Partners’ Network CPE Program
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.
Read More of the Partners’ Network Blog
||Registration and Breakfast
||Employee Benefit Plans including Non-Qualified Plans for Client’s Employees by Edward Mendlowitz, CPA (Tax)
||Preparing Personal Financial Statements by Karen Koch Reilly, CPA (A&A)
||IRS Update by Peter A. Weitsen, CPA (Tax)
||Performing Preparation Compilation and Review Engagements with Sample Reports and Required Disclosures for GAAP and Income Tax Basis by Kristen Fee, CPA (A&A)
||Lunch and Networking
||Real Estate Tax Tips – 10 Things You Need to Know by Brian Lovett, CPA, JD (Tax)
||TCJA Growing Pains – What We Learned from Tax Season by Nicole DeRosa, CPA (Tax)
||Risk Assessment and Documentation Standards for Audits by Frank Boutillette, CPA (A&A)
||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
||The Next Step for Small Business Clients – Value-Added Consulting and Advisory Services by Edward Mendlowitz, CPA (2 CS)
If you have any questions or comments, please do not hesitate to contact me at firstname.lastname@example.org
or by filling out the form below.
Register for Partners' Network CPE Program