Events for Clients

Stay in the loop.

Our clients receive access to educational workshops and networking opportunities to further their personal and business growth.

Upcoming Client Workshops     

                                  

 

 

Tackling Trusts

 

Tuesday, June 13, 2017

 

Presented by:
Anne Treasure, CPA, Whalen & Company
Register Here
   

 

Employee Stock Ownership Plans

 

Tuesday, July 25, 2017

 

Presented by:
Greg Daugherty, Esq., Porter Wright
Register Here

 

 

Interpreting State & Local Taxation

 

Tuesday, August 15, 2017

 

Presented by:
Stephen Estelle, Esq., Whalen & Company
Register Here

 

 

Savvy Social Security Planning

 

Thursday, September 14, 2017

 

Presented by:
Dan Phillips, Bishoff Financial
Register Here

 

 

Filtering Key Performance Indicators

 

Tuesday, September 26, 2017

 

Presented by:
Bruce Berry, CPA, Whalen & Company
Register Here

 

 

Fringe Benefit Reporting

 

Tuesday, October 24, 2017

 

Presented by:
Teri Curtin, CPA, Whalen & Company
Lisa Kuhn, Whalen & Company
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Revenue Recognition Changes

 

Tuesday, December 12, 2017

 

Presented by:
Jeff Zaye, CPA, Whalen & Company
Larry Havens, CPA, CGMA, Whalen & Company
Register Here

 

 

Annual Business Seminar

 

Tuesday, November 7, 2017

 

Worthington Hills Country Club