September 2019
QSSTs, ESBTs, IDGTs, QRTs . . . OMG! presented by Anthony A. Garcia, J.D., LL.M.
Issues and planning considerations surrounding the ownership of S Corporation stock by trusts. A discussion of income taxation of trusts and estates and how to report income and the appropriate deductions.
Read moreNovember 2019
31st Annual Tax Planning Seminar
The Basics of Basis Adjustments and Book Ups Under Section 754 An overview of adjustments and book ups under Code § 754. Presented by Andrea M. Paisley, J.D. The 4-1-1 on 401: Estate Planning for Qualified Retirement Plans and IRAs An overview of estate planning and income tax considerations when completing beneficiary designations, including the potential impacts of the SECURE Act. Presented by Anthony Garcia, J.D., LL.M. Profits Interests: Income Tax and Estate Planning Update An overview of current developments…
Read moreFebruary 2020
5TH ANNUAL MERGERS & ACQUISITIONS SEMINAR
MERGERS & ACQUISITIONS SEMINAR ~ 2/27/2020 8:00AM - 11:30AM, 4.0 CE/CFP Hours; 3.0 CLE Hours ~ $100 Registration Fee Andrea Paisley ~ Protecting Sellers. A review of common issues that arise when representing a seller in a sales transaction and what a seller’s advisors can do to mitigate risk, maximize proceeds and assist with the sales process. Katelyn Van Sickel ~ What Your Cap Table Says About You. An explanation of capitalization tables and structures as a key point of…
Read moreMay 2020
QUALIFIED OPPORTUNITY ZONES
5/21/2020 8:40AM - 9:30AM, 1.0 CPE/CFP Hours; 0.75 CLE Hours Qualified Opportunity Zones ~ Chris M. Goodrich. A review of recent developments effecting qualified opportunity zone investments, including issuance of the final regulations and COVID-19 emergence declaration. As a result of the current health situation, the CRADY JEWETT McCULLEY & HOUREN LLP May 21st Breakfast Seminar has been changed to a webinar. Registration is free, but limited, so register now. After registering, you will receive a confirmation email containing information…
Read moreJune 2020
Income Tax Issues for Distressed Companies
6/25/2020 8:40AM - 9:30AM, 1.0 CPE/CFP Hours; 0.75 CLE Hours Income Tax Issues for Distressed Companies ~ Peter J. Marmo. This presentation will consider several case studies on income tax issues associated with clients in financial distress, including the cancellation of indebtedness rules and new rules on net operating losses. As a continued result of the current health situation, the June 25th CRADY JEWETT McCULLEY & HOUREN LLP Breakfast Seminar has been changed to a webinar. Registration is free,…
Read moreJuly 2020
Who CARES about a SECURE Retirement in Times Like These?
1.0 CPE/CFP Hours; 0.75 CLE Hours Who CARES about a SECURE Retirement in Times Like These? ~ Anthony A. Garcia, J.D., LL.M. This presentation will be a discussion on the impacts of the SECURE Act and the CARES Act on Estate Planning with Retirement Assets. As a continued result of the current health situation, the July 23rd CRADY JEWETT McCULLEY & HOUREN LLP Breakfast Seminar has been changed to a webinar. Registration is free, but limited, so register now. After…
Read moreAugust 2020
Overview of Partnership Accounting and New Tax Return Reporting
1.0 CPE/CFP Hours; .75 Hours CLE. Overview of Partnership Accounting and New Tax Return Reporting ~ Jay R. Houren, J.D., C.P.A. This presentation will be a general overview of Partnership Accounting and the new Tax Reporting Rules. As a continued result of the current health situation, the August 27th CRADY JEWETT McCULLEY & HOUREN LLP Breakfast Seminar has been changed to a webinar. Registration is free, but limited, so register now. After registering, you will receive a confirmation email containing…
Read moreSeptember 2020
Planning for Outside Investment
Planning for Outside Investment, presented by Andrea M. Paisley, J.D., September 24th from 8:40AM to 9:30AM; 1.0 CPE/CFP Hours; .75 Hours CLE. A discussion of various capital structures for businesses considering outside investors as a source of funding, including the potential for and protections against “down rounds” in a volatile economy. Registration is free, but limited, so register now. After registering, you will receive a confirmation email containing information about joining the webinar via Zoom, as well as a link…
Read moreOctober 2020
32nd ANNUAL TAX PLANNING SEMINAR
Day 1 - Thursday, November 5, 2020, 9:00am - 12:45pm Katelyn Van Sickel, “The Basics of Stock Basis” - An overview of the importance of and guidelines for calculating stock basis. Andrea Paisley and David Rae, "Tax and Other Considerations Affecting Mergers & Acquisitions" - An overview of tax and other issues in Mergers & Acquisitions. Steven Lord, "Entity Selection for Owning Mineral Interests" - An overview of the different ways that mineral interests can be owned and the implications…
Read moreMarch 2021
POSTPONED ~ 6th Annual Mergers & Acquisitions Webinar
POSTPONED MERGERS & ACQUISITIONS WEBINAR DATE: Thursday, March 4, 2021 Due to the recent weather events across our area and the continuing effects of the pandemic, CJMH has decided to postpone the Mergers & Acquisitions webinar, currently scheduled for Thursday, March 4, until later this Spring. We hope that those who need additional time to rebuild and recover are able to do so quickly. We appreciate your understanding and patience. We will keep you informed and update…
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