2022/2023 Tax Updates
Feb 21, 2023 - 11:30 AM (CT) - Maggiano's Little Italy 10910 Domain Dr Suite 100, Austin, TX 78758
Hosted by Central Texas, Austin, TX
About this Event
Tax updates and 2022/2023 compliance and planning along with interesting tax topics applicable to our CFMA audience in the month of February.
Tax Update & 2023 Planning
- High level overview of major provisions in the Inflation Reduction Act of 2022, particularly energy efficient property provisions
- Review of the SECURE 2.0 Act, passed in December 2022
- New changes for 2023 tax planning and 2022 tax compliance
- Estate tax strategies for business owners
Featured Speakers
Brinn Serbanic, Forvis
Partner
Brinn is a CPA and Certified Financial Planner™ serving as a partner at FORVIS (formerly BKD CPAs & Advisors). She has worked in public accounting since 2007 in the areas of tax compliance and consulting services for high net-worth individuals and flow through business entities. Brinn is the DFW office industry leader for Private Client Services, consulting with privately held and family-owned businesses about tax planning and wealth transfer strategies.
In addition to tax services, Brinn leads the Dallas/Fort Worth/Waco accounting outsourcing team, which harnesses technology to provide clients with cloud accounting support and fully outsourced accounting operations. The accounting outsourcing team serves nonprofits and small to medium size businesses in a variety of industries, such as healthcare, pest management, construction and real estate, international inbound, and hospitality.
Brinn is the Technical Editor for Today's CPA magazine, the TSCPA member journal. She authors technical tax articles and has published feature articles and cover stories on the following topics: Practical Compliance with the ACA, The ABCs of Investing for Higher Education, Applying Material Participation Tests to LLC & LLP Interests, Paperless Tax Solutions, Cultivating Young CPAs, Tax Traps of Inherited IRAs, and A Word on Tax Reform.
Brinn instructs continuing education courses and presents seminars on specific areas of client interest, such as tax reform, estates owning partnership interests, PPP and employee retention credit (ERC) consulting.
Brinn is a proud Baylor University alumni and member of the AICPA and TSCPA.