Course Description:
As the 2020 election draws near, Congress and the Administration face a final opportunity to respond to the economic crisis created by the COVID-19 pandemic. Tax changes involving a combination of immediate cash flow and longer-term investment relief have been enacted and more could be under consideration. Join us as we examine what has and could still be done before and after the election and the planning that will be necessary to maximize the benefits and minimize the potential pitfalls created by that legislation. We will also discuss what could happen after the election and how to prepare for changes to come.

Learning Objectives:

• Discuss the tax legislative landscape
• Review pending regulations and IRS guidance
• Outline how these changes could impact businesses and individuals
• Identify possible action steps and planning opportunities

Presenter:
Mel Schwarz, CPA, Director of Legislative Affairs, Eide Bailly
Mel has over 37 years’ experience specializing in legislative affairs, including development and implementation of tax legislation at the national level. Mel spends a bulk of his time at the capitol meeting with legislators, listening in on updates impacting tax processes and procedures and providing timely internal and external updates and education on issues impacting clients. Mel spent six years on the staff of the Joint Committee on Taxation and has served as the Chairman of the AICPA’s Tax Legislation Committee.

Joe Stoddard, CPA, Partner in Charge of Research and Development Tax Incentives, Eide Bailly
Joe has 18 years of tax consulting experience providing services to a variety of industries. He helps clients benefit from R&D tax incentives (including federal and state credits) and regularly works with the IRS and state taxing authorities to support R&D tax incentives claims. He is a sought-after R&D tax incentive resource, having written numerous articles and facilitated many presentations on the topic.

Jim Donovan, CPA, Partner, Eide Bailly
Jim has more than 17 years of tax consulting experience, including R&D tax incentives. He works with a variety of industries, including chemical, food, plastics, medical device and equipment manufacturing, technology, software, engineering, and life sciences. He helps clients benefit from R&D tax incentives, including federal and state credits, and provides assistance with IRS and state taxing authorities to support R&D tax incentives claims. 

Angie Ziegler, CPP, National BOS Senior Manager, Eide Bailly
Angie has 17 years of payroll experience with clients ranging from corporate multi-state payrolls to single sole proprietors. She provides guidance for businesses on day-to-day payroll activities, federal and state notices, garnishment and tax updates. 

CPE Information
CPE Credits: 1
Field of Study: Taxes
Level of Knowledge: Any Level
Delivery Method: Group-Internet Based

Additional Information: These are web-group seminars. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 612.253.6628.