IE MAP DG: Annual Sole/Solo Practitioners' Roundtable | D2111017

Date :
October 26, 2017 7:30 AM - 9:00 AM
Location :
Inland Empire
Facility :
Village Grill
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Level of Difficulty :
Update
CPE Credits :
CPE 1.00
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As a solo/sole practitioner, you face many unique challenges. These range from practice management to quality control to succession/exit planning to a host of other issues. At our annual Solo/Sole Practitioners’ Roundtable, join the discussion with your fellow practitioners about these and any other challenges you may be facing. We will have a resource list and other reference material available. There will also be an opportunity to ask questions.

Objectives:

• Learn how other practitioners are dealing with the same challenges
• Gain insight into best practices and novel solutions
• Acquire different resources and reference lists for resolutions to common problems

Major Subjects:

1. Practice management issues unique to the solo/sole practitioner
2. Succession and exit planning challenges
3. Need for additional quality control and technical resources
4. Where to turn for information and help

Advanced Prep:

None

Misc. Information:

•Registration opens at 7:30 a.m.
•Fees: Members $15; Nonmembers $25
•Includes breakfast and 1 hour of CPE
Level of Difficulty:
Update
Field of Interest:
Business Management and Organization
Prerequisites:
None
Designed For:
CPAs, and all other professionals (attorneys, architects, engineers, etc.) especially those in solo/sole practice.

Instructors

Johanna Sweaney Salt, CPA
Born in the Netherlands, Johanna Sweaney Salt moved with her family to the Pomona Valley, California in 1966. Johanna attended local schools, including Cal Poly, Pomona, where she majored in Behavioral Science and minored in Business Administration. The first public accounting position Johanna held was with a small Pomona CPA firm while she was still in school. Other than a short stint as Corporate Controller for an Orange County commercial real estate developer and international business consultant, Johanna has worked in public accounting ever since. Now a partner in Gray, Salt & Associates, LLP in the Village in Claremont, Johanna’s practice includes mostly small businesses, estate and trust tax clients, and individual tax clients. Johanna has always been very active in the community and her profession, serving on various non-profit Boards in numerous positions. She is active in the California Society of Certified Public Accountants, having served in many positions at the local and state level, including CalCPA’s highest volunteer position, State Chair. Johanna also serves on the AICPA Council and AICPA PCPS Executive Committee. Johanna lives in Claremont with her husband, Jonathan Salt, a background painter in feature animation and freelance artist. They have four grown children, two darling twin granddaughters, and a very spoiled retriever mix named Monty. The Salts attend Vox Christian Community where they serve in various capacities.
No Agenda or Materials posted.