Tax Advisors Update featuring Chris Hesse & John Werlhof – Portland

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Jan 21, 2020

Registration: 7:15 AM / Program: 8:00 AM - 4:15 PM

Fees

Member Fee: $339.00
Nonmember Fee: $439.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -169.00

Description

The CliftonLarsonAllen author team has developed a strategy-packed tax seminar created by tax professionals, for tax professionals, thus bringing practical insights to the latest developments affecting individuals and small businesses. You will walk away with a robust tax reference manual plus, further understanding on the Section 199-A final regulations and other guidance for the deduction for QBI, learn more on new IRS campaigns for identifying examination issues, key developments, and more.

Nationally recognized speakers Chris Hesse and John Werlhof will be co-presenting. Both speakers have a passion for teaching and share the unique perspective of being active CPAs in public accounting.

CLE (OR): Pending Approval
CFP: Pending Approval
IRS CE-Tax Update (PTIN): 8 Hours

Can't attend in person? Attend via live webcast! Note: due to the agreement with CliftonLarsonAllen, this conference will not be recorded.

Thank you to our sponsors:

Designed For

Tax professionals, whether in public practice or industry, who need to be aware of new federal tax legislation, IRS guidance, and recent court decisions.

Objectives

At the end of this session you will be able to: 

  • Evaluate debt for determining interest expense deductibility 
  • Identify SSTB vs non-SSTB activities and the effect on qualified business income
  • Explain entity structure to take advantage of the Tax Cuts and Jobs Act
  • Evaluate uncertain provisions of tax reform

Major Subjects

  • Dissect the final Section 199A regulations and other guidance for the deduction for Qualified Business Income
  • Recognize how suspended excess business losses affect the carryover year
  • Apply the suspended business interest expense, and compute excess taxable income in the carryover year
  • Review of IRS pronouncements, treasury regulations, and court cases
  • Real-world planning tips and illustrations from a practitioner viewpoint
  • Learn about the new IRS campaigns for identifying examination issues
  • Hear the important estate and gift, tax exempt, payroll tax, and other federal developments

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.


Leaders

Christopher Hesse

Chris Hesse, CPA, is a tax principal with over 35 years of tax experience in public accounting with regional and national CPA firms, and over 30 years of speaking and training experience before tax professionals on a variety of update topics. His career has included tax leadership of a 200-person practice, and extensive tax writing and analysis services. He is an author and instructor of Tax Advisors Update and Farm Taxation Update. Chris has spoken at numerous seminars and conferences throughout the country on taxation, agricultural and estate tax topics and is a past chair of the AICPA Ag Conference committee. He has testified before Congressional and legislative committees as well as presenting at IRS and Treasury Department regulation hearings. Chris has been instrumental in federal and state tax law changes, including an Alternative Minimum Tax provision affecting agricultural producers, farm income averaging, and Washington state excise and estate tax issues. Chris is currently serving as the vice-chair of the AICPA Tax Executive Committee and is a former chair of the AICPA S Corporation Technical Resource Panel.

Rev. 12/18

John Werlhof

John Werlhof, CPA, Is a tax principal in Roseville, CA and provides tax research and planning services to privately held businesses and their owners. He serves clients in all phases of the business cycle and has deep expertise in business acquisitions, dispositions, financings, and restructurings. He has authored articles which have been published in Corporate Taxation and Construction Accounting and Taxation. Werlhof has experience facilitating tax trainings for a Big 4 and regional CPA firms.