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Tax Reform Readiness: Reevaluating Clients’ Choice of Entity (AICPA)

May 31, 2018 @ 1:00 pm - 2:45 pm

Jordon N.Rosen, CPA, AEP will be presenting a webinar organized by the AICPA on Tax Reform Readiness: Reevaluating Clients’ Choice of Entity.

Three times available:
May 31, 2018 – 1:00-2:45 ET
June 27, 2018 – 1:00-2:45 ET
July 24, 2018 – 1:00-2:45 ET

REGISTRATION: https://www.aicpastore.com/Tax/Business/tax-reform-readiness–reevaluating-clients–choice/PRDOVR~PC-WC1652701/PC-WC1652701.jsp

Should I remain an S corporation now that the C corporation tax rates were lowered? Did I hear there is a new deduction for business income for partnerships and S corporations? You are probably hearing these questions and many more from clients who need your insights to navigate the changing tax landscape.

Join this webcast for a practical discussion on tax reform’s impact on entity selection and other business issues. See real-life examples spelled out in black and white that compare the tax consequences of being a C corporation, S corporation or partnership/LLC under the new rules. We will also get you up to speed on other important tax changes for businesses.

Attend this webcast to understand the new rules and lead conversations with your clients who need your guidance to effectively plan for their future.

Learning Objectives

After you attend this webcast, you will be able to:

  • Help clients decide which entity type (C corporation or flow-through) is best for their situation.
  • Understand the impact of the 20% qualified business income deduction on pass-through entities.
  • Understand other new business provisions, such as changes to net operating losses, alternative minimum tax and the expansion of eligibility for the use of the cash method of accounting.

Who Should Attend This Event

  • Tax practitioners

SPEAKER BIO

Jordon N. Rosen, CPA, MST, AEP

Jordon N. Rosen, CPA, MST, AEP® is a director and shareholder in the Wilmington, Delaware CPA firm of Belfint, Lyons & Shuman, where he heads the firm’s estate and trust practice. Jordon also provides tax consulting and compliance services to the firm’s higher net worth clients and business owners. He is the Past President of the National Association of Estate Planners and Councils (NAEPC) and has served as president of the Delaware Estate Planning Council and the Chester County, PA Estate Planning Council. Mr. Rosen is also a member and past chair of the Delaware State Chamber of Commerce tax committee, is a member of the AICPA Trust, Estate and Gift Tax Technical Resource Panel, and is a member of the editorial board of Thomson Reuters Focus publication.

Jordon is a licensed CPA in Delaware and Pennsylvania and is a member of the Pennsylvania Institute of CPAs, Delaware Society of CPAs and the AICPA Tax Section. He also holds the designation of Accredited Estate Planner® and has been recognized as a 5-Star Wealth Manager by Philadelphia Magazine and Delaware Today.

Mr. Rosen is a frequently sought out speaker both locally and nationally on tax planning and related issues and has published more than 100 articles. He has been a frequent television and radio guest and a past host of Money Talk on 1450-WILM. He received his undergraduate degree in Accounting from Temple University and his Master’s degree in Taxation from Widener University.

REGISTRATION: https://www.aicpastore.com/Tax/Business/tax-reform-readiness–reevaluating-clients–choice/PRDOVR~PC-WC1652701/PC-WC1652701.jsp 

Venue

Webinar

Need Additional Information?

If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!