December 13, 2023
8:00 am – 10:00 am

Hybrid Event | Members Can Attend In-person or Virtually

at ABC Keystone
135 Shellyland Road
Manheim, PA 17545

Description:

Expand your understanding of and provide a discussion on analyzing the data in the WIP schedule. The presentation will also include tax planning considerations.

Benefits of Attending:

• A deeper understanding of how to analyze the WIP schedule
• Knowledge regarding financial statement items to consider
• General understanding of tax impacts and tax planning considerations

Topics Covered:

• General contract overview, including formula checks, reconciliations, etc.
• Analysis of contract schedule, including gain/fade analysis, margins, % complete, and over/under billings
• Miscellaneous financial statement considerations such as uninstalled materials, amortization of costs, and accrued contract losses.
• Tax considerations and planning

Speakers:

Jason C. Herr, CPA, CCIFP | Partner, Trout CPA
Jason currently serves on the firm’s Construction and Manufacturing Practice Groups. Jason is also a member of the TaxServices, SALT, Client Service, and Business Development Committees. Jason serves clients in a variety of industries, including construction, manufacturing, and distribution companies, entrepreneurial businesses, retail, hospitality, and real estate entities. He is also active in several local charities and organizations.

Tiffany Bender, CPA, CCIFP | Partner, Trout CPA
Tiffany joined Trout CPA in 2013. She graduated from Millersville University with a Bachelor of Science degree in business Administration with a concentration in Accounting. She currently serves on the firm’sConstruction and Employee BenefitPlan Practice Groups. Tiffany is also an active member of the Quality Control Committee. As an Assurance Partner, Tiffany performs financial statement audit, review, and compilation procedures, as well as financial statement preparation.

Chris Hartman, CPA | Manager, Trout CPA
Chris joined Trout CPA in 2014 after graduating from Elizabethtown College with a Bachelor of Science degree in Accounting. He serves on the firm’s Construction, Manufacturing, and Not-for-Profit Practice Groups. As a Manager, Chris handles all aspects of audit and attest services, including financial statement preparation as well as tax preparation for some of the firm’s significant clients.

Korin Martin, CPA | Supervisor, Trout CPA
Korin joined Trout CPA in August 2017. She graduated from university with a Bachelor of Science degree in Accounting. Korin is actively involved in the firm’s Real Estate & Construction Industry Group and serves on the firm’s EmployeeBenefit Plan Group. As a Supervisor, Korin handles various aspects of assurance services and financial statement preparation for some of the significant clients.

QUESTIONS?
You can submit questions to be asked anonymously during the question and answer period of the presentation by including them in the Registration Notes section during checkout or by emailing them directly to Barbara@abckeystone.org.

ABC Keystone Membership can help you advance your business!
Contact Mike Bachman Director of Membership to find out more.Associate