| Have You Heard...
I wanted to extend my personal appreciation to Terry Shepherd for the wonderful job he did. I'm happy so many turned out to hear his engaging PowerPoint presentation. And thank you for all your work towards this event. It was really a success!
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Jan Moore
Eastham Chamber of Commerce
Thanks for a great presentation this morning. Lots of good meat to digest.
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Irv Evans
New England Energy
Training, Speaking and Workshops, as requested
Whether you are looking to inspire your audience to greater heights of service, or you are looking to support your association members in building the value of their individual organizations, Terry Shepherd will inspire the audience to take the necessary steps forward!
We are happy to present at your event, company/trade association, chamber of commerce, workshop or general speaking engagement. To set up a private training, contact Jenn Moore at 508-757-3311 or jennm@sgllp.com
and for a list of Past Events...
Crash or Grow: Building Your Business Value, Dec 8th
Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present a session on Crash or Grow: Building Your Business Value. Learn the necessary steps to create and sustain a strategy that adds value to your most precious asset. December 8th from 8:45-12:00 at the Clark University Small Business Development Center. To register visit http://www.clarku.edu/offices/sbdc/schedule.cfm.
Business Transition Strategies, Nov 9th
Terence Shepherd, CM&AA, CPA, MST will present strategies to build the value of business and improve sustainability to the Mid Atlantic Tent Renters Association (MATRA) in Delaware.
We are happy to present at your event, company/trade association, chamber of commerce, workshop or general speaking engagement. To set up a private training, contact Jenn Moore at 508-757-3311 or jennm@sgllp.com
Critical Steps To Get More Customers and Sales, Oct 6th
Join Terence Shepherd, principal of ROCG who will share 10 critical steps to reenergize your company to greater profitability at a breakfast forum sponsored by the five Lower Cape Chambers of Commerce at The Orleans Inn located at 3 Old County Road, just off Rt. 6A by the Orleans Rotary on October 6th from 8:00-9:30 AM.
Business Transition Strategies, Sept 29th
Terence Shepherd, CM&AA, CPA, MST will present strategies to build the value of business and improve sustainability to the ACCA MIX Goup at Edgerton Heating in Monroe, CT.
We are happy to present at your event, company/trade association, chamber of commerce, workshop or general speaking engagement. To set up a private training, contact Jenn Moore at 508-757-3311 or jennm@sgllp.com
Crash or Grow: 10 Critical Steps, Sept 28th
Crash or Grow: 10 Critical Steps to Re-energize Your Company to Greater Profitability provides specific immediate steps to maximize the emerging economic recovery. Join Terry Shepherd along with Interise, where small business goes to grow, for this FREE information session at The Beechwood Hotel in Worcester on September 28th from 7:30-9:30 AM.
SOMWBA Access To Accounting, June 13th
Join Curtis A. Feldman, CPA and Christos Kyriakis, CPA for the Get Connected: Access To Accounting presentation sponsored by the Commonwealth of Massachusetts Supplier Diversity Office (SOMWBA). June 13th beginning at 9:30 in the Transportation Building at 10 Park Plaza in Boston.
Green By Design: Understanding Energy Tax Incentives, June 2nd
Join Joshua P. LaPan, CPA a Principal with Shepherd & Goldstein, Vincent DeVito a Partner with Bodwitch & Dewey and Michael D'Onofrio, Managing Director with Engineered Tax Services to learn how you can take advantage of federal, state and local energy efficient tax incentives which allow building owners and designers (Architects, Engineers, Contractors) of public buildings to claim substantial tax benefits for energy efficient building design. Thursday, June 2, 2011 at the Boston Newton Marriott from 4-5:30 PM. To register visit our link at http://events.constantcontact.com/register/event?llr=55lsa7eab&oeidk=a07e3wmmgqb8feb97b2 or contact jennm@sgllp.com or call Jenn at 508-757-3311.
SCORE Mousetrap Breakfast, May 19th
Cape Cod SCORE will present "Build a Better Mousetrap" award to the owners of 15 small businesses selected by Cape & Islands Chambers of Commerce from among the many small business clients that come to SCORE for business counseling.  The ceremony will take place on May 19th, at SCORE's annual awards breakfast held at Old Yarmouth Inn, Yarmouthport, MA.  Terence Shepherd, CM&AA, CPA, MST, Principal of ROCG Shepherd & Goldstein Consulting Group, will be the keynote speaker for the event. Watch here for more details.
Small Business Guidelines for Cash Flow and Strategic Planning, May 18th
Join Christos Kyriakis on Wendnesday, May 18th from 6:30 - 8:00 pm at Cheng Du Restaurant in Westboro for a casual round table discussion to learn how you can make small decisive steps in managing accounts receivables, reworking strategic business plans and streamlining accounting processes and systems which will allow owners to reap substantial benefits in profitability, overall business value and tax savings. To register email Jenn Moore at jennm@sgllp.com or call her at 508-757-3311.
Woman's Retreat/Conference Sponsor, April 28th
Shepherd & Goldstein is proud to sponsor an interactive retreat/conference titled Express Yourself, Extend Your Impact, Expand Your World on April 28-29 in Framingham for the areas leading women professionals. Join Melissa Discolo and the Dream Factory Community as it looks to provide workshops designed to support women in expanding thier expression.
HB&RACC Members Dinner, April 12th
Terry Shepherd will be the guest speaker at the Home Builders & Remodelers Association of Cape Cod member dinner this April 12th at the Cape Codder Resort in Hyannis beginning at 7 pm, with cocktail hour beginning at 6 pm. The cost to attend is $35 per person for dinner and program. To RSVP contact suzie@capecodbuilders.org, call her at 508-398-3900 or visit their website for details Home Builders & Remodelers Association of Cape Cod 
Will You Outlive Your Money, March 30th
Join speakers Melissa Discolo of Shepherd & Goldstein, Ami Howes of Baystate Financial Services and Nanci Bishop of Omega Mortgage and they uncover a unique model for determining if you are on the right path to enjoy a retirement lifestyle that allows you to live happy and comfortable. Wednesday, March 30 from 6:00-8:00 at Becker College on Route 9 in Southborough. To reserve your seat, contact Ahowes@baystatefinancial.com or call Ami at (781)788-4678.
Green By Design: Understanding Energy Tax Incentives, March 24th
Join Joshua P. LaPan, CPA a Principal with Shepherd & Goldstein, Vincent  DeVito a Partner with Bodwitch & Dewey and Michael D'Onofrio, Managing Director with Engineered Tax Services to learn how you can take advantage of federal, state and local energy efficient tax incentives which allow building owners and designers (Architects, Engineers, Contractors) of public buildings to claim substantial tax benefits for energy efficient building design. Thursday, March 24, 2011 at the Double Tree Hotel in Westboro from 4-5:30 PM. To register contact jennm@sgllp.com or call Jenn at 508-757-3311.
Briefing On Business Essentials, March 2nd
Join Joshua P. LaPan, CPA on Wednesday, March 2 from 4-6 PM in Worcester for an informative discussion relating to 2011 tax updates and deduction incentives, interpreting financials as they relate to financing and bonding, growing your business legally in tough times, controlling health insurance costs and mitigating risk through contract and loss assessment. Josh will be joined by speakers Ryan D. Sullivan, Esq. of Bodoff & Associates and James K. Couture of CWM Retirement Plan Services.
Strategies to Minimize Taxes in 2011, Feb 1st Hyannis
Congress took action to address Bush's tax cuts set to expire 12/31/10 so what does that mean for you... Join us at the Hyannis Golf Club for a networking opportunity and presentation on Strategies To Minimize Taxes In 2011 utilizing new law changes presented by Terence Shepherd, CM&AA, CPA, MST Managing Partner of Shepherd & Goldstein LLP on Tuesday, February 1st from 7:30 - 9:30 AM.
Strategies to Minimize Taxes, SNOW DATE Jan 28th Natick
DUE TO THE SNOW FORECASTED, THIS EVENT HAS BEEN POSTPONED ONE WEEK.
Join Metrowest Chamber Commerce at the monthy Good Morning MetroWest Breakfast Crowne Plaza Boston/Natick for a networking opportunity and presentation on Strategies To Minimize Taxes In 2011 utilizing new law changes presented by Curtis A. Feldman, CPA Partner of Shepherd & Goldstein LLP on Friday,January 28th **postponed for snow** from 7:15 - 9:00 AM.
Steps to Energize Your Business & Thrive in the Recovery, Nov '10 Cape Cod
Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present a session on Steps to Energize Your Business & Thrive in the Recovery. Learn the necessary steps to create and sustain a strategy that adds value to your most precious asset. November 16th from 7:30-10:00 at the Hyannis Golf Club. To register email Jenn.moore@rocg.com.
Economic Forecast, Nov '10
Find out what's in store for 2011, join Cape & Plymouth Business on Thursday, November 4, 2010 at the Cape Codder Resort and Spa in Hyannis for the Economic Summit from 7:30-10 AM as Terence J. Shepherd, CM&AA, CPA, MST speaks in collaboration with Eastern Bank and UMass Dartmouth to prepare your business for what lies ahead in 2011 as we continue the recovery from a difficult economic downturn. To register visit http://www.capeplymouthbusiness.com/event/show/438.
New England Business Expo, Oct '10
On Thursday, October 28th, Terence Shepherd, CM&AA, CPA, MST presents Growth Strategies to Energize Your Business & Thrive in the Recovery as part of the New England Business Expo at 10 am. Learn how the Four Growth Strategies taken individually or as a combination, will positively affect both a business' bottom line and the underlying value of the business.  For more information visit http://newenglandbusinessexpo.org/ .
Family Business Summit, Oct '10 Cape Cod
Presented by Cape & Plymouth Business, join the regions leaders in developing strategies for getting the best out of your family business in a half day workshop. Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present a session on Exit Strategy: whether you want to sell ASAP, or run your company happily ever after, learn how to create a strategy that adds value to your most precious asset. October 21st from 7:30-11:00 at the Cape Codder Resort & Spa in Hyannis. To register, please visit http://www.capeplymouthbusiness.com/event/show/600.
Family Business Summit, Oct '10 Worcester
Presented by the Worcester Business Journal, join the regions leaders in developing strategies for getting the best out of your family business in a half day workshop. Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present a session on Exit Strategy: whether you want to sell now, or plan a long term transfer to the next generation, learn how to develop a strategy that adds value to your most precious asset. October 13th from 7:30-1:30 at the Beechwood Hotel in Worcester. To register, please visit http://www.wbjournal.com/wbj_events/2010/family_business_summit.html.
Private Invitation Only Event, Oct '10
By invitation only, this financial partnership will present Building Business Value With Your Transition In Mind to selected guests on Wednesday October 13th from 5:00-7:00 PM at The Beechwood Inn in Worcester featuring Terence Shepherd, CM&AA, CPA, MST of ROCG Shepherd & Goldstein Consulting Group.
Overview of Social Security Retirement Benefits and Medicare, Sept '10
Shepherd & Goldstein is proud to sponsor An Overview of Social Security Retirement Benefits and Medicare with Retirement Income Planning co-presented with Curtis A. Feldman,CPA, Partner of our Framingham office, Mark Leone, EA and Partner of our affiliated company SG Wealth Management Group and Mary Robinson the District Manager of the U.S. Social Security Administration Framingham office on Wednesday September 29th from 6:30-8:00 p.m. at Ken's Steakhouse on Route 9 in Framingham
Private Invitation Only Event, June '10
By invitation only, this financial partnership will present Building Business Value With Your Transition In Mind to selected guests on Wednesday June 23rd from 7:30-9:30 at Pier 7 Marina in Gloucester featuring ROCG Shepherd & Goldstein Consulting Group.
Worcester Business Journal Speaking Series: Building Business Value, Jun '10
"Valuable information for all small business owners" and "The complete presentation good to focus my thoughts" were just two of the participants comments from our Building Business Value seminar in April. See what the buzz is about on Tuesday, June 22nd at the Marriott Courtyard in Worcester where you'll learn successful tactics and strategies that you can put to use tomorrow. 7:30 AM - 9:15 AM join Terry Shepherd of ROCG Shepherd & Goldstein Consulting Group, Warren Palley of Palley Advertising and James Couture of The Patriot Financial Group.
Overview of Social Security Retirement Benefits and Medicare, Jun '10
Shepherd & Goldstein is proud to sponsor An Overview of Social Security Retirement Benefits and Medicare co-presented with Mark Leone, EA, Partner of our Milford office and Mary Robinson the District Manager of the U.S. Social Security Administration Framingham office on Thursday June 17th from 6:30-8:00 p.m. at Restaurant 45 in Medway.
Trade Association Event, June '10
The fire alarms should be ringing for the aging Baby Boomers, as the dynamics of their economic situation has not changed - the time clock did not stand still the last two years and their need for immediate business value planning may have become even more critical than it was before the recession! By invitation only, this local trade association will present to members on Wednesday June 16th from 9:00-10:30 at the Worcester Country Club featuring ROCG Shepherd & Goldstein and Palley Advertising.
SOMWBA Get Connected: Access to Accounting, Jun '10
The State Office of Minority and Women Business Assistance (SOMWBA) Supplier Diversity Office presents "Get Connected: Access to Accounting" event on Friday, June 4, 2010 at the Park Plaza in Boston from 10:00 AM to 1:30 PM featuring panelist Curtis A. Feldman, CPA and Partner of our Framingham office.
Building Business Value, April '10
While we're just emerging out of the Great Recession, today's successful firms are looking at their longer term strategy and taking Steps now to grow their business and its market share. On Thursday, April 8th at the Holiday Inn in Marlboro or on Tuesday, April 27th at the Sheraton Tara in Framingham learn successful tactics and strategies that you can put to use tomorrow from 7:30 AM - 9:00 AM from three presenters: Terry Shepherd of ROCG Shepherd & Goldstein Consulting Group, Warren Palley of Palley Advertising and James Couture of The Patriot Financial Group.
Bizz Buzz Tax Tips, Jan '10
Hosted by Joe Soares watch Mark Leone, EA on Milford Cable Access Bizz Buzz segment on Tuesday, January 26th at 8 PM or Thursday, January 28th at 7 PM for a discussion to refocus on some business basics and tax advantages that can position you and your business for the economic rebound.
Tax Update, Jan '10
Join Middlesex Savings Bank at the Wellesley branch for a networking opportunity and presentation on Strategies To Minimize Taxes In 2010 utilizing new law changes presented by Curtis A. Feldman, CPA Partner of Shepherd & Goldstein LLP on Wednesday, January 13th from 5:30 - 7:30 PM.
Positioning Your Business For The Recovery, Nov '09
On Wednesday, November 18th three industry leaders will help you get your head out of the day-to-day focus of survival mode and begin to Position Your Business For The Recovery at the Sheraton Tara Hotel in Framingham from 7:30-9:30 AM. The seminar will address critical strategic and operating areas to DEVELOP and BUILD VALUE in your business to help you when facing the "New Frugal Consumer" spending attitudes that will be with us long into the future. 
WRKO Morning Drive, Nov '09
Terry Shepherd joins Peter Blute hosting WRKO (AM 680) Morning Drive for an interview on Preparing for the Recovery on Thursday, November 12th at 8:00 AM.
Position For The Recovery Milford, Oct '09
On Tuesday, October 27th three industry leaders will help you get your head out of the day-to-day focus of survival mode and begin to Position Your Business For The Recovery at the Doubletree Hotel in Milford from 3:30-5:30 PM. The seminar will address critical strategic and operating areas to DEVELOP and BUILD VALUE in your business to help you when facing the "New Frugal Consumer" spending attitudes that will be with us long into the future. 
Business Transition Seminar, Sept '09
UBS Private Wealth Management and ROCG Shepherd & Goldstein Consulting Group LLC will walk you through the importance of understanding the holistic process of business transition, the potential to build value, and the importance of long-term planning to meet both your transition and wealth management objectives in a seminar at the Stamford, CT headquarters of UBS this September 16, 2009.
Business Transition Webinar, Aug '09
Finding it hard to step away? Hear from leading authorities UBS Private Wealth Management New York office and ROCG Shepherd & Goldstein Consulting Group LLC in a webinar at 11:00 AM EST on August 12, 2009 about steps you need to take to strategically position your business for successful transfer.
Navigating The Recession Seminar, June '09
On June 16th the MetroWestChamber of Commerce co-presents this FREE seminar with TD BankNorth from 7:30-9:30 AM at the Clark University Graduate Management Center in Framingham. Designed for business owners and managers to gain insight on adjusting their strategies to what will be a lingering impact of the current deep recession: the long-term, if not permanent, decline in consumer spending and rise in savings.
How The Business Transition Boom Can Help Build Your Practice, June '09
Presented with TD Banknorth, join ROCG Shepherd & Goldstein Consulting Group on June 8th at 12:30 at The Yarmouth House Restaurant for a luncheon. Attorneys are specifically positioned to assist their clients nearing retirement, or those who are burned out or simply can't hang in there anymore as their trusted advisor in presenting best options in the long process of transitioning ownership in uncertain times.
Survival Strategies Seminar, May '09
Business owners feeling overwhelmed, cash stretched or simply can't hang in there anymore are lost in a sea of economic troubles.  Fortunately, there are strategies that can help. Discover how when you join us Wednesday, May 27th in Worcester.
2009 Economic Forecast Seminar, May '09
Friday, May 15th from 7:45 AM to 10:15 AM in Falmouth join presentors Terence Shepherd and Carol McMullen of Eastern Bank and Eastern Investments Advisors for the 2009 Economic Forecast ~ Managing your business and personal finances.
Navigating The Recession Seminar, April '09
According to audience feedback from our January '09 event, we've scheduled a more interactive session on April 30, 2009 at Clark University Training Center in Framingham when Curt Feldman, CPA is joined by Troy Newman, MBA of Strategic Financial Partners. So much of your time is working IN your business, make time for this FREE seminar to focus ON your business with simple modifications in operations focusing on four key areas of operations to both sustain today and position yourself for growth in the near term.
Seminar: Reduce Taxes In 2009 Utilizing Law Changes, April '09
Curtis A. Feldman, Partner of Shepherd & Goldstein LLP will be speaking on Thursday, April 2, 2009 at CitiBank Center on Route 20 in Marlboro at 7:30-8:30 AM about strategies to reduce taxes in 2009 utilizing law changes.
The Economic Crisis Workshop, March '09
This complimentary workshop on March 19, 2009 in Montreal is focused on providing you with the information necessary to assess the actual situation and apply practical business concepts in dealing with current crisis. The workshop will focus on cushioning the impact of the recession on your business.
Eye On Milford, March '09
Looking for ideas to stabalize your business in these difficult times?  Watch Mark Leone, EA on Milford Cable Television on Tuesday, March 10th and 17th at 8:30 PM, or Thursday March 12th and 19th at 7:30 PM to discuss proactive ideas of how your business can stabilize it's value and position yourself for growth when the economy eventually rebounds.
How Does a Down Economy Affect My Plans to Exit Ownership, March '09
Business owners nearing retirement or those who are burned out or simply can't hang in there anymore are faced with either the option of selling in a down market or continuing to bear the risk of ownership in uncertain times. REGISTER TODAY for these important complimentary workshops, March 19th in Grand Rapids including a continental breakfast and featuring vital  topics presented by experienced professionals from the Grand Rapids area. Please feel free to invite your spouse, senior management, and fellow business owners to attend with you.
Young Businessmen's Association Seminar, February '09
Members of the Worcester Young Businessmen's Association are hosting a seminar on Thursday, February 26th from 5:30 - 8:30 PM at KJ Barrons featuring Terence J. Shepherd
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