January 2019 Luncheon Meeting - SOLD OUT

CONTACT SUSAN ADAMS TO BE ADDED TO THE WAITLIST

New Tax Planning Conversations Arising from the Tax Cuts and Jobs Act

 Speaker: Mike Morales, CPA, MST

Meeting Description 

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.

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.

Speaker Biography

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.

Pricing and Registration (Lunch is included)

Register early!  Advanced pricing and online registration is available through January 7th:     

• FPA Members and First Time Visitors:  $40
• Non-Members:  $60

After January 7th:

• FPA Members:  $60
• All Non-members:  $75

Online Registration is open through Monday, January 7th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on Tuesday, January 8th.

Register Now!