7 Steps to Secure Your Companies Data in a Pandemic and Beyond
Working remotely can create a vulnerability to cybercrime. CPA firms have been at the top of the cybercrime target list, costing $1000s of dollars paid out in ransomware fees and operational downtime. So, how can organizations ensure their data is secure and not at risk for cybercrime? As CPAs, accountants, and trusted advisors, you cannot afford a data breach resulting in the loss of your client’s trust. We provide 7 steps to secure your data.
Dan Fusco – Founder, Inner PC Computer Consultants, New York, NY

Holistic Property & Casualty Overview
Insurance is a nuanced area of concern with many points of consideration and several moving parts. Get an aerial view of current property, general and management liability issues regarding everything from cyber liability to employment practices liability insurance, including timely questions regarding COVID-19 coverage and no-fault reform. Leave with an understanding of the traditional building blocks of a company's property and casualty insurance program to transfer risks along with strategies to reduce risk. Learn about current events related to COVID-19 as well as the impact of Michigan's no-fault auto insurance reform.
Don White, CIC– CEO, Hershey Insurance Agency, Troy

Take the Mystery Out of IRS
Dealing with the IRS can be scary for clients, but it shouldn't be for tax professionals. Venar Ayar will show you what's behind the curtain as he discusses the 5 main divisions of the organization, their respective purposes, and why you might end up interacting with certain department personnel. This is your guide to the inner workings of the IRS, division by division, plus some of Venar's best practices on how to proceed if you have a case assigned to a particular division. You won't want to miss it!
Venar R. Ayar, Esq. – Attorney-at-Law, Master of Laws in Taxation, Principal and Founder, Ayar Law, Farmington Hills

Intentional Networking
In today's new world, how do you bring an intentional approach to your networking and business development? Find out more to help build new connections to help your business and career thrive.
Alex Drost, CPA– Founder/CEO, Connection Builders, Royal Oak

Making Sense of Payroll Processing at Accounting Firms
As the economy continues its transition to a more virtual world of work, accounting firms are employing a range of strategies to unlock growth and maximize profitability. Deciding whether processing payroll is right for your firm is a complex decision that requires you to consider issues ranging from staffing to its promise of being a consistent revenue stream. While offering a full-service payroll solution has some advantages like added revenue and client accounting service bundling, it can also be challenging, especially now. Whatever your firm’s current strategy may be, understanding the valuation of your payroll business is a critical element in how you strategize your practice offerings in both the short and long-term. This session provides your firm with a framework to help evaluate payroll offerings based on your firm’s competitive strengths and weaknesses.
Wendy Hellman – Vice President of Client Base Acquisitions, ADP, Jacksonville, FL

Practical Depreciation Strategies for a COVID Economy
These are some of the most uncertain times in memory for clients and companies and they’re looking to you to create cash flow through tax strategies that reduce their burden which, ultimately, could secure them as a lifetime client. Help your clients maximize expense, reduce taxes and potentially tap into the CARES Act changes of net operating losses (NOLs) with these methods.
Warren Dazzio – Executive Vice President of Development, CSSI – Cost Segregation Services Inc., Baton Rouge, LA

Avoid the Virtual Traps of the Rapidly Changing Tech Law Landscape
With advances in technology and the explosion of social media, every company is now a media and entertainment business. This fun and practical session covers how businesses can protect themselves and their brand in the digital marketplace. John shares relatable examples and solutions in this exciting and relevant conversation focused on technology law, intellectual property law (including copyright and, trademark) and social media.
John W. Mashni, JD – Attorney, Foster Swift Collins & Smith, PC, Lansing

Banish the ‘What Ifs’ of Medicare
Clients working with Medicare are full of questions ‘Do I need to turn on Part A and/or Part B?’ ‘I have an HSA now can I still contribute to it?’ ‘What will my Medicare cost me?’ and on… set their minds at ease and gain their confidence as we answer their and your Medicare ‘what ifs’.
Elizabeth Robinson, OFIR – Medicare Field Agent, Health Alliance Plan, Southfield

The Key to Tax Credit R&D
Created in 1981 to stimulate research and development (R&D) the R&D tax credit is a dollar for dollar offset of federal income tax liability and sometimes payroll tax liability. Begin with an overview and then dig into the details and opportunities including case law, untraditional and overlooked industries/ company types, even the Research & Experimentation tax credit. Join us!
Adam Herman – R&D Tax Credit Specialist, Monetek, LLC
Jill Altman Neuvirth, JD – Co-Founder and President, Monetek, LLC

ESOPs: A Trending Business Succession Strategy
An employee stock ownership plan (ESOP) gives a worker an ownership interest in a company. Why are ESOPs becoming a popular corporate finance and succession planning strategy? Bring your questions regarding ESOPs and discover if and how you or your clients can benefit from this approach.
Amanda J. Dernovshek, JD – Attorney, Foster Swift Collins & Smith PC, Lansing
Mindi M. Johnson, JD – Shareholder, Foster Swift Colins & Smith PC, Grand Rapids

Key Accounting Considerations for Self-Funded Health Plans
Dig into the important factors of self-funded health plans from contract provisions that effect your client’s risk to accounting for incurred but unreported claims- bring your questions. We cover dealing with cash flow concerns and the increasing popularity of level funded plans.
Steve Hettrick – Vice President, Benefits Practice Leader, Brown & Brown Insurance, Sterling Heights

Michigan Tax Updates You Need to Know
Examine substantive changes to Michigan's tax laws in the areas of sales, use, individual and corporate income tax, as well as proposed rules. A must attend session for anyone working with state taxes.
Lynn A. Gandhi, CPA, JD, LLM – Partner, Foley & Lardner LLP, Detroit

Impacts to Retirement Plans in 2021
Learn about the potential impact on the retirement industry of the SECURE Act, details on starting a Pooled Employer Plan, qualified profit-sharing plan, and the latest retirement legislation that can help as you consult with clients.
Kevin Drucker – Manager, Regional Retirement Sales, Paychex, Inc., Folsom, CA