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Annual Tax & Financial Planning Conference

Embassy Suites by Hilton Syracuse Destiny USA | 311 Hiawatha Blvd W, Syracuse, NY 13204
November 7, 2019 12:00 pm — 5:00 pm

Registration: 11:30 a.m.
Lunch: 12:00 p.m.
Program begins at 12:15 p.m.
Cocktail Reception: 5:00 – 6:30 p.m.

Fee: Complimentary

Join us for our largest conference of the year!  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.


Featured Presentations

Economic Opportunities for CNY
Rob Simpson, president of CenterState CEO, the region’s independent economic development strategist, business leadership organization and chamber of commerce, will provide a snapshot of the economic opportunities that are reshaping Central New York’s economy and driving new prosperity for the region.
Robert M. Simpson, President & CEO, CenterState Corporation for Economic Opportunity (CEO)

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


Breakout Session I                                          

• 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

• Estate Planning After Tax Reform: Debunking Myths That Everyone Still Accepts (CPE: Taxes)
We will address the current, inaccurate, beliefs regarding the need and uses of estate planning in 2019 and show the benefits and savings which arise from developing a proper plan.
Joseph A. Hardick, CPA, CCIFP, Partner, Dannible & McKee, LLP

• The Truth About Fraud… It Can Be Prevented (CPE: Specialized Knowledge)
This session will provide a refresher on key internal controls and red flags, as well as the details of some current investigations.  We will hear from clients who have some very interesting stories to tell.
Christopher Didio, CPA, CFE, Partner, Dannible & McKee, LLP


Breakout Session II        

• Techniques for Evaluating a Company’s Financial Statements for Strengths and Weaknesses (CPE: Finance)
Using a sample income statement and balance sheet, learn how to convert the raw data on financial statements into information that will help you manage your business.
Brian W. Johnson, CPA, CFE, CCIFP, Partner, Dannible & McKee, LLP

• 2019 New York State Tax Update (CPE: Taxes)
This session will provide insight into the effect of recent legislative changes and their impact to employers in New York State.
Nicholas L. Shires, CPA, Partner, Dannible & McKee, LLP
John F. Martin, CPA/PFS, CFP®, Partner, Dannible & McKee, LLP

• Tips for Buying or Selling a Business
In this presentation we will provide information that will allow business owners to evaluate opportunities for an external sale, while also helping possible acquirers successfully purchase companies that will complement their business.
Victor W. Vaccaro, Jr., CPA/ABV, CFF, CDA, 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.


CNY Tax & Financial Planning Conference Registration Form

To register, please complete the form below.

  • Do you have any questions for the D&M speakers?