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President's Message

Hello - Please see the update below in regards to our upcoming Webinar - Tax Update 2021!
FREE Virtual Webinar: “Current Tax Issues and Planning Strategies in light of the COVID-19 Pandemic"

When:  January 21st, 2021, Time:  5:30PM CST start time, 7:30PM CST end time. 2 Hours CPE

Description:
 Update on current tax issues in light of the COVID-19 pandemic, the SECURE Act, and elections results, and other recent changes 

Learning Objectives: In depth knowledge of the SECURE Act, the CARES Act, other recent changes and how to apply this to client planning 
Outline:

  • SECURE Act
  • Coronavirus Relief Acts
    • Families Fist Coronavirus Response Act
    • CARES Act
  • Miscellaneous IRS issues, Court cases, and recent developments

 Speaker:  Julie A. Welch (Runtz), CPA, PFS CFP®, AEP (Distinguished), (julie@mwbpc.com), a partner/shareholder with Meara Welch Browne, P.C., is the Director of the firm’s tax department. She earned her B.S. in Accounting and Business Administration from William Jewell College and her Master of Science in Accounting with a Taxation Focus from the University of Missouri-Kansas City.  She received the AICPA Sid Kess Award for Excellence in Continuing Education in 2015 and the UMKC Alumni Achievement Award for 1999.  She served on the AICPA’s planning committee for the “Tax Planning Strategies for the High-Income Individual” conference, where she is also a frequent speaker.  She also served on the AICPA’s Personal Financial Planning Executive Committee and currently serves on the Kansas City Estate Planning Symposium Committee.  She has written articles for several publications, including the Journal of Financial Planning, the Practical Accountant, and CPA Magazine.  She co-authored and published 101 Tax Saving Ideas, soon to be in its Eleventh Edition.

Register at: St Joseph Pony-Express Chapter




Remember if you have any ideas for monthly meetings / activities, please let the board know.
We are always looking for new ideas!  If you would like to help, let us know that as well.

Please email me at stjpec@imachapter.org.

Martha Bradley, Chapter President

 

Chapter News

  • IMA Kansas City Chapter February 23rd 2021 Event

    IMA Kansas City is hosting a webinar at 5 PM on Tuesday, February 23rd with Randall Kurtz, Strategic Account Manager of IMA.  Randall's presentation will be "Future-proof Your Career - Staying Relevant in the Digital Age."  We invite your students, fellow faculty members, and young professionals to join us for this webinar.
    Details and links for the webinar will be available soon at kansascity.imanet.org
    More

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