Zoho Tips & Tricks webinar – November 2020

November 24, 2020, 10:00 am – 10:30 am

A 30 minute webinar jam-packed with ways to optimize your Zoho CRM experience! Free to all Zoho users- This series enables clients and specially invited guests to see and hear a live online demonstration of topics discussed in our monthly Zoho CRM newsletter. Topic: We will continue to cover module customization- mapping lead conversion, dependency, and stage probability mapping. Register Here

POST ELECTION PREDICTIONS: Tax & Estate Planning

December 3, 2020, 12:00 pm – 1:00 pm

Join us for a lunch presentation moderated by Gene Marks, CPA of the Marks Group with panelists Jill Fowler, Esquire of Heckscher Teillon Terrill & Sager, PC and Mitch Gerstein, CPA of Isdaner & Company, LLC. At the lunch presentation, they will discuss the results of the election and its anticipated impact on everything from tax reform to broader legislative and tax policy issues affecting businesses and individuals next year and beyond. During this interactive session, they will cover: * Legislative changes for the COVID-19 era and how the presidential election will impact our lawmakers * The current state of business and tax reform and the latest on Paycheck Protection Program * The tax strategies/incentives every business owner and individual should consider for 2020 and beyond * The importance of estate planning and the role of charitable giving * The state of the IRS * Economic growth outlook for 2021 and beyond Panelist Bios: Jill Fowler: Jill's practice includes estate planning and administration, advising trustees, and charitable planning. Jill is a Fellow in the American College of Trust and Estate Counsel, and a member of the Delaware and Montgomery County Bar Associations, Philadelphia Estate Planning Council, and the Florida Bar Association's Out of State Practitioners' Division. She is also a former member of the Board of Directors of the Montgomery Bar Foundation. Mitch Gerstein: Mitchell is a senior tax advisor at Isdaner & Company, LLC. He joined the firm in 2018. He excels in the area of overall client engagement management with a focus on tax planning consultation and business advisory services. Mitchell's well-rounded career gives him the key insights that enable him to advise all types of clients a wide variety of high-level tax and business issues including complex business tax planning and structuring. CPE Available- Contact Jill Lock For more information or any questions, contact Jill Lock at Isdaner & Company, LLC jlock@isdanerllc.com 484-434-2032 Register for the webinar HERE

THE FIRM OF THE FUTURE: Best Practices For Growing Your CPA Firm In 2021

December 7, 2020, 2:00 pm – 3:00 pm

2020 has been a challenging year, but many managing partners and senior leaders of CPA firms nationwide are already making their plans for the future, with many predicting a strong recover once a vaccine is widely available. But will things ever be "normal" again? Join journalist, author and CPA Gene Marks, Darren Root and Roman Kepczyk to hear them discuss what tomorrow's CPA firms will look like and how smart leaders are preparing today. Root - a well known author and speaker - has been a practicing CPA for over 30 years and is currently the CEO of Rootworks, a membership-based organization offering entrepreneurial strategy, coaching and support to the accounting profession. Kepczyk is the Director of Firm Technology Strategy for Right Networks, where his primary focus is helping firms throughout North America effectively use information technology and accounting applications by optimizing their tax, audit and administrative production workflows. During this lively video conversation, Marks, Root and Kepczyk will debate the most pressing issues facing CPA firms over the next few years and offer tactics, strategies and policies to help embrace and profit from these trends. Topics will include: -post-pandemic hiring challenges and what future employees will require; -the "new" workplace in the work-from-home era; -the latest technologies that will power CPA firms into the future; -online and social media developments that smart leaders will embrace; -mergers, partnerships and other opportunities for growing CPA firms. Please join us to help prepare yourself, your team and your firm for the future. Register Here

Zoho Tips & Tricks webinar – December 2020

December 29, 2020, 10:00 am – 10:30 am

A 30 minute webinar jam-packed with ways to optimize your Zoho CRM experience! Free to all Zoho users- This series enables clients and specially invited guests to see and hear a live online demonstration of topics discussed in our monthly Zoho CRM newsletter. Topic: TBD Register Here