CPE Course 37th Annual NHSCPA/NH Bar Assn. Tax Forum

November 20, 2019

8:00am — 4:15pm

Location Concord

Member Price $249.00
Non-member Price $249.00

Curriculum Taxation, Estate Planning

Field of Interest Estate and Gift Tax, Health Care, Taxation (General)

Level Update

Designed For

**Print Materials will be provided for this event at no additional charge**

Objective

8:00 a.m - 8:05 a.m - Welcome & Introductions - Salon B & C    

John E. Rich, Jr., Esq.

 

 Plenary Sessions  - Salon B & C 

8:05 a.m - 9:50 a.m - Federal Tax Update  

 Karl A. Heafield, CPA

 Paul A. Burkett, Esq.
 Michael Hotchkiss, CPA
Anu R. Mullikin, Esq. 

Break

10:05 a.m - 12:00 p.m - Hot Topics in M&A

Peter Lachance, CPA
Anthony Boschetto 

Steven Cohen, Esq.

12:00 p.m. - 1:00 p.m - Lunch

1:00 p.m - 3:05 p.m - Blockchain and Cryptocurrency

Douglas McCalmont

3:05 p.m - 3:15 p.m - Break                                                    

 

CONCURRENT SESSIONS

3:15 p.m. - 4:15 p.m

Track 1 - Salon B & C 

Foreign Reporting                               

Peter T. Beach, Esq.

CiarĂ¡n Devery

Track 2 - State Suites

Gift & Sales to Intentionally Defective Grantor Trusts

Joseph F. McDonald, III, Esq.

Megan C. (Neal) Knox, Esq

 

 

Highlights

Federal Tax Update
The Federal Tax Update panel will discuss several TCJA related updates
including proposed regulations, notices and other guidance issued in the
past several months. Other significant income tax changes resulting from
legislation and court decisions will also be covered. On the estate tax front,
Anu Mullikin will highlight the latest court rulings, private letter rulings
and new and proposed regulations in the estate, gift and generation skipping
transfer tax areas.


Hot Topics in M&A
This session will explore current trends in mergers and acquisitions that
advisors can utilize to guide their clients through the M&A process. Topics
will include: positioning a company for sale, unique M&A tax issues, the
tax benefits and strategies of Section 1202 Qualified Small Business Stock
and the increasing popularity of quality of earnings reports.


Blockchain and Cryptocurrency
With the sharp rise in price of cryptographic currencies such as bitcoin,
media attention tends to emphasize the hype surrounding the price hike
while minimizing the profound impact the underlying technology (blockchain)
will have on society. His presentation will dispel many of the myths
surrounding cryptographic or virtual currencies while highlighting the
overall value of blockchain technology. Through case studies and the
analysis of current events, the attendee should walk away with a better
understanding of cryptographic currencies such as bitcoin and the revolutionary
blockchain technology.

Instructors

Prerequisites

Developer

New Hampshire Society of CPAs

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