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Willard J. De Filipps, CPA
Consultant to Auto Dealer CPAs and Seminar Leader

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2/3/2012

 

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2004 Automotive Dealer Tax Update Seminars

Presenter ...

Willard J. De Filipps, CPA, author and publisher of the “Dealer Tax Watch” and the “LIFO Lookout” will be presenting industry professionals with the latest, most up to date tax and compliance information that WILL need to be considered regarding automotive dealership operations as the year 2004 comes to a close.  

 In addition to speaking in detail on the topics listed below, Willard will be available to speak about any tax related issue that you or your dealership may have during an open format Q & A session.  Don’t miss this opportunity to enhance your education and learn with some of the best and brightest in your industry.  Register today by calling (616) 527-4470 or click 

http://www.greenoutsourcing.com/Seminar.asp

 

Who: Automotive Industry Professionals (Automotive Dealership General Managers, CFOs, Controllers, Office Managers, Principals and especially CPA, accounting and legal professionals that represent automotive dealerships).  CPAs:  This is a great opportunity for you to strengthen your relationships with clients, bring them along!!

What: 2004 Dealer Tax Update:  Tax Strategies, IRS Activities and Year End Opportunities

When: November 9th (Champaign - Urbana, IL), 10th (Peoria, IL) and 11th (Indianapolis, IN), 2004.  All meetings will be begin at 8:00 AM and end at 3:00 PM with a lunch served at 12:15 PM.


Agenda ...

2004  DEALER  TAX  UPDATE

Tax  Strategies,  IRS  Activities  &  Year-End  Planning  Opportunities

 

TIME

SUBJECT

8:00 - 8:15 AM

 Welcome & Introduction

8:15 - 9:00 AM

·

Industry Overview

·

2004 New Development Overview

9:00 - 9:20 AM

·

New Developments - Detail Discussions

9:20 - 10:00 AM

·

How Dealers Can Take Advantage of the Favorable Income Tax Rates on Qualified Dividend Income & Capital Gains

·

Service Technician Tool Reimbursement Plans ... A Closer Look at Accountable Plans

10:00 - 10:20 AM

Break

10:20 - 11:20 AM

·

Changes in Accounting Methods to Reduce Dealership Taxable Income

11:20 AM - 12:15 PM

·

Cost Segregation Studies Accelerate Depreciation Deductions

·

LIFO Planning for Year-End Inventories

12:15 - 1:30 PM

Lunch provided

1:30 - 2:15 PM

·

New Schedule M-3 Reporting Requirements for 2004

 

·

IRS Electronic Recordkeeping Requirements (Rev. Proc. 98-25)

·

Safeguarding Customer Information ... Compliance with the Gramm – Leach – Bliley Act

2:15 - 3:00 PM

·

Other Tax Developments, Tips & Strategies

 

   Year-End Tax Planning Letter

 

   Other

 

·

General Question & Answer Session

3:00 PM

·

Adjourn

 Rev. 10/25/04

 
 

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    Contact Information

Telephone                                                FAX
847-577-3977                                            847-577-1073
Postal address
317 West Prospect Avenue, Mount Prospect, Illinois  60056
Electronic mail
General Information: cpawjd@aol.com

Send e- mail to cpawjd@aol.com with questions or comments about this web site.
Copyright © 2012 Willard J. De Filipps, CPA, P.C.