2583 | In Person Training | Update | Scheduled
OSCPA's Two-Day 2018 Federal Tax Update
Thursday, January 17, 2019 8:30am - Friday, January 18, 2019 4:30pm
This two-day program, taught by Mark Mirsky, CPA, MST, CGMA, and Stephen Brooks, CPA, PFS, CFP®, will provide an in-depth look at 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 Sheraton Midwest City Hotel at the Reed Conference Center. Rooms are available through December 18 for a special rate of $109 per night. To reserve your room, contact the Sheraton at (800) 325-3535 and mention you are with the Oklahoma Society of CPAs' event.
PARKING: Self-parking is available at no charge to all attendees and hotel guests.
- 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.
CPAs in public practice and industry who need the latest information on recent administrative and legislative federal tax updates
- 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
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, 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.