This meeting will cover a variety of useful topics for CFOs, Controllers and Members in both Private and Public industry. The objective is to provide performance enhancing ideas and to increase each attendees’ awareness of some key areas that will hopefully heighten personal job performance. Topics will include a variety of SALT issues, healthcare cost ideas, a US GAAP update, and some insights into personal organizational skills to increase personal productivity.
CFOs, controllers, and accounting staff in both industry and public practice..
Earn 4 CPE credits.
State and Local Tax Issues
Mark S. Klein, J.D. - Hodgson Russ LLP
This session will cover the state tax issues faced by businesses involved in multistate activities. We will focus on how this impacts income taxes in the tri-state area, sales tax collection obligations, and the state’s new withholding tax initiatives.
Let's Get Organized!
Gayle M. Gruenberg, CPO-CD - CEO, Let's Get Organized, LLC
Everyone wants to be more organized, but not everyone was born with the organizing gene. Gayle will discuss how being organized at work and at home can stop the insanity of doing the same things over and over again and expecting better results. In this informative and funny session, she will talk about ways to organize your time, tasks, and space to be more productive and efficient, relieve stress, and literally change your life!
Strategies to Reduce Health Care Expenses
Ed Gaelick, CLU, ChFC - PSI Consultants, LLC
Ed will discuss strategies to reduce health care costs for employers and individuals. Topics to be discussed will include Qualified High Deductible Health Plans, Health Reimbursement Arrangements (HRA) and Health Savings Accounts (HSA). Nuances of the plans, and their commingling, will be discussed together with funding vehicles, rules, advantages, eligibility, contribution limits, and what counts as qualified medical expenses. To conclude, Ed will discuss Self Insured or Stop Loss plans, current legislation and advantages, disadvantages.
US GAAP Review for Industry
Peggy Gallagher, CPA - Withum
Special care must be taken towards accounting and auditing topics in industry. Hear updates on US GAAP and how they will affect your business.
Early Birds save $25 - late fee applied after 5/16. Season Pass holders must register for each event.
For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.