“The most significant tax reform in more than 30 years has been signed into legislation with implications for individuals and businesses. What does this mean for you? Join Richard Morris, Director of Tax Services at CBM – Councilor, Buchanan & Mitchell, for a 90-minute session on the new legislation and how it impacts you. Start off the new year prepared for an update on tax brackets, state and local tax deductions, mortgage interest deductions, the estate tax, and much more. A light breakfast will be served.” Held from 8:30 to 10 a.m. , Chamber offices.
Schedule:
8:25 - 8:30- coffee / Networking
8:30 - 10:00 Program ? Q&A
Richard E. Morris, CPA, MST
Director of Tax Services
Richard Morris is Executive Vice President and Director of Tax Services at CBM - Councilor, Buchanan & Mitchell, P.C., a Bethesda, MD-based tax, accounting and advisory firm and a silver sponsor of the Bethesda Chamber. He has more than 25 years of public accounting experience, working with closely held businesses, their owners and executives. He also has extensive involvement in estate, trust, corporate, individual and partnership taxation and planning, including compensation, retirement planning and succession issues.
Richard’s public accounting experience includes corporate structuring, entity selection, transaction planning and analysis, estate planning and working with closely held and family owned businesses, and their owners and executives. He works very closely with clients who have unusual or complex tax issues that require customized solutions and go beyond general tax compliance. He also has substantial involvement in not-for-profit tax and accounting issues including public and private foundations and unrelated business income tax issues.
Richard represents clients before the Internal Revenue Service and various states and cities on a variety of issues. He interacts with various levels of government and professional organizations in order to be in the forefront of current and pending tax legislation. He has been a speaker and instructor to numerous groups, associations and universities on tax, business formation, and real estate issues, and has authored numerous tax articles.
Join Richard as he takes you through the latest on the nation’s new tax reform legislation.