Accounting & Finance Forum -12/19/2023

Tax Strategies/Planning & Current Expected Credit Loss (CECL)

Speakers and topics include:

Brad Poris – Principal, Business Incentives & Tax Credits, BDO

Brian Vigneault, CPA, MST – Tax Principal, Professional Services Market Lead

BDO will provide an update on the R&D rules and latest developments, share the new guidelines companies can claim deductions for energy-efficient upgrades, Section 179D, and share tax saving tips. 

Sarah Guilmette, CPA, MST – Principal, Private Client Group

PKF O’Connor Davies will provide insight into year-end tax planning considerations for individuals, including Gift/Estate Planning, Charitable Planning, Tax Loss Usage, Roth IRA Conversion, MA Millionaires Tax, and the Corporate Transparency Act.

Nicholas Tamvaklis, CPA, CDA, MST – Partner, A&E Practice

PKF O’Connor Davies will discuss a new accounting standard effective for companies in 2023 – Current Expected Credit Loss (CECL). This standard is applicable to accounts receivable, unbilled revenue, investments, and other assets. 

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This meeting is open to employees of ACEC/MA Member Firms.    

If your firm is an ACEC/MA member, YOU are an ACEC/MA member.   

• For virtual meeting connection information for this session, contact: ACEC/MA  or call 617-227-5551. 
• If you are with an ACEC/MA Member Firm, Join this Committee/Forum HERE.  
• ACEC/MA Committees/Forums are open to all employees of ACEC/MA Member Firms, even if you are located in another state.
• ACEC/MA Membership Questions? Contact us: ACEC/MA or call 617-227-5551.