Free Seminar and Slyman's Lunch (CPE credits for CPAs!)
Join us to learn about tax and financial savings and operational improvement opportunities for your company or clients. Also enjoy your choice of lunch from the original Slyman’s Restaurant!
Keynote speakers from BX3, Piatek Customs & Logistics, and SACS Investigative and Consulting Services will present (schedule and details below). CPA’s will earn 1 CPE credits for each topic attended (up to 3 CPE credits).
Attendance of all sessions is NOT required. Join us for any presentations your schedule permits that day – or just for lunch and networking at 12:40p.
Registration is required for this event. This is an invitation only event hosted by Quantitax IC-DISC Services. Please email info@Quantitax.com for more information about this and future events.
May 8, 2026 CPE Seminar and Luncheon Schedule:
LOCATION: Marriot Residence Inn (77/Rockside) – 5101 West Creek Road, Independence, OH, 44131
Attendance of all time slots NOT required. Please join us for any presentations your schedule permits that day – or just for lunch and networking. (Registration Required) – Up to 3 CPE credits total.
9:15 – Optional Pre-Session Coffee, Bialy’s Bagel Breakfast and Networking
10:00 – 10:50a – U.S. Trade Compliance Update- Focus on Maintaining Compliance for Small and Middle Market Importers (1 CPE credit) – Damon Piatek, of Piatek Customs and Logistics, will present on the evolving U.S. trade compliance landscape, covering CBP valuation rules, IEEPA and Section 232 tariffs, and the new Sec. 122 tariffs. Recent supreme Court decision on IEPPA tariffs and Court of International Trade updates will also be discussed. Expect updates on recent policy and enforcement changes and practical strategies to help importers maintain compliance amid shifting global trade conditions. Presented by Damon Piatek, (President/CEO) of Platek Customs & Logistics.
10:55 – 11:45a – Avoid Regret Before the Deal (1 CPE credit) – How gong beyond the typical background, reputation history, and security check “Before the Deal can be of the utmost importance for CPA’s, attorneys, and other advisors in any and all business engagements.
The dealmaker, on the other end, ONLY wants you to know all of his positive attributes and history. Without the TOTAL background knowledge and history you could end up with a “damaged deal.” Discussion of pertinent tools, precautions, and developments will be covered. Examples and case studies in personal and professional history investigations will be provided. Presented by Tim Dimoff, (President) of SACS Consulting and Investigative Services.
11:50 – 12:40– Transferable Clean Energy Credits: The Maturing of a Marketplace (1 CPE credit) – This Session XXXXXXX You will be fully up to speed on these changes and the current state of the market after this session, which will be presented by Mike Minihan, JD, (Managing Partner) of BX3.
12:40 – Lunch (the Original Slyman’s Restaurant Downtown!) Raffle Prizes and Networking. Desserts by Gentile’s Italian Bakery!