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Tax Reform Series - General Overview of Tax Reform

Course Description:
Congress has passed the largest and most comprehensive tax reform legislation in the past 30 years. Businesses and individuals alike are trying to figure out the tax implications and what this means for them in their current situation and moving forward. Many are asking for the basics of what's included in tax reform – what can I do now to save money, what deductions should I take advantage of, what strategies do I need to consider in the future and what am I not considering, that I should be. Our upcoming webinar series aims to arm you with the information and resources to navigate the new tax world.

Join us for one or all of our Tax Reform Update webinars. During these updates we will explore the key provisions, effective dates, how the current plan impacts you, and possible action items and next steps.

Learning Objectives:

• Discuss the current state of tax reform
• Identify both individual and business impacts and opportunities
• Outline available and lost deductions and improvements
• Identify entity selection/modification opportunities
• Review possible action steps

Presenters: Joe Kristan and Adam Sweet
Joe Kristan, CPA, Partner

Joe has been a tax practitioner since 1984. He works primarily with closely held businesses and serves the agriculture, distribution and manufacturing industries. Joe's extensive writing and teaching experience make him an effective communicator and advisor. He has authored pieces for the Tax Adviser, The Iowa Society of Certified Public Accountants newsletter, the Des Moines Register and the Des Moines Business Record, and he frequently gives both internal and external presentations related to tax reform.

Adam Sweet, JD, LLM, Principal
Adam has extensive knowledge in the area of partnership tax, including interpreting partnership agreements, allocation and distribution provisions, and issuing profits interests. He is also experienced with both the buying and selling sides of domestic and foreign joint ventures, as well as a variety of IRS controversy matters, including IRS exams and appeals hearings.

CPE Information
CPE Hours: 1 Hour
CPE Category: Taxes

Additional Information:
These are live-group seminars. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773.

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