Upcoming Events

Stay in the loop.

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

Annual Client Seminar


Tuesday, November 6, 2018


Worthington Hills Country Club
8:00 a.m. – Noon   

7:45-8:15          Breakfast/Networking

8:15-8:20          Welcome

8:20-9:30          Session 1

9:30-9:45          Break/Networking

9:45-10:45         Session 2

10:45-12:00       Session 3

12:00                     Thank You and Closing




Session 1: Elder Care & Family Special Needs Planning

Bill Browning, Isaac Wiles

Are you prepared if your family were to encounter a health care crisis and do you know the necessary steps you might need to take? This could include finding care for your loved one due to the need for a nursing home placement, or be subsequent to a catastrophic and unexpected event. This session will prepare you for the emotional and economic stress factors you may be faced with and will help you have a guide in place. 

A basic overview of estate and tax planning will be covered in this session as well. 

Session 2: Tax Reform Refresher & Year-End Update

Anne Treasure, Whalen & Company
Do you need a “refresher” on the upcoming changes due to the new tax law that was passed late last year? The Tax Cuts and Jobs Act that was approved is a sweeping tax package and is the biggest change to taxes in nearly 30 years. As we approach the upcoming tax season where these changes will be taking place, it is important for you to know how you will be affected and what you can do now to start planning ahead and be better prepared. 
In this interactive session, we will take a look at some of the key important elements of the new law that have an impact on both individuals and businesses.

Session 3: Crisis Management & Disaster Planning

Bruce Hennes, Hennes Communications

Facebook, Twitter, Instagram and YouTube are now the places where a reputation built up over years of good work can be shattered in an instant.  In a split second, accountants, consultants, CEOs, executive directors and other members of the management team can find themselves in a position where they need to know how to manage a crisis situation for themselves, their company, or their clients.

During the course of this presentation, participants will gain the following: 

    -Understanding the current media landscape (traditional/legacy media vs. new media)

    -Understanding the difference between legal challenges and reputational challenges

    -The fundamental rules of the “Damage Control Playbook”





Client Workshops                  




Fringe Benefit Reporting


Improper reporting of fringe benefits can be a costly mistake for businesses, business owners and employees. This workshop will help prepare you for year-end fringe benefit reporting by identifying taxable and nontaxable fringe benefits, discussing how benefits vary for different business entities and providing guidance on reporting.
Our Teri Curtin and Lisa Kuhn will discuss reporting requirements and procedures for fringe benefits including:
  • Shareholder fringe benefits
  • Health Insurance benefits
  • PS-58 costs on life insurance premiums
  • Personal use of company-owned vehicles
  • Daily commute rates
  • Fleets/company cars