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2018 April Educational Luncheon
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4/20/2018
When: Friday, April 20, 2018
11:00 AM
Where: The Junior League of Houston
1811 Briar Oaks Lane
Houston, Texas  77027
United States
Contact: 713-266-2800


Online registration is closed.
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April Educational Session and Luncheon

April 20, 2018

 

Join BKD Partner Paige Gerich as she shares key provisions of legislation

that will affect tax-exempt organizations.

Key Learner Objectives

The Tax Cuts and Jobs Act of 2017 (TCJA) represents the largest change to federal tax code in more than 30 years for individuals and businesses, as well as tax-exempt organizations.

 

  • The Good News: What provisions did not make it in the final bill? Several key proposals directly impacting exempt organizations did not make their way into the final legislation. What does the future hold for these provisions and how might they impact your organization if they are resurrected in future legislation?

    The Bad News:
     What provisions made the cut and how will they impact your organization? From increased excise taxes, unrelated business income, to changes in donor giving, TCJA will have a direct impact on all exempt organizations. Learn how your organization will be impacted.

     
  • And More: Many questions are being asked while we wait for additional guidance. With many provisions effective beginning January 1 how should exempt organizations change operations to comply? What can we expect to see in the coming weeks and months?

Agenda

11:00 am – 11:30 am

Registration and Networking

11:30 am – 12:00 pm
AFP Business & Lunch

12:00 pm – 1:00 pm
Keynote Speaker:  Paige Gerich

Members: $25                   Non-Members: $40

Member Walk-up: $35        Non-Members Walk-up: $50 

Students: $10 (need to provide valid student ID at the door)

Please note that our walk-up prices have changed. 

Online registration will close on April 18th at 12:00 p.m.



The program has been approved for 1 CE credit


 

Meet Our Speaker
M. Page Gerich, CPA - 
Partner, BKD


As industry tax leader for BKD’s South Region, Paige is charged with growth and development of not-for-profit and governmental tax services in Texas, Oklahoma and Arkansas.  She has more than 30 years of experience providing tax services to a broad range of health care institutions, physician and clinical practices and other not-for-profit entities.

 

Paige performs comprehensive reviews of not-for-profit activities to identify and help mitigate exposure areas related to private inurement, intermediate sanctions, worker classification and unrelated business taxable income issues.  She has extensive experience with IRS examinations, obtaining favorable determination letters, private letter rulings and closing agreements.  Paige also provides tax, financial and retirement planning services for key executives, in addition to compliance and business tax services.

 

Paige currently serves on the board and as Treasurer of the Greater Houston Women’s Chamber of Commerce. She also serves on the board as Secretary and Communications Chair of the TEGE Exempt Organizations Council.  She is a member of the American Institute of CPAs, Texas Society of Certified Public Accountants and American Health Lawyers Association.  She has led several tax-focused webinars and presented to a number of industry organizations, including the Risk Management Association, Government Finance Officers Association, National Association of College and University Business Officers and Healthcare Financial Management Association.

 

Paige is a 1986 graduate of University of Houston, Texas, with a B.B.A. degree in accounting.


 

 

Thank You to Our Sponsor

 

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