Continuing Education Courses

Course #15719 - 2020 Tax Strategies for the Roofing Contractor

Course details
Course Expiration: December 10, 2021
Course Type: Contractor
Professional Credit Hours: 2.0
HVAC Specific: No
Energy Specific: No
Course Name:2020 Tax Strategies for the Roofing Contractor
Course Outline & Objectives:2020 Tax basics for Roofing Contractor Tax changes Contractor executive compensation Business entity tax changes Charitable giving Retirement and Estate planning
Objective FileMicrosoft PowerPoint - 2020 URCA Tax Planning Seminar 12-18-19 Hosted by WCF.pdf
Course Schedule 12/18/19
Calendar Events
Event details Date: 12/18/2019 Location: Salt Lake
Keywords: 2020 Tax basics for Roofing ContractorTax changesContractor executive compensation Business entity tax changesCharitable giving Retirement and Estate planning
Location(s): Salt Lake
Teaching Method: Live
Company Name: Utah Roofers Contractors Association (URCA)
Phone: 801-915-1660
Address: P.O. Box 65497
City: Salt Lake City
State: UT
Postal Code: 84165-0497
Email Address: info@theurca.com
The Course Provider is: a professional association or organization involved in the construction trades
Signup Link: http://www.theurca.com/
Instructor First Name: Darin
Instructor Last Name: Fullmer
Instructor License #:
Instructor Resume: Darin J. Fullmer, CPA, CRPS® 508 W Fox Creek Circle, Saratoga Springs, UT 84045 | DarinF@HaynieCPAs.com | 208.360.2035 PROFESSIONAL & EDUCATIONAL CREDENTIALS Certified Public Accountant Idaho State Board of Accountancy; Boise, ID May 2015 ? Present Division of Occupational and Professional Licensing; Salt Lake City, UT In process Chartered Retirement Plans SpecialistSM July 2018 ? Present College for Financial Planning; Centennial, CO Master of Accounting December 2013 Jon M. Huntsman School of Business, Utah State University, Logan, UT ? GPA: 3.90 Bachelor of Arts in Accounting May 2012 Jon M. Huntsman School of Business, Utah State University, Logan, UT ? Magna Cum Laude RELATED EXPERIENCE Tax Manager August 2019 ? Present Haynie & Company; Salt Lake City, UT ? Manage current client relationships ? Prospect and develop new client relationships ? Manage and mentor staff and senior accountants ? Strategic planning and compliance for corporate, partnership, trust, and individual taxation ? Design, implementation, and administration of defined contribution plans ? Consulting to optimize retirement plan outcomes for business owners and their employees ? Forecasting, budgeting, and other managerial consulting services Tax Manager January 2014 ? July 2019 Rudd & Company PLLC; Idaho Falls, ID ? Manage and grow a $400,000 book of business ? Manage and mentor a group of five staff and senior accountants ? Strategic planning and compliance for corporate, partnership, and individual taxation ? Design, implementation, and administration of defined contribution plans ? Consulting to optimize retirement plan outcomes for business owners and their employees ? Forecasting, budgeting, and other managerial consulting services ? Compiled and reviewed financial statements Sales Manager November 2012 ? December 2013 Intermountain Staffing; Logan, UT ? Generated more than $325,000 in gross sales and $55,000 in gross profit while working 10 ? 15 hours a week during my graduate program ? Managed an assigned geographic region to maximize sales revenue and meet corporate objectives ? Drafted sales proposals for prospective clients Multistate Tax Intern June 2012 ? October 2012 Deloitte Tax LLP; Salt Lake City, UT ? Prepared separate and consolidated state tax returns for corporations with operations in multiple states ? Solved clients? complex tax issues by providing strategic consulting and in-depth research into the Internal Revenue Code Internal Auditor April 2011 ? June 2012 Cache Valley Bank; Logan, UT ? Performed audits of cash, revenues, loans, receivables, payables, and fixed assets ? Drafted audit report summaries for the audit committee and upper management OTHER EXPERIENCE Member of the Board Supervisory Committee April 2018 ? July 2019 Westmark Credit Union; Idaho Falls, ID ? Ensure the safeguarding of member assets and that management complies with credit union policy ? Hire the external auditor and oversee the annual external audit ? Review internal controls and investigate member complaints

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