Wallace Plese + Dreher

Friday, May 24, 2013

May 1, 2013 – Affordable Health Care Act and Joint and Several Liability Seminar

Affordable Health Care Act: Presented by Mark Dreher
Mark Dreher will discuss compliance requirements, tax policies impacting small and large businesses, and planning for 2014.

Joint and Several Liability: Presented by Kristen Deevy, Arizona Business Bank/CoBiz Financial
Kristen Deevy will discuss fiduciary responsibilities, mitigating risks and reducing liability, and liability insurance.

Tuesday, February 26, 2013

Strengthening and Managing Your Business’ Financial Outlook for 2013

Mark Dreher and other industry leaders discussed the Affordable Health Care Act, business fraud prevention, and employee wellness in the workplace.

With so many uncertainties affecting a business it can be challenging to manage costs. How will the Affordable Health Care Act impact families and companies? How can a business prevent fraud? Does employee wellness really impact business revenue?

Topics of discussion included:

Affordable Health Care Act
◦ What happens in 2014 and what can be done now.
◦ Affordable Health Care Act provisions and impact on small and large businesses.
◦ Small employer tax credit and how a small business is defined.
◦ Tax policies affecting large businesses and how a large business is defined.
◦ 2014 tax penalties and costs comparisons to insurance coverage.
Fraud Prevention Best Practices
◦ 2012 AFP Payments Fraud and Control Survey Findings and Results
◦ Banking Solutions to Eliminating Convenient Targets and Reducing Fraud
The Value of Wellness in the Workplace
◦ Impacts of Medical Marijuana
◦ Obesity in the Workplace
◦ Super Narcotics

Thursday, April 26, 2012

Anthony J. Plese – Independent Contractor or Employee?

Anthony J. Plese, and William A. Wright, labor/employment attorney with Sherman & Howard, provided a timely presentation on the combined efforts of the IRS and Department of Labor to increase enforcement of independent contractor compliance. The presentation focused on the differences between independent contractors and employees, classifications and taxes, risk and penalties, recordkeeping and compensation, and workplace injuries and unemployment.

For questions regarding tax matters concerning independent contractors, feel free to contact Anthony J. Plese, CPA,  anthonyp@wpd-cpa.com, or 480.345.0500.

Wednesday, January 25, 2012

2012 – Arizona Technology Council’s First Aerospace, Aviation and Defense Requirements Conference

Wallace, Plese + Dreher discussed Research & Development Tax Credits at the Arizona Technology Council’s first Requirements Conference for Arizona’s Aerospace, Aviation & Defense Community.

For questions regarding Research & Development Tax Credits, feel free to contact Steve Rodis, at stever@wpd-cpa.com, or 480.345.0500.

Tuesday, January 10, 2012

Scott T. Wallace Becomes Chair of CPAmerica International Board of Directors

On January 1, 2012, Scott T. Wallace became Chair of CPAmerica International’s Board of Directors. Scott grew up in Phoenix and earned his bachelor of science from Loyola Marymount University and master’s from Arizona State University. After graduation, he worked for Coopers & Lybrand, in Los Angeles, and a number of firms in Arizona, including Toback [...] more...

Thursday, November 10, 2011

Anthony Plese Nominated for People to Know in Commercial Real Estate

Anthony Plese was nominated for AZRE’s Top People to Know in Commercial Real Estate.  Every year, AZRE: Arizona Commercial Real Estate Magazine, compiles a list of the most influential people in Arizona’s commercial real estate industry. Candidates range from C-level executives to emerging leaders in the commercial real estate industry. Judging criteria include professional accomplishments [...] more...

Monday, October 3, 2011

Scott Wallace Named Chair of CPAmerica International’s Board of Directors

Wallace, Plese + Dreher, LLP is pleased to announce that Scott T. Wallace, CPA, and managing partner, has been named to serve as Chair on the Board of Directors of CPAmerica International, beginning January 2012, for a one-year term. On September 23, 2011, CPAmerica International made a formal announcement during their annual Conference, in Boston, [...] more...

Monday, October 3, 2011

Anthony Plese Selected as M&A Source Conference Panelist

Anthony Plese will be discussing Tax and Financial Statement Strategies as a panelist during the Maximizing Your Client’s Value in a Sale workshop on November 15, 2011. The M&A Source Fall Conference will be held from November 14 through November 17, 2011, at Pointe Hilton Tapatio Cliffs Resort, in Phoenix, Arizona. Click here for registration [...] more...