Dannible & McKee Tax & Financial Planning Conference 2024

With the election fast approaching, staying informed and proactive with your tax and financial strategies is more important than ever! Join us for our Annual Tax & Financial Planning Conference, where you’ll learn critical insights into the most recent tax, accounting and financial updates impacting both businesses and individuals. This event presents the chance to learn from our experts and walk away equipped with practical year-end tax strategies and financial planning tips to better achieve your financial goals. Don’t miss this opportunity to network with fellow professionals and stay ahead in the fast-paced world of finance with the knowledge and tools to thrive.

Wednesday, November 6, 2024
DoubleTree by Hilton Hotel Syracuse
Registration: 11:30 a.m.  |  Lunch: 12:00 p.m.
Program: 12:00 - 5:00 p.m.
Cocktail & Networking Reception: 5:00 - 6:30 p.m.

Keynote Presentation
The I-81 Viaduct Project: Transforming Syracuse's Future
In this insightful presentation, Elizabeth Parmley, P.E., I-81 Viaduct Project Director, will provide a comprehensive update on the progress of the I-81 Viaduct Project, including key milestones and construction timelines. She will also explore the future of Syracuse after the viaduct comes down, highlighting how the new infrastructure will reshape the urban landscape and reconnect neighborhoods.

Featured Presentations
Panel Discussion: Navigating Federal and State Tax Law Updates
Get ready for an engaging and insightful discussion with three expert tax professionals from Dannible & McKee as they break down the most important federal and state tax law changes, rulings and court cases that impact businesses and individuals alike. Our panel will uncover valuable tax credits, planning opportunities and essential updates you need to shape your financial strategies for 2024 and beyond. Plus, with an election on the horizon, they’ll highlight key regulatory shifts to monitor and share practical guidance on how to adjust your tax strategy for maximum benefit.
~ Shannon T. Forkin, CPA, CGMA, Partner, Dannible & McKee, LLP
~ Mickel Pompeii, CPA, CDA, Partner, Dannible & McKee, LLP
~ Nicholas L. Shires, CPA, Partner-in-Charge of Tax Services, Dannible & McKee, LLP
~ Moderated by: Brian J. Potter, CPA, CDA, Partner, Dannible & McKee, LLP

Breakout Sessions

BREAKOUT I   
Fraud: It’s Still Here
~ Kaitlyn H. Axenfeld, CPA/CFF, CFE, Partner, Dannible & McKee, LLP
~ Robert C. Reeves, CPA, CFE, Partner, Dannible & McKee, LLP

Techniques to Improve Internal Financial Reporting & Analysis
~ Charla A. Roth, CPA, Partner, Dannible & McKee, LLP
~ Peggy J. Rowe, CPA, CFE, Partner, Dannible & McKee, LLP 

  BREAKOUT II   
The 2024 Guide to Accounting, Financial Reporting and Employee Benefit Plan Compliance
~ Joseph Chemotti, CPA, CCIFP, Partner, Dannible & McKee, LLP
~ Benjamin A. Sumner, CPA, Partner, Dannible & McKee, LLP

Maximizing Trust and Estate Planning with the Latest Tax Updates
~ John F. Martin, CPA /PFS, CFP®, Partner, Dannible & McKee, LLP
~ Sean R. Conners, CPA, Senior Manager, Dannible & McKee, LLP
~ Timothy H. Doolittle, Esq., Wladis Law Firm

For additional details on our Annual Tax and Financial Planning Conference presentations, and for CPE credits and requirements, visit www.dmcpas.com/events.