2581  |  In Person Training  |  Update  |  Scheduled

OSCPA's 2018 Federal Tax Update

Monday, November 5, 2018 8:30am - 4:30pm

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This one-day program, taught by nationally-known tax experts, Mark Mirsky, CPA, MST, CGMA, and Stephen Brooks, CPA, PFS, CFP®, will provide knowledge on the intricacies of the Tax Cuts and Jobs Act of 2017 and any other recent administrative and legislative federal updates affecting individuals, estates, businesses, partnerships and corporations. Attendees will enjoy the team teaching approach and will have the opportunity to share in conversation on key topics. Plan to leave this cannot-miss event with a clearer view of the new tax laws, planning opportunities and new connections.

HOTEL ACCOMODATIONS: Sleeping rooms are available at the Hyatt Regency Tulsa Hotel. Rooms are available through October 15 for a special rate of $109 per night for king/double rooms. To reserve your room, contact the Hyatt at (888) 421-1442 and mention you are with the OSCPA event, or reserve your room online.

PARKING: Parking validations will be available the day of the event at the OSCPA Registration Table. Attendees should park in the South Parking Garage, located just east of the hotel on 2nd Street. This garage is attached to the Hyatt Regency Hotel. Overflow parking is also available at the West Parking Garage, located at the northwest corner of 2nd Street and Boulder. Valet parking is also available through the hotel at the discounted rate of $15 per day. More information can be found on the Facilities page.

SIMULCAST OPTION: The 2018 Federal Tax Update will also be simulcast on Tuesday, November 6. Get the same great content, from the comfort of your home or office, while saving on travel expenses. Click here to register for the November 6 live simulcast. 


Notice from the OSCPA:

It has been brought to our attention some members have received marketing messages from a former business partner of the OSCPA which has led to some confusion. For the past several years, the OSCPA partnered with Vern Hoven to provide the OSCPA’s Federal Tax Update. Based on feedback from past attendees, we conducted a national search to secure a presenter that would maintain the quality of the annual tax update at the highest level on a long-term basis.

As a result, we are fortunate to now partner with Mark Mirsky, CPA, CGMA, and his co-presenter, Stephen Brooks, CPA, PFS, CFP®, to lead this highly sought-after program. Mark was a co-presenter at last year’s Federal Tax Updates and received some of our highest speaker ratings to date. We are excited to offer the expertise and knowledge base that Mark and Stephen possess. Their ability to infuse new life into the program will ensure quality tax education for many years to come.

We hope you will join us in welcoming Mark and Stephen for the One-Day Federal Tax Updates on November 5 (Tulsa) and November 6 (Midwest City) or the OSCPA’s Two-Day Federal Tax Update on January 17-18 (Midwest City). Your continued investment in OSCPA educational programs helps to ensure our long-standing tradition of providing the very best learning opportunities to our members. We appreciate your continued support and loyalty.

If you have any questions or concerns, please contact the OSCPA Learning Department.

Objectives

  • Understand recent developments as they impact businesses and individuals.
  • Analyze entity choice and understand how to elect the proper entity.
  • Learn how to educate clients on the taxation of cyptocurrency.
  • Determine whether a client has Qualified Business Income (QBI) and how to compute it.
  • Gain reliable and proactive tax planning advice.

Instructors


Designed For

CPAs in public practice and industry who need the latest information on recent administrative and legislative federal tax updates


Highlights

  • Impact of the Tax Cuts and Jobs Act of 2017 (TCJA) on individuals and businesses
  • Discussion of the 2018 developments of the TCJA
  • What type of entity choice makes sense?
  • Taxation of businesses surrounding cryptocurrency
  • Practical examples for computing Qualified Business Income
  • Planning opportunities for all entities and individuals
  • Estate and gift tax planning considerations

Your Price: $380.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $100.00 on this event. Not a member? join today.

Sessions

Monday, November 5, 2018

Select One and Only One
11:30am - 12:15pm
$0.00
11:30am - 12:15pm
$0.00
$30.00
You can optionally select to receive printed materials in addition to electronic materials.

Instructors

Stephen R. Brooks

Stephen R. Brooks, CPA, PFS, CFP®, is managing partner with ROI Business Services in St. Louis, MO. His focus is providing accounting, tax, financial planning and consulting services in relation to individuals, trusts and small to medium sized businesses. Brooks has taught Individual Income tax, trust tax, gift tax, estate tax, s-corporations and advanced estate and trust planning. He is a course author and technical reviewer for the AICPA, and he has authored a book on advanced estate and trust planning.
Brooks is a licensed CPA in Missouri and Illinois. He is a CERTIFIED FINANCIAL PLANNER™ and a Personal Financial Specialist from the AICPA. He has a Master's of Science in Taxation from the University of Illinois. He graduated from Indiana University, Bloomington, with a major in Accounting and Finance and a minor in Psychology. Stephen is a member of the Missouri CPA Society (MSCPA), the AICPA and the Certified Financial Planner Board of Standards. Brooks is also a co-founder of the St. Louis Suit Project, a public charity (Section 501(c)(3)) and is a trustee of the Us Against Cancer organization.

Mark Mirsky

Mark Mirsky, CPA, MST, CGMA is a licensed CPA in Illinois with in-house corporate accounting experience and has worked in both large and small accounting firms. He has a Master’s in Taxation from University of Illinois, Urbana-Champaign. In 2004 Mark co-founded ROI Business Services, LLC, where he leads the Taxation and Management Advisory Services.
With a focus on partnerships, S corporations, C corporations and multi-state taxation, Mirsky also provides assistance for business startups, the acquisition and disposition of businesses, international taxation and real estate.
Mirsky works with businesses and organizations across the country, including manufacturing/distribution, technology, web-based and construction companies, as well as service firms and medical practices. He also does individual taxes and tax planning.
Mirsky’s background includes working in the international tax group at one of the largest accounting firms in the world and for two middle-market firms focusing on closely held businesses, serving as a firm-wide resource for partnership and multistate taxation.
He is a tax instructor teaching partnerships, S corps and individual taxation for the AICPA and was an instructor at the National Tax Education Program for the AICPA. Mark is also a member of the AICPA, ILCPAS, Chairman of the Board for the Bartlett Chamber of Commerce and assistant Varsity boys and girls soccer coach for Bartlett High School.


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