“Joining the Grassi Team, I was excited to contribute to the accomplishments of our firm. More than seven years later, I am proud to be a part of that success and a trusted advisor to my clients.”

David S. Warshauer, CPA, CCIFP, Partner, Grassi & Co., CPAs

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Events

Grassi & Co. frequently hosts events for clients, referrals and prospects.  The events range from interactive seminars about tax and accounting topics to high-level presentations about the state of the real estate and construction markets.  As trusted advisors to our clients and contacts, we offer educational programs as part of our professional responsibility.

Past seminars include:

Fraud: It Can Happen To Your Practice - Grassi Healthcare Consulting, a division of Grassi & Co., CPAs, presented a seminar for physicians, healthcare professionals, and attorneys at our offices in Lake Success on Thursday, February 26th.

The session was led by Geri A. Gregor, CPA, Partner-in-Charge of Grassi Consulting, the fraud and forensic division of Grassi & Co., and Melissa Messite, RN, BSN, Healthcare Consultant at Grassi Healthcare Consulting. Geri's experience with internal controls and fraud prevention, along with Melissa's medical practice management background provided a real world example for all participants to observe and learn from.

For more information about this presentation, or to have our team come give this presentation to your medical practice or organization, contact Lee Peretz at (516) 336-2425 or via e-mail at lperetz@grassicpas.com.

Surety and Lenders Advisory Boards:  Held a couple of times throughout the year, these programs offer education and updates about changes in accounting rules and tax laws for our surety bonding and bank lending contacts. Want to be on our invitation list? E-mail Lee Peretz at lperetz@grassicpas.com for more information.

Holiday Contact Party:  A long-standing tradition, Grassi & Co. hosts a holiday party every November for friends of the firm. 

"Going Green Can Save You Green":  Last year, the firm co-hosted a seminar with Hudson Valley Bank about real estate savings through cost-segregation studies and the popular NYSERDA low-interest loan program.

"Communicating for Success: How to wow your patients and grow your practice":  In March, the firm hosted a seminar created to assist medical practice managers improve their patient relations. The session was led by a friend of the firm, renowned trainer and sales consultant, Adrian Miller. It was a great success and Grassi Healthcare Consulting, the healthcare division of Grassi & Co. is planning additional future programs. To view the invitation for the event, click here, or e-mail the firm to be added to the mailing list for future healthcare seminars.

"It Can Happen to You: Keys to Early Fraud Detection & Prevention":  This seminar, presented by Grassi & Co. and JPMorgan Chase in April, discussed how to detect and prevent fraud before it becomes a problem. The event, presented by the Architecture & Engineering specialty groups, was a huge success. If you are interested in attending future Architecture & Engineering industry events, please e-mail the firm. If you would like to view the invitation for this event, click here.

"Commercial Real Estate Hot Spots":  Presented by CLE Abstract, Joel E. Ackerman, CPA, MST, Tax Principal at Grassi & Co. discussed the advantages of Cost Segregation Studies. This seminar was designed for attorneys and CLE credit was offered.  The event, held on Wednesday, April 30th, 2008 at the Yale Club, was a great success. For more information regarding this event, click here for the complete invitation.

"Affordable Housing in New York":  Presented by Lorman Educational Services, Joel E. Ackerman, CPA, MST, Tax Principal at Grassi & Co. discussed Tax Advantages and Strategies for Housing Construction. This seminar, which took place on Tuesday, May 13th, was designed for attorneys, real estate owners, developers, brokers, managers, project managers, finance directors, lenders, and other professionals that work in real estate-related areas. Click here for more information regarding Lorman's seminar.

The firm's events generally take place on Long Island and in Manhattan. Please click here to submit your contact information to be notified of relevant Grassi Events.