Annual Tax & Financial Planning Conference

November 12, 2020 12:00 pm — 5:00 pm

Fee: Complimentary

Out of concern for the health and safety of our conference attendees, speakers and staff, we are hosting our Annual Tax & Financial Planning Conference in a live, virtual format.

This year is shaping up to be one of the most interesting tax years in a long time and with all the changes in legislation, it’s critical to stay up to date to avoid unpleasant surprises. Our 2020 Tax & Financial Planning Conference is designed to provide valuable insight on recent tax, accounting and financial updates, with highlights of the opportunities and challenges that businesses and individuals may face this year.

Keynote Speaker

J. Ryan McMahon, II, Onondaga County Executive


Featured Presentations

Federal Tax Update for Businesses
This session provides an update on recent tax law changes that will impact businesses in 2020, including the Tax Cuts & Jobs Act, CARES Act, SECURE Act and PPP loan forgiveness.  We will also cover key tax planning opportunities and considerations businesses should review as part of their 2020 strategy.
Michael J. Reilly, CPA/ABV, CVA, CFF, CDA, Managing Partner, Dannible & McKee, LLP

Federal Tax Update for Individuals
In this session, we will provide an update on new tax legislation and other significant tax developments that have affected individuals in 2020.  We will emphasize key provisions included in the CARES Act and the SECURE Act, including new contribution and distribution rules for IRAs and qualified plans.  We will also cover new tax cases, rulings and regulations which are expected to have significant impact on individuals.  This session will be filled with detailed examples and planning opportunities.
Nicholas L. Shires, CPA, Partner-in-Charge of Tax Services, Dannible & McKee, LLP


Breakout Session I                                          

• Accounting, Reporting and Corporate Governance Update
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 A. Sumner, CPA, Partner, Dannible & McKee, LLP

• Estate and Gift Planning in the Year of an Election
2020 is the year of the perfect storm for gifting assets at a discount. In this session, we will discuss what 2021 may hold for us and how to avoid the increases before they come.
Joseph A. Hardick, CPA, CCIFP, Partner, Dannible & McKee, LLP


Breakout Session II        

• 2020 New York State Tax Update
This session will address recent New York State Legislative Changes, Nexus Rules and the State Treatment of Federal changes Under the CARES Act.
John F. Martin, CPA/PFS, CFP®, Partner, Dannible & McKee, LLP
Brian J. Potter, CPA, CDA, Partner, Dannible & McKee, LLP

• Valuing Your Business in a Volatile Economy
In this session, we will provide an overview of the methods that can be used to value your business and discuss how a volatile economy impacts both valuation and opportunities for ownership transition.
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.


Virtual Tax & Financial Planning Conference Registration

To register, please complete the form below.

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