Friday, Eldredge & Clark, LLP and Farmers Bank & Trust will host the 2017 Tax Planning Update Seminar for Certified Public Accountants and attorneys on Thursday, May 11 from 11 a.m. to 1 p.m. Lunch is included and attendees will qualify for 1.5 hours of CLE credits and 1.5 hours of CPE credits in Arkansas. Space is limited and the cost to register is $20.
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Program Details
"Choosing the Right Retirement Plan for the Closely Held Business."
David M. Graf, Friday, Eldredge & Clark, LLP, Employee Benefits
A qualified retirement plan is something every small business should consider as part of the overall compensation package that is offered to employees. Whether used as a general enhancement tool to attract all employees or designed to benefit just a select group of employees, a qualified retirement plan provides benefits to both the employer and the employees. Some of the discussion topics include:
- Qualified plan design characteristics.
- Safe harbor 401(k) v. non-safe harbor 401(k).
- Defined benefit pension plan characteristics.
- ESOPs.
"Uncertainty Over the Future of Healthcare and Impact on Employers and Individuals"
Joshua M. Osborne, Friday, Eldredge & Clark, Employee Benefits
In light of the changing political landscape and the promise of the new administration to repeal “Obamacare," there is a considerable amount of uncertainty over the future of healthcare and the impact these potential changes will have on employers and individuals. In this seminar we will discuss the prospect of a repeal of the Affordable Care Act as well as recently issued guidance impacting employers. Some of the discussion topics include:
- Whether the President’s executive order will have any impact on employers.
- The ongoing requirement for 1094/1095 reporting.
- The shifting focus toward high deductible health plans and health savings accounts.
- The evolving guidance on health reimbursement arrangements and the creation of a new account-based plan for small employers.
"Update on Estate Planning and Trust Administration"
K. Coleman Westbrook, Friday, Eldredge & Clark, Trust & Estate Planning
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 being asked. We'll walk through some of these issues including discussion topics:
- 2012 Federal Act.
- Planning for 2017 and beyond.
- Federal updates and Trump/federal proposals.
- State updates.
“Planning for the Sale of a Closely Held Business”
Robert T. Smith, Friday, Eldredge & Clark, Corporate Finance
With an increasing number of baby boomers expected to sell their businesses to a younger generation during the next decade, business owners and their advisors must stay up-to-date on the significant tax and non-tax considerations that arise. Some of the topics to be discussed include:
- Structure of the transaction.
- Common tax-free exchange provisions.
- Allocation of the sale price for maximum tax savings.
- Noncompetition restrictions and other common deal terms.
Wrap-up and Q & A from attendees
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 1.5 hours of CPE credit and 1.5 hours of CLE credit in Arkansas.
Field of Study: Taxes
Prerequisites: None
Adanced Preparation: None
Program Level: Overview
Delivery Method: Group Live
Refunds and Cancellations: Requests for refunds must be received by Thursday, May 4th and will be subject to a cancellation fee. No refunds can be granted after Thursday, May 4th. For more information regarding refunds, concerns and/or program cancellation policies, please contact Tabitha Doddridge at 501-370-1455 or [email protected]