Past Event – May 7th, 2025 Breakfast Meeting: “How Caregivers Can Secure the Future of Their Dependents with Special Needs”

**Past Event**

Join us for our upcoming breakfast meeting of the Delaware County Attorney/CPA Forum at DiFabio’s Market and Tap in Media, PA on May 7th. We are pleased to have Bruce H. Sham, CLF and founder of Special Journey Solutions present “How Caregivers Can Secure the Future of Their Dependents with Special Needs.”  Registration and breakfast start at 7:30 am and the presentation will begin by 8 am.

Message from Jim DeLizzio (Vice President of the Forum):

Another tax season is in the books and now it’s time to catch our breath, reconnect, and dive into some important topics together.

You’re invited to our upcoming breakfast meeting of the Delaware County Attorney/CPA Forum on Wednesday,  May 7th at DiFabio’s Market and Tap in Media, PA.  

We are pleased to have Bruce H. Sham, CLF and founder of Special Journey Solutions present “How Caregivers Can Secure the Future of Their Dependents with Special Needs.”   

This is a topic that comes up often and is important to many families that we serve.  

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 final Spring meeting will be a luncheon held on June 4th.

We will begin preparing our Fall agenda and ask that you let us know if there is a topic or speaker of interest that we should consider for our program.

Past Event – June 5th, 2019 Lunch Meeting: Current Issues with the IRS

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.

Past Event – May 1st, 2019 Breakfast Meeting: Business Transition and Succession Planning

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…

February 13th Join us for Taxaholics Anonymous

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