Tax Reform Implications for Individuals and Businesses

Start time:
March 8, 2018 7:30 AM PST
Duration:
2 hours
Location:
Bellingham Country Club
3729 Meridian Street
Bellingham, WA 98225
(Map)
Contact:
Anna Bresnahan, Moss Adams, 509-777-0232
Cost to attend:
Complimentary

The Tax Cuts and Jobs Act presents sweeping changes for both businesses and individuals. Please join our tax professionals at the Bellingham Golf and Country Club for an overview of key tax reform provisions, including the complexities surrounding the changes to the international business tax.

Agenda:  Breakfast and check-in: 7:30-8:00 AM  |  Presentation: 8:00-9:30 AM

Register

Speakers

Michelle VanDellen, Partner, Moss Adams

Michelle is a leader in the firm's Private Client group. She has advised closely-held business, individual, trust and estate clients for over twenty-two years. She currently serves on the Boards of the Northwest Washington Estate Planning Council and the Boys and Girls Clubs of Whatcom County.

Tegan Long, Senior Manager, Moss Adams

Tegan has practiced public accounting since 2002. She is responsible for tax planning, consulting, and compliance for S corporations, partnerships, and individuals in the construction, manufacturing, consumer products and food processing industries. Tegan’s experience includes domestic and international tax planning, reorganizations and organizational structuring ASC 740 compliance, tax credit structuring and monetization, and various other tax issues relevant to S corporations and partnerships. She frequently consults on strategic tax planning and compliance matters for federal and multi-state activities.

Jessaca Tesarik, Senior Manager, Moss Adams

Jessaca focuses on cross-border tax compliance and planning for companies in the real estate and professional services industries. She advises businesses and individuals on federal and state taxes, international tax and foreign disclosure issues, entity structuring, cross-border real estate transactions and estate planning. She has spoken before business professionals in the US and Canada on a number of topics including entity structuring for foreign ownership of US real estate, cross-border tax implications of doing business in the US and tax planning for businesses and individuals.

Registration Form

 

CPE Information

Program Level:
Update
Credits:
Taxes: 1.5
Delivery Method:
Classroom
Learning Objectives:

After completing this training, participants will be able to understand key tax reform revisions, define the impact of the new tax plan on individuals and businesses, and define the impact of the new tax plan on clients with an international focus.

Advanced Preparation:

None

Prerequisites:

None

Target Audience:

CEOs and other C-level Executives; Individuals; Internal Accountants; Managers; Owners

Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Anna Bresnahan at 509-777-0232 or send her an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.