Robert S. Keebler, CPA/PFS, MST, AEP
Keebler & Associates, LLP
Mr. Keebler will address the critical planning aspects of 199A that lawyers, CPAs and planners need to know, including an overview of 199A, SSTB rules, real estate ideas, what is a trade or business, using pensions to reduce income, choice of entity, SSTB issues and how to enhance the deduction, and when not to contribute to a pension or profit sharing plan. He will also address the latest planning ideas and latest bills in Congress, including the post-mortem IRA payout rules and the Democratic estate and gift tax proposals.
Linda A. Duessel, CFA, CPA, CFP
Federated Securities Corp
Ms. Duessel will review and discuss key issues affecting, and that will likely affect, the economy in the near term, including her outlook for major world economies and recent developments in the U.S and global financial markets.
Mark B. Schwendeman, GBA
Schwendeman Agency, Inc.
Mr. Schwendeman will review legislative updates to health insurance and employer challenges in balancing benefits and cost.
Joseph P. Gartner, CPA
Deloitte Tax LLP
Mr. Gartner will review Federal tax law changes for the current year, pending/proposed legislation in Washington, DC, and updates on 2017 corporate tax reform, including new regulations, notices and rulings.
A. Scott Fleming, PhD, CPA, CMA
Associate Professor of Accounting WVU
Dr. Fleming will discuss various ethical, moral, and psychological associations to those who evade taxes; other potential social and psychological precedents and antecedents to deviant behavior of same; and notable whistleblowing actions with the IRS.