CPE Seminar

Roanoke | Tax Reform 2018: It is No Longer About Winners or Losers, but How We Implement Effective Change

October 24, 2018

Overview

Join panelists from Cherry Bekaert, M&T Bank, Wilmington Trust and Woods Rogers as they discuss the known implications of the Tax Cuts and Jobs Act (“TCJA”) and common issues businesses need to think about as they plan and prepare for year-end.

Our experts will discuss the latest IRS regulations that will put the TCJA into full “operation” immediately including, but not limited to, the following:

  • Trusts & Estates
  • Directed Trusts for Business Owners
  • Changes in Guidance on Pass-Thru Entities
  • Economic Presence and State and Sales & Use Tax
  • Partnership Tax Audit Rules
  • Opportunity Zones

Moderator

  • Mary Miller | Director | Regional Accelerator RAMP

Speakers

  • Neil V. Birkhoff | Principal | Woods Rogers PLC
  • Richard E. Hedley, Jr., CPA | Partner, Tax Services | Cherry Bekaert LLP
  • Bruce Carrow | Vice President and Financial Planner | Wilmington Trust

CPE Accreditation

Prerequisites | None
Advanced Preparation | None
Recommended Hours of CPE | Up to 2 Hours*
Deliver Method | Group Live
Program Level | Beginner
CPE Category | Accounting, Auditing, Taxes, Business Management and Organization

CPE Sponsors Logo*Cherry Bekaert 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.learningmarket.org

Cherry Bekaert Continuing Professional Education: Statement of Administrative Policies

Complaint Resolution Policy

Cherry Bekaert will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the training course and wish to file a complaint, please contact Karen McManus at kmcmanus@cbh.com or 804.673.5748 within 10 business days of the event. Information about the course such as date, location, instructor and nature of complaint must be provided. Complaints may also be made in writing to: Cherry Bekaert LLP, 200 South 10th Street, Suite 900, Richmond, VA 23219, ATTN: Karen McManus

Record Retention Policy

Cherry Bekaert will retain all Continuing Professional Education (CPE) documents for five years from training course date. These records will include:

  • Course outline
  • Course content and handouts
  • Sign in sheets
  • Dates and locations of training courses
  • Instructor credentials
  • Course evaluations
  • CPE certificates stating amount of recommended CPE credit

Refund and Cancellation Policy

Cherry Bekaert reserves the right to cancel or reschedule any training courses up to 10 business days prior to the date of the event. Full refunds will be provided to registered course participants if the course is cancelled or if participants are unable to attend the rescheduled event.

Participants who must to cancel their course registration 10 or more business days in advance of the event must contact Karen McManus to receive a full refund of all fees paid. Participants who must cancel their registration within 10 business days of the event, will not receive a refund.