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advocacy community education
36
M
embers-Only Programs
Friday, September 16, 2011
"Putting Technology to Work: How to Save Time
and Money and Work from Anywhere Using the
Latest Gadgets"
Speaker: Wayne E. Schulz, CPA, Consultant,
Schulz Consulting, LLC
Do you own the latest tablet computer, fastest smartphone,
or newest laptop? Are you still feeling as if there's a way that
this technology should be working to make your life easier?
Learn about the latest in gadgetry with a special focus on
business use. We'll review the latest tablets and mobile
technology and provide real-world usage examples.
Friday, October 21, 2011
"Selected Current Corporate Tax Update"
Speakers:
Paul N. Iannone, CPA, Director,
M&A Transaction Services, Deloitte Tax LLP;
Michael J. Dupill, Director,
Washington National Tax, Deloitte Tax LLP; and
Shawn P. McKenna, Senior Manager, Deloitte Tax, LLP
This program focuses on a selection of current corporate tax
topics including: Uncertain Tax Positions (UTP) update,
Foreign Account Tax Compliance Act (FATCA) update,
Economic Substance Doctrine update, worthless subsidiary
stock losses, and intercompany debt.
Location:
CSCPA Education Center, 716 Brook Street, Rocky Hill
Register:
Visit www.cscpa.org/fridayfocus or
contact Phyllis Roche at phyllisr@cscpa.org.
Cost:
Free. Open only to CSCPA members in good standing.
Program:
8:30 a.m. to 10:30 a.m.
CPE Credit:
2 hours
The Friday Focus for Members in Industry
Thursday, October 27, 2011
"The Search for Yield"
Speakers Panel:
Jenna Suleman, Vice President, Financial Advisor,
Morgan Stanley Smith Barney;
Keith Ward, Senior Vice President, Financial Advisor,
Morgan Stanley Smith Barney;
James Hawley, Regional Vice President, Nationwide Financial;
Kevin Dunphy, Regional Manager, Lord Abbett;
Keith Thompson, Vice President, Miller Howard;
and a representative from Spectrum Asset Management.
This panel discussion explores a variety of income invest-
ments for investors and retirees. The panel includes indi-
viduals with expertise from a variety of asset classes (i.e.,
preferred stocks and bonds, master limited partnerships,
utilities, dividend stocks, annuities, and taxable and tax-
free bonds).
Thursday, December 8, 2011
"Healthcare Reform: Strategies to Help
Your Clients Reduce Healthcare Costs in a
Changing Market"
Speaker: James M. Pugliese,
President and CEO, Centurian Group, LLC
Location:
Easton Public Library, Easton
Register:
Visit www.cscpa.org/fairfieldpfp or
contact Phyllis Roche at phyllisr@cscpa.org.
Cost:
Free. Open only to CSCPA members in good standing.
Program:
8:30 a.m. to 10:30 a.m.
CPE Credit:
2 hours
Fairfield Personal Financial Planning Group