2025 Tax & Financial Planning Conference

For nearly five decades, our Tax & Financial Planning Conference has been a trusted source of timely tax and financial insights and professional education. This year, we’ve reimagined the format to fit your busy schedule while keeping the high-value content and connections you know and trust.

2025 Conference Highlights:

– Streamlined Agenda: Focused sessions designed to deliver maximum impact in less time.
– Two Expert Panel Discussions: Practical strategies from expert tax, audit and accounting professionals.
– Deep Dive into the OBBA: Explore the key provisions of the One Big Beautiful Bill Act and their impact on your tax and financial planning.
– 2.5 CPE Credit Available: Earn credit while gaining timely insights.
– Networking Cocktail Reception: Connect with peers, advisors and industry experts to close out the day.

This year’s program features two expert-led panel discussions designed to deliver practical insights you can put into action. Each session will include dedicated Q&A, giving you the opportunity to ask your most pressing tax questions and gain clarity on the financial issues that matter most to your organization.

Panel Discussion 1: Key Provisions of the OBBBA and Their Impact

During the first panel of the day, four expert tax professionals will engage in an interactive discussion, breaking down the most significant provisions of the One Big Beautiful Bill Act (OBBBA) and their implications for businesses and individuals. Topics include:

Business deductions and incentives
Individual planning opportunities
Year-end tax planning moves to maximize current opportunities
Practical strategies you can implement now
With year-end approaching, the discussion will also highlight tax planning moves to consider before changes take effect, helping you take advantage of current opportunities while preparing for what’s ahead.

Featured panelists:

– Sean R. Conners, CPA, Partner, Dannible & McKee, LLP
– Kaitlyn L. Mariano, CPA, Partner, Dannible & McKee, LLP
– Mickel Pompeii, CPA, Partner, Dannible & McKee, LLP
– Nicholas L. Shires, CPA, Partner-in-Charge of Tax Services, Dannible & McKee, LLP
– (Moderator) Brian J. Potter, CPA, Partner, Dannible & McKee, LLP

Panel Discussion 2: Preparing for the Year Ahead

Our second panel will feature a discussion from our audit and accounting experts on the latest developments shaping today’s financial landscape. Key topics include:

Audit and financial reporting updates
Employee Benefit Plan (EBP) compliance and reporting essentials
Accounting best practices every business owner should know
Panelists will share insights, real-world examples and actionable strategies to strengthen internal controls, enhance transparency and position your business for success.

Featured panelists:

– Joseph Chemotti, CPA, CCIFP, Partner and CFO, Dannible & McKee, LLP
– Christine N. Petrone, CPB, Accounting and Advisory Services Director, Dannible & McKee, LLP
– Benjamin A. Sumner, CPA, Partner-in-Charge of Assurance Services , Dannible & McKee, LLP
– (Moderator) Victor W. Vaccaro, Jr., CPA/ABV, CFF, Partner, Dannible & McKee, LLP

Whether you’re a business owner, CFO, controller or financial manager, these sessions provide practical strategies and insights to navigate evolving tax, audit and financial requirements, helping you make informed decisions and position your organization for success.