Continuing Education Courses
Course #21017 - Finance and Tax Issues
| Course Expiration: |
October 29, 2025 |
| Course Type: |
Contractor |
| Professional Credit Hours: |
1.0 |
| HVAC Specific: |
No |
| Energy Specific: |
No |
| Course Type: |
Plumber |
| Professional Credit Hours: |
1.0 |
| Course Name: | Finance and Tax Issues |
|---|
| Course Outline & Objectives: | How can tax credits and incentives work for my business? What should I look for to qualify for an incentive? What specific federal incentives might be available to my business?
Including review of current tax rules and regulations for managing a business |
|---|
| Course Schedule |
n/a |
| Calendar Events |
| Keywords: |
|
| Location(s): |
N/A - Distance Learning Course
|
| Teaching Method: | Live |
|---|
| Company Name: | Utah Plumbing and Heating Contractors Association |
|---|
| Phone: | 801-307-5500 |
|---|
| Address: | 768 West 1100 South, PO Box 1718, Bountiful, UT 84011 |
|---|
| City: | Woods Cross |
|---|
| State: | UT |
|---|
| Postal Code: | 84087 |
|---|
| Email Address: | dave@uphca.net |
|---|
| The Course Provider is: | a professional association or organization involved in the construction trades |
|---|
| Instructor First Name: | Jamie |
|---|
| Instructor Last Name: | Noriega |
|---|
| Instructor License #: | |
|---|
| Instructor Resume: | VP Tax Credits and Incentives for ADP
Jamie Noriega has 20 years of experience in leadership, sales and channel strategy. She develops and implements processed to best serve clients. Jamie has her MBA in Leadership from Pepperdine's Graziadio Business School. |
|---|
| Instructor First Name: | Steve |
|---|
| Instructor Last Name: | Scoggan |
|---|
| Instructor License #: | |
|---|
| Instructor Resume: | Steve Scoggan, a partner at The Leverich Group CPA’s, has been with the firm since 1995. He provides accounting, tax and management consulting services to privately held construction contractors and other industries. He has extensive hands-on experience in coaching and assisting owners in dealing with complex accounting, management, organization, personnel and motivational challenges.
Steve’s specialty is helping companies deal with the issues and details related to growth, or in recent years, shrinkage. He assists company management with tax and financial planning, banking and bonding, as well as assisting in the training of company financial personnel.
Steve enjoys the dynamics of small and medium size businesses, and has experience helping clients obtain credit, plan for succession, or prepare for sale.
Prior to joining the firm, Steve co-owned and managed a family multi-operation business. Steve graduated with honors from California State University, Los Angeles with a bachelor's degree in business administration with an accounting option. Steve gained experience with a large national CPA firm in Los Angeles and New York City. Steve has resided in Park City, Utah since 1988.
|
|---|
Back
Search Courses
Search Licenses