Melissa Goyer, CMA
Oklahoma City Institute of Management Accountants
405-326-2726
oklahomacity.ima@gmail.com
When
Wednesday, October 17, 2018 from 11:30 AM to 1:00 PM CDTAdd to Calendar
OKC IMA Chapter Seminar -
Wednesday, October 17, 2018
This course is designed for the busy accounting and financial professionals who needs to be able to answer those frequently asked taxed questions. The quick hit topics presented in this course are based upon the authors frequently received tax questions and other tax curiosities. This presentation is interactive. Please, bring your phone, tablet, laptop or other internet connected device, to privately participate in the discussion. Objectives: • To gain an understanding of selected current tax topics. • To answer those tax questions that you always wanted to ask (and those questions you didn’t know you wanted to ask about). • Learn techniques for resolving certain tax problems that frequently occur. Designed For: CPAs, enrolled agents, accounting and finance professionals who want to learn about tax planning strategies that occur every day. Highlights: • “Pennies on the Dollar.” Ever wonder about those TV ads where some talking head claims to be able to resolve your tax debt for pennies on the dollar? We’ll explore what options most taxpayers have with IRS. • “Tax Deductions from Thin Air.” As accountants and finance professionals, we want to believe that our tax laws are based on sound economic principals. But, we’ll look at how to create a tax deduction from thin air. (Based on a real Tax Court case.) • “The First Form 1040.” It seems like the Form 1040 has been with us forever. What did Form 1040 look like in its first year? A brief look at our tax history, and how that information may influence your thinking on future tax reforms and other planning. • “Partnership Tax Audits.” Like it or not, the tax rules for IRS examinations of partnerships are changing on January 1, 2018. Are you prepared for this important change? • “Tax ID-Theft.” We recently learned that identifying information for 143 million Americans was hacked from Equifax. We’ll look at what you can do if your tax identity is compromised. • “In the Weeds.” You say your dream is to give up that corporate finance job, and open a “weed” shop in Colorado? Here is what the tax authorities will have waiting for you.
OKC IMA proudly presents
Mark O. Neumeister, CPA, CGMA
Director of Tax Services at D. R. Payne & Associates
"Cryptocurrency"
Biography
Mr. Neumeister is Director of Tax Services for D.R. Payne & Associates, Inc., and has
more than thirty years experience in tax planning, tax controversies and tax compliance in
both public and private industry. The firm maintains an office in Oklahoma City and serves
clients throughout the Southwest. Before joining the Firm, Mr. Neumeister was Vice
President – Tax at Fleming Companies, Inc. (a Fortune 100 company). While at Fleming,
Mr. Neumeister was responsible for the companies’ overall tax planning, policies,
procedures, filings, audits, appeals and litigation. He was an integral member of executive
merger and acquisition team. At Fleming, Mr. Neumeister was responsible for all aspects
of relevant taxes covering, U.S., state, and local jurisdictions, and including, income,
franchise, net worth, sales & use, cigarette, other tobacco, excise, other sundry taxes and
unclaimed property. Previous to Fleming Mr. Neumeister was a Senior Manager – Tax
Services at Deloitte & Touche LLP, where he served clients in the industries of; retail,
wholesale, manufacturing, professional services, construction, automobile dealers and
others.
Event Details
Hefner Grill will serve lunch from the following menu options:
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Blackened Chicken Caesar Salad
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Club Sandwich with shoestring fries – ham, turkey, jack & cheddar, lettuce, tomato, bacon and mayo on wheat
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Seafood Enchiladas – shrimp, scallops, and mushrooms, ancho cream sauce, red beans & rice
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Drinks- Water, tea, or soda
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Dessert options: Key Lime Pie or S'more dessert
Mr. Neumeister's presentation on Cryptocurrency qualifies for 1 hour of CPE
This seminar is designed for anyone interested in the function of cryptocurrency. We will explore the basics of cryptocurrency including terminology, buying & selling, security, mining and tax aspects.
Objectives
- Gain an understanding of how cryptocurrency functions as a medium of exchange
- Explore the basic functions of blockchain
- Learn how cryptocurrency can be used in everyday business and personal transactions
- Gain understanding and confidence to buy, sell and secure cryptocurrency on your own
- Explore the tax aspects of buying, selling, investing and mining cryptocurrency
Prices for this event are as follows:
- Seminar and Luncheon (11:30 AM to 1:00 PM): Members $20; Guests $30, Student IMA Members Free
- Prepaid Members and Guests may attend the event (11:30 AM to 1:00 PM) for no additional charge
Payment can be made at the door or at http://oklahomacity.imanet.org/empaymentoptions.
The Board of Directors of the OKC IMA enjoys volunteering their time to provide our members and guests with affordable/quality CPE. We take pride in supporting the OKC Accounting and Finance community to meet continuing professional education requirements for CMA and CPA credentials.
You must be a member of the Institute of Management Accountants affiliated with the Oklahoma City Chapter to participate with discounted member benefits.
Please visit the OKC IMA Chapter Website for membership info and future events. Thank you!
This course is designed for the busy accounting and financial professionals who needs to be able to answer those frequently asked taxed questions. The quick hit topics presented in this course are based upon the authors frequently received tax questions and other tax curiosities. This presentation is interactive. Please, bring your phone, tablet, laptop or other internet connected device, to privately participate in the discussion. Objectives: • To gain an understanding of selected current tax topics. • To answer those tax questions that you always wanted to ask (and those questions you didn’t know you wanted to ask about). • Learn techniques for resolving certain tax problems that frequently occur. Designed For: CPAs, enrolled agents, accounting and finance professionals who want to learn about tax planning strategies that occur every day. Highlights: • “Pennies on the Dollar.” Ever wonder about those TV ads where some talking head claims to be able to resolve your tax debt for pennies on the dollar? We’ll explore what options most taxpayers have with IRS. • “Tax Deductions from Thin Air.” As accountants and finance professionals, we want to believe that our tax laws are based on sound economic principals. But, we’ll look at how to create a tax deduction from thin air. (Based on a real Tax Court case.) • “The First Form 1040.” It seems like the Form 1040 has been with us forever. What did Form 1040 look like in its first year? A brief look at our tax history, and how that information may influence your thinking on future tax reforms and other planning. • “Partnership Tax Audits.” Like it or not, the tax rules for IRS examinations of partnerships are changing on January 1, 2018. Are you prepared for this important change? • “Tax ID-Theft.” We recently learned that identifying information for 143 million Americans was hacked from Equifax. We’ll look at what you can do if your tax identity is compromised. • “In the Weeds.” You say your dream is to give up that corporate finance job, and open a “weed” shop in Colorado? Here is what the tax authorities will have waiting for you.