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Friday, November 7, 2025 In-personMonmouth/Ocean Chapter

Accounting Firm Evolution: Deal Structures, Benefit Strategies and A&A Insights (E2511659)

8:30 AM - 5:00 PM EST

Registration: 8:00 AM EST

Spring Lake Manor

415 Highway 71
Spring Lake , NJ 07762

4 CPE Credits in AA
4 CPE Credits in SK

OVERVIEW

This multi-faceted session will provide a timely A&A update, explore emerging M&A trends impacting CPA firms and introduce strategies for small and midsize practices to expand their advisory services. Attendees will also learn a fresh, integrated approach to employee benefit planning designed to align programs with organizational goals and improve ROI.

DESIGNED FOR

CPAs in public practice

BENEFITS

This session will help CPAs elevate their firm’s assurance, advisory and employee benefit planning services.

HIGHLIGHTS

This session will include:

  • 2025 updates in accounting, auditing and M&A trends for CPA firms
  • Growth strategies through advisory services and alternative practice models
  • Insights on private equity's influence in the profession
  • Strategic employee benefit planning to improve ROI and manage costs
  • Current trends, challenges and metrics for evaluating benefit program success

COURSE LEVEL

Basic

INSTRUCTORS

Walter Brasch

Walter J. Brasch, CPA, CGMA
(4.8)

Chief Success Officer

Prager Metis CPAs, LLC

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Mathew Centeno

Mathew E. Centeno, CPA, MBA
(4.5)

Director

Smolin, Lupin & Co., LLC.

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Michael Kaplan

Michael S. Kaplan, CPA
(4.6)

Member of the Firm

Smolin, Lupin & Co., LLC.

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John Surguy

John Surguy, CPFA

Senior Investment Consultant

MARG Financial

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Danielle Weiss

Danielle C. Weiss, CPA, MBA
(4.7)

Senior Manager

Smolin, Lupin & Co., LLC.

PRICING

$160.00 - Member

$180.00 - Nonmember

$0.00 - Pass Holder

Register Today


Note: Online pre-registration will close on November 7 at 8:30 AM.

Registrations will be accepted at the door.

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