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The Tax Cuts and Jobs Act makes the largest modifications to the Internal Revenue Code since President Reagan’s tax reform in 1986. With the 2017 tax reform comes significant and wide-sweeping changes for the 2017 and 2018 tax years and beyond. Join the experienced tax professionals at HK as they break down the key points of this landmark legislation and how this will affect your practice. They will review both the opportunities and challenges it presents for your individual and business tax and financial situations in the years to come.
Kevin Schmitt, CPA, CFP, Tax Partner, Honkamp Krueger & CO PC
Reggie Rowe, CPA, Senior Accounting Manager, Honkamp Krueger & CO PC
Kevin R. Schmitt, CPA, CFP®, is a partner at Honkamp Krueger & Co., P.C. (HK). With over 30 years of experience in public accounting, Kevin oversees the Honkamp Krueger tax department. Kevin has tax planning, business advisory, financial planning and accounting experience in a variety of industries including the medical, financial, educational, insurance, wholesale, retail, manufacturing, agribusiness and non-profit industries. He specializes in corporate, partnership, individual tax planning and preparation, estate and trust consulting, business advisory and financial planning. Kevin joined the firm in 1984.Kevin graduated with a B.B.A. in accounting from Iowa State University in Ames, Iowa. He is a Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®). He is a member of the American Institute of Certified Public Accountants (AICPA) and the Iowa Society of Certified Public Accountants (ISCPA). For community involvement, Kevin is a board member for Every Child/Every Promise and the finance committee chair for St. Joseph the Worker parish.
Reggie L. Rowe, CPA, is a senior accounting manager at Honkamp Krueger & Co., P.C. (HK). As a senior accounting manager, Reggie assists businesses and individuals across a wide variety of industries throughout the United States. Reggie’s area of expertise includes, but is not limited to corporate, partnership and individual tax planning, financial statement preparation, general business consulting, strategic planning, and various management services. With specialties in business consulting that emphasizes growth strategies and cost recovery initiatives for various national franchise systems and private organizations, Reggie has experience with start-ups and large multi-unit franchisees in territories covering multiple states. In addition, he provides strategic business consulting and process improvement initiatives for franchisors and franchise owners focusing on minimizing tax liability and optimizing net worth. Reggie graduated with a B.A. in accounting from Loras College, Dubuque, Iowa. He is a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants (AICPA) and the Iowa Society of Certified Public Accountants (ISCPA). For civic involvement, Reggie is on the board of directors for the Tri-State Independent Blind Society.
Join WMGMA for the quarterly Payer Forum. Members are invited to login and submit their questions. Questions are due by May 1, 2018 in order to be discussed at the June meeting. Payers are invited to attend the morning Q&A and to stay for lunch.
9:00 a.m. - 12:00 p.m.
12:00 - 12:30 p.m.
12:30 - 2:00 p.m.
Group Discussion and Information Sharing
There will not be a conference call option. If you would like to participate, please plan to attend in person.
Registration includes electronic materials and lunch.
WMGMA Members - $25WMGMA Member Guests - $25
Non-Members - $50Payers - Complimentary and includes lunch
Everyone has the ability to influence therefore everyone is a leader. Since the early 50's the Marine Corp has been using 14 leadership traits to influence Marines to become leaders and the same traits that men and women have died for on the battlefield are just as useful to live for in our offices and life. Shane will combine his experience as a Marine and Healthcare Administrator when presenting 14 leadership traits to live by.
"Leadership is intangible, hard to measure, and difficult to describe. Its quality would seem to stem from many factors. But certainly, they must include a measure of inherent ability to control and direct, self-confidence based on expert knowledge, initiative, loyalty, pride and sense of responsibility. Inherent ability cannot be instilled, but that which is latent or dormant can be developed. Other ingredients can be acquired. They are not easily learned. But leaders can be and are made." General C. B. Cates, 19th Commandant of the Marine Corps
Although the title of this session is "Leadership Traits to Live for" many good people have been willing to and have died for these exact same traits. Since 1948 various forms of leadership traits have been used in the military but the 14 we'll discuss today have become the backbone of the Marine Corps since the 50's. Don't worry, this won't be a military history lesson and although I will use some battlefield comparisons this is about the office and how in today's work environment, and dare I say family environment, it is vitally important that leaders actually lead!
Join WMGMA for the quarterly Payer Forum. Members are invited to login and submit their questions. Questions are due by August 1, 2018 in order to be discussed at the September meeting. Payers are invited to attend the morning Q&A and to stay for lunch.
Join WMGMA for the quarterly Payer Forum. Members are invited to login and submit their questions. Questions are due by November 1, 2018 in order to be discussed at the December meeting. Payers are invited to attend the morning Q&A and to stay for lunch.
Wisconsin Medical Management Group Association563 Carter Court, Suite B, Kimberly, WI 54136920-560-5621 / 800-762-8968WMGMA@Badgerbay.co
MissionTo be a resource for information, education, networking, and advocacy opportunities for all medical group management professionals.