Upcoming Events

Real Estate Forecast 2020 Event

Sponsored By:

 

 

Date and Time: Thursday, January 9, 2020, 3:00 PM to 5:00 PM

Location: Windows on the River, 2000 Sycamore Street, Cleveland, 44113

Free parking will be available. The seminar portion will take place in the Bridge View Room on the third floor.

This one and a half hour seminar is designed to educate you on the upcoming conditions, as well as forecasting the 2020 real estate market. Other topics being discussed include how real estate is connected to the economy and how you can guide your clients in their financial & real estate portfolios.

Approval of 1.5 hours of CLE and Real Estate continuing education with the State of Ohio is pending

Click here to register for the Real Estate Forecast 2020 Seminar




Past Events

Ethics Seminar

 

Date and Time: Wednesday, November 6, 2019 from 12:30 PM to 6:00 PM 

Location: The Point at Otterbein 60 Collegeview Road, Westerville, 43081


Join Maloney + Novotny for an afternoon of Ethics Training presented by Justin Breidenbach, MAcc, CPA, CFE, and the Ohio Society of CPAs. The event is being held on November 6, 2019 at The Point at Otterbein in Westerville, Ohio.

  • Three hours of required Ethics CPE (for CPAs only) will be provided for the session
  • A reception will immediately follow the training
  • Registration opens at 12:30 PM
  • Program runs 1:30p-4:30 PM

The cost of the training is free but RSVP is REQUIRED.  Space is limited.

Click here to register

For more information call Maloney + Novotny at 216-363-0100 or email marketing@maloneynovotny.com

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Non-profit Leadership Summit

Business Volunteers UnlimitedM+N is sponsoring the upcoming Business Volunteers Unlimited 2019 Nonprofit Leadership Summit on October 29th, 8:30 a.m. to 5:00 p.m. at the Huntington Convention Center of Cleveland. Chris Anderson, M+N Shareholder, will be presenting on “Form 990 Tips and Tricks.” For more info and to register click here.

Business Volunteers Unlimited (BVU) engages businesses and employers to help address and solve critical community issues that affect the lives of so many. Our powerful platform enables businesses to pursue purpose-driven community engagement, volunteerism and nonprofit board participation, effortlessly, effectively. We help businesses and individuals make a real difference in Northeast Ohio. This leads to greater employee engagement, productivity and retention for business success.

Additionally, BVU fortifies nonprofits by involving thousands of volunteers from the community, engaging hundreds of business professionals on nonprofit boards, and providing leading-edge board and management consulting and training services. We thoughtfully connect business leaders and nonprofits to foster productive and rewarding leadership and volunteer activities.

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Female Entrepreneur Summit

Tiffany Rankin, Maloney+Novotny - Female Entrepreneur SummitRegister today for Female Entrepreneur Summit. The Female Entrepreneur Summit is Cleveland’s signature event for female business leaders to connect, learn, and grow, and will take place on October 23rd, 8:30 a.m. to 4:00 p.m. at the Cleveland History Center on University Circle in Cleveland. Tiffany Rankin, Shareholder in our M+N Columbus office, will be part of an impressive line-up of 25 speakers at this year’s event. More than 350 attendees will gather to share knowledge, resources and inspiring stories of success at an event tailored specifically to the unique needs of female business owners. The all-day event offers dynamic speakers, personal testimonials, relevant educational sessions and plenty of networking opportunities. Click here to register for the Female Entrepreneur Summit 2019!

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How Non-profits Protect their Data

How Non-profits Protect their Data - Maloney + Novotny, Cleveland/Columbus/Canton/Elyria/Delaware

Date: Thursday, September 12, 2019

Time: 8:30am to 10:30am


Register now for our non-profit Tech Breakfast sponsored by Maloney + Novotny with BlueBridge Networks on September 12th, 8:30a-10:30a at Cuyahoga Community College Metro Campus – 2900 Community College Ave, Cleveland, OH.  We invite you to join us for a discussion about how non-profit organizations can protect their data.

Breakfast, parking, and presentation are all free.

For more info and to register by click here!

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2019 Risk & Opportunities for Retirement Plan Sponsors

Sponsored by The Fortis Group at Morgan Stanley & Maloney + Novotny 


Date and Time: Tuesday, April 23rd, 2019 from 2:30 PM to 4:45 PM EST with cocktail hour to follow

Location: The Point at Otterbein 60 Collegeview Road, Westerville, 43081

AGENDA

2:30pm – Top Compliance Risk Areas and Regulatory Update, presented by Maloney + Novotny

The administration of a retirement plan is complicated. Errors in operating the plan can and will occur. Learn about the top ten areas of deficiency, as noted by the IRS and Department of Labor, and find out how to lower your fiduciary risk in the process. These risks pose issues for large plans (which require an annual audit) as well as plans offered by smaller employers. More importantly, the complexity of the rules can impact both for-profit and not-for-profit plan sponsors of 401(k)s, 403(b)s and profit-sharing plans.

3:30 – Break

3:45pm – Make Benchmarking a Yearly Exercise, presented by The Fortis Group at Morgan Stanley

Plan benchmarking is an effective way to help plan sponsors stay abreast of changing industry trends, assess participant metrics and measure their own plan’s features against those of comparable companies. It also offers insight into the plan’s costs associated with maintaining a plan and whether those costs are in line with industry norms. In this session, we will discuss how to obtain an unbiased, third-party benchmarking of your plan and how your participants will benefit from this annual exercise.

4:45 – Cocktails, light fare and networking

 

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Real Estate Forecast 2019 Commercial Seminar

Sponsored by Maloney + Novotny and NorthStar Title Services

Date and Time: Thursday, January 3, 2019, from 3:00 PM to 5:00 PM EST 

Location: Windows on the River, 2000 Sycamore Street, Cleveland, 44113

Registration begins at 2 PM.

Paul Speyer, Principal for Maloney + Novotny LLC, will be speaking about the impact Opportunity Zones will have on real estate followed by Dr. Ted Jones, who is the Chief Economist – Senior Vice President for Stewart Title Guaranty Company and will be presenting his annual Economic Forecast. A reception will follow.

Click on the link below for complete details and to register.

 

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SEMINAR: Tax Reform… What’s Next?

The IRS has released significant guidance to assist taxpayers with complying with changes from the Tax Cuts and Jobs Act.  The Supreme Court’s decision in the Wayfair case has changed the standard for sales tax collections in states where your business has no physical presence.  We will discuss these developments and present an in-depth review of important changes that will likely impact your 2018 personal and business tax returns.  Participants can earn up to 2 CPE credits in Tax in this group live training session (no prerequisites or advanced preparation required).

FEE: None

Topics Include:

  • Guidance on qualification for and calculation of pass-through entity deduction
  • Significant reductions in meals and entertainment deduction
  • How the Wayfair case will impact your state sales tax collection requirements
  • Reductions in itemized deductions for individuals
  • Qualified transportation benefit changes for taxable and tax-exempt employers

THE EVENTS WILL TAKE PLACE IN FOUR LOCATIONS:

  • Canton 10/3 at Kent State Stark
    6000 Frank Avenue NW, North Canton, OH 44720
    Registration at 2:30 p.m., program 3:00 to 5:00 p.m., reception to follow
  • Cleveland 10/18 at Embassy Suites by Hilton Cleveland-Rockside
    5800 Rockside Woods Blvd N, Independence OH 44131
    Registration at 2:30 p.m., program 3:00 to 5:00 p.m., reception to follow
  • Delaware 10/25 at Brookshire
    405 Greif Parkway, Delaware OH 43015
    Registration at 2:30 p.m., program 3:00 to 5:00 p.m., reception to follow

QUESTIONS: Call Diane Gallagher at 216.344.5240 or email her at info@maloneynovotny.com

CLICK HERE FOR A DOWNLOADABLE BROCHURE

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ETHICS SEMINAR – NE OHIO AREA

Maloney + Novotny will host an ethics training seminar on Tuesday, October 23rd at Embassy Suites Independence. Registration begins at 12:30 p.m., program begins at 1:30 with a cocktail reception afterward at 4:30 p.m. This training seminar satisfies the Accountancy Board of Ohio’s three-hour professional standards and responsibilities CPE requirements (CPE for CPAs only).

PRESENTER:

Tiffany Crosby, CPA, CGMA, CTP, MBA, Director of Learning at the Ohio Society of CPAs will present the ethics training program to help you gain perspective on applying an ethical decision-making framework to issues facing finance professionals on a daily basis.  Upon completion, participants will be able to:

  • Describe the core ethical factors attributed to the finance profession
  • Identify the steps required in the ethical decision-making process
  • Describe factors contributing to ethical drift
  • Describe the relationship between ethics and risk management

LOCATION:

Embassy Suites Cleveland/Independence
5800 Rockside Woods Blvd. N
Independence OH 44131

SPACE IS LIMITED • REGISTRATION REQUIRED • NO FEE TO ATTEND

CLICK HERE TO REGISTER!  For questions, call Diane Gallagher at 216.363.0100 or email marketing@maloneynovotny.com

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Breakfast with Business First

Network with hundreds of Central Ohio business professionals at the Point at Otterbein University. From advanced manufacturing methods to the internet of things, The Point hails a new era for Otterbein University in experiential learning.

When: Friday, October 19, 2018 | 7:00am – 9:00am

Where: The Point | Otterbein University, 60 Collegeview Rd, Westerville, OH 43081

Questions? Contact Regan Olvey at rolvey@bizjournals.com or 614-220-5484.

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Tax Reform Update Seminar

Sweeping tax changes were recently enacted with the passage of the Tax Cuts and Jobs Act.  Virtually all individual and business taxpayers will be affected by this new legislation. Please join us for our Tax Reform Update as we walk through the largest tax changes for businesses and individuals in over 30 years.  Participants can earn up to 2.5 CPE credits in Tax in this group live training session (no prerequisites or advanced preparation required).

Topics Include:

  • Reduced tax rates for individuals and a flat corporate tax rate
  • Special deduction for owners of pass-through entities
  • Significant reductions for 1040 itemized deductions
  • 100% bonus depreciation expense for certain business assets
  • Changes to the Alternative Minimum Tax rules
  • Increase in estate and gift tax unified credit

THE EVENTS WILL TAKE PLACE IN FOUR LOCATIONS:

  • Canton 1/29
    Walsh University Conference Center, Walsh University
    2020 East Maple Street North Canton, Ohio 44720
    Registration at 1:30 p.m., program 2:00 to 4:30 p.m., reception to follow
  • Delaware 1/30
    SourcePoint
    800 Cheshire Rd, Delaware, OH 43015
    Continental breakfast will be served.
    Registration and continental breakfast at 9:00 a.m., program 9:30 a.m. to 12:30 p.m.
  • Columbus 1/30
    Crowne Plaza Columbus North
    6500 Doubletree Ave. Columbus  OH 43229
    Registration at 1:30 p.m., program 2:00 to 4:30 p.m., reception to follow
  • Cleveland 2/1
    Embassy Suites – Cleveland-Rockside
    5800 Rockside Woods Blvd N, Independence, OH 44131
    Registration at 1:30 p.m., program 2:00 to 4:30 p.m., reception to follow

FEE: None

QUESTIONS: Call Diane Gallagher at 216.344.5240 or email her at info@maloneynovotny.com

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Real Estate Forecast 2017

Cleveland, Ohio - Maloney+NovotnyJoin Maloney + Novotny and NorthStar Title on Thursday, January 4th from 3 p.m. to 5 p.m. at Windows on the River (2000 Sycamore Street Cleveland, OH 44113) for the much anticipated Real Estate Forecast 2018 Commercial Seminar. This presentation features Paul Speyer, Principal at Maloney + Novotny LLC, who will present the latest information on the tax reform. In addition, Dr. Ted Jones, Chief Economist – Senior Vice President for Stewart Title Guaranty Company, will present his annual Economic Forecast. There will also be a reception to follow. Real Estate Continuing Education (Real Estate Agents) as well as Continuing Legal Education (Attorneys) are available for this presentation. You can register for the presentation here.

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Not-For-Profit Update Seminar

Not-for-Profit Update SeminarPlease join us for a half-day Not-For-Profit Update Seminar hosted by Maloney + Novotny. Not-for-profit professionals are invited to come and learn about the most recent updates and information in accounting, IT Security, Form 990, Charitable Leadership as well as the latest 403b Department of Labor changes. Participants can earn up to 4 CPE credits in Tax, Audit and Specialized Knowledge fields of study in this group live training session (no prerequisites or advanced preparation required).

PRESENTATIONS INCLUDE:

Charitable Leadership–Beth Short, Charitable Law Section, Office of Ohio Attorney General Mike Dewine
Accounting & Audit Update–Mike Mullee & Matt Maloney, Shareholders, Maloney + Novotny
IT Security Awareness–Dale Dresch, IT Audit Manager, Maloney + Novotny
Form 990 Update–Chris Anderson, Shareholder, Maloney + Novotny
Department of Labor & 403b–Dave Reyes, Shareholder, Maloney + Novotny

SCHEDULE:

12:30 p.m. registration
1:00 p.m. – 4:45 p.m. program
reception to follow
NO FEE

For more information please contact Maloney+Novotny at info@maloneynovotny.com

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Ethics Seminar “Conduct Beyond Reproach” November 1st

Ethics Seminar, November 1st - Maloney+NovotnyMaloney+Novotny Ethics Seminar “Conduct Beyond Reproach” will be held on Wednesday, November 1st, 2017 from 1 p.m. to 4 p.m. at the Crowne Plaza 6500 Doubletree Ave. Columbus OH 43229 with a reception to follow. Attendees can earn 3 hours of required ethics training (CPE for CPA’s only) for attending the complete session.

Laura Hay from the Ohio Society of CPAs will present the ethics training program to help you gain perspective on applying an ethical decision making framework to issues facing finance professionals on a daily basis.  Upon completion, participants will be able to:

  • Describe the core ethical factors attributed to the finance profession
  • Identify the steps required in the ethical decision making process
  • Describe factors contributing to ethical drift
  • Describe the relationship between ethics and risk management

Advance registration is required and space is limited. There is no fee to attend. Click here to register online for the Maloney+Novotny Ethics Seminar “Conduct Beyond Reproach”.

If you have any questions or need to cancel your registration, please contact Diane Gallagher at (216) 344-5240 or dgallagher@maloneynovotny.com. We look forward to seeing you on November 1st!

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Lorain County Economic Summit

Lorain County Economic Summit sponsored by Maloney + NovotnyMaloney + Novotny is proud to sponsor the First Annual Economic Summit presented by the Lorain County Chamber of Commerce. The Summit will be held at the LCCC Spitzer Conference Center on Tuesday, May 9th from 8:30 a.m.to 12:30 p.m. The purpose of The Summit is to spur dialogue between businesses, educational partners, elected officials, philanthropic and non-profit entities. The Summit will provide a forum to talk about opportunities for collaborative initiatives and strive to identify and stimulate current and future actions beneficial to Lorain County. Cost for the Lorain County Economic Summit is $20 for Lorain County Chamber of Commerce members and $30 for non-members. Registration is required an can be processed online by clicking here.

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Family Business Forum May 3rd

Crain's Family Business Forum sponsored by Maloney + Novotny

On Wednesday, May 3rd, Maloney + Novotny, LLC will sponsor Crain’s Family Business Forum at Cleveland Metroparks Zoo – Stillwater Place  3900 Wildlife Way Cleveland, Ohio, 44109. Registration, networking and breakfast will start at 8:00 a.m., with opening remarks starting at 8:30 a.m.  The forum will feature Keynote Speaker, Jane Grote Abell, Chairwoman of the Board, Founding Family Member of Donatos Pizza.

Hear from a panel of successful longtime family business leaders and other experts on how to capitalize on the advantages and overcome the challenges of being a family business and create sustainable growth over generations. Noted international speaker and author Andrew Keyt, president of Family Business Network North America, will guide participants through a hands-on workshop to create a “family constitution” to guide the leadership, interpersonal and succession strategies of their family business.

Lunch will be served as we honor one of Northeast Ohio’s most notable family businesses with the Longevity Award, and present the Leon A. Danco Award, given annually to a champion of family business success. Click here for more information and to register.

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