Events
2015 12/17/15: Financial and Legal Professionals Roundtable
“Year-end Tax Planning and Affordable Care Act Update”
Are you tired of all the confusion and misinformation regarding the Affordable Care Act (ACA)? Judy Mason and Laurie Kaplan of Michael Silver & Co. will help you sort through and understand how this affects your business and your clients as well as provide year-end tax planning tips. Come prepared with your questions as we provide you with tax saving strategies and information to avoid the onerous ACA penalties.
Laurie Kaplan, CPA, Tax Manager, has over 25 years of experience managing and addressing tax and accounting issues within a variety of industries, including manufacturing and distribution, retail, restaurants, real estate, automobile dealerships, and professional service providers. Laurie also serves as the Firm’s key employee benefit plan specialist, consulting with and advising clients on plan selection, design, set-up, and administration. She also assists with the resolution of plan defects through self-correction; IRS or DOL voluntary compliance programs; handling employee benefit plan audits; and preparation of the required tax returns. Laurie has broad experience in estate and gift taxation, as well as significant expertise regarding like-kind exchanges.
Judy Mason, CPA, CVA, Partner, has over 20 years of tax, accounting, business consulting, and compliance experience, serving closely-held and start-up businesses, entrepreneurial and family-owned companies, their owners and families. Her expertise is in federal, state and local taxation. Judy has a broad depth of expertise in state and local tax research, planning, and compliance matters for entities and individuals with multi-state business and/or investment. She has successfully managed a broad range of federal income, and state sales and use tax audits for entities and individuals. As a Certified Valuation Analyst (CVA), Judy prepares business valuations used for various purposes such as estate and gift planning, business succession, buy/sell agreements and litigation support.
The Financial and Legal Professionals Roundtable is open to all licensed professionals in the financial, insurance, banking, accounting, and legal industries. Each meeting colleagues will discuss and share information of importance to their specific field and lead a discussion on the issues within that segment of the industry as they relate to the broader profession and their clients.
If you would like to have the opportunity to lead us in a discussion or learn from industry experts about issues that will affect you and your clients while networking among leaders in the financial and legal industries, join us at the Skokie Chamber of Commerce Financial and Legal Professionals Roundtable.
Date and Time
Thursday Dec 17, 2015
7:30 AM - 9:00 AM CST
Thursday, December 17, 2015
7:30 a.m. - 9:00 a.m.
Location
4701 Oakton Street, 2nd Floor Meeting Room
Skokie, IL 60076 Oakton Park Community Center
Fees/Admission
This event is FREE to attend. Please RSVP.
Contact Information
Skokie Chamber of Commerce (847) 673-0240
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