Thursday, November 9

UALR Bowen School of Law - Little Rock, AR

8:00 a.m. - 4:45 p.m. 

Registration Cost: $100

Register online: www.taxseminarlr.eventbrite.com

Attendees will qualify for 8 hours of CPE credit and 7 hours of CLE credit, including one hour of ethics. Lunch is included. 


Friday, Eldredge & Clark, LLP will host its Tax Update Seminar on Thursday, November 9 from 8 a.m. to 4:45 p.m. at UALR Bowen School of Law. This one-day comprehensive program highlights the most important and up-to-date information on tax law. 

If you are an accountant or tax professional, you won’t want to miss this opportunity as the firm’s tax attorneys bring their wealth of knowledge directly to you.

Click here to download brochure

Agenda

"Tax-Free Exchanges"

There are complex issues associated with structuring and completing a tax-free exchange. Also called 1031 exchanges, these transactions allow you to defer taxes when you exchange real estate or other types of property for other like-kind property. 

Presented by: Joseph G. NicholsMergers & Acquisitions


"The Right Retirement Plan for the Closely Held Business"

Whether used as a general enhancement tool or designed to benefit just a select group of employees, a qualified retirement plan is something every small business should consider as part of the overall compensation package.


"Tax Reform Update"

Keeping up with the new tax reform can be daunting and confusing. In this presentation, we will analyze and discuss President Trump’s tax plan and responses along with a detailed discussion of recent important tax changes, cases, rulings etc. 

Presented by: Blake D. Lewis, Mergers & Acquisitions

 


 

"Update on Qualified Plans"

The modifications made this year by the IRS to the determination letter program is causing some concern among employers. We will review the changes applicable to qualified plans and include an update on different plan designs used to assist in the maximum tax deferral.

Presented by: Alexandra A. Ifrah, Employee Benefits and Brian C. Smith, Employee Benefits

 

 


 

"Ethics – Avoiding Malpractice"

The first step in avoiding malpractice is to know the ethical requirements to which tax professionals must adhere. In this presentation, we will discuss the legal requirements and what steps should be taken to minimize the likelihood of a successful malpractice claim.

Presented by: Sarah Cotton Patterson, Trust & Estate Planning

 

 


 

"Postmortem Trust and Estate Administration"

What is the fiduciary responsible for following the grantor’s/testator’s death? We will discuss trust and administration issues, estate and income taxation as well as IRD and retirement plan distribution issues. 

Presented by: K. Coleman Westbrook Jr., Trust & Estate Planning


 

"Estate Planning Update"

How permanent is any transfer tax? Will there be a repeal of the estate tax? There is a considerable amount of uncertainty over the future of transfer taxes and many questions are being asked. We’ll walk through some of these issues including 2012 Federal Act, federal updates and proposals and state updates. 

Presented by: Katie Watson, Trust & Estate Planning

 


 

"Common Issues with Employee Misclassification"

Misclassifying employees as "exempt" from receiving overtime pay is a common violation by employers. We will review common misclassifications including white-collar exemptions, independent contractors, overtime exemptions and salary thresholds. 

Presented by: H. Wayne Young, Labor & Employment

 

 


 

"Hot Topics in Mergers & Acquisitions"

This presentation will be an overview of the hot topics in mergers and acquisitions. Topics discussed will include an overview of assets sales, stock sales, etc. with an emphasis on the more complex issues including regulatory approval, financing, governance and special business section issues. 

Presented by:  Bryan W. Duke, Mergers & Acquisitions & Robert T. SmithMergers & Acquisitions

To be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk. 

Participants will earn 8 hours of CPE credit and 7 hours of CLE credit, including one hour of ethics.

Field of Study: Taxes

Prerequisites: None

Advanced Preparation: None

Program Level: Overview

Delivery Method: Group Live

Refunds and Cancellations: Requests for refunds must be received by Thursday, Nov. 2nd and will be subject to a cancellation fee. No refunds can be granted after Thursday, Nov. 2nd. For more information regarding refunds, concerns and/or program cancellation policies, please contact Tabitha Doddridge at 501-370-1455 or tdoddridge@fridayfirm.com

To be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk. 

Participants will earn 8 hours of CPE credit and 7 hours of CLE credit, including one hour of ethics.

Field of Study: Taxes

Prerequisites: None

Advanced Preparation: None

Program Level: Overview

Delivery Method: Group Live

Refunds and Cancellations: Requests for refunds must be received by Thursday, Nov 2, 2017 and will be subject to a cancellation fee. No refunds can be granted after Thursday, Nov 2, 2017. For more information regarding refunds, concerns and/or program cancellation policies, please contact Tabitha Doddridge at 501-370-1455 or tdoddridge@fridayfirm.com


In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a fifty (50) minute hour.  National Registry of CPE Sponsors ID Number 104480. Friday, Eldredge & Clark 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 addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.