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.
Josh Hayes, CPA, Partner
Josh has more than 24 years of experience in public and private accounting. His areas of expertise include taxation of large international businesses, closely held businesses and the taxation of their owners. Josh provides guidance concerning acquisitions, spinoffs and other tax-free corporate reorganizations, from due diligence review of the transaction to post-closing implementation of the transaction. He specializes in multiple industries including manufacturing, transportation/distribution, wholesale/retail and real estate.
Andrea Mouw, JD, Principal
Andrea has more than 12 years of tax experience including federal, state, and international tax issues. She provides technical analysis and assists clients in resolving accounting method issues related to income and expense recognition, capitalization, cost recovery and inventories, including identifying and adopting appropriate accounting methods and filing accounting method change requests (Form 3115). Andrea also provides guidance regarding the Section 199 domestic manufacturing deduction and is familiar with the rules regarding the taxation of financial products and alternative investments.
Josh Rowley, CPA, Partner
Josh has more than 16 years of experience in accounting providing in-depth tax and accounting services to small business owners and their organizations. He’s conducted research and development credit analysis and calculations for clients and consulted on issues and challenges of taxation of flow-through entities. Josh also has experience working with software development companies, servicing their tax and accounting needs.
Registration & Lunch: 11:30 AM - 12:00 PM
Session: 12:00 PM - 1:00 PM
Q&A: 1:00 PM - 1:30 PM
CPE: 1 Credit
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.