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At Motz Wealth Management we pride ourselves on having a staff with the highest level of experience and education. Motz Wealth Management is committed to providing the educational resources necessary for our staff to remain competitive now and in the future so that we can provide clients with the highest level of service. The following list represents seminars attended and courses recently completed by Melissa:

  • Quickbooks Desktop: Transform Your Desktop Into an Online Collaborative Solution
  • International Tax and Asset Reporting Compliance for the Everyday Client
  • The Hackers Want Accountants' Info: Protecting Your Firm and Clients
  • Understanding the Emerging New World: From An Investment Perspective
  • Office Tools Workspace: Improve Delegation, Tracking, and Workflow
  • Representing the Innocent Spouse in Pre and Post Filing Tax Controversies
  • From Bad to Worse: When an Audit Goes Criminal Part II
  • Sales and Use Tax Compliance for Dummies
  • Bank Secrecy Act and Beyond - Understanding Currency and Monetary Reporting Reqs
  • PA LTC Partnership Refresher Course
  • Turbocharge Quickbooks with Billquick Project Accounting
  • Anti-Money Laundering Update 2016
  • Cambridge Complex Products Training 2016
  • 2016 Annual Compliance Meeting
  • Annual National Income Tax Workshop 2016
  • Ethics for the CFP Professional: CFP Board's Standards of Professional Conduct
  • ACPEN Signature 2016 Accounting and Auditing
  • MassHealth Long Term Care Plans and Programs
  • Challenging the Tax Man (Part I): Nuts and Bolts of an IRS Audit
  • They Why Behind the Rule
  • The Retirement and Non-retirement Investor
  • The Best Interest Contract Exemption
  • Level Fee Fiduciary and Small Accounts
  • Large Dollar Student Loans and Your Clients
  • What Happend Next? Inflation and the Impact of the Federal Reserve
  • Succession Planning - Facing the Challenge
  • Succession Planning part II - Case Studies and Panel Discussion
  • Understanding Reverse Mortgage as Part of a Retirement Distribution Plan
  • Global Trends and the Impact on CPAs
  • Planning Considerations for Non-traditional Households
  • Market Update - The Cycle Continues but the Risks are Rising
  • Understanding Tangible Property Repair Regulatios - Repair vs. Capitalization 
  • Implement Value Pricing: The 7-Step Formula Revealed
  • Trust Fund Recovery Penalty Basics
  • Planning Considerations for Non-traditional Households
  • Anti-Money Laundering Update 2017
  • 2017 Annual Compliance Meeting
  • Annual National Income Tax Workshop 2017
  • In-Kind Donations: Accounting and Recognition for Non-Profit Organizations
  • Retirement Realities for Today's Investors
  • Global Market Insights
  • Tax Reform: Overview
  • Mortgage Payments in Retirement: Tax Write Off or Ticking Time Bomb?


140 Clemens Rd., Suite 102, Harleysville, PA 19438

Phone:  215.513.6240      Fax:  215.513.1614

Email: admin@motzwealthmanagement.com

Website: www.motzwealthmanagement.com

Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.

Member FINRA & SIPC to residents of FL, MA, MO, NC, NJ, NM, OK, PA, & TN.  Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Motz Wealth Management are not affiliated.