- This event has passed.
January 2019 Chapter Meeting
January 11, 2019 @ 11:30 am - 1:30 pm
Overview:
TOPIC: New Tax Planning Conversations Arising from the Tax Cuts and Jobs Act
SPEAKER: Mike Morales, CPA, MST
The 2017 Tax Cuts and Jobs Act changes many of the tax planning conversations planners have with clients and introduces new ones. Instead of reviewing all the changes of the tax law at a high level, our speaker Mike Morales will dig into some of the more interesting tax planning conversations that arise from the tax law changes and give us specific tax planning ideas to keep in mind when discussing those topics. Specific topics to be covered include Schedule A itemized deductions, Section 199A Qualified Business Income deduction, as well as other changes. Register Here.
Objective: Learn how to update and evolve the tax planning help you provide your clients in light of the new tax law.
Level of Complexity: Intermediate
1.5 hours CFP CE has been granted for this session by the CFP Board.
About the Speaker:
Mr. Morales joined Buchanan & Reed as a Manager in October 2014. Mr. Morales has been working in public accounting since 2005, and has been a certified public accountant since 2011. He provides excellent personal service to clients in areas such as accounting assistance, tax compliance, tax planning, and financial planning for Corporations, S-Corporations, Limited Liability Companies, Limited Liability Partnerships, Partnerships, Trusts, Proprietorships and Individuals.
Cost:
Early Registration thru January 7th: $40.00 members and first time visitors / $60.00 non-members.
At the door $60.00 for FPA members / $75.00 non-members.