This is a CFP CE double feature, featuring two topics, each one hour in length.
One Big Beautiful Bill Act (OBBBA)
Debbie Vandeven is a partner in Armanino’s Tax practice and has more than 30 years of experience as an accounting professional providing expertise to high-net-worth individuals and families as well as a wide variety of professional services and industry groups.
Debbie has expertise in accounting and taxation, including planning, preparation and review of individual, corporate and partnership tax returns. She also has experience preparing financial statements and consulting with clients on accounting and income tax issues. As a tax planning specialist, Debbie keeps abreast of tax law changes and assists clients in minimizing their tax obligations while maximizing their assets.
Prior to joining Armanino, Debbie was a partner in the Tax Services practice at Brown Smith Wallace, where she was the High-Net-Worth Families & Individuals Group leader.
Kristin Edwards is a Director in the Tax Services practice at Armanino and is a licensed CPA. In her role, Kristin serves executives, families and businesses in a wide variety of industries with tax planning and compliance. Her areas of concentration include individual taxation, rental real estate, manufacturing, private equity and professional services. She enjoys the learning opportunities that exist with the diversity of clients and projects she works on.
Kristin is also heavily involved in the preparation of Agreed Upon Procedures and Examinations required for state Historic Preservation and Neighborhood Preservation Tax Credit rehabilitation projects. She has over 13 years of experience dealing with the many complexities involved with the historic preservation services relating to the issuance of tax credits by the Missouri Department of Economic Development and the IRS. She is also involved with the Missouri Motion Media Production Tax Credits.
1031 Exchange Process
Shawn O’Shaughnessy serves as Sales Director (Vice President of Sales) at LODAS Securities, a subsidiary of LODAS Markets, Inc., where he helps facilitate investor access to a marketplace for trading alternative and real estate investments like non-traded REITs and DSTs. He brings over 20 years of industry experience and supports financial advisors by offering liquidity solutions and secondary market opportunities for traditionally illiquid assets.
This is a CFP CE double feature, featuring two topics, each one hour in length.
One Big Beautiful Bill Act (OBBBA)
Debbie Vandeven is a partner in Armanino’s Tax practice and has more than 30 years of experience as an accounting professional providing expertise to high-net-worth individuals and families as well as a wide variety of professional services and industry groups.
Debbie has expertise in accounting and taxation, including planning, preparation and review of individual, corporate and partnership tax returns. She also has experience preparing financial statements and consulting with clients on accounting and income tax issues. As a tax planning specialist, Debbie keeps abreast of tax law changes and assists clients in minimizing their tax obligations while maximizing their assets.
Prior to joining Armanino, Debbie was a partner in the Tax Services practice at Brown Smith Wallace, where she was the High-Net-Worth Families & Individuals Group leader.
Kristin Edwards is a Director in the Tax Services practice at Armanino and is a licensed CPA. In her role, Kristin serves executives, families and businesses in a wide variety of industries with tax planning and compliance. Her areas of concentration include individual taxation, rental real estate, manufacturing, private equity and professional services. She enjoys the learning opportunities that exist with the diversity of clients and projects she works on.
Kristin is also heavily involved in the preparation of Agreed Upon Procedures and Examinations required for state Historic Preservation and Neighborhood Preservation Tax Credit rehabilitation projects. She has over 13 years of experience dealing with the many complexities involved with the historic preservation services relating to the issuance of tax credits by the Missouri Department of Economic Development and the IRS. She is also involved with the Missouri Motion Media Production Tax Credits.
1031 Exchange Process
Shawn O’Shaughnessy serves as Sales Director (Vice President of Sales) at LODAS Securities, a subsidiary of LODAS Markets, Inc., where he helps facilitate investor access to a marketplace for trading alternative and real estate investments like non-traded REITs and DSTs. He brings over 20 years of industry experience and supports financial advisors by offering liquidity solutions and secondary market opportunities for traditionally illiquid assets.