KLR Wealth Management

Webinar: How Will Midterm Election Results Affect Your Portfolio & 2023 Outlook

Peri Ann Aptaker, Esq., CPA/PFS, CFP, Managing Director

Michael Trotter, Chief Investment Officer

KLR Wealth Management

How is Climate Change Impacting Your Insurance Coverage

Peri Ann Aptaker, Esq., CPA/PFS, CFP, Managing Director

Tim Brenneman, President, Steve Nelson, Chief Growth Officer and Dave Howard, President, EPIC Insurance Brokers & Consultants

KLR Wealth Management

Market Update: How Inflation and the Current Market Volatility Affects Your Portfolio

Peri Ann Aptaker, Esq., CPA/PFS, CFP, Managing Director

Michael Trotter, Chief Investment Officer

Webinar

2021 Year-End Tax Planning Highlights for Businesses and Individuals

Laura Yalanis, CPA
Anthony Mangiarelli, CPA

Cyber Month Webinar

Planning Your Cybersecurity Prevention Strategy

Dan Andrea, Director of Information Security, KLR

Jason Albuquerque, COO, Envision Technology Advisors

Cyber Month Webinar

Hacking your Organization - Ethical Hackers Show How Easy it is to Take Over Your Network

Hear from trained hackers and cybersecurity experts from our affiliate Cybersecurity team at Envision Technology Advisors.

KLR Wealth

Market Update & Exploring Trusts with Special Guest Darwin Trust Company

Peri Ann Aptaker, Esq., CPA/PFS, CFP, Managing Director

Melissa Sommer, CEO & Founder of Darwin Trust Company

David Wray, CFA, Chief Investment Officer

Cyber Security

10 Personal Cyber Security Tips for 2021

Todd Knapp, CEO, Envision Technology Advisors

Peri Ann Aptaker, Esq., CPA/PFS, CFP, Managing Director, KLR Wealth

International Tax

ACA Zurich Town Hall - Filing Taxes Overseas Presentation

Francheska Pimentel, MSA, CPA, Partner

International Tax

Cryptocurrency: FBAR Reporting Presentation

Francheska Pimentel, CPA, MSA, Partner

KLR Wealth Management

2021: A Look Ahead - Market Update and Future Tax Planning Guidance

Peri Ann Aptaker, Esq., CPA/PFS, CFP, Managing Director

David Wray, CFA, Chief Investment Officer

WEBINAR

Highlights of the New $900B Stimulus Package and PPP Funding Round 2

Anthony Mangiarelli, CPA and Mike Garcia, CPA

Presentation

Introduction to Transfer Taxes

Kristin M. Kelley, CPA, KLR, Private Client Services Group

Jennifer M. Lo, Esq., Seegel Lipshutz & Lo, LLP

Webinar

Tax Planning Strategies: What to Expect in 2020 and Beyond

Laura Yalanis, CPA and Anthony Mangiarelli, CPA

Webinar

COVID-19 Relief Recipients - Know Your Year-End Reporting Requirements

Sandy Ross, CPA & Jamie Hansen, CPA

Webinar

So You Had PPP Funds and Used Them, Now What?

Anthony Mangiarelli, CPA and Mike Garcia, CPA

KLR Wealth Management

2020: Guiding you Through the Markets During Unsettled Times

Peri Ann Aptaker, Esq., CPA/PFS, CFP, Managing Director

David Wray, CFA, Chief Investment Officer

Webinar

CARES Act- PPP Loans: New Rules and Calculation Review

Anthony Mangiarelli, CPA and Mike Garcia, CPA

KLR Wealth Management

Investing and Financial Planning in the Post COVID-19 World

Peri Ann Aptaker, Managing Director, KLR Wealth Management

David Wray, Chief Investment Officer, KLR Wealth Management

Webinar

CARES Act Update: Calculating PPP Loan Forgiveness and The Business Insurance Impact

Anthony Mangiarelli, CPA, MST, KLR

Sean Cottrell, Starkweather & Shepley

Webinar

CARES Act - Q&A Discussion on the Federal Response to COVID-19

Anthony Mangiarelli, CPA and Mike Garcia, CPA

KLR Wealth Management

Environmental, Social and Governance (ESG) Investing: Better for You and Your World

Brian Zdeblick, VP- Specialist, Nuveen

Panel Discussion NK Chamber of Commerce

Cyber Risk: What's At Stake for Your Business?

Dan Andrea, CITP, CISA

Opportunity Zones Demystified

Opportunity Zones Seminar

Russel Stein, David Wittmann, Paul Oliveira & Joseph Tamburo

Nonprofit Tax Update

Important TCJA Changes You Need to Know

Sandy Ross, CPA & Jamie Hansen, CPA

NFP Webinar

Are You Prepared for the Latest Nonprofit Financial Reporting Standards?

Sandy Ross, CPA & Jamie Hansen, CPA

Tax Reform Webinar

Tax Reform Update for Businesses and Individuals

Laura Yalanis, CPA & Norman LeBlanc, CPA

Data Security Webinar

Master Your Data Security Challenges

Dan Andrea, CITP, CISA

Tax Reform Webinar

The Impact of Tax Reform on NFPs

Sandy Ross, CPA & Patrick Martin, CPA

Tax Reform Webinar

The Impact of Tax Reform for Businesses and Individuals

Norman LeBlanc, CPA/MST & Laura Yalanis, CPA/MST

NFP Reporting Standards

Implementing the New Non-Profit Reporting Standards

Sandy Ross, CPA & Patrick Martin, CPA

The partnership audit rules are changing on January 1st and there is plenty to get prepared for.

Attention Partners: IRS Audit Partnership Rules Bring Big Changes

Best practices for enhancing your organization's cyber security efforts and tips on crafting your cyber security program.

Webinar - Cyber Risk: What's at Stake for Your Business?

Recent changes to leasing standards, revenue recognition, reporting methods for nonprofit’s and cyber security

2017 Update - What Your Clients Need to Know

Estate Planning for Women

Estate Planning for Women: Lunch and Learn

Yasmin Causer, CPA, PFS, Tax Principal

Nonprofit Financial Management Priorities

Nonprofit Financial Management Priorities

Legal and Tax Aspects of Doing Business in China

Legal and Tax Aspects of Doing Business in China

Affordable Healthcare Act and How it Affects Your Business

Affordable Healthcare Act and How it Affects Your Business

Non-profit Accounting & Reporting for Endowments

Non-profit Endowment Webinar

Fundraising Responsibilities of Nonprofit Boards

Non-profit Board Webinar Series - III

Valuing Your Company For Compensation

Valuing Your Company For Compensation

Financial Responsibilities

Non-profit Board Webinar Series - II

Ten Basic Responsibilities of Board Members

Non-profit Board Webinar Series - I