Preparing to Buy? Topics and Tips for Buying a Business

New Date! McKonly & Asbury’s February webinar entitled “Preparing to Buy? Topics and Tips for Buying a Business“ was rescheduled and will now take place on Thursday, March 8, 2018. This webinar will be hosted by McKonly & Asbury Managing Partner, Kurt Trimarchi, and Partner, David Blain, and will focus on the ins

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Data Analytics: Better Decision, Better Business

This webinar entitled “Data Analytics: Better Decision, Better Business” took place on Thursday, January 25, 2018. The webinar was hosted by McKonly & Asbury Partner, Janice Snyder and Senior Manager, Samuel BowerCraft and discussed the purpose of data analytics and how it can be a light in the darkness for your

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Tax Reform Legislation Analysis: Part 2

As a follow up to the webinar we did in December, this webinar dug a little deeper into what we believe are the most impactful and relevant aspects of the Tax Cuts and Jobs Act of 2017 for both individuals and businesses. We also identified planning opportunities for businesses to

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Tax Reform Legislation Analysis

This webinar presented a broad overview of pending tax legislation and provided details on how the current Federal tax legislation proposals will affect individuals, families, and small and large businesses. The presenters also identified planning opportunities for businesses to ensure that opportunities for tax minimization are realized and pitfalls are avoided.

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Preparing to Sell? Topics and Tips for a Successful Transition

This webinar was geared to those in the process of business transition. Whether looking to sell your business, transition your business to a future generation or expand your business through acquisition, this webinar focused on key concepts from a financial and tax structure that all business owners should consider in

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Ethics: Real Life Application of the AICPA Code of Professional Conduct

This webinar focused on specific ethical examples related to both public accounting and industry. There was a review of key points in the AICPA Code of Professional Conduct and their application to our daily responsibilities.

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Protecting Your Contract Receivables: PA Mechanics Lien Law and Payment Bond Claims

The webinar helped attendees get up to speed on the recent changes in the PA Mechanics Lien Law and hear an important discussion on how to best protect your rights to payment. The speakers also covered guidelines on asserting payment bond claims, and pointers on how to best exercise contractual and

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Fall 2017 Affordable Housing Seminar

McKonly & Asbury’s fall Affordable Housing Seminar took place on Thursday, November 2, 2017. We were excited to once again welcome back A.J. Johnson as our speaker. A.J. covered topics including acquisition/rehab deals and complexities related to those deals such as placed in service issues and transferring tenants between units. He also

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2017 Nonprofit Conference: Pathways to Excellence

McKonly & Asbury’s 2017 Nonprofit Conference: Pathways to Excellence was held on Thursday, October 19, 2017 and focused specifically on addressing the unique needs of the nonprofit sector. The conference discussed current trends, updates, and tools nonprofits need to know. DETAILS Date – Thursday, October 19, 2017 Time – 8:00am – 12:05pm (registration and

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Gain Traction in Your Business by Losing Control

This webinar presented on the entrepreneurial operating system (EOS) which is based on a discovery that the 150 issues going on simultaneously in your business are really symptoms of problems hidden in 6 key components of your business. The presenter talked about the 6 key components and some simple tools for

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Collaborate 2017 Conference

McKonly & Asbury’s fifth annual Collaborate Conference took place on September 21, 2017 at the Hershey Lodge. This conference featured a variety of topics and speakers, customized to past participant feedback, as well as to what’s trending in the business community. The keynote address was delivered by Dean Zerbe, former Senior

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A Tax and Privacy Haven: Coming to America

As the United States has become both a tax and privacy haven, wealthy families from around the world are seeking U.S. trust solutions. This webinar examined various worldwide factors for this historic movement of money into the United States, including FACTA, CRS, secrecy vs. privacy, and asset protection. The webinar

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Accounting Technical Updates: What has the FASB been focused on?

This webinar presented a high level overview of the more significant projects and technical updates of the FASB.  The topics covered in this presentation included revenue recognition, leases, business combinations, Goodwill & Intangibles, Compensation and Not-for-profit Entities. During this webinar, attendees learned about the following: Overview of the recently issued

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2017 Pennsylvania Tax Update: The State Budget & More

This webinar provided an overview of the enacted 2017-2018 Pennsylvania State Budget, including a summary discussion of what tax items have been on the table for negotiation during the past few years. During the second leg of the webinar, the presenter provided a brief update on recently passed tax legislation

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Application of the New Revenue Standard

This webinar provided a summary of key points of the new revenue standard, including updates from the AICPA’s revenue recognition task force. This presentation also included a discussion of the five steps of the new revenue model and application to various industries including construction, manufacturing, nonprofits and healthcare. During this

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Top 10 Stumbling Blocks for Small Business Owners

This webinar focused on errors and corrections that we noted and identified with business owners through our year-end book keeping and tax return preparation services. We specifically focused on the top 10 most recurring errors and omissions we discover during our year-end work. This webinar discussed how these errors and

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Nonprofits & Fraud: Protecting the People You Serve

This webinar highlighted statistics for security and fraud of non-profit organizations. We reviewed three non-profit case studies and the best practices that would have prevented a fraud or data breach event from occurring. We looked into how you protect your most valuable assets (employees, donors, the people you serve, etc.)

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Spring 2017 Affordable Housing Seminar

McKonly & Asbury’s Spring 2017 Affordable Housing Seminar was held on Friday, May 19, 2017. Topics and speakers included: Tax Credit Hot Topics Judy Crosby, Esq. from Kutak Rock will speak about “Tax Credit Hot Topics,” including legislative updates relating to the low-income housing tax credit program. Judy has been

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Human Resource Technology Trends for 2017

In a rapidly expanding digital age, the relationship between Human Resources and technology continues to grow closer. Technology continues to be the driving force behind changes to HR practices and industry experts predict glaring change in the near future; however, great opportunity lies ahead for employers to learn how to

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Cost Segregation and Tangible Property Repair Regulations

Cost Segregation is a tax strategy that identifies and classifies building component costs for federal tax purposes. The primary goal of Cost Segregation is to identify all property-related costs that can be depreciated faster (typically over five, seven and 15 years) or written off as a retirement. The Tangible Property

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Outside the Office: Mobile Security

More and more organization employees are required to work outside the office using tablets, laptops and smartphones. These technologies are causing profound changes in the organization of information systems and therefore they have become the source of new risks. Mobile technologies collect and compile an increasing amount of sensitive information

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Income Tax Update: Past, Present and Future

During this webinar we reviewed the current status of the tax world for both business and personal tax. This webinar dove into how we got to where we are at, what is going on now, and where we might be headed in 2017 and beyond. This presentation also highlighted new,

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Cybersecurity Frameworks and You: The Perfect Match

Information technology is a complex business, at best. While IT can provide amazing benefits, it still requires vigilance and diligence to ensure it is running correctly and that it is secure. A security framework can be an excellent tool to evaluate what you might be missing and confirm that what

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Collaborate 2016 Conference

McKonly & Asbury’s fourth annual Collaborate Conference was held on September 27, 2016 with over 150 attendees gathered at the Hershey Lodge! This conference featured a variety of topics and speakers, including general sessions and breakout sessions that left attendees with information on what’s trending in the business community and how to apply these best

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Collaborate 2015 Conference

McKonly & Asbury’s third annual Collaborate Conference was held on May 21, 2015 with over 200 attendees gathered at the Hershey Lodge! This conference featured a keynote address from Mark Everson, former IRS Commissioner, and Rick Lazio, former U.S. Congressman who presented an insider’s perspective on the IRS, Capitol Hill, and how developing legislation

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Collaborate 2014 Conference

McKonly & Asbury’s second annual Collaborate Conference was held on May 21, 2014 with over 150 attendees gathered at the Hershey Lodge! This conference featured a variety of topics and speakers, including group sessions and breakout sessions that left attendees with practical, every day solutions to elevate their business in

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Collaborate 2013 Conference

McKonly & Asbury’s Collaborate 2013 Conference took place on Thursday, June 6, 2013 at the Best Western Premier Eden Resort & Suites in Lancaster, PA. As part of our 40th year anniversary, this full day conference was developed with attendees in mind and had a variety of topics and speakers planned,

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