“We had been working on our succession planning for a number of years but could not come to a resolution. We hired the Grassi team, and they immediately developed a succession strategy, which was incredibly tax efficient and also provided a smooth and sensible transition.”

Tom Barr, Treasurer, Barr & Barr Builders, Inc.

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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.

Recent seminars include:

The Metropolitan Commuter Transportation Mobility Tax: How Will It Affect You?

Barry Sunshine, CPA, MST, Tax Partner at Grassi & Co. and Karen A. Goldberg, CPA, Tax Supervisor at Grassi & Co. presented an informative seminar on the Metropolitan Commuter Transportation Mobility Tax. They discussed what businesses and individuals need to do to implement the tax.

This session helped companies, partners, LLC members, as well as self-employed individuals understand filing requirements and related deadlines.  Tax forms and payments are due 11/2/09.  For a copy of the presentation or for additional information about this webinar, contact Lee Peretz at lperetz@grassicpas.com.

Recent seminars include:

Lenders Advisory Board -  How To Help Your Clients Emerge From A Down Economy: The Discussion You Need To Lead.  Join us on Thursday, September 17th, 2009, 8:00 a.m. - 10:30 a.m. at the Long Island Marriott Hotel & Conference Center, 101 James Doolittle Blvd., Uniondale, NY.  If you are interested in receiving a copy of the presentation, please e-mail Lee Peretz at lperetz@grassicpas.com.

Surety Advisory Board - The State of the Industry: An Interactive Roundtable.   Join us on Tuesday, September 15th, 2009, 8:00 a.m. - 10:30 a.m. at the Cornell Club, Fall Creek Room, 6 East 44th Street, NYC.  We will examine issues such as: declining backlog, the shift from private to public work, alternative ventures (joint ventures, different areas of work, different geography), and cash flow issues. 

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.

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.