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Breaking Down Tax Reform: What It Means For Business and Individuals

Breaking Down Tax Reform: What It Means For Business and Individuals

Eggs & Issues
Adam Sweet, JD, LLM, Principal, Eide Bailly LLPAva Archibald, EA, Principal, Eide Bailly LLPDan Kadrmas president of TrueNorth SteelPaul Kautzman, CPA, Partner, Eide Bailly LLPSarah West, controller/CFO at ROERS

Tuesday, March 6 | 7:30 to 9:30 a.m.
Courtyard by Marriott Fargo-Moorhead, 1080 28th Avenue South, Moorhead.

Please note: Another event with the police chiefs was originally scheduled for this date, but will now be taking place on April 3. Please consider joining us for both!

#FMWFEggs
 

Congress has passed the largest and most comprehensive tax reform legislation in the past 30 years. Businesses and individuals alike are trying to figure out the tax implications and what this means for them in their current situation and moving forward. Many are asking for the basics:

  • What’s included in tax reform?
  • What can I do now to save money?
  • What deductions are available?
  • What strategies do I need to consider?
  • What am I not considering that I should be?

Join The Chamber and presenting sponsor Eide Bailly for a Tax Reform Update exploring the key provisions, effective dates, how the current plan impacts you, and possible action items and next steps. Adam Sweet from Eide Bailly’s National Tax Office will discuss the current state of tax reform, identify business impacts and opportunities and review possible action steps. He will then be joined by a panel who will discuss individual provisions of the tax reform legislation, the impact on estate planning and how local businesses are making changes based on the new legislation.

Presented by      Eide Bailly LLP

About the presenters
Adam Sweet, JD, LLM, Principal, Eide Bailly
Adam has extensive knowledge in the area of partnership tax, including interpreting partnership agreements, allocation and distribution provisions, and issuing profits interests. He is also experienced with both the buying and selling sides of domestic and foreign joint ventures, as well as a variety of IRS controversy matters, including IRS exams and appeals hearings. Adam serves as a principal in Eide Bailly’s National Tax Office.

Ava Archibald, EA, Principal, Eide Bailly
Ava has more than 25 years of experience providing estate, gift and fiduciary compliance and estate tax planning services to a variety of clients. She serves as co-director of Eide Bailly’s wealth transition services group and is a regular presenter/facilitator in the areas of fiduciary tax, estate tax and wealth transition opportunities.

Dan Kadrmas, President, TrueNorth Steel
Dan has 30 years of business and management experience. He has a B.S. in business administration, major in accounting from the University of North Dakota. Dan worked as an audit partner/Certified Public Accountant in public accounting for 12 years specializing in construction and manufacturing. Dan has served various roles for TrueNorth Steel the past 18 years, currently serving as president. Dan was president of the Central Fabricators Association from 2011-2013 and served on the board from 2005-2014. He currently is a board member of the American Institute of Steel Construction and the National Corrugated Steel Pipe Association. Dan spends much of his time with his wife Sue and four children in addition to his dedication to TrueNorth Steel and the steel industry.

Patrick Kautzman, CPA, Partner, Eide Bailly
Patrick has more than 20 years of public accounting experience and currently serves as the tax department head of the Fargo office of Eide Bailly. He is experienced in income tax planning and preparation services with closely-held corporation, partnerships and related individuals. Patrick also has significant experience in a number of industries, including cooperatives, manufacturers, wholesalers, retailers and professional service companies.

Sarah West, CMA, SPHR, Roers
Sarah West has worked in the accounting and finance sector for nearly 15 years. She currently serves as controller/CFO at Roers, a collection of privately held real estate entities, including development, construction and property management throughout the Midwest. In her role, she leads the accounting team and assists in corporate structure and strategy. She earned her undergraduate degree at Minnesota State University Moorhead and has her MBA from North Dakota State University.

REGISTRATION (includes breakfast)
Chamber Members: $30 in advance | $35 at the door
Corporate Table Sponsors $650 (table of eight)
Non-Members: $40 in advance | $45 at the door

PROGRAM SPONSORS
Sanford Health   Xcel Energy
 
SUPPORTING SPONSORS
Beverage Wholesalers, Inc.  Bremer Bank, N.A.  Cornerstone Bank
Home Builders Association  KLJ  Livewire
Midwest Radio Fargo Moorhead  Minnesota State Community & Technical College  Moore Engineering, Inc.
ROERS  TrueIT  Wanzek Construction, Inc.  Wells Fargo Bank, N.A.

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3/6/2018 7:30 AM TO 9:30 AM

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Courtyard by Marriott Fargo-Moorhead
1080 28th Avenue South
Moorhead, MN 56560

Phone:
(218) 233-1100
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