| October 3, 2017 | 8:30-11:30 AM EDT | | Walking Through the NJ Inheritance Tax ReturnHear guidance on how to complete the New Jersey Inheritance Tax Return form. BenefitsEarn 3 CPE credits in TX. View Full Event Details |
| October 11, 2017 | 8:30-11:30 AM EDT | | Disability InsuranceThis course will explore the numerous aspects of income protection solutions. Specifically, it addresses the role of individual disability income (DI) products in meeting the financial security and asset protection needs of clients. HighlightsDisability Insurance
In this session, learn about:
- Why income protection (disability insurance) is important to an individual
- Alternatives to earned income
- Types of products available
- Optional product features available
- Designing the right mix of product features and coverage for clients
- How to protect retirement contributions
BenefitsEarn 3 CPE credits Consulting Services. View Full Event Details |
| October 17, 2017 | 8:30-11:30 AM EDT | | Reverse Mortgages/Potential Solutions to Unknown Common Errors made by Not-for-ProfitsIn this session, hear the benefits and features of reverse mortgages and how they effect home purchases and estates. Then, common errors made by not-for-profit organizations can be costly. Learn how to solve some of these errors and prevent them from occurring in the future. HighlightsReverse Mortgages
- Benefits and Features of Reverse Mortgages
- Reverse Mortgage for Home Purchase
- Counseling Protocol
- Impact on the Estate
- Contract Provisions
- Closing the Loan
Solutions to Unknown Common Errors made by Not-for-Profits
Uncover an array of common errors made by not-for-profits and solutions to those errors, including:
- Errors related to formation, bylaws and governance
- Ways to minimize risk arising out of operations, real estate and related and unrelated business
- Common errors when reorganizing operations or merging or affiliating with a third party
BenefitsEarn 3 CPE credits (1 TX, 2 CS). View Full Event Details |
| October 26, 2017 | 8:30-12:30 PM EDT | | Social Security / How to Address HR HeadachesThis course will detail many “little known” strategies available to maximize eligible Social Security benefits. Then, learn the most common HR headaches for small business, including understanding of basic employment laws and misclassification of workers. HighlightsAdvanced Social Security Income Maximization Strategies
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.
Major Topics:
- “Little known” but powerful strategies to maximize Social Security benefits for married, divorced, widowed, and couples with minor children.
- The “new Social Security rules” resulting from the Bi-partisan Budget Act of 2015
- Strategies to minimize the taxation of Social Security benefits
- Rules governing Social Security beneficiaries who have “non-covered pensions”, such as police officers and some government employees
Learning Objectives:
- Gain the knowledge to understand and apply valuable Social Security filing strategies in order to maximize eligible benefits
- Understand the “new rules” governing Social Security as a result of the 2015 Bi-partisan Budget Act
The Most Common HR Headaches for Small Businesses
Chapters of this presentation will include the following:
- Little to no understanding of basic employment laws
- Lack of (clear) job descriptions
- Poor interviewing & hiring practices
- Misclassifying workers
- Not addressing / documenting performance issues
- Managing a multi-generation workforce
BenefitsEarn 2 CPE credits in TX and 2 CPE credits in CS. View Full Event Details |
| November 8, 2017 | 8:30-11:30 AM EDT | | Unclaimed Property / Alternative Small Business FinancingCommercial bankers would like to lend to as many viable small-to-medium businesses as possible, however they cannot lend to every business customer situation. Business financing is readily available from trustworthy non-bank sources, which provides continuous working capital needed to keep the business’s cash flow intact without limiting growth. Then, hear about navigating complex unclaimed property audit and compliance issues. HighlightsAlternative Small Business Financing
In this presentation, attendees will learn how leveraging alternative small business financing will help them:
- Identify and formulate questions when reviewing alternative lenders
- Distinguish between the types of financing options available – debt vs. equity
- Know what lenders are looking for when providing bank vs. non-bank financing solutions
- Recognize what non-bank commercial financing facilities are available, how each works, requirements to qualify, and what companies are best suited for the different financing options
- Understand where commercial financing may fit
- Appreciate how businesses, their customers benefit from having access to capital
Navigating Complex Unclaimed Property Audit and Compliance Issues
In this session, we will discuss:
- Unclaimed Property 101 - The Basics
- Why Unclaimed Property Becomes a Risk Area for Companies
- Reporting Obligations for all Companies
- Overview of some New Jersey-Specific Requirements
- Legislative and Technical Updates with a Focus on Delaware, New Jersey, New York, and Illinois
- Industry Specific Issues
BenefitsEarn 4 CPE credits in Consulting Services. View Full Event Details |
| November 14, 2017 | 8:30-12:30 PM EDT | | Healthcare Industry UpdateThis session will focus on the legal aspects of merging small medical and dental practices into super groups, including their formation and operation. Then, we will discuss cybersecurity and the diligence needed for an evolving threat landscape. HighlightsThe Continued Emergence of Medical and Dental Supergroups
Megan R. George, Esq. & Glenn P. Prives, Esq.
In this meeting we will discuss the formation of medical and dental super groups, including:
- contribution agreements
- leasing agreements
- liability considerations
- employment agreement
- the “honeymoon” phase
And the operation of medical and dental super groups, including:
- development of profit centers
- allocation of revenue
- governance
- shareholder/operating agreements
Cybersecurity: Diligence is Needed for an Evolving Threat Landscape
William Ahrens
This session will provide you with current information on cybersecurity breaches in the health care industry, and enable you to understand how these incidents can impact patient safety, organizational reputation, and result in lawsuits, penalties and regulatory non-compliance. In addition, this session will examine key aspects of a Cybersecurity Program that includes straightforward steps you can use to reduce your risks and ensure an effective response to a breach, if needed. In this session:
- Learn about the evolving types and extent of threats
- Recognize the significant impacts of these incidents to your organization
- Understand the key steps to prevent, detect and respond to security breaches
BenefitsEarn 4 CPE credits in Consulting Services. View Full Event Details |
| November 17, 2017 | 8:30-11:30 AM EDT | | NJ & NY Tax UpdateThis course will discuss the latest New Jersey and New York tax updates. BenefitsEarn 3 CPE credits in TX. View Full Event Details |
| December 7, 2017 | 8:30-11:30 AM EST | | Detecting and Mitigating Common Construction Industry Fraud & Legal Risks / Fair Value AccountingHear an accounting update relating to issues associated with fraud in the construction industry. Then, hear information business valuation topics affecting our clients’ accounting, including ASC 805 Allocation of Purchase Price. We will also discuss ESOP’s and developments in valuations for estate and gift tax. HighlightsAllocation of Purchase Price and other Valuations Topics in Accounting
Determining the fair value of any asset requires the appraiser to perform various valuation methodologies while complying with accounting regulations. Proper compliance with ASC 805 and ASC 820 is critical to producing a valuation report that supports the audit process. In this session, we will discuss appropriate implementation, how to determine the fair value of all assests acquired and liabilities assumed, nd an analysis of the valuation of contingent assets and intangible assets. Other issues include estate and gift tax valuation issues, ESOP and the DOL, and fair market value and commercial reasonableness for not-for-profit organizations. BenefitsEarn 3 CPE credits in AA. View Full Event Details |
| December 11, 2017 | 8:30-12:30 AM EST | | Accounting & Auditing Update |
| May 16, 2018 | 8:30-12:30 PM EDT | | Accounting and Auditing UpdatePeggy Gallagher, CPA will provide an accounting and auditing update consisting of a review of recently issued Accounting Standard Updates and AICPA professional standards (auditing, review and compilation pronouncements), through practical insights and application guidance. BenefitsEarn 4 CPE credits in AA. View Full Event Details |