TAX CORE TEAM LEADERS

Craig Chaney, CPA
Shareholder
Brock and Company CPAs, PC
Longmont, CO, USA

Jonathan Ciccotelli, CPA
Vice President
Meaden & Moore, LLP 
Wooster, PA, USA

Scott Kaplowitch, CPA
Partner
Edelstein & Company LLP
Boston, MA, USA

Kevin Bell, CPA
Partner
Kernutt Stokes LLP
Eugene, OR, USA

David Malcolm, CPA
Partner
Lanigan, Ryan, Malcolm & Doyle, PC
Gaithersburg, MD, USA

Daria (Dee) Palaschak, CPA
Partner
Sisterson & Co. LLP
Pittsburgh, PA, USA

Brian Stetina, CPA
Partner
Faw Casson & Co. LLP
Dover, DE, USA

Mary Walsh, CPA
Partner
James Moore & Co. PL
Gainesville, FL, USA

Teri Kaye, CPA
Partner
Daszkal Bolton LLP
Sunrise, FL, USA

Lance Weiss, CPA, CVA
Partner
SFW Partners, LLC
St. Louis, MO, USA

Nicole Harrigan, CPA
Partner
Regier Carr & Monroe, LLP
Tucson, AZ, USA

TAX WEBINAR

POST TAX REFORM STRATEGIES FOR CLIENT TAX PLANNING: MEMBER SHARING

Jan. 12, 2018 from 2 - 3 pm ET

Program Level: Advanced | Prerequisites & Advanced Prep: None
CPE: 1 hr. in Taxation | Delivery Method: Group Internet-Based

REGISTRATIONATTENDEES | NEW INSTRUCTIONS! CONNECT | ADD TO MY CALENDAR  

In wake of President Trump signing the Tax Cuts and Jobs Act in December, firms are discussing the best strategies for managing the biggest tax overhaul in decades. Join the AGN Tax Sharegroup for a roundtable to discuss client tax planning ideas. This will be an interactive event and we encourage everyone’s participation. 

Please email Cindy Frey with specific areas of the bill you’d like to see covered by the group and be ready to share.

Register today!



Our Facilitator:

Teri Kaye, CPA is a Partner at Daszkal Bolton. With more than 20 years in public accounting, she focuses on the tax planning and compliance needs of high net worth individuals, as well as emerging and small to mid-size companies. Teri also has significant experience in State & Local Tax (SALT). Teri is a Core Team Leader of the AGN Tax Sharegroup.  [learn more about Teri]
 

     

• Click Connect for connection information.
• Handout materials will be forwarded to participants shortly before the webinar. 
• Sign-up sheets are needed if you are meeting as a group; click Connect for more information.
• This webinar will be recorded; the recording and handouts will be sent to members and available in the Knowledge Bank after the webinar.
• AGN cannot award CPE for listening to the recording.

NASBA Requirements:
• Proctor to verify participation (if meeting as a group).
• 3 polling questions per 50-minute hour; participants must answer all questions to receive full CPE credit. 

Canadian Members: 
Submit your CPE certificate to your Provincial Institute to qualify for CPD.



   

 

NASBA REQUIRED info

Cost/Cancellation:  Members-only free webinar; notify Cindy Frey to cancel registration. 
Refund Policy:        n/a
Record Retention:  All CPE records are kept in the AGN database for 5 years
Complaint Resolution:  Contact Kathy Sautters, NA Regional Director, at 303-743-7880, option 1 

AGN International - North America Inc. 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.nasbaregistry.org

AGN International - North America, Inc. is also registered with the Texas State Board of Public Accountancy.