| Partner Insights
We never stop learning. The partners at Weltman Bernfield bring a wealth of experience and knowledge to our accounting practice. By combining that experience with a watchful eye on subjects that impact our clients, we can offer insights that will help you through each phase of your financial life, both personal and business. And we never stop sharing. Each month the Weltman Bernfield partners present open discussion sessions on topics of critical interest to our clients. If there are other subjects you’d like to see presented, please contact us at PartnerInsights@WeltmanBernfield.com. Won’t you join us? Here are subjects we plan to or have covered so far:
- Income and Estate Planning – Offered twice a year: in January to cover the new laws and changes, and again at the end of the year to start planning for 2011.
- Not-for-Profit – A discussion on the new governance standards and compliance, employment tax audit examination, filing thresholds, internal control procedures and many other topics. Click here to review the seminar information.
- IFRS (International Financial Reporting Standards) – Much has happened during 2009 and into 2010 regarding the convergence of IFRS and US GAAP, both for the near-term and in the future. In this program, experienced professionals brought clarity and insight into why familiarity and knowledge of IFRS was important to you. Click here to review the materials.
- Alternative Investment Strategies – In this session we heard about the functionality and purpose of Hedge Funds, their risks and rewards, why should you globally diversify, the tax aspects of alternative investment product, and much more. For a complete review please click here.
- Retirement Planning – We helped Trustees understand and navigate their fiduciary responsibilities as well as understand all their different options. See the information we shared with our audience.
- Medical Practice Management – We will be discussing practice management for the Healthcare Industry. Click on the Healthcare Management title for details on our event.
- Business Succession Planning – Helping business owners to smoothly transition their companies to the next generation, or sale.
- Working Together with Seniors – Join us as we have our experts talk about what seniors or care givers should be considering for them financially.
- Personal Investment and Credit Strategies – How credit works for you and against you, and how it affects each part of your life.
- E-commerce “How to expand your business” – Learn from the experts how to use e-commerce to your website to bring in more business.
- Business Valuation Process and Strategies – What is a business Valuation? How does it work? Why do I need one?
- SOX (Sarbanes-Oxley) – Business owners: learn about audits and how they affect the company.
- Starting a Business – Considering entrepreneurship? We’ll show you how to start a new business.
- Facts about your next IRS audit – Pointing out the triggers that could make you a target for an IRS audit.
- Business Fraud Detection and Prevention – Awareness is the first step in fraud prevention. Prepare to have your eyes opened.
- Equity Funding Strategies – Inventories/Researchers: Learn how to move through patents to funding ideas into a product.
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