Close up view of a man working on financials with calculator

Southern Tier Tax & Financial Planning Conference

Holiday Inn Binghamton Downtown | 2 Hawley St, Binghamton, NY 13901
November 21, 2019 1:00 pm — 5:00 pm

Registration: 12:30 p.m.
Program begins at 1:00 p.m.
Cocktail Reception: 5:00 – 6:30 p.m.

Fee: Complimentary



Join us for our first annual Tax & Financial Planning Conference in the Southern Tier!  This conference provides insight on recent tax, accounting and financial changes that will impact businesses and individuals this year, to help you in planning your year-end tax strategies. Recommended CPE credit is 3 credits.


Featured Presentations

Guest Speaker
Mayor Richard C. David, City of Binghamton, NY

Federal Tax Update for Businesses (CPE: Taxes)
This session provides an update on recent tax law changes impacting businesses, including an analysis of the Tax Cuts and Jobs Act and the latest post-Act guidance, the new final regulations under IRC Section 199A and the latest IRS rulings and court cases, as well as planning opportunities available.
Michael J. Reilly, CPA/ABV, CVA, CFF, CDA, Managing Partner, Dannible & McKee, LLP

Federal Tax Update for Individuals (CPE: Taxes)
This session provides an update on the significant changes impacting individuals under the Tax Cuts & Jobs Act and the latest post-Act guidance, including detailed examples and planning opportunities, the Taxpayer First Act of 2019 and the impact of other recent legislation, IRS rulings and court cases.
Karl Jacob, CPA/PFS, CFP®, CDA, Partner, Dannible & McKee, LLP
Shannon T. Forkin, CPA, CGMA, Partner, Dannible & McKee, LLP

Accounting, Reporting and Corporate Governance Update (CPE: Accounting)
Obtain the latest information on corporate governance and updates on Financial Reporting Standards that could affect your financial statements.
Kenneth C. Gardiner, CPA, CCIFP, CDA, Partner, Dannible & McKee, LLP
Joseph Chemotti, CPA, CCIFP, Partner, Dannible & McKee, LLP
Benjamin Sumner, CPA, Partner, Dannible & McKee, LLP


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:

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.


Southern Tier Tax & Financial Planning Conference Registration Form

To register, please complete the form below.