Go Beyond Bookkeeping - Register Here
Law firms face a complex landscape of accounting challenges, from ensuring meticulous client trust account compliance to navigating fluctuating revenue and evolving regulatory requirements. Join Partner, Rebecca Sheppard, Esq., and Lombardo Ayers’ Joy Toews, CPA, CFE, Narkai Kamara-Tate, MBA, and Samantha Deangler, CPA on December 3rd at 2 PM to gain the knowledge needed to transform your firm's financial operations and move beyond basic bookkeeping.
They’ll discuss strategic insights into optimizing your tax strategies and adopting a scalable financial advisory model tailored specifically to the legal profession. By attending this session, you'll be able to:
- Analyze the critical accounting challenges law firms face, including complex IOLTA compliance risks and cash flow management.
- Explore the value of upgrading to a Client Accounting and Advisory Services (CAAS) model designed to provide ongoing strategic guidance.
- Identify how to implement proactive tax planning and utilize tailored tax strategies for partners and firm owners.
- Discover how clear, consistent financial reporting can drive internal decisions, measure profitability, and support firm growth.
About the Speakers
Rebecca Sheppard is a tax attorney and a Partner in the Tax Controversy practice group at Frost Law. Unlike many other tax professionals, Rebecca has used her tax and legal background to closely follow the legislative changes and relief programs, giving her a thorough understanding of the complexities of how businesses from all industries can maximize their claims for refundable tax credits. Her efforts have allowed her to recover significant refunds for many small and medium-sized businesses around the country.
Joy Toews has over 20 years of experience as an accounting and tax professional. She earned her Bachelor of Science from Gannon University and she brings in-house experience as a VP of finance and financial controller prior to joining the accounting firm. Her work with clients often involves tax, accounting, and outsourced CFO services.
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Narkai Kamara-Tate, is a business and financial consultant with over two decades of experience in both non-profit and for-profit sectors. She has a proven ability to manage full-cycle accounting operations for multi-million dollar firms, demonstrating strong leadership, interpersonal, organizational, and critical thinking skills. Narkai's strengths include budget preparation, cash management, financial reporting, and payroll administration.
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Samantha DeAngler is a Tax Manager at Lombardo Ayers & Company, LLC, where she helps individuals and businesses navigate various tax situations. She provides tax preparation services and offers insights on minimizing tax liabilities and protecting assets. Samantha contributes to a team that offers comprehensive accounting services, including bookkeeping and financial statement preparation, to support clients' overall financial health.