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Explore slide decks, audio, and other resources from recent KLR presentations.

KLR Wealth Management

Investing and Financial Planning in the Post COVID-19 World

May 14, 2020

Peri Ann Aptaker, Managing Director, KLR Wealth Management

David Wray, Chief Investment Officer, KLR Wealth Management

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Webinar

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

April 21, 2020

Anthony Mangiarelli, CPA, MST, KLR

Sean Cottrell, Starkweather & Shepley

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Webinar

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

April 02, 2020

Anthony Mangiarelli, CPA and Mike Garcia, CPA

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KLR Wealth Management

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

February 12, 2020

Brian Zdeblick, VP- Specialist, Nuveen

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Panel Discussion NK Chamber of Commerce

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

September 16, 2019

Dan Andrea, CITP, CISA

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Opportunity Zones Demystified

Opportunity Zones Seminar

May 14, 2019

Russel Stein, David Wittmann, Paul Oliveira & Joseph Tamburo

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Nonprofit Tax Update

Important TCJA Changes You Need to Know

April 25, 2019

Sandy Ross, CPA & Jamie Hansen, CPA

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NFP Webinar

Are You Prepared for the Latest Nonprofit Financial Reporting Standards?

December 05, 2018

Sandy Ross, CPA & Jamie Hansen, CPA

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Tax Reform Webinar

Tax Reform Update for Businesses and Individuals

October 23, 2018

Laura Yalanis, CPA & Norman LeBlanc, CPA

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Data Security Webinar

Master Your Data Security Challenges

October 11, 2018

Dan Andrea, CITP, CISA

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Tax Reform Webinar

The Impact of Tax Reform on NFPs

March 20, 2018

Sandy Ross, CPA & Patrick Martin, CPA

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Tax Reform Webinar

The Impact of Tax Reform for Businesses and Individuals

January 10, 2018

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

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NFP Reporting Standards

Implementing the New Non-Profit Reporting Standards

October 04, 2017

Sandy Ross, CPA & Patrick Martin, CPA

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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/MST
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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?

April 12, 2017 Dan Andrea, Director of Information Security Services
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Recent 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 Dan
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Estate Planning for Women

Estate Planning for Women: Lunch and Learn

March 01, 2016

Yasmin Causer, CPA, PFS, Tax Principal

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Nonprofit Financial Management Priorities

Nonprofit Financial Management Priorities

April 27, 2015 Sandy Ross, CPA
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Legal and Tax Aspects of Doing Business in China

Legal and Tax Aspects of Doing Business in China

April 26, 2015 Sabrina Zhang
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Affordable 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, CPA
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Non-profit Accounting & Reporting for Endowments

Non-profit Endowment Webinar

April 24, 2015 Frank A. Monti, CPA
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Fundraising Responsibilities of Nonprofit Boards

Non-profit Board Webinar Series - III

April 23, 2015 Frank A. Monti, CPA
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Valuing Your Company For Compensation

Valuing Your Company For Compensation

April 10, 2015 Bradford Taylor
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Financial Responsibilities

Non-profit Board Webinar Series - II

March 25, 2015 Frank A. Monti, CPA
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Ten Basic Responsibilities of Board Members

Non-profit Board Webinar Series - I

February 26, 2015 Frank A. Monti, CPA
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