TAX PLANNING FOR YOUR SMALL BUSINESS 

We'll cover:  

• Federal, NYS and NYC filing requirements
• Techniques to maximize your business deductions
• How to handle home office deductions
• How your business tax returns tie into your personal tax filings
• Planning tips to help minimize your tax bill
• The importance of keeping good records
• Benefits of starting a retirement plan

Instructors:  This seminar will be led by accounting professionals with years of experience in consulting with small businesses and entrepreneurs.

Adam Baruch
After performing both public and private accounting for other firms in New York City Adam connected with Lawrence Melzer and together, in 2010, they formed Melzer & Associates, CPAs, P.C., a public accounting firm where he performs attest and taxation services for clients in various industries, while specializing in real estate and the garment industry.   Adam is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants and is the incoming chairman of the Small Business Outreach Committee.  He now continues to prosper and manage a growing CPA firm. 

Bob Moses
Bob Moses worked as a CPA for 35 years, finishing his career as head of corporate taxes at Sony Corporation, specializing in domestic and international tax planning, with an expertise in using laws to reduce financing costs. He was also heavily involved in efforts to affect tax legislation, particularly in the areas of unitary tax and sales taxes.

Bob started his career at Price Waterhouse and, subsequently headed tax departments in the oil and gas area and in the entertainment industry, most notably at Columbia Pictures. As a SCORE NYC Mentor, he has specialized in writing business plans and obtaining financing for small businesses, both start-ups and already active operations. He has also given seminars in the areas of accounting and finance for SCORE and for the New York State Society of Certified Public Accountants (NYSSCPA). He holds a BS degree from Union College and an MBA from Baruch College.

Bernadette Schopfer
Bernadette H. Schopfer joined the firm of Maier Markey & Justic LLP in 1995.  During her career in public accounting, Ms. Schopfer has garnered over 25 years of accounting and tax experience.  She is a partner of the firm as well as the firm’s Director of Taxation.  Ms. Schopfer is an experienced business advisor dedicated to serving the needs of growing businesses, including owner-managed businesses.  She brings added value to the traditional business advisory services of tax consulting, with traditional tax planning and tax return preparation services, and value-added consulting and tax planning services that are essential to the wealth building and retention objectives of growing businesses.  Before joining Maier Markey & Justic LLP, Ms. Schopfer enjoyed a six year career in the accounting and tax departments of Ernst & Young LLP, where she progressed to the position of tax manager in Ernst & Young LLP's Entrepreneurial Services Practice.  Ms. Schopfer received her Bachelor of Business Administration degree with a major in Accounting from Siena College in 1988, her Masters in Taxation from Pace University in 1997 and her Certified Public Accountant license in 1991.   She is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and the New York State Society of Certified Public Accountants’ Estate Planning Committee.

Workshop Fees:  Online Registration $59. Walk-ins $69.

There is a $10 discount on all Student and SEAP registrations
(valid ID must be presented at the door).