Total Credits: 1.0 Self Study
This program focuses on the latest developments affecting the stimulus program, navigating loan forgiveness, and other opportunities provided in the CARES Act to give you the cash to sustain your busiesses and dealing with business interruption claims.
Speakers:
Steve Browne, Meara Welch Browne, PC, Kansas City
Preston Herman, Meara Welch Browne, PC, Kansas City
Cara Smith, Meara Welch Browne, PC, Kansas City
Julie Welch, Meara Welch Browne, PC, Kansas City
Moderators:
May 26 | Aimee Gromowsky, Gromowsky Law, LLC, Kansas City
INSTRUCTIONS TO REGISTER FOR COMPLIMENTARY COVID-19 FREE CLE
DISCOUNT CODES: ETHICS - Max uses 1 | BIAS - Max uses 1 | LPM - Max uses 3
DISCOUNT CODE FOR THIS PROGRAM: LPM
| Course materials (731.9 KB) | Available after Purchase | ||
| Faculty Bios (96.8 KB) | Available after Purchase | ||
| MoLAP Information (1.2 MB) | Available after Purchase | ||
In his day-to-day work, Meara Welch Browne, P.C. Audit and Consulting Manager Preston Herman manages and performs external audits, reviews, compilations and other agreed-upon procedures. Preston primarily works with companies in the manufacturing and distribution, engineering, governmental and not-for-profit, textile, construction, health care, insurance and renewable energy industries.
He is also a Certified Public Accountant, licensed in Missouri and Kansas, and is accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants.
In his accounting and audit work, Preston manages and performs annual employee benefit plan audits; prepares financial statements and footnote disclosures in accordance with generally accepted accounting principles (GAAP); and reviews accounting processes and internal controls and makes recommendations for process improvements resulting in increased efficiency and stronger controls.
In addition to his audit and accounting work, Preston also participates in numerous litigation and valuation engagements involving extensive preparation or analysis. This includes analysis of damage calculation models, contract disputes and breaches, corporate veil issues, bankruptcies, and business and asset valuation models, among others. Preston also has experience with various fraud investigations involving extensive forensic accounting procedures, conducting interviews with clients, and extensive research into suspects’ personal and professional finances.
Preston graduated from Kansas State University, summa cum laude, with a degree in business administration: accounting and finance, with a minor in economics. He is currently pursuing a master’s in economics from the University of Missouri.
Cara L. Smith is a Senior Tax Manager at Meara Welch Browne, P.C., where she focuses on preparing and reviewing federal and state tax returns for individuals, partnerships, corporate entities and exempt organizations. She also consults on tax matters involved in business litigation, mergers and acquisitions, and estate tax and gift tax transactions, and represents clients under audit with the Internal Revenue Service.
As a Certified Financial Planner and a Certified Public Accountant, Cara advises clients on tax planning issues including fringe benefits, retirement plans and tax credits, among various other issues. In addition, she prepares tax accruals under the rules governed by ASC 740 (FAS 109) and FIN 48 analysis for audited corporate clients.
Cara attended Northwest Missouri State University, where she earned her Bachelor of Science in business administration and in accounting, as well as the University of Missouri – Kansas City, where she earned a master’s in accounting with focus on taxation.
Julie A. Welch (Runtz) is the Managing Partner and Director of Taxation at Meara Welch Browne, P.C. She handles high-level, complex taxation matters for businesses, their owners, and high net-worth individuals to assist with strategies to minimize tax.
In her daily work, Julie consults on taxation issues including the areas of retirement planning, education planning, charitable and planned giving, employee benefits, and many other financial related areas.
She is also an active speaker and author on various tax, accounting and wealth management topics. In addition, Julie has co-authored and published “101 Tax Saving Ideas” with Randy Gardner, soon to be in its 11th edition.
Julie is an active member of numerous professional and community organizations, as well as a member of the Wolters Kluwer Financial and Estate Planning Advisory Board. She is also a frequent co-columnist for the Journal of Financial Planning and CPA Magazine .
A leader in her field, Julie has been recognized by local and national media, including the Kansas City Busine ss Journal , the Missouri Society of CPAs, the American Institute of Certified Public Accountants, Ingram’s magazine and the National Association of Estate Planners & Councils.
Julie earned her undergraduate degrees in accounting and business administration from William Jewell College, and her master’s degree in accounting, with a taxation focus, from the University of Missouri-Kansas City.
