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:
· What's included in tax reform?
· What can I do now to save money?
· What deductions are available?
· What strategies do I need to consider?
· What am I not considering, that I should be?
-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
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, and he assists with IRS controversy matters, including IRS exams and appeals hearing.
Jeri Self-Merritt, JD, CPA, Partner
Jeri joined Eide Bailly in 2017, bringing with her an impressive background as both a CPA and an attorney. Working primarily with closely held businesses and individuals, she provides truly comprehensive professional services, including tax compliance, construction taxation, business planning and tax planning.
Andrew McDirmid, CPA, Partner
Andrew provides tax and general practice services to privately held entities. He advises clients about choice of entity, and he implements federal and state tax planning strategies to help clients plan for and manage tax obligations. He advises on how to structure and implement retirement plans that allow business owners, key managers and employees to accomplish financial planning goals and maximize tax savings by using 401(K), SIMPLE, Defined Benefit, Cash Balance and other retirement plans.
Registration: 11:30 AM - 12:00 PM
Seminar: 12:00 PM - 1:15 PM
Q&A Panel: 1:15 PM - 1:30PM
CPE: 1.5 Credits
Field of Study: Tax
Delivery Method: Live Group Based
Program Level: Basic
Prerequisites: None Required
No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773.