Viewpoint Tax Symposium Phoenix

When: Thursday, February 7, 2019
Where: Arizona Biltmore
2400 E Missouri Ave, Phoenix, AZ 85016

Keeping up with changes in tax regulations and ensuring you are optimizing your tax savings is a never-ending challenge.  Join some of the industry's leading experts on tax issues in the construction industry for this half-day complimentary seminar.  While earning 2.5 CPE hours, you'll come away with a better understanding of:

  • Current tax reform update
  • Tax strategies for construction companies
  • How to prepare for economic downturn
  • The current state of the nation on R&D tax credits – Status of credit and how this impacts your business
  • Opportunities for companies: S-Corps, C-Corps, ESOPS, and Partnerships
  • New opportunities and interplay: 199A, 280C
  • Explaining R&D claims and the new IRS Landscape
  • The new status and coordinated efforts by the IRS
  • The use of Viewpoint time & project tracking to strengthen the substantiation of claims

Agenda

  • 7:30AM - 8:00AM - Registration & Breakfast
  • 8:00AM - 8:15AM - Welcome & Program Introduction
  • 8:15AM - 9:30AM - Alan Villanueva, CPA - Partner, Moss Adams LLP
  • "2019 Tax Update - How to Strategically Position Your Company in Today's Tax World"
  • As a new year begins, what tax strategies should construction companies be considering to strengthen their position? In addition to an overall update on where we are with tax reform, this session will cover strategies on deferring tax liabilities, taking advantage of lower tax rates, and how to prepare your construction company for an economic downturn.
    Learning objectives:
    • Current tax reform update
    • Tax strategies for construction companies
    • How to prepare for an economic downturn
  • 9:30AM - 9:45AM - Break
  • 9:45AM - 10:45AM - Brady Bryan - CEO, BRAYN Consulting
  • "Optimizing Your R&D Tax Credits as a Contractor"
  • Over the last few years, many recent tax law changes (including the PATH and TCJA Acts) leave taxpayers uncertain about the future on tax credits and deductions. Typically creating unforeseen obstacles, there are now unprecedented opportunities for many taxpayers as it relates to R&D tax credits. Attendees will walk away from BRAYN’s presentation armed with applicable knowledge of these new R&D tax credit opportunities for use within their companies.
  • 10:45AM - 12:00PM - Networking and Q&A

Attendance is complimentary, but space is limited so please save your seat and register today! Please contact us at [email protected] if you have any questions, or if you would like to register someone other than yourself.

More About Your Speakers:

Alan Villanueva, CPA, Partner - Moss Adams LLP 

About Alan Villanueva:

Alan has practiced public accounting since 1987, including nine years with a Big Four firm, providing tax compliance and consulting services to a variety of public and privately held companies as well as high net worth individuals. Alan spends the bulk of his time working with closely held businesses on tax strategies, identifying value-added service opportunities, handling IRS and state tax examinations, and managing day-to-day tax compliance work. His specific experience includes corporate mergers and acquisitions, buy-sell transactions, entity formation and liquidation, ASC 740, accounting method changes, and multistate taxation.

Brady Bryan, BBA, JD, CQIA, CEO of BRAYN Consulting LLC

About Brady Bryan:

Brady is a staunch advocate of adding value to clients through both tax credits and incentives, as well as supporting businesses in continuous process and quality improvement initiatives. He founded BRAYN Consulting LLC in early 2010. Prior to that he worked for several years in Deloitte Tax’s national R&D Tax Credit and Incentives practice. Brady serves small, medium, and large sized businesses in the AEC, Real Estate, Software, and Manufacturing sectors.

BRAYN is a niche consulting firm that guides businesses to greater value through tax credits and incentives, such as R&D Tax Credits, Cost Segregation, Sales & Use/Excise Tax Recovery, and Management Consulting.


“Viewpoint is the partner that can support our business 20 years from now.”

Bud Bowden, Controller, DooleyMack Constructors of GA, Inc.

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