January 2017 Winnebagoland IMA Meeting
Tuesday, January 17, 2017 at 5:00 PM (CST)
Schedule for the evening:
Cocktails and Networking - 5:00-5:30 PM
Dinner - 5:30 PM
Menu: (served family style)
Beef Tenderloin Medallions
Twice Baked Potatoes
Confetti Rice Pilaf
Coffee & Milk
Peanut Butter Cup Cheesecake
Mackinac Island Carrot Cake
Vegetarian Entree available upon request
After Dinner Speaker - 6:00-7:00 PM (1 HR CPE)
Topic: Annual Tax Update
Speaker: Jeffrey Gross
Do you ever feel lost or overwhelmed trying to keep track of constantly changing individual and business tax laws? Join us at this meeting to get a real world interpretation of recent federal and state tax changes, with practical advice on how those developments affect your business and personal income taxes.
About our Speaker:
Jeffrey Gross is a partner at Wipfli LLP’s Green Bay office and has been providing tax consulting services since 1989.
Jeffrey holds particular expertise and experience in closely held businesses, primarily manufacturing/distribution, construction, and real estate. He has a passion to serve his clients in a timely and creative fashion so he can proactively identify planning opportunities and new developments.
Jeffrey is an accomplished speaker who is regularly called upon to provide presentations on taxation issues. He has delivered presentations to various civic and charitable organizations.
Prior to joining Wipfli, Jeffrey gained 15 years of valuable experience in the tax department of a major accounting firm specializing in closely held companies.
Long-term contract issues
Representation and negotiation of settlements on client's behalf during IRS and state tax audits
Choice of entity analysis/planning including C to S corporate transitions
Cost segregation studies
Business acquisitions, mergers, sales, and liquidations
Choice of entity and other information issues
University of Wisconsin-Madison; bachelor of business administration degree in accounting
Other Meeting Information:
All reservations must be made by 4PM on Friday, January 13th. All reservations require prepayment with a credit card. Please contact Martha Paalman at firstname.lastname@example.org or 920-527-2314 if you have questions.
Meetings require a guaranteed headcount. That means if someone makes a meeting reservation and then does not attend, your chapter has to absorb the costs associated with that reservation. Unfortunately your chapter has experienced an increase in no-shows. As a result, your Board has decided that pre-payment will be required for all meetings. Unless cancellation is received prior to the reservation cut-off date, a member will be responsible for payment even if they do not attend the meeting. Exceptions due to certain extenuating circumstances may be granted on a case by case basis at the discretion of your Board. Weather-related cancellations are at the descretion of the current president and the meeting's speaker. Refunds will be dependent on venue and other conditions and will be evaluated as required.
Additionally, there are a number of benefits to being an IMA member. One of those benefits should always be the ability to attend a meeting for less cost than a non-member. Accordingly the chapter will begin enforcing the non-member pricing policy.
When & Where
Institute of Management Accountants - Winnebagoland Chapter
For more than 90 years, IMA has been a champion of--and resource for--the financial management and accounting profession.
The Institute of Management Accountants (IMA) is a non-profit organization that was founded in 1919 to promote knowledge and professionalism among cost accountants and foster a wider understanding of the role of costing accounting in management.
We offer our members career support and professional development through education programs, numerous information resources, certification, and the ability to exchange ideas and experience with fellow professionals.