Clifton Gunderson will present the free webinar “Estate Planning Valuation Issues – Identify Risks to Protect Clients” on Wednesday, Nov. 17 at 1 p.m. Valuation expert Timothy Muehler will discuss key assumptions that can dramatically impact the value of a company; the dangers of “value formulas” in buy-sell agreements; and what pre-sale issues must be addressed before going to market.

Registration is required at For questions about the event, please contact Kathy Kiedrowski at (608) 662-8679 or One CLE credit is available.

Kolb+Co. will present the seminar “Retirement Plans with Benefits” on Wednesday, Nov. 3 from 8 to 9 a.m. at its facility, 13400 Bishop’s Lane, Suite 300, Brookfield. The seminar will cover how to maximize benefits realized through retirement plan design and some of the changes that have and will impact businesses this year.

Register here:


Clifton Gunderson will present the seminar “Alternative Investment Strategies for Not-for-Profits” on Thursday, Oct. 28 at 1 p.m.

Key points to be presented during this free webinar include:

  • The definition of alternative investments and how they are valued.
  • Management’s responsibility when investing in alternative investment vehicles.
  • The auditor’s role when an organization has invested in alternative investments.
  • Tax implications of investing in alternative investments.

Registration is required at For questions about the event, please contact Nicole Meeks at (715) 295-5418 or One CPE credit is available.

RitzHolman CPAs will present the seminar “Nonprofit Financial Management Update,” on Tuesday, Nov. 16 from 8:30 to 10:30 a.m. at IndependenceFirst, 540 S. 1st St., Milwaukee. The event will focus on topics such as the health care reform tax credit, an update on 403(b) plans and the best practices for financial information in annual reports. The seminar is free and a continental breakfast will be provided. To register, please contact Missy Barkelar at or call 414-390-1182 by Wednesday, November 10.



The Financial Planning Association of Southeastern Wisconsin will present its “Financial Planning Symposium” on Thursday, Oct. 28 from 7:30 a.m. to 5 p.m. at the Country Springs Hotel, 2810 Golf Rd., Waukesha. Cost is $328 for FPA members, $388 for non-members. For information or to register, visit

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