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Upcoming Seminars

Accounting 101 - Do It Yourself or Hire An Accounting Expert?, Nov 15th

Many business owners need guidance in understanding their numbers whether it be for the purpose of applying for a loan, or to manage their business effectively.  Josh LaPan, CPA will present Accounting Basics on Wednesday, November 15th from 8:45-12 at Clark University.

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

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!
________________________
Jan Moore
Eastham Chamber of Commerce

Thanks for a great presentation this morning. Lots of good meat to digest.
________________________
Irv Evans
New England Energy

and for a list of Past Events...


Business Structure and Insurance, Oct 18th

Do It Yourself or Hire a Lawyer and Insurance Professional? Both business structure and insurance help protect you. Learn how working with someone who understands your industry makes a big difference to your legal exposure and your bottom line. Mary Duncan, CPA will present as part of this panel of experts on Wednesday, October 18th from 8:45-12 at Clark University.

Selling a Business? Buying a Business? Special Event, Sept 21

This event is ideal for small business owners, sole proprietors, entrepreneurs, and family businesses who want to understand how to estimate the value of their business that they are selling or that they want to buy. The speakers, including Terry Shepherd, will cover what is involved in the sales process, how do you go about making it happen, and the key steps you need to take. Thursday, September 21st from 1-5 at the Cape Codder Resort in Hyannis. To register visit www.capeplymouthbusiness.com

Planning Your Exit: Critical Success Factor in Maximizing Value, June 6th

Getting ready for a sale or transition out of your business is a critical step. Join this expert panel of business transition specialists and learn the critical success factors and landmines that can disrupt the process including Exit Planning Basics, Increasing Business Value, Buyer Multiples, and Private Equity Investors.                

R&D Tax Credits and Domestic Production Activities Deduction What You Need To Know, May 18th

Join S&G and Source HOV who will inform C Suite Owners, CFOs and COOs how you might benefit from savings opportunities that exist for certain trade or business activities. Don't leave money on the table! Domestic Production Activities Deduction (DPAD) and R&D tax credits are often underutilized opportunities to SAVE BIG. May 18th at the Marriott Courtyard in Westboro

Planning Your Exit: Critical Success Factors, Nov 16th

Join a panel of experts to learn the critical success factors and landmines in getting ready for a sale or transition out of your business. As business owners and senior executives who are thinking of exiting your business in the next 2 to 5 years, the time to start preparing is now! Wednesday, November 16th 7:30 AM - 9:30 AM at Double Tree Hotel in Westborough.

Retirement Tax Strategies for Individuals, Small Businesses and the Self Employed, Nov 1st

Join Mary G. Duncan, CPA as she discusses strategies for increased tax savings and growing benefits with retirement plans at Milford National Bank on November 1, 2016. LIMITED SEATS REMAIN FOR THE AM SESSION

Family Business Summit, Sept 22nd

Join Terry Shepherd as the Master of Ceremonies at the 2016 Family Business Summit on September 22nd from 1:30 to 5:00 pm at the Cape Codder Resort & Spa in Hyannis. To register please visit www.capeplymouthbusiness.com.

Business Owners-Plan For Your Exit/Transition May 4 & 5

Join Tom LeBlanc of ROCG for a discussion on how to properly plan for your exit/transition out of your business, maximize your investment now as well as your exit value, ensure the business remains sustainable through the exit/transition, and review the options that are available to you. At Middlesex Savings Bank in Acton on May 4th and in Westborough on May 5th both 7:30-9:30 AM.

Lessons Learned from Successful Ownership Transitions, Mar 28th

Terry Shepherd joins a panel of experts to present at the XPX/AM&AA meeting. Hear an "Exit Planning Update" from a panel of experienced exit planning advisors who have worked with business owners for many years to plan and execute successful ownership transitions.

Central Mass Financial Executive Org Breakfast, March 15th

Mary Dunacn, CPA will present to the Central Mass Financial Executive Organization (CMFEO) at their breakfast meeting on March 15th at Holy Cross College from 7:30 - 9:00 Am in Worcester. This "Udpate on Taxes" will expand on recent changes from Congress and potential effects on businesses and individuals.

Succesion Planning for Family Owned Business, March 10th

Join Terry Shepherd on March 10th at Bridgewater State University in South Yarmouth from 9:00 - 10:30 AM as we discuss how to properly plan for your exit/transition out of business, maximize your exit value, ensure the business remains sustainable through the exit/transition, and the options that are available to you. If you are thinking about exiting your business in the next 2 to 5 years, the time to start preparing is now!

Small Business Seminar: Health Care Reform, Nexus, Tax Savings, Dec 10th

Thursday, December 10th from 7:30-9:30 a.m. join Mary G. Duncan, CPA and Curt Feldman, CPA as they discusses the Most Critical Topics of 2015 for Small Business including Health Care Reform, Nexus, Identity Theft, Foreign Reporting, Tax Savings Tips and more. Located at 100 Pennsylvania Ave Ste 401 in Framingham.

Small Business Review-Nexus, Identity Theft, Repair Regs, Dec 9th

Wednesday, December 9th at 8:00 a.m. join Mary G. Duncan, CPA as she discusses topics for Small Business Review including Nexus, Identity Theft, Foreign Reporting, Repair Regs and more. Sponsored by The Milford National Bank & Trust Company located at 300 East Main Street in Milford.

Exit/Transition Planning at Highland Financial Group, Nov 10th - private

ROCG is excited to join the Highland Financial Group on Nov 10th in their educational series in Wellesley. We will discuss how to properly plan for exit/transition, maximize the owner's pre and post exit wealth value, ensure the business remains sustainable through the transition and the options that are available.

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

Planning to Build Value, Oct 29th

Join Terry Shepherd on Thursday, October 29th at the Sheraton Hotel in Framingham from 7:30 - 9:30 AM as we discuss how to
properly plan for increase the value of your business for your eventual exit/transition, maximize your exit value, ensure the business remains sustainable through the exit/transition, and the options that are available to you. If you are thinking about exiting your business in the next 2 to 5 years, the time to start preparing is now!

Exit Planning Financial Planning Assoc of Maine, Oct 23rd - private

If you are thinking of exiting your business in the next 5 years... the time to start preparing is now! ROCG is excited to join the Financial Planning Association of Maine on Oct 23rd in their educational series at the York Harbor Inn in York, Maine. We will discuss how to properly plan for transition, maximize the owner's pre and post exit wealth value, ensure the business remains sustainable through the transition and the options that are available.

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

Starting a Business (Building Your Management Team), Oct 1st

The Small Business Development Center (SBDC) at Clark University has assembled a group of seasoned business professionals that will provide the new owner with helpful tips to start a new business. Join them along with our own Joshua P. LaPan, CPA who will be presenting "Start Ups 101: Ownership in its Infancy" on October 1st from 8:45-noon at the Grace Conference Room in the Higgins University Center of Clark University in Worcester.

the Business Valuation Summit, Sept 30th

What is Your Business Really Worth? Join Terry Shepherd as the moderator in a seminar for business owners, produced by the Worcester Business Journal's Business Buy/Sell Exchange. Wednesday, September 30th from 3-6:15 at the Beechwood Hotel in Worcester.

Marketplace Multiples Exit Planning to Increase Value, June 11th

Join Terry Shepherd of ROCG and Chris George of George & Company on Thursday, June 11th from 7:30-9:30 AM at the Sheraton Hotel in Framingham for a discussion on how to properly plan for your exit/transition out of your business, maximize your exit value, ensure the business remains sustainable through the exit/transition, and review the options that are available to you. To register as our GUEST, please follow the link https://events.r20.constantcontact.com/register/eventReg?oeidk=a07eb1a6ao7198ea163&oseq=&c=&ch= or contact Jenn Moore at (617) 412-4640, or email jenn.moore@rocg.com.

Family Business Valuation Summit, March 26th

ROCG, a division of Shepherd & Goldstein, is pleased to sponsor and present at the Family Business Valuation Summit on Thursday, March 26, 2015 from 3:00-6:00 P.M. with cocktail party, beer and wine tasting at the Cape Codder Resort & Spa in Hyannis. Cost is $50 to attend. To register, please visit www.capeplymouthbusiness/com/curevents This event is ideal for family businesses, small business owners, sole proprietors and entrepreneurs who want to understand how to estimate the value of their business.

2014 Tax Tips for Businesses and Individuals, Feb 19th

We hope you can join us for an important seminar on Thursday, February 19th from 8:00 am to 10:00 am. Sponsored by Salefish LLC and featuring One-Time Payroll co-presenting with the Shepherd & Goldstein Supervisor, Melissa Lord, MBA. Located at Salefish LLC Conference Room at 100 Pennsylvania Ave, Suite 401 in Framingham, MA.

Current Economy, Investment Markets and Planning for Business Exit/Transition, Oct 16th

If you are thinking of exiting your business in the next 2 to 5 years... the time to start preparing is now! Join us along with Eastern Bank Wealth Management on Thursday, October 16th at the at the Doubletree Hotel in Westborough from 7:30-9:30 AM when we discuss how to properly plan for your transition, maximize your pre and post exit wealth value, ensure the business remains sustainable through the transition and the options that are available.

Want to retire in the next 2-5 years, Oct 23rd

In partnership with Richard Brothers Financial Advisors please join Tom LeBlanc on Thursday, October 23rd at the Westin Harborview in Portland, ME from 3:00 - 5:00 PM as we discuss how to properly plan for your exit/transition out of business, maximize your exit value, ensure the business remains sustainable through the exit/transition, and the options that are available to you. If you are thinking about exiting your business in the next 2 to 5 years, the time to start preparing is now!

Tax and Overall Year-End Planning, Oct 7th

Joshua P. LaPan, CPA, Partner of Shepherd & Goldstein LLP will present on current tax initiatives and overall year-end planning strategies at The Milford National Bank at 300 East Main Street in Milford from 7:30-9:30 a.m. on Tuesday, October 7th.

Planning for Business Exit/Transition, Sept 30th

Join Terry Shepherd on Tuesday, September 30th at the Crown Plaza in Natick from 7:30 - 9:30 AM as we discuss how to properly plan for your exit/transition out of business, maximize your exit value, ensure the business remains sustainable through the exit/transition, and the options that are available to you. If you are thinking about exiting your business in the next 2 to 5 years, the time to start preparing is now!

Monetizing Your Business/Protecting and Building Wealth, May 6th

If you are thinking of exiting your business in the next 5 years... the time to start preparing is now! Join us along with Eastern Bank Wealth Management on Tuesday, May 6th at the at the Sheraton Framingham Hotel & Conference Center each from 4:00-5:45 PM when we discuss how to properly plan for your transition, maximize your pre and post exit wealth value, ensure the business remains sustainable through the transition and the options that are available.

Record Keeping, Accounting and Taxes for Small Businesses, Dec 10

Join Melissa Lord, MBA and Erin Delaney, CPA who will present at the Worcester Center For Women & Enterprise on December 10th from 6-8 pm on Record Keeping Accounting and Taxes for Small Business Owners. The cost is $40 to attend. To register please visit http://www.cweonline.org/NewsEvents/ViewArticle/tabid/164/ArticleId/434/BYB-Record-Keeping-Accounting-and-Taxes-for-Small-Business-Owners-CWE-Worcester-Dec-10.aspx

Building Business Value, December 12th

Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present a session on Building Business Value. Learn the necessary steps to create and sustain a strategy that adds value to your most precious asset. December 12th from 8:45-12:00 in the Grace Conference Room, Higgins University Center; cost is $39. For more information and to register for the event, please contact Penny Tiernan at ptiernan@clarku.edu.

IRS Form 1099 Reporting, Nov 20th

Navigate the 1099 series of forms with ease - know which forms you need to use. On November 20, 2013 Joshua LaPan will present with a panel in this full day Lorman Education Services conference at the Holiday Inn in Marlborough.

Business Skills Workshop, Taking Your Business More Seriously Aug '13

Join Melissa Lord, MBA for the Business Skills Workshop "Taking Your Business More Seriously" sponsored by DreamFactory this Wednesday, August 7th from 9:30 - 12. Located at the MetroWest Chamber of Commerce.

Building Business Value, June '13

Terence J. Shepherd, CM&AA, CPA, MST and Managing Partner of Shepherd & Goldstein, LLP will present a session on Building Business Value. Learn the necessary steps to create and sustain a strategy that adds value to your most precious asset. June 24th from 1-5 PM at La Costa Resort & Spa in Carlsbad, CA presented by the Exhibition Services & Contractors Association. For more information, and to register, please visit http://www.esca.org/meetings/summer/index.php.

An individual may start a business with any number of valid personal goals in mind; current income, short term growth and sell the business quickly, financial security for the next generation, or a source of income. A key to this process is to build significant business value. Very few people have a solid plan or understand the process of maximizing the value of the firm.

The goal of this session is to challenge the way you look at and run your business and to help you build a stranger more profitable company which will build value for your business.

Stampede To The Exit...Boomers Take Warning, May '13

If you are thinking of exiting your business in the next 5 years... the time to start preparing is now! Join us Thursday, May 9th at The Double Tree Hotel in Westborough or Thursday, May 23rd at the Sheraton Framingham Hotel & Conference Center each from 7:45-9:45 AM when we discuss how to properly plan for your transition, maximize your exit value, ensure the business remains sustainable through the transition and the options that are available.

Important Year-End Tax Planning Seminar, Dec '12

Terence J. Shepherd, CM&AA, CPA, MST, Partner of ROCG Shepherd & Goldstein Consulting Group and Managing Partner of Shepherd & Goldstein, LLP will present an important year-end tax planning seminar on Wednesday December 12th from 8:00 AM - 9:30 AM.

Ride Off Into The Sunset! Successful Exit Strategies, Dec '12

Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present a FREE session in a series of six seminars on Successful Exit Planning Strategies For Your Business on Wednesday December 5 from 11AM - 12PM. For event registration and any further questions, please do not hesitate to contact Jenn Moore at jenn.moore@rocg.com or call (617) 412-4640.

Ride Off Into The Sunset! Successful Exit Strategies. While most owners understand the importance of planning, very few have developed a strategy for transition that ensures they will achieve their personal and financial goals. In this presentation we will discuss how to properly plan for your transition out of the business, maximize your exit value, ensure the business remains sustainable through the transition, and the options that are available to you to sell your business.



Maximize the Value of Your Business Before You Exit, Oct '12

Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group along with Andrew Crain, Partner and Investment Banker of Mirus Capital Advisors will present two breakfast sessions on Business Transition. Tuesday October 2nd from 7:30-9:30 AM at The Crowne Plaza Boston-Natick or Thursday October 11th from 7:30-9:30 AM at The Embassy Suites in Marlborough. Cost: $20 in advance/$25 at the door. To register, please contact Jenn Moore at (617) 412-4640, or email jenn.moore@rocg.com, for more information.

Cape & Plymouth Business Family Business Summit, Sept '12

Terence J. Shepherd, CM&SS, CPA, MST and Principal of ROCG Shepherd and Goldstein Consulting Group will be moderating at the Cape and Plymouth Business Family Business Summit on Tuesday September 18, 2012 at the Cape Codder Resort & Spa in Hyannis from 7:30-11:00 am. Cost is $55 and includes a buffet breakfast.

Cape and Plymouth Business has put together a great line-up for you featuring Dr. Cynthia Harrison from Silver Bridge as a Group Leader, Special Guest Jack Moore former Board Director of Benjamin Moore Paint, Dr. Tom Davidow of Davidow Associates as a Panel Moderator and Terry Phinney as the Family Business Change Agent.

We know you need answers to critical questions regarding your family business. Rather than telling you what we think you should know, this event is designed to answer the questions you are asking about the complexities and process of family business success and succession. This event will be a half-day interactive workshop. The sessions provided will cover a variety of topics and provide you with the answers and information you need.

BOOMERS: Are You Thinking Of Selling Your Business In The Next 5 To 10 Years? June '12

Terence J. Shepherd, CM&AA, CPA, MST and Managing Partner of Shepherd and Goldstein LLP will present a session on Business Transition. Are you thinking of selling your business in the next 5 to 10 years? Thursday June 14th from 7:30-9:30 at the Hawthorn Suites in Franklin. Cost: $20 in advance/$25 at the door.

Economic Forecast, Feb ‘12

Terence J. Shepherd, CM&SS, CPA, MST and Principal of ROCG Shepherd and Goldstein Consulting Group will be moderating at the Cape and Plymouth Business Economic Forecast Event.

Wondering where the economy is headed? February 16th from 7:30-10:30AM at the Cape Codder Resort & Spa. Please register at www.capeplymouthbusiness.com

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: Building Your Business Value, Dec '11

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.

Crash or Grow: 10 Critical Steps, Sept '11

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 '11

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 '11

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.

Will You Outlive Your Money, March '11

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.

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/ .

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


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