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Recent Federal Tax Reform Updates

Description: Please join us for a discussion on the most recent federal tax reform updates related to meals and entertainment, proposed regulations on new Section 163(j), and various IRS notices issued during the last few months of 2018.

Speaker:Howard Wagner – Tax Partner, Crowe LLP

Moderator: Chan-Yu Wang – Tax Senior Manager, Crowe LLP

City of Chicago and Local Tax Update: What’s New and What You Need to Know

The City of Chicago and other local jurisdictions are leading the way in cutting edge taxes. Please join Weston Hanscom, Deputy Corporation Counsel, City of Chicago Department of Law, and David Blum, Tax Partner at Akerman LLP, as they take a deep dive into local taxation, home rule jurisdiction and the latest in City of Chicago taxation. They will cover common City taxes, taxation of new technologies, recent rulings, court challenges and what to expect next.

Speakers:
Weston Hanscom, Deputy Corporation Counsel, City of Chicago Department of Law
David Blum, Tax Partner at Akerman LLP

Moderator:
Larry Ewing

International Tax Compliance changes due to TCJA – The “new normal” for international tax compliance

The speakers will discuss the new & revised international tax Forms and what actions to take now.

Speakers:
Sean Dwyer, Senior Manager - International Tax Services at Ernst & Young; Chris Joh, Manager - International Tax Services at Ernst & Young; Chris Kalogeropoulos, Manager – International Tax Services Ernst & Young

Moderator:
Scott Simpson, Director FGMK, LLC.

State Tax Policy/Legislative Trends for 2019

The speakers will provide an update on legislation proposed in the first two months of 2019, legislation expected for the remainder of 2019, and their thoughts on the impact of the 2018 elections on state tax.

Speakers:
Dorice Pepin, Managing Director at Andersen Tax
Raymond Freda, Managing Director at Andersen Tax
Korwin Roskos, Director at Andersen Tax

Moderator:
Dorice Pepin, Managing Director at Andersen Tax

Section 199A

The taxpayer friendly Section 199A deduction available for certain owners or beneficiaries of pass-through entities, is one of the most talked about provisions included in the Tax Cuts and Jobs Act passed in December 2017 . However, it is very complex for tax preparers of both business and individual income tax returns. We will explore who qualifies for this deduction, the limitations, the reporting requirements and ultimately the benefit to business owners, investors, trusts and estates. We will also address the clarifications, planning opportunities, and continued uncertainties included in the recently released Final Regulations including aggregation elections, rental real estate qualifying as a trade or business, companies operating multiple trades or businesses and much more.

Speakers:
Jeffrey Bilsky, Tax Partner, BDO
Gordon Schwartz, Tax Partner, BDO

Moderator:
Peter J. Antonopoulos, Senior Manager, True Partners Consulting LLC

Excel at Excel

Have you been improving your Excel skills? Are you looking to learn more tips and tricks? Join this interactive session and bring your laptop to learn valuable Excel formulas such INDEX, MATCH, SUMIF, SUMIFS as well as functions such PivotTable and keyboard shortcuts.

Speakers:
Eduardo Castrejon, Senior Manager, True Partners Consulting
Michael DeRose, Manager, True Partners Consulting
Mark Johnson, Senior Tax Consultant, True Partners Consulting

Moderator:
Samantha K. Breslow, Horwood Marcus & Berk Chartered

Friends of the Chicago River: Bringing the River to Life for 40 Years

This year marks the 40th anniversary of Friends of the Chicago River which was founded in 1979 after Chicago magazine published “Our Friendless River, ” a story that questioned why this amazing natural resource was still so polluted and neglected. Four decades later the Chicago River is alive with people and wildlife, and the river has become one of Chicago’s great assets, home to proposed mega developments, and a new riverfront economy. Join Friends’ executive director, Margaret Frisbie, as she tells the story of the river’s recovery and the role Friends played to transform the river and what still needs to be done.

Speaker:
Margaret Frisbie, Executive Director - Friends of the Chicago River

Moderator:
Jim Horvath, The Chicago Tax Club