JGR SPONSORED EVENTS

If these type of events interest you please send us an email and we will make sure to include you on future invites.

Understanding Contractor Financial Statements
Jeff DiMercurio, CPA

Join us for a session designed specifically to educate owners, CFOs, controllers, and bookkeepers.  The presentation will cover accounting principles specific to construction and common ratios and benchmarks that can be used to evaluate a company's health and performance.  Additionally, we will spend time discussing who the primary readers of your financial statement are and how they evaluate them.  Lunch will be provided.

October 23, 2013  11:30 - 1:00    Register (click here)

Fall Tax Update
***Business Owner***
Chris Haley, CPA, MS in Tax (JGR Tax Partner)
Joe Ivankovich, CPA  (Partner)

Join us for a session designed to update you on 2013 tax law as it stands today and find out where it might go in the future.

Do recent tax law changes impact you? Find out if you need to revise your tax plans before the end of the year...

• Understand new taxes and rate increases that take effect in 2013.
• Hear about recent trends in IRS audits.
• Learn about new regulations regarding repair and maintenance expenses and opportunities to save taxes, especially for owners of real estate.
• Learn about the new credits that California is enacting to replace the Enterprise Zone credit.
• Understand the difference between an S corporation and a C corporation and which is the most tax efficient structure for your business.

Lunch will be provided.

November 13, 2013  11:30 - 1:00     Register (click here)

Fiduciary Responsibilities
Dan Boele, CPA.

Fiduciary Liability?... More than you realize.

• Who is a fiduciary? 
• What are their responsibilities? 

These are just two of the questions we will be covering.  This presentation is designed to educate anyone who has fiduciary responsibilities over a retirement plan. Plan design, plan operation, investments, performance, and fees are just a handful of the responsibilities fiduciaries have to its plan participants.  We will review recent court cases between the fiduciaries and the participants, as well as discuss actions to be taken to avoid litigation and personal liability.

June 19, 2013 11:30 - 1:00

Affordable Health Care Act
with Jeff DiMercurio,CPA and
NFP D|A Financial's Sally Hammons, RHU REBC and John Hohman, MBA, AIF.

Health Care Reform... Are you ready?

The major provisons of Health Care Reform are going into effect in 2014.  We will be hosting a seminar to discuss how these provisions impact you as an individual, as a business owner and as a consumer of healthcare.

Much has been said about the new penalties and taxes, but there is more to understanding the Affordable Care Act than penalties.  You will find this presentation informative and enlightening and you will walk away with a practical understanding of the legislation.

July 17, 2013 11:30 - 1:00  

** Venue moved to Lafayette Public Library due to popular response**

Succession Planning
with Roger J. Brothers, Esq.
and Joe Ivankovich, CPA

Join us for a session designed to inform you of many of the different options available to assist you with transitioning out of your business. The presentation will cover the reasons it is important to plan for succession and a general overview of the benefits and different ways it can happen. Only 30% of all family businesses survive into the second generation (according to Family Business Institute). Make sure yours is one of the 30%!

August 21, 2013 11:30 - 1:00 

Internal Controls for Every Business

Join us for a session designed to inform business owners of the basic internal controls that should be in place to help insure quality accounting procedures and to help prevent fraud.  No matter how small or large your business is, there are simple procedures that can be put in place to help your business deter fraud and develop quality accounting records.  This presentation is designed for business owners who have bookkeepers, controllers or CFOs assisting with business transactions..

October 25, 2012 10:00 - 11:30   

October 25, 2012 3:00- 4:30         

Issues in Construction

Join us for a session designed to provide solutions to various issues that construction companies face.  Some of the topics that we will discuss how to deal with are; cutoff, claims, change orders, indirect costs relating to estimates, prevailing wage, and budgeting.  The presentation is designed to briefly discuss and provide some information that will allow you to discuss the items applicable to your business with your CPA.

October 9, 2012 10:00 - 11:30  

October 9, 2012 3:00- 4:30   

Succession Planning - with Roger J. Brothers, Esq.

Join us for a session designed to inform you of many of the different options available to assist you with transitioning out of your business. The presentation will cover the reasons it is important to plan for succession and a general overview of the benefits and different ways it can happen. Only 30% of all family businesses survive into the second generation (according to Family Business Institute). Make sure yours is one of the 30%!

August 30, 2012 10:00 - 11:30

August 30, 2012 3:00- 4:30

Mid-Year Tax Planning Seminar

2012 is a very unusual year in the tax world.  With a number of tax increases scheduled to take effect next year, it may make sense for some people to actually accelerate taxable income into 2012 (the exact opposite of the normal deferral we look for in tax planning).  However, with a weak economy and a looming presidential election, it’s not a given that the laws will end up being what we think they will be.  Join us to learn about the scheduled changes to tax rates, capital gains, and estate taxes as well as the tax changes as a result of the recently enacted health care plan.  We’ll look at why this could be the year to convert your IRA to a Roth IRA as well as discussing some of the proposed changes that may come to pass.

It's never too early to start planning!  Refreshments will be provided.

June 28, 2012  10:00 - 11:30     

June 28, 2012   3:00 -  4:30      

Understanding Contractor Financial Statements

Join us for a session designed specifically to educate owners, CFOs, controllers, and bookkeepers.  The presentation will cover accounting principles specific to construction and common ratios and benchmarks that can be used to evaluate a company's health and performance.  Additionally, we will spend time discussing who the primary readers of your financial statement are and how they evaluate them.  Refreshments will be provided.

July 19, 2012  10:00 - 11:30    
July 19, 2012  3:00- 4:30         

Preparing a Job Schedule

Attend this informative class to learn the theory behind and how to prepare a job schedule.  The class will cover the accounting principles, the mechanics of the job schedule, what to input, estimates, and how to analyze the results.  If the class is specific to the software you use, we will cover how to efficiently use the software to speed up the job schedule process.

Cost is $100 per person and includes lunch and materials.

A free presentation on Maxwell Systems' All-in-One Construction Management Software

September 20^th and 21^st, 2011

9am to 11am and 2pm to 4pm

OTHER EVENTS

JGR team members attend United Contractors Crab Feed to Raise Money for the Scholarship Fund held on March 8, 2012.  View some event photos:  Photo1, Photo2, Photo3, Photo4.