The Withum Partners’ Network will have its annual day long CPE program on May 30th at the East Brunswick Hilton. In addition to the 8 hour program there will be an optional two hour program on value added consulting services for clients with a 150 page handout (provided on a external drive) and a separate 25 page print handout. This add-on program can be attended separately and is suitable for accountants, controllers and CFOs as well as clients that would like to have a better understanding of what accountants could do for them. Try not to miss these programs. See below for full descriptions.
As an attendee/member, you can expect to:
- Broaden your firm’s services and expertise
- Help position your business for growth and profitability
- Obtain answers to challenging audit and tax matters
- Get ideas and tips on how to better manage your practice
look forward to seeing you there.
Ed
Agenda
| 8:00-8:20 AM | Registration and Breakfast |
| 8:20-8:30 AM | Program Introduction |
| 8:30-9:20 AM | Employee Benefit Plans including Non-Qualified Plans for Client’s Employees by Edward Mendlowitz, CPA (Tax) |
| 9:20-10:10 AM | Preparing Personal Financial Statements by Karen Koch Reilly, CPA (A&A) |
| 10:10-10:20 AM | Break |
| 10:20-11:10 AM | IRS Update by Peter A. Weitsen, CPA (Tax) |
| 11:10-12:00 PM | Performing Preparation Compilation and Review Engagements with Sample Reports and Required Disclosures for GAAP and Income Tax Basis by Kristen Fee, CPA (A&A) |
| 12:00-1:00 PM | Lunch and Networking |
| 1:00-1:50 PM | Real Estate Tax Tips – 10 Things You Need to Know by Brian Lovett, CPA, JD (Tax) |
| 1:50-2:40 PM | TCJA Growing Pains – What We Learned from Tax Season by Nicole DeRosa, CPA (Tax) |
| 2:40-2:50 PM | Break |
| 2:50-3:40 PM | Risk Assessment and Documentation Standards for Audits by Frank Boutillette, CPA (A&A) |
| 3:40-4:30 PM | Preparing a Client’s Personal Financial Plan by Elena Ladygina, CFP and Tom Farrell, CFP, CEPA from Withum Wealth Management (CS) |
| 2 Hour Optional Add-On: No Charge for Attendees: $75 for Others | |
| 4:50-6:30 PM | The Next Step for Small Business Clients – Value-Added Consulting and Advisory Services by Edward Mendlowitz, CPA (2 CS) |
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