Skip to content
ind-mega-bkgd-1

Insights to Fit Your Industry

Experience the knowledge of our top professionals with timely notifications about industry-specific changes through our insights resource page. 

Subscribe for our monthly e-newsletter as well as our events and webinars.
Let us help you track, manage, and grow. Your best option for trustworthy accounting, tax, and consulting services.
svcs-mega-bkgd

Your journey starts here.

Unlock your financial potential with our team of skilled professionals. We provide clear guidance to keep you compliant, craft smart tax strategies, and harness the power of technology to simplify your processes. Your success is our mission, and we're here to help you achieve your financial goals.
Ready to take that step forward?
Let us help you track, manage, and grow. Your best option for trustworthy accounting, tax, and consulting services.
Dallas Skyline

42ND CONTROLLERS' ROUNDTABLE

EVENT RESOURCES

law reports in library
PRESENTATIONEmployment Law Briefing: Insights and Best Practices

This presentation was presented on Thursday, June 18 at 8:20 am by Collin Brodrick, Fisher & Phillips LLP.

Access the presentation here.

Reach out to Collin at cbrodrick@fisherphillips.com

Risk
PRESENTATIONDriving Down Risk: What's Actually Happening in the Insurance Market

This presentation was presented on Thursday, June 18 at 9:20 am by Abby Lopez, SwingleCollins & Associates.

Access the presentation here.

Reach out to Abby at alopez@swinglecollins.com

Capital Building
PRESENTATIONState & Local Tax Insights for Dealers: Mid-Year Update

This presentation was presented on Thursday, June 18 at 10:30 am by Jon Wellington, J.D., Lane Gorman Trubitt.

Access the presentation here.

Reach out to Jon at jwellington@lgt-cpa.com

Handshake
PRESENTATIONKerrigan Advisors M&A Update

This presentation was presented on Thursday, June 18 at 1:00 pm by Gabe Robleto, Kerrigan Advisors.

Access the presentation here.

Reach out to Gabe at gabe@kerriganadvisors.com

dealership
PRESENTATIONAutomotive Market Outlook: Tariffs, Transactions, and Financing Trends

This presentation was presented on Thursday, June 18 at 3:00 pm by Charles Vetter & Patrick Sullivan, BMO Commercial Bank.

Access the presentation here.

Reach out to Charles at charles.vetter@bmo.com

Reach out to Patrick at patrick1.sullivan@bmo.com

Red Flags
PRESENTATIONAuto Dealer Best Practices and Common Red Flags

This presentation was presented on Thursday, June 18 at 4:00 pm by George A. Kurisky, Jr., JDKG Law.

Access the presentation here.

Reach out to George at gkurisky@jdkglaw.com

Coding
PRESENTATIONThe Changing World of DMS

This presentation was presented on Friday, June 19 at 8:00 am by Matthew Gillrie, The Gillrie Institute.

Access the presentation here.

Reach out to Matthew at matt@gillrie.com

Car Garage
PRESENTATIONWho’s Your Buddy? Understanding and Managing Factory Relationships

This presentation was presented on Friday, June 18 at 9:30 am by Joe Roesner, The Fontana Group.

Access the presentation here.

Reach out to Joe at jroesner@fontanagroup.com