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Partners’ Network CPE Program

Partners' Network Blog

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

Register Today

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)

Read More of the Partners’ Network Blog
If you have any questions or comments, please do not hesitate to contact me at emendlowitz@withum.com or by filling out the form below.

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Insights

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Kiplinger's Personal Finance

I read a lot of finance publications. Those for professionals provide pretty sophisticated analyses while those for the general public have short articles with single points that are easy to absorb. The July 2019 issue of Kiplinger's Personal Finance is a gem and I wanted to share some of that issue with you.

Jun 19, 2019

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