Client Advisory Services Committee Meeting: December
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Virtual
1.00 Credits
Member Price $0.00
Overview
Please join us for our December Client Advisory Services (CAS) Committee meeting. Committee meetings are open to all MassCPAs members.
AGENDA: Join us to discuss: Year-End Planning: Roundtable Discussion with Committee Co-Chairs: Jeffrey Walch, CPA, Director, EisnerAmper and Jean Zick, CPA, CGMA, CEO & Co-Founder, Juna Financial
CPE Credit: In order to verify your attendance, you must log into zoom using the same email address used to register for this event and linked to your MassCPAs profile
Join the committee roster? If you want to join this committee roster, to have access to the MassCPAs online community and be kept up to date with future events, let us know.
If you have any questions, contact Melissa at MNystedt@masscpas.org
- Melyssa Brown-Porter
- Steven Heintzelman - Odyssey Financial & Accounting Solutions, LLC (Boston, 02108)
- Marni Kaufman - Floyd Advisory LLC (Boston, 02110)
- Gina Monteiro - Johnson O'Connor (Wakefield, 01880)
- Amy Morrison - Your Part-Time Controller (Boston, 02109)
- Cassandra Palencia - BDO USA, P.C. (Boston, 02110)
- Daniel Pare - LGA, LLP (Woburn, 01801)
- Melissa Polit - Raphael and Raphael LLP (Boston, 02116)
- James Redmond - Nash CPAs LLC (Norwood, 02062)
- Kathy Tighe - LGA, LLP (Woburn, 01801)
- Jeffrey Walch - EisnerAmper LLP (Boston, 02110)
- Tara Whitney - White Birch Advisory (Newfields, 03856)
- Jean Zick - Juna Financial Solutions (Boston, 02109)
Member Price $0.00