A Family Law Attorney’s Guide to Understanding Tax Returns and Financial Statements [Live Seminar]
May 9 @ 12:00 pm – 2:00 pm

Join Robert W. Carter, MS, CPA, CVA, CFE, CEPA and Gregory S. Will, CPA, MST as they provide an overview of information present on IRS Forms 1040, 1120(S), and 1065 and in Financial Statements. This review will focus on the key line items, accounts and transactions that attorneys need to know in order to effectively interpret this financial information.


At this seminar, you will learn:

  • What information can be obtained from a review of tax returns and financial statements
  • How to determine what is an individual or entity’s income and cash flow
  • What you should expect to see on a tax return or financial statements
  • Which accounts or line items are commonly manipulated including how it is done
  • How to determine the source of income or cash flow items

This seminar includes lunch. To register, click here.

Small Business Seminar – Passing the Baton: Preparing for the Next Phase of Life and Business
May 10 @ 8:00 am – 10:00 am

This seminar will offer insights on business valuation, increasing value and marketability, a due diligence checklist, pitfalls to avoid, transitioning a business to the next generation or management group. Join panelists Jeff Agnor from Davis, Agnor, Rapaport & Skalny LLC; Robert W. Carter of Hertzbach & Company, P.A.; and Greg Lowe, CFP® of Lowe Wealth Management to discuss why having a succession and exit strategy in place will bring a measure of certainty to business owners as they create and preserve family wealth.

ACG Maryland Deal Forum
May 23 – May 24 all-day
ACG Maryland Deal Forum @ Sheraton Inner Harbor Hotel | Baltimore | Maryland | United States

Hertzbach & Company, P.A. is a proud Silver Sponsor of this the 2017 ACG Maryland Deal Forum. 

Deal Forum provides opportunities to connect with a target audience in the lower middle market with cash flow of $3M – $15M, sales of $10M – $125M and value under $150M. CEOs, company executives and business professionals will benefit from:

CONNECTIONS Our focus on the lower middle market makes us different. We have the right sized conference for you to make the right connections. The Deal Forum is limited to 350 attendees with 335 for the Baseball Game and Reception. Large enough for you see deal flow but intimate enough to develop worthwhile connections.

NETWORKING We are the only regional conference with a LIVE baseball game. The first 335 attendees to select the ticket with the ballgame will enjoy the showdown between the Balti­more Orioles and Minnesota Twins in 4 corporate/party suites at Oriole Park-Camden Yards.

DIALOGUE Hear strategic analyst and stand-up economist Anirban Basu for a unique presentation “Markets, He Wrote: Looking for Clues into the Economy’s Direction”.  Also featured is Admiral Terry McKnight author of Pirate Alley sharing an up close view on the fight against modern piracy on the world’s unfriendly seas.

DEAL-MAKING A three-hour Private Equity Marketplace with our signature Bloody Mary Bar matching up deal makers in the tradition of ACG’s highly successful formula for generating M&A activity.

LifeSpan Beacon Institute Seminar: The Long Term Care Facility for 2020 and Beyond
May 23 @ 8:00 am – 2:00 pm
Maryland State Bar Association Annual Meeting
Jun 14 @ 9:00 am – Jun 17 @ 5:00 pm
HAND Housing Annual Meeting
Jun 20 @ 8:00 am – 3:00 pm

Hertzbach & Company will be sponsoring the 2017 HAND Housing Annual Meeting. Please join us at the Omni Shoreham Hotel in Washington D.C.

2017 Annual Florida Bar Convention
Jun 21 @ 9:00 am – Jun 24 @ 5:00 pm