Northeastern Wisconsin Chapter of CFMA

 DECEMBER 8, 2020 VIRTUAL MEETING

DATE

Tuesday, December 8, 2020
*7:45 AM to 9:00 AM
*See timeline below

Add to Calendar 

LOCATION

This is an online event (Zoom).

TIMELINE
7:45 - 8:00 AM
Welcome & Networking

8:00 - 9:00 AM
Presentation (Including Q & A)

FEES
None. This virtual event is open to CFMA Members and their guests.

CPE
This virtual event is eligible for 1 CPE credit. Participants must attend the entire online event and answer polling questions to receive credit.

*REGISTRATION
*Zoom meeting information will be sent in a separate message after successful completion.

CONTACT

Michelle Weiss
CFMA of Northeastern Wisconsin
920.750.9110
michelle@mwcommunications.org

TOPIC
Tax Update

LEARNING OBJECTIVES

  • Address the PPP Loan Forgiveness Tax Implications
  • Discuss the CARES Act as we look ahead to 2021
  • Overview of President Elect Biden’s 2021 Tax Plans



PRESENTERS & BIOGRAPHIES


Jamie Brown
Principal | CLA

Jamie is an experienced tax advisor to closely held businesses and their owners, providing tax research, proactive planning, and compliance. His background includes serving as the controller for a commercial real estate company for three years. He draws on this realworld experience to meet the needs of clients in the real estate and construction industries. Jamie also works with numerous manufacturers. He has extensive experience with the preparation and review of individual, partnership, and corporate tax returns. He has also been involved with numerous ESOP clients.

Technical experience

  •   Tax planning, research and compliance for closely held entities and   individuals
  •   Real estate and construction industry
  •   Manufacturing industry

Education and professional involvement

  • Bachelor of business administration in accounting from University of Wisconsin -  Whitewater, graduated magna cum laude 
  • American Institute of Certified Public Accountants
  • Certified Public Accountant in the state of Wisconsin
  • Wisconsin Institute of Certified Public Accountants
  • Construction Financial Management Association

Civic organizations

  • Leadership Fox Cities 




Joshua D. Ganshert, MST, CPA
Partner | Baker Tilly

Josh Ganshert has more than 20 years of public accounting experience. Josh has a long list of clients that require a diverse range of tax services and structuring. These include construction companies, real estate developers (residential and commercial), real estate investors and hospitality companies. As tax partner, Josh is responsible for the planning and supervision of tax engagements. His primary focus is to manage client needs relative to tax planning and tax saving strategies.

Specific experience

  • Manages tax engagements for real estate investors, real estate developers, general contractors, hospitality and income tax credit deals
  • Provides income planning services to clients serving multifamily, single family and commercial sectors of the real estate market
  • Provides tax research and advice to clients in the real estate practice, including acquisition, holding and selling real estate
  • Provides entity structuring planning for businesses in the real estate and construction industries
  • Assists in the coordination and management of federal and state tax audit examinations

Industry involvement

  • Associated General Contractors of Wisconsin
  • American Institute of Certified Public Accountants
  • Wisconsin Institute of Certified Public Accountants

Education

  • Masters of Science in Taxation University of Wisconsin-Milwaukee
  • Bachelor of Science in Accounting University of Wisconsin-La Crosse

Jared J. Heimerl, CPA
Senior Manager, Tax | Wipfli

Jared Heimerl is a tax senior manager who works with closely held and family-owned businesses in the construction, manufacturing, and distribution sectors. He specializes in tax compliance and planning. Jared is a member of the firm’s research and development (R&D) tax team, helping clients take advantage of federal and local tax incentives, specifically the R&D credit.

Certifications

  • Certified Public Accountant

Professional memberships and activities

  • American Institute of Certified Public Accountants (AICPA) - Member
  • Wisconsin Institute of Certified Public Accountants (WICPA) – Member

Areas of Focus

  • Corporate and flow-through taxation
  • Individual taxation
  • Business and individual tax consulting and planning
  • R&D tax credit analysis
  • Section 174 expense analysis

Education

University of Wisconsin-Eau Claire

  • Bachelor of business administration degrees in accounting and finance

 

   The Construction Financial Management Association (CFMA) is registered with the National       Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional    education on the National Registry of CPE Sponsors. State boards of accountancy have final      authority on the acceptance of individual courses for CPE credit. Complaints regarding                registered sponsors may be submitted to the National Registry of CPE Sponsors through
its website: Website: https://www.nasbaregistry.org/

December 8, 2020 CFMA Chapter Meeting: Instructional Method: Virtual-live; Experience Level: Basic; Prerequisites / Advance Preparation: None; Field of Study: Taxes; Recommended CPE Credits: 1.0

The Construction Financial Management Association (CFMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Website: https://www.nasbaregistry.org/


December 8, 2020 CFMA Chapter Meeting: Instructional Method: Virtual-live; Experience Level: Basic; Prerequisites / Advance Preparation: None; Field of Study: Taxes; Recommended CPE Credits: 1.0