Current Tax Issues and Planning Strategies
Speaker: Julie Welch, CPA, PFS, CFP, Meara Welch Browne, P.C.
Don’t miss this comprehensive review of recent tax developments affecting individuals and small businesses. You will hear about the Tax increase Prevention Act of 2014 enacted on December 19,2014, the Missouri tax cut passed in 2014, recent tax cases, and recent IRS rulings. Julie will discuss tax issues in the areas of filing status, dependents, income, and deductions.
Please note location: Kauffman Foundation Conference Center
– Gift Design Essentials – Best practices for structuring gifts that benefit both donors and charitable organizations
– Complex Assets – Special concerns related to popular or emerging assets used in philanthropic planning
7:30 am – Registration, continental breakfast, networking
8:00 am – Presentation, including Q&A
About Julie: Julie A. Welch (Runtz), CPA, PFS, CFP, a certified public accountant and a partner/shareholder with the firm, is the Director of the firm’s tax department. She is a nationally known author and speaker on tax planning topics, and is co-columnist for the Journal of financial Planning.
She earned her Bachelor of Science in Accounting and Business Administration from William Jewell College and her Master of Science in Accounting with a Taxation Focus from the University of Missouri-Kansas City. She received the MSCPA Women to Watch Award for 2007 and the UMKC Alumni.
- Sep 28, 2018
23rd Annual Building Blocks Planned Giving Conference
- Oct 12, 2018
Creating a Trust – Utilizing a Trust and Building Trust with Scott Blakesley
- Oct 31, 2018
Live Webinar: Creating a Data-driven Gift Planning Program
- Nov 9, 2018
The Ethics Experts
- Nov 28, 2018
Live Webinar — Planned Gift Data Crunching Workshop