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DECEMBER 2001 TELECONFERENCE SERIES
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Teleconference
Topics |
Session |
Day, Date & Time* |
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LIFO for Auto Dealers |
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Part 1 |
General
Considerations & Overview |
#1 |
Wednesday, Dec.
12, 2001
10:30 AM |
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Part 2
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Eligibility
Requirements, Cost, Conformity, Consent, Books & Records
|
#2 |
Wednesday, Dec.
12, 2001
12:30 PM |
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Part 3 |
New Vehicles (Rev. Proc. 97-36)
Used Vehicles (Rev. Proc. 2001-23)
Other LIFO Methods for New & Used Vehicles |
#3 |
Wednesday, Dec.
12, 2001
2:30 PM |
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Part 4
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Parts &
Accessories Inventories,
Mountain State Ford Truck Sales & its Implications
LIFO Reserve Recapture Issues, C-to-S Conversions,
Oldsmobile Dealers LIFO Recapture Issues
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#4
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Thursday, Dec.
13, 2001
10:30 AM
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Year-End Planning & Projections
for Auto Dealer LIFO Inventories
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#5
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Thursday, Dec.
13, 2001
12:30 PM |
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Year-End Update for Auto Dealers’ CPAs
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Part 1
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Tax Issues,
Cases, IRS Developments & Year-End Planning Strategies
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#6
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Wednesday, Dec.
19, 2001
10:30 AM
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Part 2
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Dealers in
Transition (Oldsmobile & Others)
Tax Issues & Planning Considerations
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#7
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Wednesday, Dec.
19, 2001
12:30 PM |
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*
All start times are Central Standard Time
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WILLARD
J. DE FILIPPS, CPA … Your
Presenter … Educator to the profession
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SEMINAR LEADER …
shares his understanding of
dealer tax issues and LIFO in numerous tax conference lectures seminars
and published articles. Presented LIFO seminars since 1978 and has
conducted seminars in-house for CPA firms around the country, business and
trade associations and National and State CPA societies.
CONSULTANT: Consults with CPAs and businesses around the country assisting them
in LIFO inventory implementation, changes and planning. Practical
experience includes representation of LIFO applications during Internal
Revenue Service audits and in Appeals channels and in technical advice
proceedings and LIFO change requests involving the IRS National Office in
Washington, D.C.
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AUTHOR & PUBLISHER:
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!
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Dealer
Tax Watch (1994 to date), a
quarterly update of essential tax information for auto dealers and other
retailers.
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!
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LIFO Lookout (1991
to date), a quarterly newsletter with specialized coverage of LIFO News
and developments.
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CPA-AUTO
DEALERSHIP NICHE CONFERENCES: Since 1998, has organized and coordinated
unique annual conferences for CPAs and other professionals serving the
auto/truck dealership industries. 1998 & 1999 - Las Vegas, 2000 -
Chicago, 2001 - Dallas.
INNOVATOR:
Formed
Dealer/CPA 21 Resource Groups which serve group members by providing a package
of quality services consisting of technical meetings, information exchange,
practice aids and other problem-solving and opportunity expanding activities.
In 1987, co-founded the AutoCPA Group, the original national organization
of CPAs whose member firms specialize in automobile dealer clients.
In 1995, formed two additional Dealer-CPA resource groups and moderated
bi-annual meetings from 1995 to 2000. |
Contact Information