38th Annual Tax & Financial Planning Conference

Date: 11/05/2015

Dannible & McKee is pleased to present our 38th Annual Tax and Financial Planning Conference on Thursday, November 5, 2015 at the DoubleTree by Hilton, Carrier Circle in East Syracuse. This complimentary conference runs from 12:00 noon – 5 p.m., concluding with a wine and cheese reception.

The conference registration begins at 11:30 a.m. with a luncheon at 12 noon that features alliantgroup guest speakers Rick Lazio, former U.S. Congressman, and Sonny Gover, CPA and Executive Vice President. They will provide an update on developing tax legislation from Capitol Hill and review several tax incentives that could significantly lower the amount of taxes your company is paying.

The afternoon includes a presentation by Partner Michael J. Reilly entitled, Corporate and Individual Tax Update.

We are pleased to feature two breakout sessions as well, bringing you up-to-date on the most recent tax and accounting changes and providing you with key year-end strategies


  • 11:30 Registration
  • 12:00 Lunch
  • 12:30 Welcome & Introductions
  • 12:45 Legislative, Policy and Tax Update
  • 1:45   Break
  • 2:00   Corporate & Individual Tax Update
  • 3:00   Break
  •  3:10 Breakout Session I (Choose One)

    1) 2015 New York State Tax Update
    2) Accounting, Reporting and Corporate Governance Update
  • 4:10 Breakout Session II (Choose One)

    3) Techniques to Improve Internal Financial Reporting
    and Analysis
    4) Whom Can You Trust?
  • 5:00 Wine and Cheese Reception

You and your guests are cordially invited to attend our Conference on November 5, 2015, at the DoubleTree by Hilton Syracuse, Carrier Circle, East Syracuse. To view or download a PDF of the invitation, click here.

Dannible & McKee, LLP 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 final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website:  www.learningmarket.org.

This is an intermediate level live presentation, and the learning objectives are shown in the conference agenda.  The prerequisite for the seminar is basic business knowledge, and no advanced preparation is required.

Recommended CPE credit is as follows for a total of 4 credits:
3 Tax
1 Accounting
2 Specialized Knowledge and Applications

This conference is presented free of charge by Dannible & McKee and is intended for invited guests of the Firm only.

All materials for this conference will be provided to guests electronically and will also be made available on our website.

Our thanks to the alliantgroup for underwriting the event’s guest speakers.