Sharron Cirillo: PA; Delaware State Board of Accountancy, member of NASBA, NSA and DAPA Committees on Legislation: Ethics & Professional Conduct for DE CPAs, meets the specific ethics requirements for Delaware. Look forward to an interesting discussion of current Delaware Code, actual cases, and practical applications of the ever-changing ethical standards. (2 Delaware Specific Ethics Credits – approved by the DE State Board of Accountancy)
Frank A. Albero: CPA; member of the Delaware Society of CPAs, the Pennsylvania Institute of CPAs and the American Institute of CPAs: In his session, Auditing And Review Services In The Difficult Economic Times, Frank will delve into areas where accountants and auditors are exposed to risk in performing these services. Frank will also provide a brief update on new Accounting pronouncements, including an update on fair market accounting and the new FASB on subsequent events. (4 Accounting CPE Credits)
Conrad Natac: BSC, CPA, Operations Manager, Ezyrecon: Conrad’s afternoon session, The Days Of Manual Bank Reconciliation Are Over, explains and demonstrates new software that can do a complete bank reconciliation in just a few minutes. Trial software will be available to all attendees. (4 Accounting CPE Credits)
Charles J. Durante: JD; LLM; heads the Tax, Estates and Trusts Department of Connolly Bove Lodge & Hutz LLP: For a decade, we erroneously expected the one-year repeal of the estate tax to be addressed by Congress. Even more bedeviling is the companion provision that imposes carryover basis on assets passing at death. Meanwhile, Delaware has reinstituted its estate tax. Chuck’s afternoon session, Federal Estate Tax Repeal, Delaware Estate Tax, Carry-Over Basis and Other Sandtraps of 2010, will help professional advisors and their clients face many pitfalls – and perhaps some opportunities as well. (4 Tax CPE Credits)
Ilene Slatko: CRPC; financial advisor for Wells Fargo Advisors; twenty-year veteran of the financial industry; featured in numerous financial publications as well as on national news. Ilene’s morning session, In-Depth Analysis Of The 2010 Roth Conversioni, will focus on opportunities and challenges to provide insight into a number of both favorable and unfavorable situations for conversion and delve into the metrics for decision-making. (2 Tax CPE credits)