Advisory
Assurance
Tax
Technology
By David M. Desmarais
By Daniel M. Andrea
By Laura H. Yalanis
KLR Wealth
By Peri Ann Aptaker, Esq.
Office Locations
Explore slide decks, audio, and other resources from recent KLR presentations.
KLR Wealth Management
Peri Ann Aptaker, Managing Director
Tim Brenneman, President, Steve Nelson, Chief Growth Officer and Dave Howard, President, EPIC Insurance Brokers & Consultants
Peri Ann Aptaker, Esq., CPA/PFS, CFP, Managing Director
Michael Trotter, Chief Investment Officer
Webinar
Laura Yalanis, CPAAnthony Mangiarelli, CPA
Cyber Month Webinar
Dan Andrea, Director of Information Security, KLR
Jason Albuquerque, COO, Envision Technology Advisors
Hear from trained hackers and cybersecurity experts from our affiliate Cybersecurity team at Envision Technology Advisors.
Melissa Sommer, CEO & Founder of Darwin Trust Company
David Wray, CFA, Chief Investment Officer
Cyber Security
Todd Knapp, CEO, Envision Technology Advisors
Peri Ann Aptaker, Esq., CPA/PFS, CFP, Managing Director, KLR Wealth
International Tax
Francheska Pimentel, MSA, CPA, Partner
Francheska Pimentel, CPA, MSA, Partner
WEBINAR
Anthony Mangiarelli, CPA and Mike Garcia, CPA
Presentation
Kristin M. Kelley, CPA, KLR, Private Client Services Group
Jennifer M. Lo, Esq., Seegel Lipshutz & Lo, LLP
Laura Yalanis, CPA and Anthony Mangiarelli, CPA
Sandy Ross, CPA & Jamie Hansen, CPA
Peri Ann Aptaker, Managing Director, KLR Wealth Management
David Wray, Chief Investment Officer, KLR Wealth Management
Anthony Mangiarelli, CPA, MST, KLR
Sean Cottrell, Starkweather & Shepley
Brian Zdeblick, VP- Specialist, Nuveen
Panel Discussion NK Chamber of Commerce
Dan Andrea, CITP, CISA
Opportunity Zones Demystified
Russel Stein, David Wittmann, Paul Oliveira & Joseph Tamburo
Nonprofit Tax Update
NFP Webinar
Tax Reform Webinar
Laura Yalanis, CPA & Norman LeBlanc, CPA
Data Security Webinar
Sandy Ross, CPA & Patrick Martin, CPA
Norman LeBlanc, CPA/MST & Laura Yalanis, CPA/MST
NFP Reporting Standards
The partnership audit rules are changing on January 1st and there is plenty to get prepared for.
Best practices for enhancing your organization's cyber security efforts and tips on crafting your cyber security program.
Recent changes to leasing standards, revenue recognition, reporting methods for nonprofit’s and cyber security
Estate Planning for Women
Yasmin Causer, CPA, PFS, Tax Principal
Nonprofit Financial Management Priorities
Legal and Tax Aspects of Doing Business in China
Affordable Healthcare Act and How it Affects Your Business
Non-profit Accounting & Reporting for Endowments
Fundraising Responsibilities of Nonprofit Boards
Valuing Your Company For Compensation
Financial Responsibilities
Ten Basic Responsibilities of Board Members
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