Meeting/Event Information

This session will explore key financial and compliance topics impacting law firms, including an overview of the One Big Beautiful Bill Act and the provisions most relevant to legal organizations.

•    Pass-through entity (PTE) tax
•    1099-NEC changes
•    PFL Tax credits
•    Deductible meals and more

In addition, speakers will address several critical operational and risk-management issues, such as:

•    The importance of a comprehensive wire transfer policy
•    Changes to non-discrimination testing
•    Common finance fraud risks and prevention strategies

Our topnotch speakers are:

•    Frank W. Monfalcone, CPA – Director of Finance, Harris Beach Murtha
•    Kristi Ball, CPA – Chief Financial Officer, Harter Secrest & Emery
•    Johanna Winter – Director of Operations, McConville Considine Cooman & Morin

This session is ideal for leadership, finance professionals, and administrators seeking to stay informed and proactive in an evolving financial landscape.  Non-members are invited for a small fee.  Considering inviting a colleague.

We hope you will join us for this informative and timely discussion!