue Umstead, CES® Senior Vice President, 1031 Corp
Topic(s): What will be Artificial Intelligence’s Impact on Your Cyber Security Program?

Presentation 3 10:30 AM
Speaker: Mike D’Alessandro, Managing Partner, Research Tax Credits, LLC
Topic(s): Tax Credits and 20% deduction for pass through entities

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Thursday, May 24, 2018
TIME: 8:30 AM to 12:30 PM

LOCATION:

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April 2018 Seminar

(Walk-ins Welcome)

CPE:           Other (4 hrs.)

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

Presentation 2 10:30 AM
Speaker: Bob Listerman, CPA, CITRMS Founder, Business Technology Resources, LLC.
Topic(s): What will be Artificial Intelligence’s Impact on Your Cyber Security Program?

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, Apr 26, 2018
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

March 2018 Seminar

(Walk-ins Welcome)

CPE:           A & A (4 hrs.)

Presentation 1 8:30 AM
Speaker: David LaRosa, CPA, Director CBIZ MHM LLC
Topic(s): Engagements performed in Accordance with Statements on Standards for Accounting and Review Services

Presentation 2 9:30 AM
Speaker: Allen Noll, CPA, President The Payroll Factory
Topic(s): Payroll Accounting for New Business Entities

Presentation 3 10:30 AM
Speaker: John McLaughlin, CPA, CRMA, Executive Director The Audit Exchange LLC
Topic(s): Service Organization Control (SOC) Reporting

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, Mar 22, 2018
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info