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General Event Information

Given the uncertainty around live events this winter and our continued focus on the health and well-being of our communities, this year’s annual Tax and A&A Update is going to look different. It will be held virtually through our Zoom platform on December 10, 2020. The virtual format allows attendees to join from anywhere and sign up for our morning tax session, our afternoon audit and accounting session or both. Just remember that if you want to receive the full allotment of CPE credits, you will need to sign into both Zoom sessions, stay on each webinar for its entirety and answer all elements of engagement through the polling feature.

Tax Update [Dec 10th | 8:30 a.m. – Noon]

This session conducted by multiple RKL and RKL Wealth Management experts will focus on the impacts of new tax regulations, including the SECURE Act, the Families First Coronavirus Response Act and the CARES Act. We will explore how these provisions may affect individual and corporate taxpayers on the federal and state level and take stock of the potential impact of the presidential election on planning strategies.

Attendees of this session will:

  • Learn how election results may dramatically impact tax planning strategies for individual and corporate taxpayers significantly in the final month of 2020 and over the next four years.
  • Understand how to interpret corporate tax updates with a focus on state and local taxes and payroll taxes.
  • Be able to recognize key business tax issues that may impact their businesses for year-end planning and the upcoming filing season.
  • Understand individual tax updates with a focus on year-end planning and post-election estate planning.
  • Understand various planning strategies and considerations related to estate, retirement, investments and taxes.

CPE: Earn 3.5 hours in the field of taxation. See course description above.

Agenda for Morning Tax Session

  • 8:30-8:40 a.m. Welcome and morning address by Ed Monborne and Robert Gratalo
  • 8:40-8:55 a.m. Election Update by Robert Gratalo
  • 8:55-9:45 a.m. Corporate Tax Update by Jeff Horst
  • 9:45-9:55 a.m. BREAK
  • 9:55-10:00 a.m. Raffle Prizes
  • 10:00-10:20 a.m. Payroll Update by Robin Alexander
  • 10:20-10:40 a.m. SALT Update by Michael Eby
  • 10:40-10:50 a.m. BREAK
  • 10:50-11:40 a.m. Individual Tax Update by Johnathon Heller
  • 11:40-12:00 p.m. Estate Planning Update by William Onorato
  • 12:00 p.m. Closing Remarks by Robert Gratalo

A&A Update [Dec 10th | 2:00 p.m. – 4:00 p.m.]

It’s imperative that companies understand recently issued and currently proposed accounting standards to avoid potential costly problems with regulatory authorities. This session will focus on the accounting and reporting considerations for loans through the Paycheck Protection Program made available by the CARES Act enacted on March 27, 2020. It will also provide updated information related to the FASB’s ASC 842, Leases, and the potential impact to a company’s financial statements due to COVID-19.

By the end of this update, attendees will:

  • Be able to apply accounting guidance to maintain the accuracy of their financial reporting.
  • Understand how to implement changes in their processes and systems to ensure compliance with applicable guidance.

CPE Information: Earn 2 hours in the field of audit and accounting. See course description above.

Agenda for Afternoon A&A Session

  • 2:00-2:05 p.m.
    Welcome and introduction of speakers by Stephen Runyeon
  • 2:05-3:50 p.m.
    A&A Update by Stephen Runyeon, Robert Gantz & Timothy Kraft
  • 3:50-3:55 p.m.
    Raffle Prizes and Closing Remarks by Stephen Runyeon

Cancellations: Cancellations outside of unforeseen circumstances are requested by December 9, 2020
Prerequisites: None | Advanced Preparation: None | Program Level: Basic | Delivery Method: Group Internet Based
For information regarding our complaint policy, contact RKL’s HR department at 717.394.5666.

RKL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor for continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website,

Questions or having trouble registering? Contact Lindsey Chretien at