Wednesday, December 11, 2019
7 a.m. – 5:30 p.m.
Lancaster Marriott and Convention Center
This event is by invitation only and a registration code was included in our electronic invitation. Continental breakfast, snacks, buffet lunch and a cocktail reception will be provided. There is no cost to attend, but be sure to register early; seating is limited.
Questions about our Tax and A&A Update or need the registration code? Contact Lindsey Chretien at firstname.lastname@example.org.
7 – 8 a.m. – Registration and Continental Breakfast
8 – 8:10 a.m. – Welcome from Ed Monborne, CPA, CEO, RKL
8:10 – 10:55 a.m. – Corporate and Individual Tax Update (Qualifies for 3 Taxation CPE credits.)
Scott Myers, CPA, CSEP, Partner, RKL Tax Services Group
Joshua Weiss, CPA, MST, Manager, RKL Tax Services Group
This session will focus on the impacts of recent tax legislation, new tax regulations, recent court cases and IRS rulings affecting individual and corporate taxpayers on the federal and state level. It will also highlight tax planning strategies for individual and corporate taxpayers, including adoption of cost segregation strategies to reduce taxable income and increase cash flow. Attendees of this session will be able to interpret recent individual and corporate tax updates, including new developments for the U.S. tax treatment of companies doing business overseas. Attendees will be introduced to tax savings strategies and will be able to recognize key business tax issues that may impact their businesses or clients for 2019 year-end planning and 2019 tax filings.
10:55 – 11:10 a.m. – Break
11:10 a.m. – 12 p.m. – Understanding Local M&A Activity (Qualifies for 1 Specialized Knowledge CPE credit.)
Ryan Hurst, ASA, Partner, RKL Business Consulting Services Group
Merger and Acquisition (M&A) activity can fluctuate greatly from industry to industry and region to region. However, the overall trend of M&A activity for the last five years indicates that many companies continue to actively seek inorganic growth. As you contemplate a buy or sell transaction, it’s important to understand what activity is happening in your region. By the end of this session, attendees will understand critical aspects of local M&A activity, including industry trends and private equity activity. Additionally attendees will acquire a general overview of middle market M&A activity within our region.
12 – 1 p.m. – Lunch
1 – 2:40 p.m. – Accounting Standards Update (Qualifies for 2 Audit & Accounting CPE credits.)
Jim Pruzinsky, CPA, Partner, RKL Audit Services Group
It’s imperative that companies understand recently issued and currently proposed accounting standards to avoid potential costly problems with regulatory authorities, banking institutions and investors. This session will provide an overview of the most recent and pending accounting updates, including a delay on accounting standard changes on leases, credit losses and hedging. By the end of this update, attendees will be able to apply the new and changing standards to maintain the accuracy of their financial reporting. They will also be able to implement changes in their processes and systems to ensure compliance with the new regulations.
2:40 – 3 p.m. – Break
3 – 4 p.m. – To All of the Economists I’ve Loved (Qualifies for 1 Economics CPE credit.)
Anirban Basu, Chairman & CEO, Sage Policy Group, Inc.
This presentation supplies detailed discussions regarding, global, national, and regional economic performance using the most current data available. Data will be supplied by various sources, including but not relegated to the International Monetary Fund, the Bureau of Economic Analysis, Bureau of Labor Statistics, Freddie Mac and Conference Board. Special attention is devoted to certain aspects of economic life, including the performance of financial, labor, real estate and construction markets. By the end of this session, attendees will be able to understand how various aspects of the economy are performing, identify what factors have been most highly influential in terms of shaping performance and recognize sources of uncertainty regarding the economic outlook and the most likely economic trajectory going forward.
4 – 5:30 p.m. – Cocktail Reception
After a full day of CPE, it’s time to unwind from absorbing all that new information as well as catch up with old and new friends and colleagues from organizations throughout Central and Eastern PA. Cocktails and hors d’oeuvres will be served. Grand prize will be drawn; you don’t need to be present to win.
CPE: Earn up to seven hours in the fields of specialized knowledge, taxation, audit and accounting and economics. See course descriptions.
Cancellations: Cancellations outside of unforeseen circumstances are requested by December 2.
Prerequisites: None | Advanced Preparation: None | Program Level: Basic | Delivery Method: Group-Live
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 of 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, www.learningmarket.org.
SEATING IS LIMITED; REGISTER TODAY!
Click the registration button below and claim your seat at this exclusive, invitation-only event.