Annual Tax & Financial Planning Conference
Registration and Networking: 11:30 a.m.
Lunch: 12:00 p.m.
Program: 12:30 p.m. – 5:00 p.m.
Cocktail Networking Reception: 5:00 p.m. – 6:30 p.m.
With the election fast approaching, staying informed and proactive with your tax and financial strategies is more important than ever! Join us for our Annual Tax & Financial Planning Conference, where you’ll learn critical insights into the most recent tax, accounting and financial updates impacting both businesses and individuals. This event presents the chance to learn from our experts and walk away equipped with practical year-end tax strategies and financial planning tips to minimize your tax burden and better achieve your financial goals.
Don’t miss this opportunity to network with fellow professionals and stay ahead in the fast-paced world of finance with the knowledge and tools to thrive. Up to 3 CPE credits are available to attendees of the conference.
Registration Fee: $50
100% of the proceeds will be donated to the following charities:
KEYNOTE PRESENTATION
The I-81 Viaduct Project: Transforming Syracuse’s Future
In this insightful presentation, Elizabeth Parmley, P.E., I-81 Viaduct Project Director, will provide a comprehensive update on the progress of the I-81 Viaduct Project, including key milestones and construction timelines. She will also explore the future of Syracuse after the viaduct comes down, highlighting how the new infrastructure will reshape the urban landscape and reconnect neighborhoods.
FEATURED PRESENTATIONS
Panel Discussion: Navigating Federal and State Tax Law Updates
Get ready for an engaging and insightful discussion with three expert tax professionals from Dannible & McKee as they break down the most important federal and state tax law changes, rulings and court cases that impact businesses and individuals alike. Our panel will uncover valuable tax credits, planning opportunities and essential updates you need to shape your financial strategies for 2024 and beyond. Plus, with an election on the horizon, they’ll highlight key regulatory shifts to monitor and share practical guidance on how to adjust your tax strategy for maximum benefit.
– Shannon T. Forkin, CPA, CGMA, Partner, Dannible & McKee, LLP
– Mickel Pompeii, CPA, CDA, Partner, Dannible & McKee, LLP
– Nicholas L. Shires, CPA, Partner-in-Charge of Tax Services, Dannible & McKee, LLP
– (Moderator) Brian J. Potter, CPA, CDA, Partner, Dannible & McKee, LLP
Breakout Session I
1) Fraud: It’s Still Here
Fraud is a growing concern for all businesses, with even minor incidents having significant financial and operational consequences. In this presentation, using real case studies, we will explore common types of fraud affecting businesses, examining how they arise, the red flags to watch for and the potential vulnerabilities within an organization. Additionally, we will discuss strategies to safeguard your business and provide practical tips and real-world examples to help owners and managers understand how to detect, prevent and respond to fraudulent activities.
– Kaitlyn H. Axenfeld, CPA/CFF, CFE, Partner, Dannible & McKee, LLP
– Robert C. Reeves, CPA, CFE, Partner, Dannible & McKee, LLP
2) Techniques to Improve Internal Financial Reporting & Analysis
In today’s fast-paced business environment, accurate and timely financial reporting is crucial for making informed decisions that drive growth and efficiency. In this session, we will explore practical ways to improve your internal financial reporting and analysis, including using techniques such as ratio analysis, industry benchmarking, and profitability analysis that you can apply in your day-to-day operations.
– Charla A. Roth, CPA, Partner, Dannible & McKee, LLP
– Peggy J. Rowe, CPA, CFE, Partner, Dannible & McKee, LLP
Breakout Session II
3) The 2024 Guide to Accounting, Financial Reporting and Employee Benefit Plan Compliance
This session will provide an in-depth review of recent developments in accounting and financial reporting standards, highlighting key updates and their impact on businesses. Attendees will gain valuable insights from the implementation of past updates, as well as learn about important changes to employee benefit plans for 2024 and beyond.
– Joseph Chemotti, CPA, CCIFP, Partner, Dannible & McKee, LLP
– Benjamin A. Sumner, CPA, Partner, Dannible & McKee, LLP
4) Maximizing Trust and Estate Planning with the Latest Tax Updates
This session will explore the latest tax updates impacting trusts and estates, offering a comprehensive overview of recent regulatory changes and their implications for estate planning. We will also feature a summary of innovative tax planning ideas, along with practical examples to optimize estate and trust planning.
– John F. Martin, CPA /PFS, CFP®, Partner, Dannible & McKee, LLP
– Sean R. Conners, CPA, Senior Manager, Dannible & McKee, LLP
– Timothy H. Doolittle, Esq., Wladis Law Firm
CPE CREDIT
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 submitted to the National Registry of CPE Sponsors through its website: opens in a new windowwww.nasbaregistry.org.
This is an intermediate-level, live presentation, and the learning objectives are shown in the conference agenda. The prerequisite is basic business knowledge, and no advanced preparation is required.