Southwest Chapter Luncheons

9.7.18

Key Due Diligence Activities in A Merger
& Acquisition Transaction

Join Mick Armstrong, Micro 100 Tool Corp CFO to learn about their vast experiences as a company with due diligence activities. From start to stop and everywhere in between, Mick and his company have gained an in-depth understanding of what proper due diligence requires.

Hear his experiences with:

• Financial Matters
• Technology/Intellectual Property
• Customers/Sales
• Strategic Fit with Buyer
• Material Contracts
• Employee/Management Issues
• Litigation
• Tax Matters
• and more

10.5.18

The Wayfair Decision - What Does it Really Mean?

On June 21, 2018, the U.S. Supreme Court issued its opinion in Wayfair, Inc. et al., in which it overturned the decades-old physical presence nexus standard required in order for a state or locality to impose a sales or use tax collection responsibility upon a remote seller. In a 5-4 decision, the majority held that the physical presence rule established in its previous decisions in Quill and National Bellas Hess for purposes of sales and use tax nexus “is unsound and incorrect” as it applied to the 2016 South Dakota law establishing a sales and use tax nexus standard based on the existence annually of more than $100,000 of in-state sales or 200 or more transactions involving in-state deliveries of goods or services.

Join Doug Anderson & Robert Wood, Deloitte, for an interactive discussion focused on the following topics:

• Nexus Background
• Use Tax Notification and Reporting Statutes
• Impact of recent Wayfair decision
• ASC 450 Considerations
• Remediation, Systems & Compliance Considerations

11.2.18

Register

Taking the Lead on HR Advisory: Managing Resources, Engaging Employees & Reducing Turnover

HR issues, especially employee turnover, is a costly and constant concern for business owners. Join us for a brief discussion of various human resource issues affecting today's employers such as federal labor laws which apply to hiring an employee, day-to-day employment issues, and separation. We will then dive in to understanding the keys to successful employee management which can help you keep your team engaged and productive, so the business can keep growing.

HR gurus Lara Basom and Tracy Burns, Paychex, are excited to share their insights with you.

12.7.18

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The 20% Pass-Through Deduction:
Where Do We Stand Now?

The new Sec.199A deduction is probably one of the most complex provisions of the new Tax Act. During this luncheon, we will:

• Focus on the detailed mechanics of the new code Section and best planning techniques.

• Address the issues we face in determining which clients will qualify, what information is necessary, and how to calculate the amount.

Presented by Ed Bodily, Little-Morris

1.10.19

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Tax Reform: Meals & Entertainment & Fringe Benefits

This discussion will include an overview of the impact of the Tax Cuts and Jobs Act surrounding meals and entertainment and fringe benefits, including the changes to the deductibility of these expenses and events that would cause income inclusion for tax purposes.

Presented by Madison Ediger and Joseph Segoria, Deloitte

2.1.19

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Idaho Economic Update:
Where Are We Now & What Is the Outlook for 2019?

2018 was a year full of political drama and media attention. With “24/7” media outlets now the norm, the risk is that we get lost in the “noise” of the data and potentially lose focus on what is really happening with the economy. This presentation will discuss the current health of the state of Idaho and provide insight into what we should be focusing on for 2019 and beyond.

Idaho Governor’s office will be invited

4.19.19

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Idaho Legislative Update

Join Ken McClure, Partner with Givens Pursley for a discussion of the highlights of developments in the 2019 Idaho legislative session, with emphasis on how they affect businesses in general and the accounting profession in particular. 

(this date is subject to change based on legislative session)