CFO Series Key Tax Issues

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Event Details

Friday, August 27, 2021

8:00am – 4:00pm
(Registration: 7:30am)


Hilton Garden Inn

2023 Commerce Way

Bozeman, MT 59715


Field of Study

  • Taxes

CPE Credit

8 hours CPE credit

Course Code



Level of Knowledge



Executive Education Inc


All materials will be electronic only

The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussion about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions and team exercises.  

Each topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more!

This CFO Series Day
These sessions focus on recent federal tax issues impacting your organization, with a focus on major ramifications of the Tax Cuts and Jobs Act (TCJA) the CARES Act and subsequent legislation. It will address planning alternatives and the potential risks associated with those strategies.

Topics Discussed:
The AB5s of Employees & Independent Contractors
This session addresses the 20 factors the IRS uses to classify workers, with a focus on the severe tax penalties for misclassification.  We will look at how Dynamex and AB5 will impact your organization. We will also examine the “Gig” worker, review the broader independent contractor workforce and apply the worker classification on year-end reporting.

Objective: Learn about how standards are changing for classifying employees and independent contractors.

Expensing & Depreciating Business Assets
Recovering the cost of capital is a critical business skill, and Congress is constantly changing the rules to impact the economy. In this session, we will discuss the most recent tax depreciation rules and developments, as well as review the impact of TCJA and CARES Act changes. We will address Section 179 and 168(k) expensing, along with capitalization regulations and Qualified Improvement Property.

Objective:  Understand changes the taxation of capital assets.

Navigating the New Interest Expense Limitation
Are you large enough to have your interest expense limited? This program will discuss how the new 30%/50% limit works and what happens to excess interest expense. We will examine how the new rules apply to partnerships, S and C corporations and their owners. This session will discuss reporting on Form 8990, as well as the 2022 problem.

Objective:  Find out how to navigate federal interest limitation rules.

Covid-19 Losses: Going Backwards & Forwards
The Tax Cuts and Jobs Act (TCJA) made turning business losses into tax refunds far more difficult. The CARES Act suspended and modified many of those changes. This session will dig into the new rules for deducting business losses. We will also address the new 5-year carry-back, as well as amended returns and “quickie refunds.”

Objective:  Understand how the Tax Cuts and Jobs Act (TCJA) will affect your organization’s ability to carry-back and carry-forward business losses.

Cases and Group Discussion
The CFO Series provides extensive case study analysis and many opportunities for group discussion.

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