| September 19, 2017 | 6:00-9:30 PM EDT | | Kick Off DinnerJoin us to kick off the 2017/18 season at the annual welcome back dinner. Nationally recognized speaker Lisë Stewart will discuss teambuilding in this informative session. BenefitsEarn 1 CPE credit in Specialized Knowledge. View Full Event Details |
| September 20, 2017 | 7:30-11:30 AM EDT | | Financial PlanningIn this course, explore strategies to maximize Social Security benefits. Then, hear the top 5 mistakes people make on Medicare. HighlightsSocial Security: Maximizing Benefits Under the "New Rules"
This course will detail many “little known” strategies available to maximize eligible Social Security benefits. We will also review the “new rules” governing Social Security as a result of the Bi-partisan Budget Act of 2015. Since over 90% of filers receive less money than they are entitled to, this course will detail numerous strategies available to married, divorced, widowed, couples with minor children and strategies available to business owners to maximize benefits. We will also address strategies to minimize the taxation of Social Security benefits as well as the best way to maximize benefits for high-net worth individuals.
The Top 5 Mistakes People Make on Medicare
This course will start with a foundational overview of Medicare: how and when to enroll, the different Parts of Medicare, Part B premiums (and Income adjustments), what is a Medicare Advantage Plan vs a Medicare Supplement, and how Part D of Medicare works. We will review more complex situations for people working past the age of 65 as it relates to Medicare enrollment. We will also discuss the MACRA (Medicare Access & Chip Reconciliation Act) of 2015 and how it will impact Medicare Supplements in 2020. The end of the presentation touches briefly on Paul Ryan’s proposed plans for Medicare in his 2016 Publication “A Better Way”. Throughout the presentation, we will highlight the Top 5 Mistakes People Make on Medicare.
BenefitsEarn 4 CPE credits in Consulting Services. View Full Event Details |
| October 2, 2017 | 7:30-11:30 AM EDT | | Accounting and Auditing UpdateIn this meeting, hear about common deficiencies in peer review and the new standard on leases.
HighlightsIn this meeting, we will discuss:
- Common Deficiencies in Peer Review
- Examples of Analytical Procedures
- New Standard on Leases (Guidance)
- Revenue Recognition (Guidance)
BenefitsEarn 4 CPE credits in Accounting and Auditing. View Full Event Details |
| October 26, 2017 | 6:00-9:00 PM EDT | | Bankers/CPAs Cocktail & Networking ReceptionJoin local CPAs, bankers and financial professionals for this annual event. Enjoy an evening of networking and education. Listen and learn from an industry specialist on bank fraud and risk management. Then be informed and entertained by our special guest speaker, Howard Cross, former tight-end with the NY Giants. Price includes dinner. Highlights6:00 - 7:00 PM
Registration/cocktails and hors d'oeuvres
7:00 - 7:50 PM
Dinner and Bank Fraud Presentation
Gary Staurowsky, Investors Bank
Hear from an industry specialist on bank fraud and risk management. Learn how to advise and protect your clients from fraud.
8:00 - 8:50 PM
Leadership
Howard Cross, former NY Giant
Hear from former NY Giant tight-end, Howard Cross, as he discusses leadership, teambuilding and how to utilize these skills in business.
BenefitsEarn 1 CPE credit in Taxation and 1 CPE credit in Personal Development. Designed ForCPAs, Bankers and Financial Professionals View Full Event Details |
| November 2, 2017 | 7:30-11:30 AM EDT | | The Top 5 Conversations CPAs Have / Today's Multigenerational WorkforceIn this session, hear about the top 5 conversations CPAs have and how to laugh about them. Then, learn about the challenges and advantages of working in a multigenerational workforce. BenefitsEarn 4 CPE credits in Personal Development. View Full Event Details |
| November 9, 2017 | 7:30-11:30 AM EDT | | Accounting and Auditing UpdateHear updates to nonprofit accounting coming in the next few years, as well as major processes and best practices related to internal controls. HighlightsNonprofit Accounting
In this session, we will discuss:
- How to read non-profit financials
- Functional expenses
- Updates for nonprofit accounting coming in the next few years
Agreed Upon Procedures / Internal Controls
In this session, we will discuss:
- Major processes: cash receipts, disbursements, and payroll
- Best practices for internal controls for small nonprofits
BenefitsEarn 4 CPE Credits in Accounting and Auditing. View Full Event Details |
| December 7, 2017 | 7:30-11:30 AM EST | | Half Day Tax SeminarJoin the Bergen Chapter for this annual half-day tax update to learn about the major tax developments that will affect your clients. HighlightsIn this meeting, hear important information on:
- Credit for taxes paid to other jurisdictions
- New Jersey tax updates
- IRS updates
- Tax reform
- Other hot topics
BenefitsEarn 4 CPE credits in Taxation. View Full Event Details |
| January 11, 2018 | 7:30-11:30 AM EST | | Technology UpdateIn this meeting, hear about how the coming disruption of drones, robots, and bots will affect CPAs and the accounting profession. Then, hear an introduction to Bitcoin and blockchain. BenefitsEarn 4 CPE credits in Specialized Knowledge. View Full Event Details |
| May 1, 2018 | 7:30-11:30 AM EDT | | Accounting and Auditing UpdateHear the latest updates in accounting and auditing, including risk management essentials for modern-day practitioners. HighlightsA&A Risk Management Essentials for Modern-day Practitioners
John Raspante, CPA, MST, CDFA
In this session, we will discuss:
- Current trends in professional liability claims
- Best practices in claims mitigation
- Cyber liability exposures
SSARSs Update - 2018 and Peer Review covering Compilation & Review Services
Melvin F. Crystal , CPA, CGMA
Mel Crystal has presented more than 1800 continuing professional education courses since 1992. Specializing in accounting and auditing issues including compilations and reviews, the bread & butter reporting vehicle of the local CPA firm. In this program Mel will discuss:
- The latest in the SSARS pronouncements through # 23 and beyond: Improving your work product and your bottom line.
- The engagement reviews within the Peer Review program and how it can be improved to benefit us.
Risk Management: Practical Tips and Considerations
Peter J. Larkin, J.D.
Hear from Peter Larkin, an attorney whose practice focuses on the legal representation of accountants, as he discusses risk management and practical tips and considerations from his 20 plus years of representing accountants in an array of situations. Peter will focus on fraud considerations and risk management across the life cycle of an attest engagement.
BenefitsEarn 4 CPE credits in Accounting and Auditing. View Full Event Details |
| May 22, 2018 | 5:00-9:00 PM EDT | | Awards NightCelebrate the volunteers who brought another year of quality, affordable education to the Bergen Chapter. Get involved - this is a perfect time to meet with the officers and directors of the chapter to see how you can help to make a difference! View Full Event Details |