One of the most ambiguous issues facing the staffing industry as a result of the recent “Tax Cuts and Jobs Act”, is the definition of a specified service trade or business. Why? This classification has direct impact on the new 20% Pass-Through Deduction available to those entities which are taxed as Sub S, LLC’s and Partnerships or Sole proprietors. Treatment and classification under this broad definition will determine if your organization will be able to fully utilize the new deduction. This important definition will be a key discussion point as our experts help you navigate the Tax Cut and Jobs Act.
BJ Hoffman, CPA, CFE - Citrin Cooperman
B.J. Hoffman is a tax partner with over 25 years of experience in the areas of audit, tax, and litigation support. He serves clients in a wide range of industries, including closely held entities in staffing, health care, and franchising, as well as law firms. As a tax specialist and CFE, B.J. counsels clients with a range of strategies, including detailed year-end multi-jurisdictional planning, which helps clients reduce income tax exposure.
Michael J. Kline, CPA, MST – Citrin Cooperman
Michael J. Kline, a tax partner, has more than 30 years of experience providing a wide array of tax and consulting services. As one of the leaders in the Philadelphia office’s Tax Services Group, he serves as an advisor to clients in a range of industries, including health care, manufacturing, distribution, staffing, real estate, and technology. He also heads the firm’s Tax Quality Control Committee.
Jerry Grady – UHY LLP
Jerry is a managing office partner and has acquired a wealth of knowledge throughout his nearly 30 years in public accounting. He is the chairperson for the firm’s National Staffing Industry Practice as well as a leading member of the firm’s National Management and Technology Consulting Services Group. He manages a team of professionals devoted to providing financial, tax and business consulting services and assists companies to identify tax savings, improve operating efficiencies, and increase profitability.
Eric Hananel – UHY Advisors, NY Inc.
Eric has more than 35 years of professional experience consulting with business clients and high net worth individuals on profitability enhancement, corporate structuring, succession, estate and financial planning. His wide range of experience enables him to advise and assist individuals and corporations over a wide range of additional tax matters.
Charles Sockett – UHY LLP
Chuck has 30 plus years of professional experience, and consults on a wide range of entity related tax issues for public and closely held businesses across a variety of industries. Additionally, Chuck helps clients meet their complex tax planning and compliance needs, including issues related to domestic and international transactions.
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