WEBINAR: Tax Reform: How Will It Impact Your Institution?

WEBINAR: Tax Reform: How Will It Impact Your Institution?

Tuesday, February 20, 2018

2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT
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Now that Congress has passed the tax reform bill, commonly known as the Tax Cuts and Jobs Act ("Act"), your institution's management will be looking for guidance on what implications this reform will have on your institutions and you. Find out during FMS' upcoming webinar, Tax Reform: How Will It Impact Your Institution?

FMS will welcome Wolf & Company, P.C.'s, Tax Principals Charles J. Frago and Michael J. Rowe, along with Member of the Firm, Daniel F. Morrill to lead an in-depth discussion on the impact of the Act for tax return and financial statement purposes (including the rate change), other provisions of the Act impacting financial institutions, as well as other provisions that may have an indirect impact on the institution and a few items affecting individual taxation.

You'll leave this webinar with a greater understanding of:
  • The impact of the tax law changes on tax return preparation
  • How the tax rate change will impact financial statements (income statement and balance sheet impacts, presentation, and disclosures)
  • Other provisions of the Act that directly affect your institutions' calculations of taxable income
  • Provisions of the Act that do not directly affect institutions' taxable income but may have an impact on their business
  • A few nuggets impacting Individual taxation

Charles J. Frago
Tax Principal, Wolf & Company, P.C.

Charles Frago is a Tax Principal in Wolf's Financial Institutions group and is responsible for the successful delivery of tax compliance and planning services to Wolf's financial institution clients throughout the Northeast. He also addresses bankers and other professionals on various tax-related topics including tax law changes and tax planning.

Charlie joined the Firm in 2012 after spending over 30 years in an international accounting firm. He has experience providing tax compliance, tax provision and planning services to a variety of financial institutions. He has served mutual and publicly held financial institutions, as well as leasing and real estate companies.

Daniel F. Morrill, CPA
Member of the Firm, Wolf & Company, P.C.

Dan Morrill is a Member of the Firm and responsible for Wolf's Professional Practice group. As a part of the Professional Practice group, Dan conducts training on technical issues, performs quality control reviews, leads the Audit and Accounting Committee, participates in learning and development initiatives and conducts technical research for the Firm. His expertise includes working with clients to resolve audit and accounting issues with respect to the Federal Deposit Insurance Corporation, the Financial Accounting Standards Board, the Public Company Accounting Oversight Board and the Securities and Exchange Commission Regulations. He also is dedicated to the training of Wolf professionals as new technical issues arise, enabling professionals and clients to be up-to-date on the most recent issues.

He is a Certified Public Accountant with over 18 years of experience providing audit and other assurance services to community financial institutions, including SEC registrants, not for profit entities and pension plans. Dan has recently been appointed to the Center for Audit Quality Smaller Firm Task Force, a forum that discusses technical and regulatory issues and best practices involving smaller audit firms.

Michael J. Rowe, CPA
Tax Principal, Wolf & Company, P.C.

Michael Rowe is a Tax Principal in Wolf's Financial Institution's group. He is responsible for managing a team of professionals to ensure successful delivery of tax compliance and planning services to Wolf's financial institution and non-profit clients. Mike takes an active role in training the Firm's staff through their in-house educational programs, focusing on tax compliance and financial statement tax provisions. He addresses bankers and other professionals on various tax-related topics including tax law changes, tax planning, examination support, mergers and acquisitions, and stock offerings. Mike joined the firm in 1988 and has over 25 years of experience providing tax compliance, tax provision, and planning services.

Registration to the live session includes:

  • One online connection
  • CPE credit for registrant
  • Permission to reproduce the handouts and other written material for additional attendees at your location

Only registered attendees of the live session can obtain CPE credit. Attendees of FMS live webinars also receive two views of the On-Demand version of the program they attend. Use this bonus feature to share the program with colleagues or as a refresher at a later date. Instructions for viewing the on-demand session will be emailed to you at the conclusion of the live event.

Credit Hours

Earn up to 1.5 hours of CPE credit.
  • Level: Basic
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Taxes
  • Instructional Method: Group Internet Based
  • Length: 75 minutes

For more information regarding administrative policies such as concerns or refunds, call 800-ASK-4FMS (800-275-4367). FMS is registered with the National Association of State Boards of Accountancy 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. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.

Registration Rate
Members and Non-members sign in or create an account below to register.

Non-members: $295

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2/20/2018 2:00 PM - 2/20/2018 3:15 PM
United States

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