Accounting

4.28

Law Firm Accounting: What Every Solo and Small Firm Lawyer Needs to Know

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Idaho CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
OnDemand
5 hours 52 minutes
Bonnie Mackey
Michael Polis
Jill Scher
Hubert Klein
Steve Manekin
Lydia Lawless
Harold Moeller
Russell Ephraim
With Bonnie L. Mackey from Levin, Silvey, Zelko & Mackey, P.A. + 7 others
Recorded August 22, 2025.
Product ID 100641

Buy This Course

Course Includes
$389

OnDemand Video

Course Book Download

Overview

Top Tools for Legal Accounting, Preventing Common Tax Mistakes Small Firm Lawyers Make, and More

Build your skills! In this comprehensive course, our distinguished faculty delve into the nuts and bolts of law firm accounting. Uncover practical guidance for planning your estimated tax payments, explore top tools solo and small firm attorneys use for legal accounting, and much more. You can't afford to miss this indispensable program - register today!

  • Get a rapid-fire overview of key accounting concepts and terms.
  • Examine best practices for expense management and budgeting.
  • Find out how to ensure smooth client payments and timely collections.
  • Discover the dos and don'ts of tax planning for solo and small firm lawyers.
  • Sidestep common landmines in law firm accounting.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Law Firm Accounting: Core Terms and Concepts for Small Firm Lawyers
  2. Expense Management and Budgeting for Sustainable Growth
  3. Perfecting Timekeeping and Billing: Building a Case Budget
  4. Keep the Cash Flowing! Ensuring Smooth Client Invoicing, Payments, and Timely Collections
  5. Boosting Your Bottom Line: Tax-Planning Essentials for Small Firm Attorneys
  6. Legal Accounting Software: Finding the Best Fit for Your Firm
  7. 5 WORST Mistakes Solo Attorneys Make With Legal Accounting
  8. Ethical Law Firm Accounting: Managing Trust Accounts and Beyond

Related Topics

Product ID 100641

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Idaho CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total

Credit Details by Jurisdiction

OnDemand Video

CLE Credits
Alaska CLE Reciprocity · 6 Total Credits
  • 1 MECLE Ethics

Earn Until

OnDemand - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 6.0 hours of credit, which includes 5.0 hours of MCLE credit and 1.0 hour of MECLE credit.

Video Download - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 6.0 hours of credit, which includes 5.0 hours of MCLE credit and 1.0 hour of MECLE credit.

Alabama CLE Approved · 6 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Alabama CLE - 6: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 6.0 on-demand credit hours, including 1.0 ethics/professionalism credit.

Arkansas CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Arkansas CLE - 6: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 6.0 hours of on demand continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Video Download - Arkansas CLE - 6: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 6.0 hours of on demand continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Arizona CLE Approved · 6 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.

Video Download - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.

California CLE Approved · 6 Total Credits
  • 1 Legal Ethics

Earn Until

OnDemand - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 6.0 hours of participatory credit, of which 1.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Video Download - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 6.0 hours of self-study credit, of which 1.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Colorado CLE Approved · 7 Total Credits
  • 1.2 Professional Responsibility

Earn Until

OnDemand - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 7.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.

Video Download - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 7.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.

Connecticut CLE Approved · 6 Total Credits
  • 6 Ethics/Professionalism

Earn Until

OnDemand - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 6.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 6.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Delaware CLE - 6: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 6.0 hours of eCLE credit, including 1.0 hour of ethics.

Florida CLE Approved · 7 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Florida CLE - 7: Approved by The Florida Bar, this program qualifies for 7.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).

Video Download - Florida CLE - 7: Approved by The Florida Bar, this program qualifies for 7.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).

Georgia CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.

Video Download - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.

Idaho CLE Approved · 6 Total Credits
  • 1 Legal Ethics/Professional Responsibility

Earn Until

OnDemand - Idaho CLE - 6: Approved for 6.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 1.0 self-study legal ethics or professional responsibility credit.

Video Download - Idaho CLE - 6: Approved for 6.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 1.0 self-study legal ethics or professional responsibility credit.

Maine CLE Approved · 6 Total Credits

Earn Until

OnDemand - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit

Video Download - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit

Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit

Minnesota CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Minnesota CLE - 6: Approved for 6.0 hours of standard on-demand CLE credit, including 1.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 6: Approved for 6.0 hours of standard on-demand CLE credit, including 1.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 6 Total Credits

Earn Until

OnDemand - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.

Video Download - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.

Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 6 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.

Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.

Montana CLE Approved · 6 Total Credits
  • 1 Professional Fitness and Integrity

Earn Until

OnDemand - Montana CLE - 6: This program qualifies for 6.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.

Video Download - Montana CLE - 6: This program qualifies for 6.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.

North Dakota CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - North Dakota CLE - 6: North Dakota attorneys completing this program may claim 6.0 North Dakota self-study CLE credit hours, including 1.0 hour of self-study ethics credit, on the Report of Compliance.

Video Download - North Dakota CLE - 6: North Dakota attorneys completing this program may claim 6.0 North Dakota self-study CLE credit hours, including 1.0 hour of self-study ethics credit, on the Report of Compliance.

Nebraska CLE Approved · 6 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.

Video Download - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.

Nevada CLE Approved · 6 Total Credits
  • 1 Ethical Considerations

Earn Until

OnDemand - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.

New York CLE Approved · 7 Total Credits
  • 6 Law Practice Management
  • 1 Ethics/Professionalism

Earn Until

OnDemand - New York CLE - 7: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 6.0 hours can be applied to the law practice management requirement and is approved for experienced attorneys. 1.0 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Video Download - New York CLE - 7: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 6.0 hours can be applied to the law practice management requirement and is approved for experienced attorneys. 1.0 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Ohio CLE Approved · 6 Total Credits
  • 1 Professional Conduct

Earn Until

OnDemand - Ohio CLE - 6: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 6.0 self-study CLE credit hours, including 1.0 hour of attorney professional conduct instruction.

Video Download - Ohio CLE - 6: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 6.0 self-study CLE credit hours, including 1.0 hour of attorney professional conduct instruction.

Oklahoma CLE Approved · 7 Total Credits
  • 1 Legal Ethics

Earn Until

OnDemand - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 7.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.

Video Download - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 7.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.

Oregon CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Oregon CLE - 6: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 5.0 hours of general continuing legal education credit and 1.0 hour of ethics credit.

Video Download - Oregon CLE - 6: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 5.0 hours of general continuing legal education credit and 1.0 hour of ethics credit.

Pennsylvania CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 6.0 hours of distance learning credit, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Video Download - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 6.0 hours of distance learning credit, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Tennessee CLE Approved · 6 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Tennessee CLE - 6: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.0 hours of Distance Learning credit, including 1.0 hour of ethics/professionalism (EP) credit.

Utah CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Utah CLE - 6: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 6.0 hours of self-study CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.

Video Download - Utah CLE - 6: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 6.0 hours of self-study CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.

Vermont CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.

Video Download - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.

Washington CLE Approved · 6 Total Credits
  • 5 Office Management

Earn Until

OnDemand - Washington CLE - 6: This program qualifies for 6.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure, 5.0 hours of Other Approved Subject Areas in the area of Office Management and 1.0 hour of ethics and professional responsibility.

Video Download - Washington CLE - 6: This program qualifies for 6.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure, 5.0 hours of Other Approved Subject Areas in the area of Office Management and 1.0 hour of ethics and professional responsibility.

Wisconsin CLE Approved · 7 Total Credits
  • 6 Law Practice Management

Earn Until

OnDemand - Wisconsin CLE - 7: Approved for 7.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners, including 6.0 hours of law practice management (LPM).

Video Download - Wisconsin CLE - 7: Approved for 7.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners, including 6.0 hours of law practice management (LPM).

West Virginia CLE Approved · 7.2 Total Credits
  • 6 Office Management
  • 1.2 Ethics

Earn Until

OnDemand - West Virginia CLE - 7.2: This program qualifies for 7.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit and 6.0 hours of pre-recorded office management, under the West Virginia Rules for Mandatory Continuing Legal Education.

Video Download - West Virginia CLE - 7.2: This program qualifies for 7.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit and 6.0 hours of pre-recorded office management, under the West Virginia Rules for Mandatory Continuing Legal Education.

Course Book (PDF Download)

CLE Credits
Maine CLE Approved · 6 Total Credits

Earn Until

Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit

Missouri CLE Approved · 6 Total Credits

Earn Until

Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 6 Total Credits

Earn Until

Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Law Firm Accounting: Core Terms and Concepts for Small Firm Lawyers

  2. Expense Management and Budgeting for Sustainable Growth

  3. Perfecting Timekeeping and Billing: Building a Case Budget

  4. Keep the Cash Flowing! Ensuring Smooth Client Invoicing, Payments, and Timely Collections

  5. Boosting Your Bottom Line: Tax-Planning Essentials for Small Firm Attorneys

    1. Tax Implications of Various Law Firm Structures (Sole Proprietorship, LLC, etc.)
    2. Deductible Expenses: Key Deductions Specific to Law Firms
    3. Preparing for Tax Day: Planning Your Estimated Tax Payments
    4. Alarmingly Common Tax Mistakes That Small Firm Lawyers Make
    5. Tax-Saving Tips You'll Wish You Knew About Sooner

  6. Legal Accounting Software: Finding the Best Fit for Your Firm

  7. 5 WORST Mistakes Solo Attorneys Make With Legal Accounting

  8. Ethical Law Firm Accounting: Managing Trust Accounts and Beyond

    1. Trust Accounting and IOLTA Accounts: Handling Ethical Issues
    2. Watch the Clock: Ethical Considerations in Timekeeping
    3. Ethical Considerations When Collecting Debts From Former Clients
    4. Protecting Attorney-Client Privilege When Working With Tax Advisors and Accountants
    5. Reporting Professional Misconduct When You Observe Accounting Malfeasance

Who Should Attend

This program is designed for attorneys. Business owners, law office administrators, accountants, and paralegals may also benefit.

Speakers

Bonnie L Mackey
Bonnie L.
Mackey
Levin, Silvey, Zelko & Mackey, P.A.
Michael G Polis
Michael G.
Polis
Wilke Fleury
Jill Scher
Jill
Scher
CBIZ Inc.
Hubert Klein
Hubert
Klein
Eisner Advisory Group LLC
Steve Manekin
Steve
Manekin
Vallit Advisors, LLC
Lydia E Lawless
Lydia E.
Lawless
Kramon & Graham, P.A.
Harold C Moeller
Harold C.
Moeller
Law Office of Harold Moeller
Russell Ephraim
Russell
Ephraim
CBIZ Inc.
Speaker bio
Bonnie L Mackey

Bonnie L. Mackey

Levin, Silvey, Zelko & Mackey, P.A.
Bonnie Mackey

is a certified public accountant with the Florida office of Levin, Silvey, Zelko & Mackey, P.A., where her background includes all facets of accounting, including financial statement and tax preparation, as well as computer software and bookkeeping assistance. She is also a certified Quickbooks pro advisor. Ms. Mackey graduated from the University of South Florida with an extended B.S. degree in business administration and earned her MBA degree from Keller Graduate School of Devry University. In 2000, she earned her certified specialist in estate planning (CSEP) designation from the National Institute for Excellence in Professional Education, LLC, and in 2011 attained accredited estate planner status. Additionally, Ms. Mackey is an instructor for the Becker CPA Review course, an FICPA ethics course facilitator and a frequent lecturer on various topics. She is the past-president for the FICPA N. Dade S. Broward chapter, American Woman's Society of CPAs - S. Florida Affiliate, and the North Dade/South Broward Estate Planning Council, past treasurer for the Broward County Guardianship Association, National AWSCPA VP of Regions and on the Trust Advisory Board for MonarchCare, Inc., as well as its immediate past chair, in addition to the firm's other affiliations.

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Speaker bio
Michael G Polis

Michael G. Polis

Wilke Fleury
Michael Polis

is of counsel with Wilke Fleury. His practice focuses on Knox-Keene Act licensed health care service plans and insurance regulatory matters. In addition, Mr. Polis provides legal counsel to individuals and business entities on tax, bankruptcy and general corporate-related legal issues. He also teaches contract law and legal writing at U.C. Davis. Mr. Polis was an instructor at California State University, Sacramento, where he taught business ethics. He is a licensed CPA and a member of the State Bar of California, Sacramento County Bar Association and the California Society of Certified Public Accountants. Mr. Polis earned his B.A. degree from the University of California, Los Angeles and his J.D. degree from the University of the Pacific-McGeorge School of Law.

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Speaker bio
Jill Scher

Jill Scher

CBIZ Inc.
Jill Scher

CPA, MS, is a managing director in the Tax & Business Services Division at CBIZ Inc. With over 25 years of experience in public and private accounting, Ms. Scher has developed a stellar reputation for her ability to build strong relationships and apply her diverse experience, technical proficiency, and problem-solving skills across various industries including manufacturing, technology, cannabis, life sciences, pharmaceuticals, and green energy. Ms. Scher specializes in tax consulting, compliance, transaction structuring, and representation, advising on tax minimization and deferral strategies for companies and their owners. She is skilled at identifying tax and credit incentive opportunities such as research & development, work opportunity, and investment tax credits. She also advises on tax ramifications prior to potential transactions and has successfully assisted clients in the abatement of IRS and state penalties. A recognized expert in the cannabis industry, Ms. Scher supports companies with technology solutions, tax planning, and relationship building within the sector. She actively shares her knowledge through frequent speaking engagements and teaches classes on tax, technical, and professional ethics for continuing education to CPAs. Ms. Scher serves on the Board of the Long Island Capital Alliance (LICA) and the Executive Finance Committee of the Tesla Science Center. She previously served as a director on the Board of the Nassau Chapter of the New York State Society of CPAs. Ms. Scher holds a B.S. degree in accounting and an M.S. degree in taxation from the State University of New York at Albany. Currently with CBIZ Inc., a leading provider of accounting, tax, advisory, insurance, and HR solutions, Ms. Scher continues to contribute significantly to the firm's mission of helping clients manage finances, reduce risk, and improve performance. CBIZ, with over 10,000 employees and more than 100 offices worldwide, collaborates closely with CBIZ CPAs P.C., an independent CPA firm that offers audit, review, and other attest services.

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Speaker bio
Hubert Klein

Hubert Klein

Eisner Advisory Group LLC
Hubert Klein

is a partner with Eisner Advisory Group LLC. He specializes in providing litigation support, forensic accounting and business valuation services. Mr. Klein also has experience in providing traditional accounting services such as financial statement and tax return preparation, financial analysis, and consulting services for closely held businesses. In addition to being a certified public accountant, he earned his accredited in business valuation (ABV) and certified in financial forensics (CFF) designations from the American Institute of Certified Public Accountants (AICPA). Mr. Klein also received his credentials as a certified valuation analyst (CVA) from the National Association of Certified Valuation Analysts (NACVA) and as a certified fraud examiner (CFE) from the Association of Certified Fraud Examiners (ACFE). With more than 20 years of experience, he is frequently called upon as a technical resource in various litigation actions. Mr. Klein has consulted and provided services in matters including complex business valuations, due diligence analysis, fraud investigations, matrimonial proceedings, damage assessments, lost profit calculations, shareholder disputes, insurance claims analysis, succession planning, and estate and gift planning. In addition, he has served as an agreed upon neutral expert and as an expert witness appointed by judges in the above types of matters and to issue reports for the courts on these cases. Mr. Klein also has been appointed by various courts to serve as a receiver and court's independent forensic auditor in various civil litigation matters. He frequently speaks to groups on topics such as business valuation, financial issues related to matrimonial disputes, forensic accounting techniques, identity theft, internal control procedures and succession planning. Mr. Klein earned his B.S. degree, magna cum laude, from Johnson & Wales University, as well as his Associate of Science degree. He is a member of the AICPA, NJSCPA, NACVA, ACFE and Institute of Business Appraisers (IBA).

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Speaker bio
Steve Manekin

Steve Manekin

Vallit Advisors, LLC
Steve Manekin

CPA, is a managing director for Vallit Advisors, LLC, bringing over three decades of experience as a nationally recognized law firm consultant. He has worked with firms of all sizes, helping them optimize performance, improve profitability, and navigate complex business challenges. Mr. Manekin's expertise includes profitability analysis, law firm finance, governance, compensation systems, succession planning, and more. Before joining Vallit Advisors, he was a partner at Ellin & Tucker, where he co-founded the firm’s consulting practice, specializing in accounting, tax, and advisory services for law firms. As a managing director based in the Baltimore (Timonium) office, Mr. Manekin will continue serving law firms across the Eastern U.S., complementing Vallit’s expertise in dispute resolution, business valuation, and forensic accounting. He received his accounting certificate from University of Baltimore and B.A. degree from University of Maryland.

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Speaker bio
Lydia E Lawless

Lydia E. Lawless

Kramon & Graham, P.A.
Lydia Lawless

has an outstanding and well-earned reputation for handling high-profile cases in both the trial and appellate courts. She counsels lawyers and law firms in a range of matters and transactions, including compliance with professional responsibility and legal ethics, and risk management including legal malpractice, partnership and corporate structuring, merger transactions and separations, law firm management, fee disputes, conflicts and disqualification issues, confidentiality, and privilege. Ms. Lawless also serves as an expert witness and represents lawyers, law firms and other professionals in the defense of professional liability claims. With extensive experience conducting sensitive investigations involving a variety of subjects and transactions, Ms. Lawless represents commercial clients in corporate investigations and high-stakes business disputes. Before joining the firm, Ms. Lawless served as Maryland Bar Counsel. She was the youngest person and the first woman to be appointed to the role. During her tenure with the Attorney Grievance Commission, she earned a reputation as one of Maryland's finest trial and appellate lawyers. As the AGC's chief investigator and administrative prosecutor, Ms. Lawless has worked on numerous high-profile cases and argued more than 35 cases before the Supreme Court of Maryland. Ms. Lawless is an adjunct professor at the University of Maryland Francis King Carey School of Law where she teaches legal profession and serves on the Board of Maryland Volunteer Lawyers Service. Ms. Lawless also served as a leader of the Equity and Ethics transition team for Maryland Attorney General Anthony G. Brown. She is a frequent lecturer for state and local bar associations and government agencies. In 2017, Ms. Lawless was recognized by the American Bar Association with the prestigious Rosner and Rosner Young Lawyers Professionalism Award for her commitment to legal and judicial ethics, lawyer professionalism, and client protection.

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Harold C Moeller

Harold C. Moeller

Law Office of Harold Moeller
Harold Moeller

has worked in public sector procurement and contract management for the past 25 years. He recently retired from his role as program administrator (procurement) with Rutgers University Health Care, where he managed a series of 50 ancillary services contracts valued at $170 million annually in support of the University's agreements to provide medical, mental health and dental services to inmates and residents of the state's correctional facilities. Mr. Moeller's continuing private practice of law at Law Office of Harold Moeller includes gaining access to electronic medical records to review petitions for guardianships. He earned his M.P.A. degree from California State University at Long Beach and his J.D. degree from City University of New York School of Law. Mr. Moeller is admitted to practice law in New Jersey and New York, and holds certification as a Certified Professional Contract Manager (Lifetime) from the National Contract Management Association. He has taught procurement and contract management courses as an adjunct faculty member in the M.P.A. programs at Troy University, Old Dominion University and Rutgers-Newark.

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Russell Ephraim

Russell Ephraim

CBIZ Inc.
Russell Ephraim

is managing director with CBIZ Inc. He earned his undergraduate degree from University of Albany and his masters degree in taxation from City University of New York - Baruch College Zicklin School of Business.

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