Ripped from the Headlines: Tax Issues for Montana CPAs

To: All Montana CPAs. Please join Crowley Fleck PLLP for a complementary, interactive, monthly CPE presentation on a tax subject of timely interest to Montana CPAs. Each one-hour presentation will cover a 30-minute topic presented by tax attorneys at Crowley Fleck PLLP. The remainder of the presentation will consist of “Ask an Attorney” questions and answers regarding tax and legal issues that CPAs want to discuss. Attendees are encouraged to email questions in advance but, time permitting, questions will also be taken during the presentation.

Presented by: Jared M. Le Fevre, JD, LLM (Taxation), Fellow of the American College of Tax Counsel, and Lucas Forcella, JD, Crowley Fleck PLLP, and other Crowley Fleck attorneys.

CPE: 1 CPE per monthly presentation

Dates: The 4th Thursday of each month from 12 to 1pm on the following dates:

·         May 26, 2022 – What to Do With the Box of Receipts: Dealing with Business Expenses during IRS Audits.

·         June 23, 2022 – How to Keep a Business Owner from Personal Liability and Going to Jail for Employer Trust Fund Taxes.

·         July 28, 2022 – Real Estate Ownership by Business Entities: Tax and Non-Tax Reasons for Business Ownership of Real Estate.

·         Aug. 25, 2022 – What to Do When a Client Hasn’t Filed a Tax Return in 10 Years: IRS and MDOR Voluntary Disclosures.

·         Sept. 22, 2022 – Dividing Grandpa’s Ranch Without Losing the Farm on Taxes: Tax Issues for Divisions of Ag Properties.

·         Oct. 27, 2022 – Dealing with the Auditor: How to Deal with an IRS Auditor During an Income Tax Audit.

Exciting Developments: If there is a new tax subject that hits the headlines shortly before the presentation, we may substitute that subject for the announced topic. But if we do, you can believe it will be worth your time.

Who says there’s no such thing as a Free Lunch (presentation)?: Join us in-person at the offices of Crowley Fleck PLLP in Billings, Montana, for a complimentary lunch during the CPE. Alternatively, attend via live Zoom or phone conference for those that prefer the comfort of their office.

To Join the CPE: To RSVP for in-person and lunch, or for online log in or call in information, email to taxcpe@crowleyfleck.com

Ask an Attorney: To submit “Ask an Attorney” questions, please email questions to taxcpe@crowleyfleck.com

For more information, please contact Jared Le Fevre, jlefevre@crowleyfleck.com or 406-255-7323