Session 1: Presented by Legacy Texas Bank
Identity Theft – The New Frontier
Kristy L. Mouser – Principal & Insurance Advisor – Mouser Risk Management
Cybercrimes have increased dramatically in the last few years and protecting sensitive personal information has become a greater challenge. Identity theft is the fastest growing crime and consumer complaint in the U.S. – in 2016 more than 15 million Americans were victims of identity theft, that’s about 1 in every 16 adults. The most recent Equifax breach exposed personal information for more than ½ the US adult population. Likely some of your most sensitive and valuable personal information was compromised in the breach.
Learning Objectives:
· What is identity theft
· What you can do to prevent it
· What to do if it happens to you
Instructional method: Group-live
Experience level: Basic
Recommended CPE credits: 1.00
Prerequisites/Advance preparation: None
Field of study: Specialized Knowledge and Applications
Session 2: Presented by Lane Gorman Trubitt, PLLC
Matthew C. Dobay, CPA, MAcc - Tax Principal - Lane Gorman Trubitt, LLC
The Tax Cuts and Jobs Act of 2018 created significant changes in the tax code for large and small businesses alike. But not everyone walked away from the negotiation table as a winner. The Act is a balance of gives and takes that will ultimately affect every American in one way or another. This presentation is designed to address, at a high level, the impact on business and individual tax returns and generate conversations with your respective tax preparer to allow you to best take advantage of the available tax strategies.
Learning Objectives:
· To understand the impact of the new corporate tax structure and how small businesses are playing on the same field
· To investigate the facets of the new Internal Revenue Code 199 and how the 20% pass-through deduction can be utilized
· To discuss the changes in individual tax brackets and the impact on personal filers
Instructional method: Group-live
Experience level: Basic
Recommended CPE credits: 1.00
Prerequisites/Advance preparation: None
Field of study: Taxation, Accounting