Upcoming Events

The Opportunity Zone tax incentives program created as part of the 2017 Tax Cuts and Jobs Act continues to attract investor interest due to potential gain deferral as well as possible total gain exclusion upon exit (provided all requirements are met). Join us for a discussion of what we are seeing in the marketplace, including common issues for self-directed Qualified Opportunity Funds, planning opportunities for existing land owners and what investors may consider as their Opportunity Zone investments mature. We…

How can an owner-only business with no employees use a customized retirement plan to generate significant tax savings? If you own your business, have no employees (or very few) and have consistently high income that results in a huge annual tax bill, a customized retirement plan could help you hang on to some of your hard-earned money while kicking the tax can down the road. Join us for a webinar that will answer: Who is the right fit for this…

Reporting income and expenses in the proper period can generate valuable cash savings and help you avoid potential conflict with the IRS. The IRS has released new guidance that provides significant accounting method opportunities for taxpayers. Join us to learn more about recent developments in the area of accounting methods and periods, and learn what you should be doing to assure you are making the most of your revenue and expense recognition methods. Learning Objectives: Discuss current trends, developments, guidance…

At some point, we've all been the target of a phishing scam—the suspicious emails that appear to be from a known sender but in actuality come from a scammer requesting that you click a link, open an attachment, or provide personal information, ultimately giving the scammer unwanted access to private information. While some of these scams are easily identified, the art of phishing continues to evolve as does technology. With the multitude of devices becoming more and more prevalent, the…

Join us for our quarterly tax legislative update covering recent developments in proposed and enacted tax legislation. Staying up to date on areas affecting your situation is important and can allow you to better plan for changes that may be coming. Our National Tax Office Team will update you on the latest from Capitol Hill with a focus on how changes may affect you and your organization. Learning Objectives: Discuss the tax legislative landscape. Analyze pending regulations and IRS guidance.…

Planning for year-end can be overwhelming, but ensuring it is done right is crucial to the success and growth of your organization. Taking the right steps to prepare now can alleviate stress and better align you for a successful year-end. In this webinar, we will discuss rules, limits and important information to prepare you and your organization for year-end. We will also dive into the importance of compliance and strategic planning for reaching your year-end goals. Learning Objectives: Generalize the…