In addition to traditional tax and accounting services, we are trusted advisers and business consultants specializing in: construction business; medical and dental practices; human resources; information technology; non-profits; and marketing and public relations. Other specialty services include forensic accounting, litigation support, and family mediation, as well as elder care services. Our experienced mix of team members allows us to speak on a wide range of interesting topics.

Speaker Topics Include: 

Tax & Accounting 

  • Tax changes and how it affects you
  • What can I deduct as an individual and/or a business
  • Optimizing cash flow
  • Managing tax planning and preparation


  • How to start a business
  • Business financials 101
  • Budgeting
  • Buy-in/buy-outs
  • Business fraud prevention
  • Business tax planning basics
  • Strategy for growth and expansion
  • Financial controls review
  • Succession planning
  • Managing your books
  • Strategic planning
  • Business benchmarking

Construction Business 

  • Making sense of AIA G702 and G703 forms

Trusts & Estates 

Human Resources 

  • Employee recruitment/retention
  • Talent sourcing
  • Behavioral hiring assessments

Litigation support/Mediation 

  • Forensic accounting
  • Family mediation
  • What is your fraud IQ?
  • Segregation of duties and preventing fraud in the workplace
  • Occupational frauds – what and how?
  • Conducting due diligence
  • Finding hidden treasures (in tax returns, loss claims, or otherwise)
  • Special considerations in divorce

Information Technology 

  • Servers
  • Cyber Security
  • Programming

Marketing & Public Relations 

  • Marketing your practice
  • Branding
  • Media relations
  • Crisis communications
  • Social media planning

Company Culture

  • Healthy work environment
  • Creating a FUN work environment

And more… 

If you do not see a topic that you are looking for please contact us and we would be happy to chat with you.