Understanding the New Tax Law
Friday, May 4, 2018
7:30AM to 9:00AM

Advantage Bank is pleased to announce the next event in our FREE financial education event series!  Join us on Friday, May 4th for "Understanding the New Tax Law" presented by Toby D. Clary, CPA, CVA with Soukup, Bush & Associates. As the largest tax reform in over three decades, the Tax Cuts and Jobs Act has redefined many tenets of both individual and business entity tax law. This update has created many new opportunities, challenges, and potential tax-planning points for all taxpayers. Our presentation will discuss these opportunities and provide clarity for the future by unwrapping the complexities of the Tax Cuts and Jobs Act.  Topics we plan to cover include the Qualified Business Income deduction, updates to allowable Bonus Depreciation for businesses, and other effects of the law on individual and business entity reporting. 

To register for this FREE event, please complete the registration form at the bottom of this page.  Contact ABmarketing@advantagebanks.com with any questions.


Understanding the New Tax Law
Guest Speaker:  Toby D. Clary, CPA, CVA

Friday, May 4, 2018
Embassy Suites Loveland
4705 Clydesdale Parkway
Loveland, CO 80538

Breakfast Included!

7:30am to 7:50am - Check-in and Breakfast

7:50am to 8:50am - Toby Clary Presentation

8:50 to 9:00am – Q&A

9:00am – Adjourn

Speaker Bio:  Toby has been a member of the Soukup, Bush & Associates team since 2007.  He emphasizes in tax planning and compliance services for small to mid-size closely held businesses.  Building relationships and truly understanding and assisting with clients' needs are what Toby enjoys most at SBA.  In addition to tax services, Toby is responsible for the preparation of business valuations for the firm.  Prior to joining Soukup, Bush & Associates, Toby was employed with another local CPA firm in Fort Collins for seven years. Toby is proud CSU Ram alumni and 25-year Colorado native.  He is a member of the American Institute of CPAs, the Colorado Society of CPAs, and the National Association of Certified Valuation Analysts. Toby is also the President of the Northern Chapter of the Colorado Society of CPAs and a member of the Northern Colorado United for Youth. Most recently, Toby joined on as a member of the Intuit ProConnect Tax Customer Council, a group dedicated to helping shape the industry for tax and accounting professionals and their clients. When not at work, you can find Toby at home with his partner-in-crime Jill, his son Miles, daughter Magnolia, and dog Winnie, or on his bike getting ready for the next century ride.

This seminar is offered for informational purposes only, and should not be construed as legal or other professional advice. Consult with an attorney or other professional concerning your own needs and circumstances. The views and opinions expressed by the speakers are not necessarily those of Advantage Bank.