Fall, 2009
Thursday, October 8, 2009
www.clearvisionalliance.com
Virtually no activity, product or service will perform effectively over a long period of time without modification and redesign, eventually many will become obsolete. So how do you stay ahead and lead in this world of constant disruptions? Today’s approach needs to be Timely, Targeted and Temporary with a dynamic business model that is able to address change NOW so you can manage risks against lost opportunities and explore new prospects. This interactive workshop will focus on the factors that are changing your business, how to see what is not yet visible, and how to develop strategies for growth and sustainability into the future.
Tuesday, October 13, 2009
toddbard@yahoo.com
This presentation will look at the emerging Green Energy market and why businesses can get positive media exposure for purchasing it. We will also discuss Solar Energy and the Natural Gas industry and its future for producing Electricity.
Oppenheimer Presentation - Roth IRA Conversions.pdf
Tuesday, October 20, 2009
www.RealizedFinancialSolutions.com
This presentation is designed to make the CPA practitioner more aware of the process that should be employed by any buyer in today’s market for accounting or ERP software, whether that buyer is you or your clients. The session will focus on mid-range solutions designed for small-to-mid sized businesses across industries. It is not product specific but rather process specific offering practical advice for buyers to be aware of during the selection and buying process.
Tuesday, November 3, 2009
Financial Consulting Group, Inc.
www.fcgroupinc.com
When someone asks, “Would it benefit me to convert my IRA to a Roth IRA?” do you have the answers? In this program, we will address some case studies tied in with the 2010 rules. How do you address the income tax due? Can you do something to offset or minimize the taxes? Please join us and see your options.
Handout_1.pub
Handout_2.ppt
Tuesday, November 10, 2009
www.Pentec-inc.com
Pentec, Inc can help you and your clients establish plan design that meets your client’s objectives, and provide the required annual compliance and reporting work … all of the while , saving your client substantial taxes along the way.
www.ScanlonGroup.com
Business Killers is a proprietary program consisting of six modules that dramatize critical errors in planning and protecting a business and the impact on the owner's personal financial future. Jim and Linda will present three of the six Business killers modules touching on the importance of retirement planning, asset allocation and tax strategies.
Tuesday, November 24, 2009
Lorraine Travers lorrainetravers@yahoo.com
Presented by a panel of speakers from the MSCPA, outlines will be available at www.cpeForum.com before the program.
2009_Regional_Forums_Outlines_Summary.doc
09_Individual_update_Short.doc
09_Individual_Tax_Update.pdf
09_Individual_update_Long.pdf
09_Estate_and_Trust_Income_Tax.doc
Tax_Forum--Est_Gifts_&_Tr.doc
Tax_Forum--Est_&_Gifts_Part_II.doc
2009_Bankruptcy_Update.doc
2009_Partnership_Update.doc
Tax_Forum--Tax_Accounting.doc
Tax_Forum--Tax_Acctg_Part_II.doc
Tax_Forum--S_Corps.doc
Tax_Forum--S_Corps_Part_II.doc
09-Corporations-Detail.doc
09-Pensions-Detail.doc
Strategic Blueprint for Sustainability & Growth in a World of Constant Disruptions
Ravi Kulkarni & Lynn Whitney Turner, Clear Vision Alliancewww.clearvisionalliance.com
Virtually no activity, product or service will perform effectively over a long period of time without modification and redesign, eventually many will become obsolete. So how do you stay ahead and lead in this world of constant disruptions? Today’s approach needs to be Timely, Targeted and Temporary with a dynamic business model that is able to address change NOW so you can manage risks against lost opportunities and explore new prospects. This interactive workshop will focus on the factors that are changing your business, how to see what is not yet visible, and how to develop strategies for growth and sustainability into the future.
Tuesday, October 13, 2009
Learning the Advantages of How Green Energy can Benefit Businesses
Todd Bard, US Energytoddbard@yahoo.com
This presentation will look at the emerging Green Energy market and why businesses can get positive media exposure for purchasing it. We will also discuss Solar Energy and the Natural Gas industry and its future for producing Electricity.
Oppenheimer Presentation - Roth IRA Conversions.pdf
Tuesday, October 20, 2009
How to Buy Accounting/ERP Software … for Yourself or Your Clients
Mark A. Semmelrock, CPA, Realized Financial Solutions, Inc. Plainville, CTwww.RealizedFinancialSolutions.com
This presentation is designed to make the CPA practitioner more aware of the process that should be employed by any buyer in today’s market for accounting or ERP software, whether that buyer is you or your clients. The session will focus on mid-range solutions designed for small-to-mid sized businesses across industries. It is not product specific but rather process specific offering practical advice for buyers to be aware of during the selection and buying process.
Tuesday, November 3, 2009
Traditional IRA vs. Roth Conversion in 2010
Wayne C. Bailey, RFC, Robert Gianchiglia, MBA, ChFC, CASL,Financial Consulting Group, Inc.
www.fcgroupinc.com
When someone asks, “Would it benefit me to convert my IRA to a Roth IRA?” do you have the answers? In this program, we will address some case studies tied in with the 2010 rules. How do you address the income tax due? Can you do something to offset or minimize the taxes? Please join us and see your options.
Handout_1.pub
Handout_2.ppt
Tuesday, November 10, 2009
Using Retirement Plans to Reduce Your Client’s Taxes and Save for Retirement
Michael S. Ouellette & Frank Rossi, QPA, QKA of Pentec, Inc.www.Pentec-inc.com
Pentec, Inc can help you and your clients establish plan design that meets your client’s objectives, and provide the required annual compliance and reporting work … all of the while , saving your client substantial taxes along the way.
Business Killers: Avoiding the Six Mistakes that Can Destroy Your Business and Your Future
Jim Scanlon and Linda Sullivanwww.ScanlonGroup.com
Business Killers is a proprietary program consisting of six modules that dramatize critical errors in planning and protecting a business and the impact on the owner's personal financial future. Jim and Linda will present three of the six Business killers modules touching on the importance of retirement planning, asset allocation and tax strategies.
Tuesday, November 24, 2009
Annual Tax Update
Rich Hellmold rhellmold@rhellmold.comLorraine Travers lorrainetravers@yahoo.com
Presented by a panel of speakers from the MSCPA, outlines will be available at www.cpeForum.com before the program.
2009_Regional_Forums_Outlines_Summary.doc
09_Individual_update_Short.doc
09_Individual_Tax_Update.pdf
09_Individual_update_Long.pdf
09_Estate_and_Trust_Income_Tax.doc
Tax_Forum--Est_Gifts_&_Tr.doc
Tax_Forum--Est_&_Gifts_Part_II.doc
2009_Bankruptcy_Update.doc
2009_Partnership_Update.doc
Tax_Forum--Tax_Accounting.doc
Tax_Forum--Tax_Acctg_Part_II.doc
Tax_Forum--S_Corps.doc
Tax_Forum--S_Corps_Part_II.doc
09-Corporations-Detail.doc
09-Pensions-Detail.doc