Cost
EARLY BIRD PRICE
In effect until the Wednesday prior to the meeting:
Member: $30.00
Non-Member: $40.00
Regular Price:
Member: $40.00
Non-Member: $50.00
Tax Law Changes Affecting Closely-Held Businesses:
A Big To-Do, Or Much Ado About Nothing?
Join us as we get some much needed answers from two local experts:
- Julie Bradlow - Tax Parnet at Milazzo Webb Law, PLLC
- Ann Clausen, CPA Daniel Ratliff & Company
Topic Description: This program will provide an overview of recent changes to the tax laws affecting closely-held businesses in the Tax Cuts and Jobs Act of 2017 and other legislative and regulatory guidance. Our panelists will highlight the planning opportunities in those tax law changes, as well as the traps for the unwary. Attendees should be able to leave this session with a few answers – or a few questions for their tax advisors! – regarding the potential benefits to them from these new laws.
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About our Speakers:
Julie Bradlow serves as a Tax Partner at Milazzo Webb Law, PLLC. Ms. Bradlow’s practice and background encompasses federal, state and international tax planning, tax controversy, employee benefits and executive compensation. A Yale University and University of Chicago Law School graduate, Julie was also a Jeopardy! contestant in 2017!
During her career, Ann Clausen has worked with business owners to reach their goals whether it was to grow their businesses, protect their assets or eventually retire. As a result, her business and tax experience is now extensive and includes professional service firms, manufacturing, retail, real estate, restaurants, and construction as well as high wealth tax planning for business owners. Her experience also includes extensive tax preparation and planning services in combination with business consulting. She works with business owners to utilize the federal and state tax laws to reduce their tax liabilities with techniques such as cost segregation studies and like-kind exchanges. Ann also represents her clients to settle federal and state tax issues. She is frequently a guest speaker on tax issues for local and national organizations. As a member of the community, Ann is involved in local organizations such as Women Executives and is the Financial Advisor to the UNCC Mt. Zion Jerusalem Excavation Project.
Parking at Byron's
For issues with the registration or payment process, or any other questions about this event,contact NAWBO Charlotte, nawbo@nawbocharlotte.org or 704-900-3067