(800) 257-8962 info@sourceadvisors.com

Speaking Engagements, Presentations & Events


More State CPA Society CPE Events | Coming 2022
Bedford develops CPE programming for many leading state CPA societies.  If your organization is interested in working with our experts, please contact our marketing team at info@bedfordteam.com

*Check back often as we continue to add to our 2022 schedule!


Introduction to Cost Segregation and Depreciation
Date: June 2, 2021
Speaker: Max Vignola, CCSP
This course will provide a solid understanding of the fundamentals of cost segregation and is designed for tax, accounting, and other professionals serving the real estate markets who are not yet familiar with this highly effective tax planning strategy.

Chat with Our Expert: When NOT To Do a Cost Segregation Study
May 19, 2021
Speakers: Greg Bryant, CCSP and Max Vignola, CCSP
Cost Segregation Studies are a great way to maximize your depreciation benefits on commercial property. Bedford has performed in excess of 14,000 studies since we opened our doors in 2002. In this webinar we will have a conversational discussion addressing a few of your top questions and concerns relating to the application of cost segregation and when it’s not the right move for you to make.

Basic Understanding of Accounting and R&D Tax Credits
Date: May 5, 2021
Speaker: Max Vignola, CCSP
This course is designed to introduce and inform business owners, tax advisors and those looking to gain a more detailed understanding of the research and development tax credit and the criteria which are needed to qualify.

Year-End Tax Update – Changes and Opportunities
Host: Strothman and Company
Held: December 15, 2020 | 8:00 AM
Speaker:  Karen Koch, CPA, MT
This seminar will provide an update on the tax changes that occurred earlier in the year and take a look at potential future legislation.

The Kentucky Society of CPA’s Virtual Commercial Real Estate Conference (Link to come)
Held: November 20, 2020
Speaker: Karen Koch, CPA, MT
This conference touched upon several topics including updates to the CARES Act, the effects of COVID on the current state of the market, gentrification and diversity,  cash balance plans and much more.

The Georgia Society of CPA’s Virtual Business & Industry Conference (Link to come)
Held: November 19, 2020
Debbie Rodkin |  Speakers: Karen Koch, CPA, MT & Greg Bryant, CCSP
This session was designed for tax, accounting, and business professionals looking to deploy various tax-centric strategies for commercial and residential rental real estate. Bedford covered many of the provisions contained in the TCJA and in the CARES Act that are available to property owners resulting in immediate tax savings and in many cases, generating tax refunds.


Interested in having one of our experts speak at your event?  Check out our speaker kits.
Greg Bryant, CCSP | Managing Partner
Karen Koch, CPA, MT | Partner

To book a speaker, please contact our marketing team at info@bedfordteam.com