The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. These sessions focus on recent federal tax issues impacting your organization, with a focus on major ramifications of the Tax Cuts and Jobs Act (TCJA) the CARES Act and subsequent legislation. It will address planning alternatives and the potential risks associated with those strategies.
Learn about how standards are changing for classifying employees and independent contractors. Understand changes the taxation of capital assets. Find out how to navigate federal interest limitation rules. Understand how the Tax Cuts and Jobs Act (TCJA) will affect your organization’s ability to carryback and carryforward business losses.
The AB5s of Employees and Independent Contractors: This session addresses the 20 factors the IRS uses to classify workers, with a focus on the severe tax penalties for misclassification. Expensing and Depreciating Business Assets: Recovering the cost of capital is a critical business skill, and Congress is constantly changing the rules to impact the economy. In this session, we will discuss the most recent tax depreciation rules and developments, as well as review the impact of TCJA and CARES Act changes. Navigating the New Interest Expense Limitation: Are you large enough to have your interest expense limited? This program will discuss how the new 30%/50% limit works and what happens to excess interest expense. COVID-19 Losses – Going Backwards and Forwards: 2The Tax Cuts and Jobs Act (TCJA) made turning business losses into tax refunds far more difficult. The CARES Act suspended and modified many of those changes. This session will dig into the new rules for deducting business losses. We will also address the new 5-year carryback, as well as amended returns and “quickie refunds.”
People who are, or aspire to be, chief financial officers.
Financial Management experience