2nd Annual Client Updates Seminar

OCTOBER 17, 2019
Pottstown, PA

Join Herbein + Company, Inc. for a Tax and Cyber Security Update on October 17, 2019 at the Brookside Country Club in Pottstown. Reserve your spot today.

Between regulatory changes, enhanced tax enforcement efforts, threats to your personal and business information, questions about your financial records, practical reasons for life insurance, and the impact of estate, federal, and state taxes on your business succession plan, individuals today have many issues to address.

This seminar will provide a better understanding of the challenges and opportunities that you can address today to help you succeed in the future.

The agenda will include:

Accounting Rule Updates - Revenue Recognition rules are complex and compliance will be time consuming, what does it mean to your business?

Sales Tax Awareness – When is your company subject to out of state sales tax?

Quick Hitting Tips – Do you need a few tips on best practices for:

- Individual & Business Record Keeping & Retention

- Identity Theft Protection – How to protect yourself

Life Insurance – What are the planning risks, opportunities, and tax implications of life insurance for widows/widowers, children and businesses?

Business Succession – What are the implications related to tax, transfers to family, third parties or dissolution?

Questions and Answers

Speakers

Stephanie L. Chandler, CPA – Supervisor, Herbein + Company, Inc.
Michael L. Cross, CPA - Senior Consultant, Herbein + Company, Inc.
Michele D. Burkins – Tax Specialist, Herbein + Company, Inc.
Christopher S. Kunkle, CPA, CFE, CITP - Senior Manager, Herbein + Company, Inc.
Emrich Stellar, Jr. ChFC, CLU, CBEC - founder of Stellar Advisor

Reserve Your Spot Today

 OCTOBER 17, 2019

AGENDA

Registration: 1:30pm - 2:00pm
Seminar: 2:00pm - 5:00pm
Cocktail Reception: 5:00pm - 6:00pm
Brookside Country Club: 850 N Adams Street I Pottstown, PA 19464
*REQUIRED Registration by October 7th

Reserve Your Spot Today

ADDITIONAL INFORMATION

• Who Should Attend: Sessions will be geared towards business owners, financial professionals, CFOs, controllers, and professional advisors.
• CPE Credits: 2 hours tax, 1 hours other
• Questions? Email Amy Klatt at abklatt@herbein.com.