Delaware County Attorney CPA Forum
Promoting the exchange of ideas and discussions on current topics and laws of interest.
Tomorrow, June 5th, the Delaware County Attorney / CPA Forum will be hosting their next Lunch Meeting featuring Richard G. Furlong, Jr. of the Internal Revenue Service, Senior Stakeholder Liaison. Richard will be offering expert input and addressing current and emerging tax issues.
If you would like to attend, please visit the event page HERE.
We are pleased to have a distinguished panel of speakers discussing “Business Transition and Succession Planning”, each offering their unique perspective on this topic. Our panel includes: Peter Tedesco, UBS Financial Services, Brian Brogan, Director of The Initiative for Family Business and Entrepreneurship at St. Joseph’s University, Bill Doyle, President of the Bridlebrook Group, and Bob Simpson, Managing Partner of Brinker Simpson & Co. Learn More…
On February 13, at DiFabio’s Market & Tap, Jonathan Sokoloff, Esq., of Diamond, Polsky & Bauer, and Andrew P. Brenner, of Brinker Simpson & Company, will present on the Issues for the 2019 Tax Filing Season… Learn More
Tomorrow, January 9, we will hosting a seminar on Section 199A / Qualified Opportunity Zones with Jay M. Brower, Jr. This meeting will be held at DiFabio’s Market & Tap, in Media PA… Learn More
Today we host the State and Local Tax Update from 12:00 pm to 1:15 pm at DiFabio’s Market & Tap in Media. This seminar will be presented by Vito Cosmo of Grant Thornton… Learn More
We are happy to announce the launch of our new website. Here, members will be able to access events, resources, and exchange information within our forum. We encourage non-members to explore our site and all are welcome to join.Continue reading “Welcome to Our Site”
Please join us for the next breakfast meeting of the Delaware County Attorney/CPA Forum on Wednesday, February 4th at DiFabio’s Market and Tap in Media, PA.
We are pleased to have Andrew Brenner, CPA and Jonathan Sokoloff, Esq. returning to present “Taxaholics Anonymous- Issues for 2026 Tax Filing Season .” This is one last chance for us to discuss current tax events and tax filing issues as we enter the filing season.
Registration and breakfast start at 7:30 am and the presentation will begin by 8 am.
The registration form is attached. Please feel free to invite a colleague who may be interested in attending.
Our remaining meetings for the Spring will take place on May 6th and June 3rd.
I look forward to seeing you on the 4th.
Past Event Info: Please join us for our next breakfast meeting of the Delaware County Attorney/CPA Forum held on Wednesday, January 7th at DiFabio’s Market and Tap in Media, PA.
We welcome Laura Solomon, Esq., of Laura Solomon and Associates, who will be speaking to us on issues affecting Public Charities, Private Foundations and Donor Advised Funds. Laura will cover the Trump administration’s policy changes impacting Charities and Foundations, the One Big Beautiful Bill and Private Foundation interest in program related investments and “tipping” concerns.
Registration starts at 7:30am. Please come early for registration and to connect with fellow members.
The Breakfast Buffet will be available upon arrival .
The registration form is attached. Feel free to invite a colleague or associate who may be interested in attending.
If you have any questions, please contact Kellie Harris or me.
Our next breakfast meeting, in which we will host Taxaholic Anonymous in preparation for the upcoming filing season, will take place on Wednesday, February 4, 2026.
Event Description: Please join us for the next breakfast meeting of the Delaware County Attorney/CPA Forum held on Wednesday, December 3rd at DiFabio’s Market and Tap in Media, PA.
We welcome back Jay Brower of CBIZ, Inc. who will be presenting the annual “State and Local Tax Update.” This is a very informative and important session for practitioners.
Registration starts at 7:30am. Please come early for registration and to connect with fellow members.
Buffet breakfast will be available upon arrival.
The registration form is attached. Feel free to invite a colleague or associate who may be interested in attending.
Our next breakfast meeting will take place on Wednesday, January 7, 2026, with speaker Laura Solomon of Laura Solomon & Associates. Laura has vast experience working with Nonprofits, Charitable and other exempt organizations. Meeting Details.
Our meeting for Delaware County Attorney/ CPA Forum was on Wednesday, November 5th at DiFabio’s Market and Tap in Media, PA.
Our discussion leader will be Robert A. (Bob) Burke, Partner, MacElree Harvey, Ltd who will be addressing Updates in Estate Planning for 2025.
Bob will share important issues for 2025 and beyond, including ethical concerns that every professional should be aware of.
The registration form is attached. Attendees will be eligible to receive 1 continuing education credit hour.
Please extend this invitation to anyone who may be interested in attending.
Registration begins at 7:30am and the program will start around 8:00am.
The next breakfast meeting will be on Wednesday, December 3d, when we will be presenting the Annual State & Local Tax Update.
For those who are interested in becoming a member or renewing their membership in the Forum, the Annual Forum Dues Notice is attached. We ask that you complete this, so we have your most up-to-date information.
We hope to see you at the meeting.
Jim
Our next meeting of the Delaware County Attorney/ CPA Forum will be held on Wednesday, October 1st at DiFabio’s Market and Tap in Media, PA.
Our speaker will be Jay Brower, Managing Director in the National Office of CBIZ, Inc. who will be speaking on the One Big Beautiful Act.
This is a great time to hear about the bill in planning for 2025 and 2026.
The registration form is attached. Attendees will be eligible to receive 1 continuing education credit hour. Please extend this invitation to anyone who may be interested in attending.
Registration begins at 7:30 am and the program will start around 8:00 am.
The next meeting will be a breakfast meeting on Wednesday, November 5th.
For those who are interested in becoming a member or renewing their membership in the Forum, the Annual Forum Dues Notice is attached. We ask that you complete this, so we have your most up-to-date information.
We hope to see you at the meeting.
Jim
Delaware County Attorney CPA Forum