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De Filipps 4^th Annual
CPA-Auto Dealership
Niche Conference

Wrap-Up

    “Solid Ideas to Navigate Today’s Turbulent Industry” was the theme of the De Filipps 4^th Annual CPA-Auto Dealership Niche Conference.  This Conference was held June 18-20 at the Westin Galleria in Dallas and provided attendees with a wealth of information shared by many speakers. 

    Included in the September, 2001 issue of the Dealer Tax Watch are several reports by Mark Battersby and by Willard De Filipps summarizing some of the Conference presentations.  Mr. Battersby's reports summarize Dan Myers’ comments which addressed legal matters, presentations by Mark Schmitz and Tim York on dealership valuation issues, and Sandi Jerome’s update on technology trends in the industry. 

    The Conference “tax issues coverage” included presentations by Terri Harris of the IRS and by Will De Filipps.  In addition, an edited version of the Tax Panel Question & Answer session was also included in the September, 2001 issue of the DTW.

    Finally,  John Boggs’ presentation on employment issues and compensation plans included very useful information, some of which we have reproduced in the 3rd Quarter issue of the DTW.   John’s information included sample compensation arrangements for salespersons, parts managers, parts counter persons, closer-assistant sales managers, F & I managers and general sales managers.  We have reprinted, with his permission, two of the six sample compensation agreements he provided.  As one attendee remarked, “the pay plan agreements included as part of Mr. Boggs’ handouts were worth the price of admission alone.”

    From the Conference agenda, you can see the entire program, including presentations not summarized in the September, 2001 issue of the Dealer Tax Watch.  The only change from the announced program was the last minute substitution of Tim York for Butch Williams as one of the presenters on business valuations. 

    The 2001 Conference Manual included speaker PowerPoint presentations, outlines and other materials supporting most of the presentations.  Some of the presenters’ supporting materials are extremely detailed and thorough and make the Manual a valuable stand-alone reference.  A limited supply is still available for purchase ($195 which includes handling).  To order, call (847) 577-3977 or e-mail us and request the 2001 Conference Manual.