Current Tax Issues and Planning Ideas
Wednesday, December 14, 2016 from 7:30 AM to 9:00 AM (CST)
San Francisco, California
London, United Kingdom
Don’t miss this comprehensive review of recent tax developments affecting individuals and small businesses.
You will hear about:
Protecting Americans From Tax Hikes Act of 2015 enacted on December 18, 2015,
numerous tax cases,
recent IRS rulings,
and other tax-related developments.
Julie will discuss tax issues in the areas of filing status, dependents, income, and deductions.
7:30 am – Registration & Breakfast
7:50 am – Announcements
8:00 am – Presentation
9:00 am – Adjourn
About our speaker: Julie Welch, CPA, PFS, CFP, Director – Tax Department of Meara Welch Browne, P.C.
Julie is a certified public accountant, personal financial specialist, certified financial planner and a partner/shareholder with the firm, is the Director of the firm’s tax department.
She earned her Bachelor of Science in Accounting and Business Administration from William Jewell College and her Master of Science in Accounting with a Taxation Focus from the University of Missouri-Kansas City. She received the AICPA Sid Kess Award for Excellence in Continuing Education in 2015, the MSCPA Women to Watch Award for 2007 and the UMKC Alumni Achievement Award for 1999. She serves on the AICPA’s Personal Financial Planning Executive Committee, the Kansas City Estate Planning Symposium Committee, and the National Tax Education Program faculty.
She has written articles for several publications including The Practical Accountant, The Kansas City Star, and The Asset. She is a co-columnist for the Journal of Financial Planning. She recently co-authored and published 101 Tax Saving Ideas, Tenth Edition. She speaks nationally on tax planning topics, and has appeared on radio and television. She has been quoted in numerous publications on many tax issues. Julie is a member of several professional organizations including the AICPA, MSCPA, and FPA.
When & Where
Society of Financial Service Professionals, Kansas City Chapter
FSP exists as a community of credentialed professionals whose common purpose is to serve their clients ethically. Local chapters and national society provide world-class resources and knowledge that help members build their professional networks, enhance their knowledge base, and grow their practices.