Contact

Leslie McCalla, MBA, CMA 
Oklahoma City Institute of Management Accountants 
405-436-9875 
oklahomacity.ima@gmail.com 

When

Wednesday, February 28, 2018 from 11:30 AM to 1:00 PM CST
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Where

Hefner Grill 
9201 Lake Hefner Parkway
Oklahoma City, OK 73120  


 
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OKC IMA Chapter Seminar -

Wednesday, February 28, 2018

     

OKC IMA proudly presents

 Todd J. Pefferman, CPA

Partner, BKD

"Tax Cuts and Jobs Act: What businesses and individuals need to know"

Biography

Todd has more than 19 years of public accounting experience and leads BKD's Oklahoma City tax practice. He is a member of BKD National Construction & Real Estate Group, BKD National Financial Services Group and BKD National Manufacturing & Distribution Group.

Todd provides specialized income tax planning, consulting and compliance services for individuals, corporations, partnerships and limited liability companies. He also provides employee benefit plan services and advises on retirement plan options.

Todd is a member of the American Institute of CPAs (AICPA) and Oklahoma Society of CPAs (OSCPA).

He was recognized by The Journal Record as one of its 2014 Achievers Under 40 and by the OSCPA as one of its 2015 Trailblazers.

He is a 1998 graduate of Missouri Southern State University, Joplin, with a B.S. degree in accounting and a minor in computer science.

Event Details

Hefner Grill will serve lunch from the following menu options:

  • Tabasco Caesar Salad with Grilled Chicken
  • Biltmore Club Sandwich with shoestring fries – ham, turkey, jack & cheddar, lettuce, tomato, bacon and mayo on wheat
  • Seafood Enchiladas – shrimp, scallops, and mushrooms, ancho cream sauce, red beans & rice
  • Drinks- Water, tea, or soda
  • Dessert options: Key Lime Pie or 6 Layer Chocolate Cake

Mr. Pefferman's presentation on Tax Cuts and Jobs Act qualifies for 1 hour of CPE.

Prices for this event are as follows:

  • Seminar and Luncheon (11:30 AM to 1:00 PM): Members $20; Guests $30, Student IMA Members Free
  • Prepaid Members and Guests may attend the event (11:30 AM to 1:00 PM) for no additional charge

Payment can be made at the door or at http://oklahomacity.imanet.org/payment.

The Board of Directors of the OKC IMA enjoys volunteering their time to provide our members and guests with affordable/quality CPE. We take pride in supporting the OKC Accounting and Finance community to meet continuing professional education requirements for CMA and CPA credentials.

You must be a member of the Institute of Management Accountants affiliated with the Oklahoma City Chapter to participate with discounted member benefits. Please visit the chapter website to download an OKC IMA Membership Application, or complete your application online at www.imanet.org.

Please remember to visit the OKC IMA Chapter Website for updates and future events. Thank you!

This course is designed for the busy accounting and financial professionals who needs to be able to answer those frequently asked taxed questions.  The quick hit topics presented in this course are based upon the authors frequently received tax questions and other tax curiosities.  This presentation is interactive.  Please, bring your phone, tablet, laptop or other internet connected device, to privately participate in the discussion. Objectives: • To gain an understanding of selected current tax topics. • To answer those tax questions that you always wanted to ask (and those questions you didn’t know you wanted to ask about). • Learn techniques for resolving certain tax problems that frequently occur. Designed For: CPAs, enrolled agents, accounting and finance professionals who want to learn about tax planning strategies that occur every day. Highlights: • “Pennies on the Dollar.”  Ever wonder about those TV ads where some talking head claims to be able to resolve your tax debt for pennies on the dollar?  We’ll explore what options most taxpayers have with IRS. • “Tax Deductions from Thin Air.”  As accountants and finance professionals, we want to believe that our tax laws are based on sound economic principals.  But, we’ll look at how to create a tax deduction from thin air.  (Based on a real Tax Court case.) • “The First Form 1040.”  It seems like the Form 1040 has been with us forever.  What did Form 1040 look like in its first year?  A brief look at our tax history, and how that information may influence your thinking on future tax reforms and other planning. • “Partnership Tax Audits.”  Like it or not, the tax rules for IRS examinations of partnerships are changing on January 1, 2018.  Are you prepared for this important change? • “Tax ID-Theft.”  We recently learned that identifying information for 143 million Americans was hacked from Equifax.  We’ll look at what you can do if your tax identity is compromised. • “In the Weeds.”  You say your dream is to give up that corporate finance job, and open a “weed” shop in Colorado?  Here is what the tax authorities will have waiting for you.