Gwynedd, PA: PA/DE Valley Chapter Meeting

Dec 04, 2018 01:00pm -
Dec 04, 2018 04:00pm

Event Description

 

The PA/DE Valley Chapter Chapter of the American Academy of Attorney-CPAs presents:

 

The Qualified Business Income Deduction 
Presented by: Bill Noll

This is the most significant change to the tax code in the past 40 years.  For owners of pass through entities a deduction of twenty percent of qualified business income will be taken after calculating taxable income before QBID.  Unfortunately, the deduction is unavailable for higher earning individuals who run specified service companies (law firms, healthcare practices, accounting firms and other licensed professionals).  We will cover what types of pass through income are eligible for the QBID, how the QBID can phase out and secondary tests which grant a QBID deduction to non-specified service high earning owners.  We hope to have a lively discussion, including recently issued regulations, about the implications of how the QBID will impact the structure of closely held businesses in 2018.

 

The Pennsylvania Supreme Court Disciplinary Committee

Presented by: Timothy Rausch

 This committee was established by the PA Supreme Court to enforce the high moral standing that is so integral to the law profession. The discussion will include a brief history of the Committee, its structure and its basis for its jurisdiction; the kinds of enforcement actions utilized and what to expect, an overview of recent actions; things to do, things to avoid and things that can go wrong; ending with an intro to the Lawyers Concerned for Lawyers sub-committee.

 

Exercising Your Appraisal Rights to Ensure Fair Value for Your Shares

Presented by: Eric M. Andersen

Increased attention is being paid to the appraisal of shares acquired as part of an announced merger and what this means for wealthy clients who own such shares (as opposed to mutual funds and exchange-traded funds). The presentation will include (a) the Dell case and why it is so important for the broader discussion of appraisal rights; (b) what appraisal rights are (c) recoveries in appraisal actions over the past several years; and, (d) the mechanics of exercising appraisal rights.

 
 

Date & Time

Tuesday, December 4, 2018

12:45 p.m.               Registration

12:50 p.m.               Lunch to be ordered from the William Penn Inn's Limited Menu

1:00 - 2:00 p.m.     Bill Noll - QBID

2:00 - 3:00 p.m.    Tim Rausch - Disciplinary Board

3:00 - 4:00 p.m.    Eric Andersen - Appraisal Rights

 

 

Location

William Penn Inn - The Hunt Room

1017 DeKalb Pike

Gwynedd, PA 19436

(At the intersection of Route 202 and Sumneytown Pike)

Education

This program qualifies for 2 hours of Substantive and 1 hour of Ethics (for Lawyers) and 3 hours of Continuing Professional Education (CPE) for Certified Public Accountants: 1 hour in Tax; 1 hour Business Law; 1 hour of Ethics. 

 

Cost

AAA-CPA Member or Affiliate: $25.00

Non-Member: $50.00


*Not an AAA-CPA member? Join now and attend this educational meeting for free! 

 

Who Should Attend: Attorneys, Certified Public Accountants, Business Professionals

 

Registration

We politely ask that you RSVP by November 30, 2018 by clicking on the "Register Now" photo. Please note  that you will be asked to create a new user profile (unless you already have an account). A cancellation fee of $5.00 will be applied to those cancelling after December 1, 2018. 

Questions may be directed to info@attorney-cpa.com or 888-ATTY-CPA ext. 2.

 

About the Speakers

 

Bill Noll is an attorney and CPA who combines a decade of experience as a trial lawyer in West Chester with decades of experience as a tax attorney and CPA.  It is this unique experience that gives Bill the ability to communicate legal strategies which can result in significant tax savings to his clients. 

Bill operates a CPA practice with a focus on providing tax consulting and tax compliance services to the owners of small businesses.  Bill's clients range in size from solo professionals up to businesses with 50 employees and over $10 Million in revenue.

 

Timothy Rausch is a CPA and attorney current employed by the Commonwealth of PA an Audit Specialist for the Department of Human Services. He maintains a private accounting and tax practice and he represents clients in the real estate, tax litigation and fiduciary matters.

 

Eric M. Anderson has been practicing as a CPA for over 20years providing appraisal and valuation services and as an attorney for 15 years specializing in litigation concerning fiduciary obligations in disputes between shareholders of corporations, partners in partnerships or members of limited liability companies.  

 

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and (M)CLE. Of course, the decisions of various state authorities determine the actual credit granted. Prerequisites: None. Advanced Preparation: None. Program Level: Overview. Delivery Method: Group-Live.

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org.

 
 
 
 
         

 


Event Type:Chapter Meeting
Early registration ends on Nov 12, 2018.
Regular registration starts on Nov 13, 2018 and ends on Dec 03, 2018.
Late registration starts on Dec 04, 2018.