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Wednesday, October 16, 2024 In-personEssex Chapter, Morris/Sussex Chapter

Increase Your EBITDA: How to Add More Revenue to Your Bottom Line | Mergers and Acquisitions (E2410419)

8:00 AM - 12:00 PM EDT

NJCPA Learning Center

105 Eisenhower Parkway, Suite 300
Roseland , NJ 07068

4 CPE Credits in CS
New Location NJCPA Society Office

OVERVIEW

Discover what you need to know about the unregulated merchant credit card processing industry as well as the current landscape for mergers and acquisitions.

DESIGNED FOR

CPAs and accountants in public practice

BENEFITS

  • Understand the complex credit card processing ecosystem, including the varied players, the transaction lifecycle, processing methods, how to read a statement, timely issues surrounding surcharging programs and the rise in security breaches.
  • Gain knowledge about common merger/acquisition deal structures and what makes a successful M&A transaction.

HIGHLIGHTS

EBITDA:

  • Identify the real costs of payment processing and the silent equity partner you didn’t know you have.
  • Recognize where the hidden fees are on a statement, how to identify them and how to optimize a payment system.
  • Describe the lifecycle of a transaction and who gets paid on each transaction.
  • Review the difference between surcharging and cash discount programs, how to be compliant in New Jersey and what you need to know as an accountant.
  • Understand PCI compliance and how to mitigate additional risks.
  • Understand where opportunities to add more to your client's bottom line exist.

 

Mergers and Acquisitions:

  • Overview of the M&A landscape
  • Technical aspects of common deal structures, asset sales, F reorganizations and Sec. 338h 10 Transactions
  • Common tax-free corporate reorganizations

COURSE LEVEL

Basic

ADDITIONAL NOTES

NJCPA Food Drive

Donate today through the Essex & Morris/Sussex fundraising page and help us reach our goal: https://give.cfbnj.org/fundraiser/5772787.

Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.

INSTRUCTORS

Joseph Andolino

Joseph Andolino, Esq.

Tax Director

Smolin, Lupin & Co., LLC.

Joseph Andolino is a Tax Director at Smolin, Lupin & Co., LLC. He is licensed as a Member of the Bar in New Jersey, New York, North Carolina and Michigan. Joe has 45 years of experience advising Fortune 500 companies, high-net worth individuals, and family businesses. Joe’s career specializes in finance, legal and tax engagements with an emphasis on international taxation. Joe previously served as a Corporate Tax Executive for Halliburton, Goodrich, Coltec Industries, and Allied Signal, Inc. He has extensive experience with corporate taxation globally.

Adam Feingertz

Adam Feingertz

Director of New Business

Merchant Advocate

Adam Feingertz(Director of New Business) has spent more than two decades working for fortune 500 and 1000 companies in Senior Level sales leadership and sales operations roles. He was instrumental in building and growing sales teams responsible for the SMB market to multinational enterprise accounts. Just prior to Merchant Advocate, Adam joined a merchant processor growing sales team in the northeast. In 2020 Adam joined Merchant Advocate and has been helping his clients save money and provide clarity into the unregulated industry of credit card processing. Adam graduated from Northeastern University with a degree in business and marketing.

PRICING

$75.00 - Member

$95.00 - Nonmember

$0.00 - Pass Holder

Register Today


Note: Online pre-registration will close on October 16 at 7:30 AM.

Registrations will be accepted at the door.

ADDITIONAL OPTIONS

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