“The firm offers me a flexible work arrangement and I work with partners who truly respect my need to balance my personal and professional life.”

Carleen Bonocore, Director of Human Resources, Grassi & Co. CPAs

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.

Upcoming events include the following:

Grassi Lenders Advisory Board: On Wednesday, July 9th, Grassi & Co. is presenting its Lenders Advisory Board. An exclusive event for New York area lenders, "Hot Topics in Real Estate: How to Be a Hero to Your Clients and Unlock Tax Saving Opportunities," will inform lenders about how Cost Segregation Studies and 1031 Like-Kind Exchanges can help their clients unlock tax saving opportunities. For more information regarding this seminar, please e-mail the firm.

Other programs sponsored by the firm include the following:

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.

Holiday Contact Party:  A long-standing tradition, Grassi & Co. hosts a lavish holiday party every November for friends of the firm.  Making the guest list for this highly touted event is a prized achievement.

"State of the New York Real Estate Market":  In conjunction with M&T Bank and Sheldon Good & Company, Grassi & Co. hosted a panel discussion on the state of the New York real estate market, emerging trends and future growth opportunities. Moderated by the head of real estate development for The New York Times, the seminar drew more than 100 attendees.

 "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.