The New Tax Reform – Impacts on Your Firm

Congress has passed the most sweeping tax reform legislation in recent history.  The impacts are far-reaching for law firms and their partners/shareholders.  Law firm tax accountants at Armanino will discuss how your firm will be impacted by the new rules.

Critical topics to be covered include: 

• Pass-through entities

• Corporations

• Depreciation incentives

• Changes to entertainment expenses, employee benefits and more!
  

Locations:

For your convenience, this session will be offered in two locations:

(1) Peninsula Location (live)

O'Melveny & Myers LLP
2765 Sand Hill Road
Menlo Park, CA 94025

(2) South Bay Location (live via videoconference)

Hoge Fenton
60 South Market Street
12th Floor Conference Center
San Jose, CA 95113

RSVP: Please use the REGISTER link for the location of your choice, no later than February 12

If questions or to cancel a reservation, contact [email protected] to avoid being charged.

Presenters:

David Roberts, CPA, Partner, Armanino

David has more than 30 years of experience working with law firms of all sizes. He and his group have consulted with more than 1,200 law firms regarding strategic planning, partner compensation arrangements, succession planning, partner withdrawal and retirement, organizational reviews, profitability improvement, partner retreats, dissolutions, and mergers and acquisitions. David has authored numerous articles for the American Bar Association Journal and California Lawyer, and he co-authored “Financing the Start Up Law Firm,” published by the American Bar Association’s Law Practice Management section. David holds a Bachelor of Science degree from California State University, Northridge.
 
John Schweisberger, Partner, Armanino

John serves as a partner in Armanino’s Law Firm Services group, focused on expanding the firm’s consulting and outsourcing offerings for the law firm marketplace. He brings over 30 years of experience to his role, including several years as CEO of RBZ, where he engineered the combination of RBZ with Armanino to give the largest California-based accounting and consulting firm a hub in Southern California.

John brings a rare combination of strategic, operational and technology consulting skills to Armanino. Before joining RBZ, he was the Managing Partner for the Pacific Region of Computer Sciences Corporation (CSC), where he was responsible for all aspects of client service and operations in the region for the Fortune 200 company. Previously, he served as the West Region Managing Partner for the Shared Services practice at PricewaterhouseCoopers and was a member of the Global Shared Services Executive Board. He began his work in the shared services field while at A.T. Kearney, the strategy consulting firm that first coined the term in the late 1980s. When he left A.T. Kearney, John was the firm’s foremost authority on financial shared services and was responsible for thought leadership on the subject globally.

John is a regular speaker at Association of Legal Administrators events throughout the West. He earned his MBA in strategy and finance from Northwestern University’s Kellogg School of Management and completed his B.S. in marketing/advertising at the Kelley School of Business at Indiana University.

We appreciate the generous support of our chapter sponsors. Thank you!

Be sure to meet all of our distinguished Chapter Business Partners -- building a positive business relationship and understanding their services is advantageous when you need a product or service at a moment's notice. Business partners are an important resource for legal management professionals to perform their jobs, plan for the future, and build their knowledge about changes and trends in products and services for the success of their firms.

Education Credit:

CLM^® Application Credit for Functional Specialists:

1 hour in the subject area of Financial Management (FM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

CLM^® Recertification Credit:

1  hour in the subject area of Financial Management  (FM)

For more information about becoming a Certified Legal Manager, visit alanet.org/education/certification 

REGISTER - South Bay Location

(live via videoconference)

REGISTER - Peninsula Location 

(live)