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June 2019

Lehigh Valley Summer Educational Event-Exit Planning Institute-Lehigh Valley Chapter

June 5 @ 7:30 am - 9:30 pm
Lehigh Country Club,
2319 S Cedar Crest Blvd Allentown, 18103
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Join the Lehigh Valley chapter for their Summer Educational Event featuring two topics and speakers.   Opening a Conversation Around Exit Planning My objective is to teach how to engage in conversation with business owners about successfully exiting their business. Participants will learn how having a business strategy designed with their future transition as the goal, can create additional value in their business to be harvested at time of their exit. While working on this business strategy most business owners…

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PICPA-Avoiding Pitfalls in Pennsylvania Inheritance and Estate Tax Acts

June 20 @ 1:00 pm - 7:00 pm
National Museum of Industrial History,
602 E 2nd St Bethlehem, 18105
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Looking to learn more about “Avoiding Pitfalls in Pennsylvania Inheritance and Estate Tax Acts”? Our member organization Pennsylvania Institute of CPAs – PICPA is hosting a CPE workshop on June 20th at the National Museum of Industrial History Bethlehem from 1-5 followed by a cocktail reception and free pass access to the museum. Speaker: J. Paul Dibert Consulting Mr.  Dibert is the owner of J. Paul Dibert Consulting in Harrisburg. He is a former chief of the Inheritance Tax Division…

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