With Registration Link! You Are Invited: BKMSH End of Year Tax Update

 

 

 

 

 

 

 

Submit questions with your registration!

We invite you to join us for a year-end update every tax practitioner needs to prepare for the upcoming 2021 tax season. In this webinar, panelists will cover tax law changes that have occurred over the last few months, and review other critical year-end update items. Topics will include individuals, estates and trusts, and business tax developments, the CARES Act, and potential tax changes as a result of the recent election.

Click here to register and submit your questions.

BKM Sowan Horan is registered with the Texas State Board of Public Accountancy as a sponsor of continuing professional education. We are currently not a NASBA registered CPE sponsor. As a result, we will be offering CPE for this webinar to Texas CPAs only. Eligibility for CPE will be determined upon registration, and certificates will be issued following the webinar.

 

Moderator: Tim Horan, Tax Partner

Tim has more than 35 years of experience in public accounting, equipping him to deal effectively on behalf of his clients on issues related to federal and state income tax planning and compliance. Through cost segregation studies, research and development tax credit studies, state income tax nexus studies, acquisition planning and other tax strategies, Tim has worked closely with clients on tax minimization.

 

 

Panelist: Brad Marckx, Tax Partner

Brad started his career approximately 25 years ago working as a revenue agent with the Internal Revenue Service (IRS). The background with the IRS and a Masters Degree in Taxation (MT) from University of Denver provides a solid foundation in helping businesses, both private and public. Brad’s area of concentration include federal and state tax planning and compliance, ASC 740, Accounting for income taxes (including documentation of uncertain positions), entity choice, and strategic plans and forecasts. Brad’s clients benefit from tax strategies that work with the short and long range business objectives. Listening to individuals and management teams’ objectives and educating on the tax options provides a collaborative approach. This may include state nexus, mergers and acquisitions, or other complex situations.

Panelist: Marci Stanley, Tax Director

Marci has more than 21 years of tax compliance and consulting experience. Her clients include high net worth family groups, closely held businesses, real estate, and mortgage banking companies. Other industries of focus are manufacturing and distribution, retail, and service sectors. She proactively works with her clients to identify opportunities and risks from a federal, state, and international tax perspective on both business and personal matters.

 

 

Panelist: Jill Carrier, Tax Senior Manager

Jill is a senior tax manager and has more than 18 years of tax accounting experience. She began her career in public accounting providing tax compliance and consulting services to a wide variety of industries with an emphasis on real estate and entrepreneurial businesses. Jill also spent 10 years in industry: serving for 5 years as a tax manager for one of the nation’s largest investment firms while focusing on large institutional investors and a large family office client; and serving as a tax manager for 5 years at a hedge fund in Fort Worth dealing with tax compliance/implementation issues for private equity funds and private investment funds.