Year End Holiday & Education Event

Location: Slows Bar B-Q, 2138 Michigan Ave, Detroit, MI 48216

Date: Dec 8^th

Time: 1 PM - 4 PM

• 1-1:30 Networking
• 1:30-3:00 Program and Lunch
• 3:00-4:00 Happy Hour

Topic: Year-end planning and recent tax updates for contractors, and an outlook based upon the midterm election.

We will cover year-end tax planning, structure and entity choice opportunities, accounting method opportunities & State pass through entity taxes. Our speakers will review planning for upcoming legislative changes including, bonus depreciation, interest expense deductibility, research and development, energy deductions and credits. Finally we will cover crystal ball forecast including legislative outlook based on federal elections & potential for extenders package.

Learning Objectives:

• Attendees will have an understanding of tax planning opportunities, including optimizing tax depreciation and evaluating accounting methods.
  • Attendees will gain an awareness of potential opportunities related to structure and entity choice.
  • Attendees will acquire an understanding of state pass through entity taxes including potential benefits.
• Attendees will have an understanding for upcoming legislative changes, including necessary planning for:
  • Asset acquisitions to maximize bonus depreciation;
  • Interest expense deductibility;
  • Research and development optimization; and
  • Energy deduction and credit opportunities.
• Attendees will gain an awareness of the legislative outlook based on federal election results and the potential for a year-end extenders package.

Mary Jo Pitzen, CPA

Tax Partner, Construction & Real Estate Specialist Team

Mary Jo Pitzen is a partner in the Gilmore Jasion Mahler tax department with over 15 years of public accounting experience. A member of the firm’s Construction & Real Estate Specialist Team, she specializes in tax planning, consulting, and transaction advisory with a concentration in the construction industry. A board member for the Toledo chapter of The National Association of Women in Construction (NAWIC), she is also a member of the Construction Financial Management Association (CFMA).

Kim Rodriguez, CPA

Tax Manager

Kim Rodriguez is a tax manager with Gilmore Jasion Mahler. She has nearly five years of history with the firm, but also brings several years of work in private industry to her role, much of that time spent with a large cement and aggregate manufacturer. Kim works with clients across many industries, including those in the construction industry. 

CPE: 1.5 hours
Level: Basic
Prerequisites: None

 

The Construction Financial Management Association (CFMA) 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

 Sponsored by: