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Asset Management Strategy Post-Tax Reform

Venue

This is a virtual event, accessible online and over the phone. Access instructions will be provided after registration.

Description

The Tax Cuts & Jobs Act of 2017 (TCJA) was intended to spur economic growth in the U.S. in several ways, including expansion of immediate expensing for asset purchases. However, taking bonus depreciation may not always be the best option for businesses. Depending on the nature of your business, your profit/loss position, and your capitalization procedures, the optimum strategy for minimizing tax may vary.

Join Bloomberg Tax & Accounting to learn about various asset management strategies and how they may apply to your company.

Educational Objectives:

  • Understand the benefits of Immediate Expensing vs regular depreciation
  • Identify if opportunities for Cost Segregation can benefit your business
  • Understand the Real Property Trade or Business Elections
  • Learn how Asset Acquisition vs Stock Purchase decisions have been impacted by TCJA
  • Learn methods for conducting Lease vs Buy Analysis
  • Understand Industry Specific Considerations for asset management

Audience: This program is designed for c-suite executives, and directors and managers within corporate tax and accounting departments. 

Presenters

Ryan Sheehan
  • Senior Product Manager
  • Bloomberg Tax & Accounting

Ryan Sheehan is a Senior Product Manager for Bloomberg Tax & Accounting. He is responsible for Bloomberg Tax’s Corporate Tax products, including Advantage Fixed Assets, Corporate Tax Analyzer, and Advantage State Tax Analyzer. Prior to Bloomberg Tax, Ryan was a CPA at KPMG’s Washington D.C. Metro office in the Business Tax Services practice.  

Lisa Pfenninger
  • Federal Tax Analyst
  • Bloomberg Tax & Accounting

Lisa Pfenninger is a Federal Tax Analyst for Bloomberg Tax & Accounting. Before joining Bloomberg Tax & Accounting, she was an Associate at the law firm Dow Lohnes & Albertson in Washington, D.C.

Adam Schrom
  • Senior Subject Matter Experts Manager
  • Bloomberg Tax & Accounting

Adam Schrom is a Senior Manager for Bloomberg Tax and Accounting’s software subject matter experts team. His team is responsible for researching, modeling, and translating complex tax and accounting rules into development requirements for Bloomberg Tax and Accounting’s software products. Previously, Mr. Schrom worked in PwC’s Washington National Tax Services (WNTS) in Washington, D.C., where he consulted with clients on federal tax accounting issues across a variety of industries.

Continuing Education

Credits:
1.2 CPE, 1.0 General COA
Practice Areas:
Field of Study: Taxes
Level:
Any
Production Date:
11/07/2019