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

TAX REFORM: WHAT WE KNOW NOW

May 23, 2018 from 2 - 3 pm ET

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

REGISTRATIONATTENDEES | CONNECT | ADD TO MY CALENDAR  

Now that busy season is in the rear view mirror, firms are taking a deeper dive into the best strategies for managing the biggest tax overhaul in decades. Join the AGN Tax Sharegroup for a discussion which will include tax planning ideas and the current understanding of the Tax Cuts and Jobs Act signed last December. 

This is a post-tax season discussion on tax reform and client planning. 



Our Speaker:

Joseph P. Nicola, Jr., CPA, JD, CVA is a Tax Partner with Sisterson & Co., LLP in Pittsburgh, PA. He has more than 25 years of experience in public accounting. Joe has experience in many diverse areas of taxation, including the taxation of and planning for various forms of business entities, such as corporations, partnerships, and limited liability companies. He also has considerable experience with individual income taxation. Joe is particularly experienced in federal and multistate tax matters that affect numerous industries, including natural resources, manufacturing, distribution, high technology, securities, and start-up businesses. He has consulted on technically complex matters, such as succession planning, corporate reorganizations, employee stock options, securities derivatives, partnership reorganizations and liquidations, and international tax matters. [learn more about Joe]
 

     

• 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.