Events

2019 Seminars

JANUARY 9             Breakfast: Section 199A/ Qualified Opportunity Zones with James (Jay) M. Brower – Marks Paneth, LLP

FEBRUARY 13          Breakfast: Taxaholics Anonymous: Issues for the 2019 Tax Filing Season with Jonathan D. Sokoloff – Diamond, Polsky & Bauer and Andrew P. Brenner – Brinker Simpson & Co, LLC

MAY 1                    Breakfast: Succession Planning – (Panel) Peter Tedesco – USB Financial Services, Brian Brogan – St. Joseph’s University Haub School of Business, William A. Doyle – The Bridlebrook Group, and Robert B. Simpson – Brinker Simpson & Company, LLC

JUNE 5                   Lunch: Current Issues with the IRS with Richard G. Furlong, Jr. – IRS Senior Stakeholder Liaison

SEPTEMBER 11     Breakfast: Tax Reform and the Choice of Entities

OCTOBER 2           Breakfast: High Net Worth Liability Trends and Issues – AIG Private Client Group

NOVEMBER 6        Breakfast: Elder Law Update with Linda M. Anderson – Anderson Elder Law

DECEMBER 4         Lunch: SALT update with Vito Cosmo, David Glad – Grant Thorton LLP

2018 Seminars

JANUARY 10                Breakfast: Cybersecurity with Matt Burne – Pathfinders IT

FEBRUARY 7               Breakfast: Tax Reform with Chris Woehrle – The American College of Financial Services

MAY 2                           Breakfast: Employee Benefits Update with Scott Wham – Kistler Tiffany Benefits

JUNE 6                          Lunch: Current Issues with the IRS with Andrew Brenner – Brinker Simpson & Company, LLC

SEPTEMBER 12          Breakfast: Business Valuations with Mark Penny – Hempstead & Co., LLC

OCTOBER 3                 Breakfast: Divorce Law with Susan J. Cherner and Jonathan Sokoloff

NOVEMBER 7             Lunch: Economic Update – Paul Robertson, Bernstein Wealth Management

DECEMBER 5              Lunch: State and Local Tax Update with Vito Cosmo and David Glad – Grant Thornton, LLP