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Finance Educational Webinars, Five-Part Series

Join members of ASLRRA’s Finance & Administration Committee for this five-part webinar series:

Change to Gift Tax Law and its Effect on Succession Planning

Friday, August 11, 1:00pm-2:00pm EST

A review of final and proposed changes to valuation requirements as related to gift taxes, and their impact on transferring businesses within the Family.  Planning for cash flow for the transitioning member, from either an installment sale, deferred compensation or other funding stream. A discussion of strategies to most effectively transfer businesses within the family, including use of intentionally defective grantor trusts, grantor retained annuity trusts and other transfer techniques.  A discussion of processes to transfer to non-family member employees either entirely or in conjunction with an intra-family transfer; and Important considerations for the new owners.

Presented By:  
William T. Kriesel, CPA/PFS, CFP®, AEP®, Partner-in-Charge; Financial Planning, Bowers & Company CPAs PLLC


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New Repair Regulations

Tuesday, August 22, 1:00-2:00pm EST

Do you perform routine (sometimes heavy and costly) maintenance on your locomotives and equipment? Should you currently expense those costs or capitalize them? Does your company or the shareholders own real estate? Do improvements to that real estate always have to be capitalized?  Get the answer to these and other questions, as we explore recent tax law changes that may benefit you.

Presented By:
Dave Ayoub, CPA, Partner-in-Charge: Tax Department, Bowers & Company CPAs PLLC
Rick A. Tidd, CPA/ABV/CGMA, CVA, CFF, CITP, Partner-in-Charge: B&C Valuation Group, Bowers & Company CPAs PLLC

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Using Cost Data for Business Decisions
Tuesday, September 19, 1:00pm - 2:00pm EST

A review of practical tools for costing and evaluating service offerings and capital investments for Short Line Railroads.

Presented By:
Joseph M. Mocciaro CPA, CMA, Partner, Bowers & Company CPAs PLLC

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The Effect of the Obama Investment Tax and how to Avoid it as it relates to Real Estate

Tuesday, October 17 1:00pm - 2:00pm EST
What effects has the Obamacare 3.8% Net Investment Income Tax had on you and your Owner/Shareholders?  Do you own real estate?  Does an owner rent real estate to the railroad?  Does an owner own other operating entities in separate entities?  Is there a way to plan to avoid the 3.8% tax on real estate?  Do Shareholders loan money to the Company, and is that interest income subject to 3.8%?  We will answer these and other questions to help mitigate the effects of the Net Investment Income Tax.  Attendees will have an opportunity to participate in live Q&A at the conclusion of the webinar.

Presented By:
Dave Ayoub, CPA, Partner-in-Charge: Tax Department, Bowers & Company CPAs PLLC
Rick A. Tidd, CPA/ABV/CGMA, CVA, CFF, CITP, Partner-in-Charge: B&C Valuation Group, Bowers & Company CPAs PLLC 

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Sales and Use Tax:  How a Basic Understanding Now Can Prevent Issues in the Future

Tuesday, November  1:00pm - 2:00pm EST
Sales Tax Audits: current climate, what to look for, and how to prepare.  During this webinar we will be covering several aspects of Sales and Use Tax, including Sales Tax Nexus, Situs of Sale, Taxable versus Non-taxable Sales Exemptions, and Sales Tax Audits.  Attendees will have an opportunity to participate in live Q&A at the conclusion of the webinar.

Presented By:
Bob Teska, CPA, CCIFP, Partner-in-Charge: Construction Services

Mike Fralix, CPA, Bowers & Company CPAs

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