Explore slide decks, audio, and other resources from recent KLR presentations.
KLR Wealth
Market Update & Exploring Trusts with Special Guest Darwin Trust Company
June 22, 2021Peri 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
April 20, 2021Todd 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
November 08, 2019Francheska Pimentel, MSA, CPA, Partner
International Tax
Cryptocurrency: FBAR Reporting Presentation
December 01, 2020Francheska Pimentel, CPA, MSA, Partner
KLR Wealth Management
2021: A Look Ahead - Market Update and Future Tax Planning Guidance
January 21, 2021Peri 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
January 14, 2021Anthony Mangiarelli, CPA and Mike Garcia, CPA
Presentation
Introduction to Transfer Taxes
June 23, 2021Kristin 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
November 19, 2020Laura Yalanis, CPA and Anthony Mangiarelli, CPA
Webinar
COVID-19 Relief Recipients - Know Your Year-End Reporting Requirements
November 05, 2020Sandy Ross, CPA & Jamie Hansen, CPA
Webinar
So You Had PPP Funds and Used Them, Now What?
October 29, 2020Anthony Mangiarelli, CPA and Mike Garcia, CPA
KLR Wealth Management
2020: Guiding you Through the Markets During Unsettled Times
October 06, 2020Peri Ann Aptaker, Esq., CPA/PFS, CFP, Managing Director
David Wray, CFA, Chief Investment Officer
Webinar
CARES Act- PPP Loans: New Rules and Calculation Review
June 11, 2020Anthony Mangiarelli, CPA and Mike Garcia, CPA
KLR Wealth Management
Investing and Financial Planning in the Post COVID-19 World
May 14, 2020Peri 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
April 21, 2020Anthony Mangiarelli, CPA, MST, KLR
Sean Cottrell, Starkweather & Shepley
Webinar
CARES Act - Q&A Discussion on the Federal Response to COVID-19
April 02, 2020Anthony Mangiarelli, CPA and Mike Garcia, CPA
KLR Wealth Management
Environmental, Social and Governance (ESG) Investing: Better for You and Your World
February 12, 2020Brian Zdeblick, VP- Specialist, Nuveen
Panel Discussion NK Chamber of Commerce
Cyber Risk: What's At Stake for Your Business?
September 16, 2019Dan Andrea, CITP, CISA
Opportunity Zones Demystified
Opportunity Zones Seminar
May 14, 2019Russel Stein, David Wittmann, Paul Oliveira & Joseph Tamburo
Nonprofit Tax Update
Important TCJA Changes You Need to Know
April 25, 2019Sandy Ross, CPA & Jamie Hansen, CPA
NFP Webinar
Are You Prepared for the Latest Nonprofit Financial Reporting Standards?
December 05, 2018Sandy Ross, CPA & Jamie Hansen, CPA
Tax Reform Webinar
Tax Reform Update for Businesses and Individuals
October 23, 2018Laura Yalanis, CPA & Norman LeBlanc, CPA
Data Security Webinar
Master Your Data Security Challenges
October 11, 2018Dan Andrea, CITP, CISA
Tax Reform Webinar
The Impact of Tax Reform on NFPs
March 20, 2018Sandy Ross, CPA & Patrick Martin, CPA
Tax Reform Webinar
The Impact of Tax Reform for Businesses and Individuals
January 10, 2018Norman LeBlanc, CPA/MST & Laura Yalanis, CPA/MST
NFP Reporting Standards
Implementing the New Non-Profit Reporting Standards
October 04, 2017Sandy 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
August 16, 2017 Norman LeBlanc, CPA/MST & Jade Toher, CPA/MSTBest 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?
April 12, 2017 Dan Andrea, Director of Information Security ServicesRecent changes to leasing standards, revenue recognition, reporting methods for nonprofit’s and cyber security
2017 Update - What Your Clients Need to Know
January 18, 2017 Claire, Anthony, Sandy and DanEstate Planning for Women
Estate Planning for Women: Lunch and Learn
March 01, 2016Yasmin Causer, CPA, PFS, Tax Principal
Nonprofit Financial Management Priorities
Nonprofit Financial Management Priorities
April 27, 2015 Sandy Ross, CPALegal and Tax Aspects of Doing Business in China
Legal and Tax Aspects of Doing Business in China
April 26, 2015 Sabrina ZhangAffordable Healthcare Act and How it Affects Your Business
Affordable Healthcare Act and How it Affects Your Business
April 25, 2015 Norman LeBlanc, CPA & Loree Dubois, CPANon-profit Accounting & Reporting for Endowments
Non-profit Endowment Webinar
April 24, 2015 Frank A. Monti, CPAFundraising Responsibilities of Nonprofit Boards
Non-profit Board Webinar Series - III
April 23, 2015 Frank A. Monti, CPAValuing Your Company For Compensation
Valuing Your Company For Compensation
April 10, 2015 Bradford TaylorFinancial Responsibilities
Non-profit Board Webinar Series - II
March 25, 2015 Frank A. Monti, CPATen Basic Responsibilities of Board Members
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