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Five Critical Issues that CPAs in Industry Will Face in 2019

When
March 19
12:30 - 4:00 p.m.

Where
Penn State Great Valley - Main Bldg
Malvern - Map it

CPE Credits
4-Other

Details

 Pricing

PICPA Member: $139 | Nonmember: $189

CLE Credit Add-On: $25


 More Information

Course No.
749801
Level
Intermediate
Prerequisites
Some experience as a CPA in a corporate environment
Note

This program is designed for CPAs who need a "big picture" overview of the latest trends and issues.

This is a four-credit afternoon seminar (12:30 - 4:00 p.m.; 12:00 p.m. registration)

This course is only offered once in 2018.

Description

Evaluate current and emerging challenges and risks. Discuss newly effective tax regulations and proposed changes that all CPAs must know.

Highlights

  • Impact of Section 199A, the new 20% deduction for pass-through entity owners and investors in real estate

  • Other business impacts of tax reform, including changes to deductions for entertainment and lobbying expenses

  • Impact of new accounting pronouncements

  • Personal information and privacy

  • 401(k)/retirement planning issues



Speaker(s)

Carl F. Shultz, MBA, CPA, CGMA

Carl Shultz is an MBA, CPA, and CGMA. He has extensive experience serving as a financial executive with Fortune 500 companies and “Big Four” public accounting firms; consulting for small-to-large companies and individuals; and leading a range of accounting and financial functions. Carl has played a key role in building new companies and key financial functions to improve net income, install controls, audit functions, and manage large complex projects to successful, timely completion on or under budget.

Currently, Carl provides financial and tax preparation and planning to individuals and small businesses. He is also Managing Director of CFS Consulting, LTD, which provides financial, internal control, and administrative consulting services.

He is an adjunct professor of accounting at Rider University, The College of New Jersey, and Philadelphia University. Carl has also lectured at professional seminars and to groups on financial accounting and tax matters. He has published in such professional journals as Taxation for Accountants, Taxation for Lawyers, and Controller’s Quarterly.

Carl is a graduate of La Salle University with a degree in Accounting, and has also earned an MBA degree from Drexel University in Finance and Accounting. Carl is a decorated veteran of the Vietnam War, where he served as an officer in the U.S. Army.


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