Upcoming Client Workshops
Fringe Benefit Reporting
Tuesday, October 24, 2017
Teri Curtin, CPA, Whalen & Company
Lisa Kuhn, Whalen & Company
Revenue Recognition Changes
Tuesday, December 12, 2017
Jeff Zaye, CPA, Whalen & Company
Larry Havens, CPA, CGMA, Whalen & Company
Annual Business Seminar
Tuesday, November 7, 2017
8:00 a.m. – Noon
Worthington Hills Country Club
SPEAKERS AND SESSIONS:
Tackling Tricky Human Resources & Personnel Topics
Heather Sperduto, ADP
Can my company ban that? Do I have to pay my employees for that? These are just a couple of the human resources and personnel questions that this session will address. This session will guide you through tricky scenarios and give you the proper guidance to handle these sometimes challenging situations.
Technology: It’s Changing Our Lives More Than We Realize
David Bergstein, Intuit
This session will enable attendees to see how rapidly technology is changing and how it is effecting our personal and business lives. The tools of yesterday, today and tomorrow will guide us down a path and enable us to visualize new possibilities.
Year-End Tax Update & Planning
Patrick McClary, Whalen & Company
Our very own Patrick McClary will provide guidance for 2018 tax planning as well as tax savings strategies to consider implementing for the remainder of 2017. He will also revisit new tax laws and regulations from this year, including the proposed tax reform, and discuss how these potential changes may affect you.