Tax Planning & More Annual Seminar, November 2, 2011
Basics of Succession and Estate Planning for Business Owners
Lisa Shuneson, CPA, PFS, Partner, Whalen & Company, CPAs
2011 Tax Update and Tax Planning Strategies
Patrick McClary, CPA, Director, Whalen & Company, CPAs
Hot Topics in Employment Law
Julie Young, JD, Willis & Willis Co., LPA
Lunch & Learn: Small Business Record Retention, August 25, 2011
Record Retention Guidelines: Information for Growth
Jeff Zaye, CPA, Audit Manager, Whalen & Company, CPAs
Current Trends in Commercial Insurance and Risk Management Workshop, May 19, 2011
Current Trends in Commercial Insurance
Ken Carey, CPCU, ARM, Managing Principal of Property and Casualty, Lauterbach & Eilber, Insurance and
Financial Services
Business Seminar, November 9, 2010
Tax-Planning Strategies
Patrick McClary, Associate Director and Tax Department Manager, Whalen & Company, CPAs
Small Business Administration (SBA) Loan Programs & Jobs Act 2010
Will Bowdish, SBA Lender Relations Specialist
Health Care Reform Law Update
Chris Pulos, Principal, Brower Insurance Agency
Client Workshop in October 2010
Fraud
Detection & Deterrence
Chrissie Powers, CPA, P.D. Eye Forensics, LLC
Year-End Tax and Financial Planning Seminar, November 10, 2009
Year-End Tax Strategies
Patrick McClary, Associate Director and Tax Department Manager
Keys to Financial Planning: Managing Assets and Liabilities
Eric Bishoff, Branch Manager, The Bishoff Financial Group
Operating Strategies for Navigating through Uncertain Times
Jeff Zaye, Audit Manager
Steve Wenzlick, Senior Tax Specialist
Bruce Barry, Associate Director and Accounting Department Manager
Federal Taxes - What's in Store for 2009 & What Tax-Saving Opportunities Exist, November 20, 2008
Year-End Planning Strategies and Techniques to Minimize Taxes for 2008 and Beyond
Richard D. Crabtree, Partner
Employee
Benefit Programs - How to Make Your Business Less Taxing
Clint Carter, TASC (Total Administrative Services Corporation)
Tax Benefits of Cost Segregation and Energy Efficiency for Building Owners
John McCallum, GranthamPoole CPAs
