Surgent’s Weekly Expert Hour

Mike Tucker and a team of experts present this weekly series designed to get you what you need to stay up-to-date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry.

The subject matter will differ each week. For the August 1st presentation, Kenneth Kies, JD, LLM will give his insights on the November election and his thoughts for potential legislation thereafter.

Practitioners have many questions on the upcoming ramifications of either a Democratic or Republican presidency, and we will explore those outcomes as well as discuss the status of TCJA provisions and any timing regarding their possible extensions. Despite the uncertainty of November’s outcome, you’ll be in a much better position to discuss the current thinking in Washington as to this historically significant election and its resulting effects.

Ken Kies is a Washington insider and Managing Director of the Federal Policy Group, LLC, providing sophisticated strategy and technical tax advice to a range of clients on tax policy matters before the U.S. Congress, Treasury Department, IRS, and the OECD.

Major Topics

• Each week’s topics will change based on the most critical issues affecting financial professionals

Learning Objectives

• Be well informed on current topics impacting taxes, finance, and industry

Designed For

• Financial professionals who wish to be up to speed on the latest news affecting themselves and their clients

Prerequisite

• A general familiarity with the current financial climate