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2012 -2013 Agenda

BSA Finance Wizards 2012 – 2013 Agenda

 

 

 

 

·         SEPTEMBER 11TH –  BENCHMARKING / KEY INDICATORS / YEAR END TAX PLANNING
 
Chad DaGraca of DiCicco, Gulman & Company LLP will be reviewing the following topics:
 
o    Potential tax impact of the November election
o    Discussion of new IRS rules on fixed asset capitalization
o    Update on Section 179 and bonus deprecation
o    General discussion on tax planning
o    IRS Audits
o    Overview of 2012 DGC study which includes benchmarking & key indicators
 
 
·         OCTOBER 9TH: HEALTH CARE: WHAT ARE THE HOT TOPICS?
 
Jon Clark of Aisling Partners will be sharing his knowledge on how to find the right health plan given the numerous choices, their complexity and price points. We will also address the recent Supreme Court ruling and what that means for employers as well as a discussion including a review of Wellness Programs, Reimbursement Arrangements and other ideas to help control costs.
 
 
·         NOVEMBER 13TH – NO MEETING – BSA EVENT
 
 
·         DECEMBER 11TH – ESOPS / OWNERSHIP
 
o    DESCRIPTION: TBD – PRESENTERS: DAVID COHEN
 
 
·         JANUARY 8TH – PROJECT TAX CREDITS: SECTION 179D / TAX CREDITS
 
Liz Taber & David Ely of EDSS (Energy Design Service Systems) will discuss how the energy tax deduction program (Section 179D) can be utilized by design firms. The Energy Policy Act of 2005 created tax benefits for implementing energy efficient systems in both new & renovated buildings. This meeting will examine Section 179D and its tax benefits to architects and owners, what changes are in the future and other financial incentives available to both designers and owners.
 
·         FEBRUARY 12th – WHAT CAN YOUR ACCOUNTANT DO FOR YOU / HOW CAN THEY HELP?
 
A panel discussion with CPA’s from the firms of DiCicco, Gulman, Gray, Gray & Gray and Feeley Driscoll will give us all some new and interesting ideas and new tools & tricks regarding business finances and operations.
 
 
·         OPEN FORUM
 
·         APRIL 9TH – INCENTIVE & EQUITY COMPENSATION PROGRAMS
 
o    DESCRIPTION: TBD – DAVID COHEN
 
 
·         MAY 14TH – OPEN FORUM…..or other interesting topics for discussion
 
·         JUNE 11TH – YEAR END WRAP-UP  & DISCUSS NEXT YEAR’S AGENDA