Agenda

Tuesday, March 4, 2014

1:30 p.m.
Registration Opens

2:00 p.m. - 2:10 p.m.
Welcome Reception and Remarks

2:10 p.m. - 3:00 p.m.
Helping your HNW and Small Business Owners Navigate the Affordable Care Act

3:10 p.m - 4:00 p.m
2014 Tax Update for Financial Advisors

4:10 p.m. - 5:00 p.m.
Making the Most of the CPA-FA Partnership

5:00 p.m. - 5:15 p.m.
Closing Remarks

5:15 p.m. - 6:15 p.m.
Networking Cocktail Reception

Tuesday, March 4, 2014

1:30 p.m. -
2:00 p.m. - 2:10 p.m.
2:10 p.m. - 3:00 p.m.
Helping Your HNW Clients and Business Owners Navigate the Affordable Care Act
Co-presenter: Marie Arrigo, Partner, EISNERAMPER
Co-presenter: Michael J. McLafferty, Partner, EISNERAMPER
3:10 p.m - 4:00 p.m
2014 Tax Update for Financial Advisors
Richard J. Bloom, CPA, PFS, MST, Partner, WEISERMAZARS
4:10 p.m. - 5:00 p.m.
Making the Most of the CPA-FA Partnership
Panelist: Steven Barnes, CPA, Owner, BARNES & COMPANY
Panelist: Bob Goldfarb, CPA, PFS, CGMA, CFP, CFE, DBAFA, DBAFE, Principal, JANOVER LLC
Panelist: Henry Rubin, Esq., Prinicpal, H. RUBIN ESQ. & COMPANY
5:00 p.m. - 5:15 p.m.
5:15 p.m. - 6:15 p.m.