Dannible & McKee set to hold tax and financial planning conference in November

SYRACUSE, N.Y. — Syracuse–based Dannible & McKee, LLP will hold its annual tax and financial-planning conference in early November. The event — which will return to an in-person format this year — is set for Nov. 10 at the Embassy Suites by Hilton Syracuse Destiny USA at 311 Hiawatha Blvd W. in Syracuse. The complimentary […]

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SYRACUSE, N.Y. — Syracuse–based Dannible & McKee, LLP will hold its annual tax and financial-planning conference in early November.

The event — which will return to an in-person format this year — is set for Nov. 10 at the Embassy Suites by Hilton Syracuse Destiny USA at 311 Hiawatha Blvd W. in Syracuse.

The complimentary event begins with registration and networking at 11 a.m. and lunch at 11:30 a.m. The program continues between 12 and 5 p.m. and the day concludes with a cocktail networking reception from 5-6:30 p.m.

The conference “will be filled with valuable insight on tax, accounting and financial updates and key year-end strategies to help you lighten your tax burden and better achieve your financial objectives,” per an email message Dannible & McKee sent to CNYBJ.

The conference will offer continuing professional education credit. Those interested can register for the event at the Dannible & McKee website.

The event will include presentations on topics that include “Federal Tax Update for Businesses” and “Federal Tax Update for Individuals.” Certified public accountant (CPA) Nicholas Shires will handle the tax update for businesses, and CPA Joseph Hardick will conduct the presentation on the tax update for individuals. 

The event will also include two breakout sessions focusing on applicable topics. Breakout session I topics will include “Top 10 Financial Planning Tips for Manufacturers;” “Key Financial Ratios and New York State Sales Tax for Contractors;” and “Getting into the Mind of a Fraudster.” 

Breakout session II topics will include “Accounting and Financial Reporting Update;” “2022 New York State Tax Update for Businesses & Individuals;” and “Avoiding Common Pitfalls in Business Valuation and Ownership Transition.” 

Keynote speaker

The event’s keynote speaker is Ryan Benz, a Syracuse–based real-estate developer, restaurateur, and investor. 

Benz splits his time between his retail offerings — including Oh My Darling, The Fitz, and his most recent investment, Parthenon Books — and his development company, Redev CNY, LLC. 

Under the Redev brand, Benz currently has in development more than
$450 million in active projects, including the redevelopment of the former Penfield Manufacturing building and the redevelopment of the former ShoppingTown Mall into District East.

Eric Reinhardt

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