Grassi

36th Annual Roth Conference
2024-03-17 00:00 - 23:59 (America/New_York) | The Ritz Carlton, Laguna Niguel, One Ritz Carlton Dr, Dana Point, CA 92629
Grassi’s SEC & Capital Markets Team is honored to be sponsoring the 36th Annual ROTH Conference at The Ritz Carlton, Laguna Niguel in Dana Point, CA from Sunday, March 17 – Tuesday, March 19.
This year’s conference will consist of 1-on-1 / small group meetings, company presentations, analyst-selected fireside chats, industry panels as well as opportunities for networking, entertainment and athletic charity events. There will be over 500 attendees from private and public companies across a variety of growth sectors including: Consumer, Technology & Media, Sustainability & Industrial Growth, AgTech, Energy, Metals & Mining, Healthcare Services and Insurance.
Make sure to visit our SEC & Capital Markets Advisors at the Grassi table located inside the exhibit area to learn the latest strategies you need to cross the finish line of your next financing transaction or compliance deadline.

Cannabis ESOPs: Why an ESOP is an Industry Game Changer
2024-03-12 13:00 - 14:00 | Online
On Tuesday, March 12, Grassi’s Cannabis Practice, Dentons and MBO Ventures will host the virtual panel discussion, Cannabis ESOPs: Why an ESOP is an Industry Game Changer.
Business owners who are considering selling their cannabis business should join Grassi moderator, John V. Pellitteri, to understand the Employee Stock Ownership Plan (ESOP) option, its significant tax advantages, the nuances of navigating an ESOP transaction and the needed approvals by regulators in your state.
This session will include a discussion of how cannabis businesses can:

Pay Zero Income Taxes: Uncover the strategies to pay zero income taxes by structuring your cannabis firm as an ESOP.
Double/Triple Your Cash Flow: Learn from industry experts how implementing an ESOP can lead to a significant boost in your cash flow.
Increase Worker Retention by 300%: Explore the powerful impact of ESOPs on workforce retention, potentially increasing it by up to 300%.
Sell Your Firm to Employees: Gain insights into the process of selling your cannabis business to your employees through an ESOP structure, fostering a sense of ownership and commitment.
Access Regulatory Guidance: Hear directly from experts on how to collaborate with regulators to ensure seamless ESOP approval in your state.

Register now to learn if an ESOP is the right transition strategy for your business.

2024 Annual Meeting and ACTEC 75th Anniversary
2024-03-06 00:00 - 23:59 | JW Marriott Phoenix Desert Ridge Resort & Spa, 5350 E Marriott Dr, Phoenix, AZ 85054
Grassi’s Trust & Estate team is honored to be sponsoring and attending the American College of Trust and Estate Counsel’s (ACTEC) 2024 Annual Meeting March 6 – 10 at the JW Marriott in Phoenix, Arizona.
ACTEC’s annual meeting facilitates both continuing education and collaboration by convening ACTEC Fellows, sponsors, and other attendees to explore emerging developments in trust and estate law and practice. Participants can earn Continuing Legal Education (CLE) credits while exchanging ideas with peers and expanding professional networks.
ACTEC is an esteemed organization comprised of expert trust and estate attorneys and law professors in the United States and globally. ACTEC Fellows are elected by their peers in recognition of their excellence and leadership in the field of trust and estate law. These highly skilled lawyers specialize in will and trust preparation, estate planning, probate procedures, and the administration of estates, trusts, guardianships, and conservatorships. Membership in ACTEC is reserved for lawyers who meet rigorous standards of experience and who are dedicated to continually elevating trust and estate legal practice.

Storytelling for Nonprofit Success
2024-02-28 12:00 - 13:00 | Live Video Session
Storytelling is the lifeblood of nonprofits. Impactful, authentic stories that spotlight those helped and convey profound human change cultivate emotional connections with donors and supporters. Vivid and inspiring stories rally teams around purpose and multiply donations, volunteers, partnerships – lifting the entire nonprofit. Effective storytelling can improve metrics that allow nonprofits to deliver on their promise.
Watch our webinar recording led by nonprofit storytelling experts to learn how impactful narratives can strengthen every aspect of your nonprofit.
You’ll discover:

Why donor-centered stories build essential support
How personalized stories drive volunteer recruitment/retention
Ways employee stories boost internal culture & productivity
How community stories create and increase awareness & partnerships
Tips for gathering, crafting & sharing authentic stories
How storytelling fuels overall nonprofit credibility & growth

Watch this session to gain actionable techniques to harness the motivational power of storytelling across your nonprofit. Hear real examples of how nonprofits of all sizes used stories to:

Increase donation revenue
Recruit more volunteers, faster
Rally employee passion & purpose
Expand community outreach

Tax Relief Act: What Contractors Need to Know
2024-02-05 11:00 - 12:00 | Live Video Session
Join Grassi’s Construction Team for this timely webinar on the recent House approved, bipartisan bill Tax Relief for American Families and Workers Act of 2024. Several of the bill’s provisions could directly impact your construction business. Our industry advisors provided an overview of key provisions and how they could benefit construction companies, including:

100% bonus depreciation through 2025
EBITDA-based interest deductibility through 2025
Retroactive R&D expensing for US work
Enhanced Section 179 small business expensing
Disaster tax relief

This webinar will help you understand the major tax extensions in this legislation and steps you can take to utilize them to maximize deductions and improve cash flow for your construction business.

Knowledge Sharing: Introduction to Financial Planning
2024-01-31 12:00 - 12:40 | Online
Join the SMPS-NY NJ Affiliate on Wednesday, January 31st for an informative virtual session centered around strategic financial planning for your firm. Aaron Rupper will guide you in comprehending the crucial aspects of effective financial planning to empower you in your role.

IMA Long Island Charitable Giving: Corporate Citizenship Virtual Event
2024-01-30 07:30 - 10:00 | Online
On Tuesday, January 30, join David M. Rottkamp, Grassi Partner and Nonprofit Practice Leader, at the Institute of Management Accountants – Long Island Chapter’s Virtual Event, Charitable Giving: Corporate Citizenship.
During this virtual event, David along with a panel of other philanthropy specialists will be discussing charitable giving and corporate citizenship strategies that benefit your company, employees, and community.
Featured panelists include:

Rod Ganis, Principal Consultant, Expense Reduction Analysts (Moderator)
David M. Rottkamp, Partner & Nonprofit Practice Leader, Grassi
Richard Peck, Independent Philanthropy Advisor, Richard C. Peck Consulting, LLC
Stephanie Alberts, Partner, Forchelli Deegan Terrana, LLP

Attendees are eligible to receive 2 CPE Credits for attending.

Microcap Conference, SEC and Capital Markets
2024-01-30 00:00 - 23:59 | Caesars Atlantic City Hotel & Casino, Atlantic City, NJ
Members of Grassi’s SEC and Capital Markets team will be attending the Microcap Conference, January 30th- February 1st, in Atlantic City, New Jersey.
The Microcap conference, hosted by DealFlow Events, gathers microcap investors and deal-makers under one roof for networking and technical programming.
Grassi advisors have years of experience auditing publicly held companies, helping them comply with the strict standards and scrutiny of the Public Company Accounting Oversight Board (PCAOB).
Grassi attendees include:

Lou Pizzileo, CPA, Partner
James McIntosh, CPA, MST, Partner
Sandra Stella, Business Advisor

Visit us at the Microcap Conference, and learn how we can help deliver compliance strategies and post-audit recommendations specific to your market sector.

ACEC New York Winter Conference 2024
2024-01-28 00:00 - 23:59 | Albany Capital Center, 55 Eagle Street, Albany, NY 12207
Grassi’s Architecture & Engineering practice is honored to again be sponsoring the American Council of Engineering Companies (ACEC) New York 2024 Winter Conference in Albany, NY from Sunday, January 28 – Tuesday, January 30.
Partner and Architecture & Engineering Practice Leader, Robert Brewer, will be moderating the first session of the conference, What You Need to Know About ESOPs, on Sunday, January 28. Technology Consulting Partner, Hassan Khan, will be co-presenting the session, Update on Risk & Artificial Intelligence: How Engineering Firms can Leverage Technology to Their Advantage, in Parallel Mitigating Associated Risks!, on Monday, January 29.
This year’s conference will bring together over 400 engineering professionals and exhibitors to network, learn the latest trends and best practices in the industry, and share ideas.
Click here to learn more about this annual conference and register now!

NYSSCPA 46th Annual Nonprofit Conference
2024-01-25 07:45 - 17:00 | New York Marriott Marquis at Times Square, 1535 Broadway, 6th Floor Broadway Ballroom, New York, NY 10036
Hassan Khan, Technology Consulting Partner, and Vanessa Gordon, Nonprofit Senior Manager, look forward to attending and speaking at the upcoming New York State Society of Certified Public Accountant’s (NYSSCPA) 46th Annual Nonprofit Conference.
Join Hassan & Vanessa’s industry track discussion, Taking Cybersecurity and Risk Management Seriously, at 2:35p.m. During this session, learn how cybercrime actors change techniques and why they target whom they do. Get tips on what to look for, how to avoid being targeted with social engineering, and actionable steps that can be taken to protect yourself and your organization.

2024 Opportunities & Challenges for the Construction Industry
2024-01-24 11:00 - 12:00 | Online
Grassi’s Construction Team and influential leaders representing major construction industry associations hosted an engaging webinar to review where opportunities and challenges lie for the construction industry as 2024 kicks off.
Panelists included:

Felice Farber, Executive Director, Subcontractors Trade Association
Marc Herbst, Executive Director, Long Island Contractors’ Association
Robert Briant, Jr., CEO, The Utility and Transportation Contractors Association of New Jersey

Key topics included:

Gateway, 2nd Avenue Subway and other infrastructure projects
The next wave of nonresidential construction
Workforce succession matters; in and out of the office
Other industry best practices and trends

As we began the new year, this was an opportunity to incorporate industry trends and changes into your strategic plan.
Click here to view the session recording to gain actionable insights for navigating the construction landscape in 2024.

Grassi Healthcare Advisors: Preparing for Health Care Facility Transformation Program IV and V
2024-01-16 12:30 - 13:00 | Online
The New York State Department of Health (NYSDOH) and the Dormitory Authority of the State of New York (DASNY) issued a Request for Applications (RFA) for the Statewide Health Care Facility Transformation Program IV and V. Funds will be awarded in the form of grants to support technological and telehealth projects that facilitate health care transformation activities.
On Tuesday, January 16th, Joseph Tomaino, CEO of Grassi Healthcare Advisors, Hassan Khan, Technology Consulting Partner, Jaime Rapps, Nonprofit Partner and Aspasia Tavantzis, Healthcare Consulting Senior hosted a live video session discussing specifics about the program, best practices for pursuing this new source of valuable funding and guidance to ensure you comply with all application requirements.

Subcontractors Trade Association Networking Breakfast
2024-01-10 00:00 - 23:59 | Club 101, 101 Park Avenue, New York, NY
Kick off the new year with the Subcontractors Trade Association, Grassi and your industry peers at the STA “Where’s the Work?” Networking Breakfast on January 10, 2024.
Top general contractors from across the NYC region will be on hand to talk to STA members in a tradeshow setup. Attendees will gain valuable networking opportunities, insights and forecasts from industry leaders for 2024 and beyond.
An expert panel, moderated by STA Executive Director Felice Farber, will feature Andrew Rein, President of the Citizens Budget Commission, Carlo A. Scissura, Esq., President & CEO of the New York Building Congress, and Carl Oliveri, Construction Practice Leader and partner at Grassi. We will explore the trends, challenges and opportunities that will define the construction landscape in the coming years.
