By Natalie Hopkins Last month, Alerding CPA Group hosted its 8th Annual CPE Seminar for employees, clients and professional colleagues. Our goal with this event is to provide an avenue for professionals to be educated on relevant events within the accounting world while obtaining some Continuing Professional Education. Who doesn’t love some free CPE?
Candace Graham, our Director of Taxation, is an annual fixture at this event. Participants are always interested in the latest Business and Individual tax updates. With ever-changing tax laws and regulations, Candy always provides up-to-date, informative and relevant matters that can be useful for business owners and individuals assessing their tax position.
Chris Denney is a Senior Tax Manager with the firm and also holds his ABV designation, establishing him as “Accredited in Business Valuation”. Chris spoke on some of the basics related to Business Valuation services, including common values used in valuing businesses and other factors that go into the calculation process. We have seen more and more applicability to this topic as companies seek to value their businesses as a step in the succession planning process.
We generally bring in a few outside presenters because honestly, who wants to listen to accountants talk all day? We were pleased to have Amy Wilson, a labor and employment attorney from Frost Brown Todd speak to the attendees on effective management skills. Amy reviewed the ability for good managers to both Manage Up and Manage Down effectively to help lead a team.
Robin Killebrew, a Sales Representative from Humana, gave a presentation on Medicare. As many of our clients are thinking through succession planning and setting up their retirements, this proved to be a valuable session. Robin was able to break down the Medicare basics and give some informative material for attendees to utilize.
Lastly, we were privileged to have Mark Everson, with Alliantgroup, close out the day discussing News from Washington, tax reform, the Affordable Care Act and IRS Developments. Mark is a former IRS Commissioner and provided some great insights on the current events surrounding our financial economy.
To see pictures of our event, please visit our Facebook page https://www.facebook.com/AlerdingCPAGroup. Alerding CPA Group is an Indianapolis-based public accounting firm.
This post was written by:
Natalie Hopkins, CPA
Natalie services audit and assurance clientele with their annual compliance needs and general consulting services. Her client base includes wholesale/distribution, manufacturing, retail, service organizations, and health and welfare organizations. Natalie was chosen as an “Emerging Leader” by the Indiana CPA Society.
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