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Date / Time / Location

Wednesday, November 6, 2019
3:00 PM - 4:00 PM

Webcast

CPE Credits

  • 1.00 CPE Credits in TX

Pricing

  • $59.00 - Member
  • $59.00 - Non Member

Course Developer

A ground-breaking new monthly series exclusively from Surgent, designed to help you stay on the leading edge of tax reform. Each month from May through December join Joshua Jenson, a practicing CPA, firm owner and media commentator, for a critical briefing on the month’s changes and new developments, pending changes on the horizon and critical insight into the ways in which these trends impact tax practice, tax practitioners, and tax clients.

Designed For

CPAs who specialize in tax preparation and planning.

Benefits

  • Stay continuously informed on critical developments in tax as they happen
  • Understand the trends and developments shaping future reforms and be able to respond to them proactively

Highlights

  • This month’s critical tax law changes and developments including proposed and pending legislation and regulation
  • Recent critical tax court decisions
  • Tax policy “buzz” from the Service, the White House and the Hill
  • Planning considerations and opportunities
  • Critical issues and key questions for clients

Course Level

Update

Prerequisites

Experience with individual and business clients.

Advance Preparation

None
Pre-Registration Closed

Online pre-registration for this event is now closed.

Joshua Jenson

Joshua Jenson, CPA
Jenson & Company, CPAs, P.C.

Joshua Jenson has 27 years of public accounting experience in the area of tax, specializing in LLC, partnership, S corporation, and related individual tax matters. He is managing partner of Jenson & Company, CPAs, P.C., which he founded 22 years ago. His firm is known for a boutique service approach, with a focus on tax planning and strategies.

Joshua is a member of the Oklahoma Society of CPAs (OSCPA), the Oklahoma City Chapter of the OSCPA, and the American Institute of CPAs. He serves as Trustee and Chairman of the Educational Foundation and is a public speaker for the OSCPA. Joshua received the 2014 Distinguished CPA Award from the OSCPA in recognition of his involvement in the community and activism in the accounting profession.

Offering expert insight on tax issues, Joshua has appeared in numerous Oklahoma TV news interviews and been quoted in several Oklahoma newspaper articles. For over 9 years he was a weekly guest during tax season on a local talk radio station, where he grew to be known as “JJ the CPA.”

Joshua is also an insurance agent with MassMutual, servicing clients through Jenson Insurance Group, specifically with life and disability income insurance needs as part of long-term, generational tax strategies. During his first year of practice, MassMutual ranked him eighth in the country for first-year agents, and named him Rookie of the Year for MassMutual in Oklahoma. He is licensed in Oklahoma, Texas, Kansas, Washington, Illinois, and New Jersey.

Joshua graduated from Abilene Christian University with an accounting degree in 1993, and is a licensed CPA in Oklahoma and Texas.

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Pre-Registration Closed

Online pre-registration for this event is now closed.