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| Exhibitors |
Visit our exhibitors during registration and networking breaks:
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ADP |
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Bibby Transportation Finance, Inc. |
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Co-sponsored by the Tennessee Society of CPAs and the Tennessee Trucking Association, this conference recognizes the need for specific information and training directed toward professionals involved with the trucking industry. The conference will feature speakers known both locally and nationally for their expertise in the trucking industry.
Session Highlights:
- Trucking in 2009, a Review of the Year’s Events in Tennessee
- Federal & Tennessee Tax Update
- Software as a Service (SaaS) at the Enterprise Level
- GAAP Update
- Looming Legal Challenges - Minimizing Employment Law Risks
- Business Succession Planning - Part "Art," Part "Science"
- 2009: "New Normal" of Economics and Credit
Course Level: Update
TSBA Subject Code: M/T
CPE Credit: 8 hours
| Registration Fees: |
by Oct. 11 |
after Oct. 11 |
| Member Discount Fee |
$245 |
$285 |
| Conference Fee |
$320 |
$360 |
Hotel Information:
A limited block of rooms has been reserved at the Courtyard by Marriott Brentwood at a rate of $89. Reservations may be made by calling 1-800/321-2211. Please reference the TSCPA Trucking Conference when making your reservation to ensure you receive the group rate.
Schedule At A Glance:
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| 7:30 - 8 a.m. |
Registration/Continental Breakfast |
| 8 - 8:05 a.m. |
Opening Remarks |
| 8:05 - 8:35 a.m. |
1. Trucking in 2009, a Review of the Year’s Events in Tennessee
Dave Huneryager, President
& CEO, Tennessee Trucking
Association, Nashville, Tenn.
From a historic beginning to the legislative session, to serious budget difficulties, to the stimulus package, many things
impacted the trucking industry in Tennessee during 2009 including the new Reauthorization Bill, EFCA and Health Care
Reform. What are the issues on the horizon and how will they shape the decisions companies will make about core
operations going forward? |
| 8:35 - 8:40 a.m. |
Change Break |
| 8:40 - 9:30 a.m. |
2. Federal & Tennessee Tax Update
Jeffrey W. Bridges, CPA,
Carr, Riggs & Ingram, PLLC,
Nashville, Tenn.
How do the two federal economic tax packages impact the trucking industry?
What federal tax changes implemented several years ago are phasing out in 2009 and 2010? What planning steps do
you need to make to maximize your tax benefits? Tennessee enacted several laws to increase revenues in 2009; what
changes are going to impact the trucking industry? |
| 9:30 - 9:35 a.m. |
Change Break |
| 9:35 - 10:25 a.m. |
3. Software as a Service (SaaS) at the Enterprise Level
Ernie Betancourt, Innovative
Computing Corporation,
Brentwood, Tenn.
This session will discuss SaaS as the vehicle for enterprise level software in trucking, including benefits and limitations.
Innovative Computing Corporation celebrates its 10th anniversary of providing enterprise software to motor carriers this
year as "cloud computing" or SaaS. The presentation will provide highlights from actual experience with customers of
varying size. |
| 10:25 - 10:40 a.m. |
Networking Break & Exhibit Viewing |
| 10:40 - 11:30 a.m. |
4. GAAP Update
Chad D. Goodson, CPA,
Senior Manager, Lattimore
Black Morgan & Cain, PC,
Brentwood, Tenn.
Hear the latest updates and what’s in the near future of U.S. GAAP. |
| 11:30 a.m. - 12:15 p.m. |
Lunch |
| 12:15 - 1:55 p.m. |
5. Looming Legal Challenges - Minimizing Employment Law Risks
R. Eddie Wayland, Partner,
King & Ballow, Nashville, Tenn.
Employers must face evolving employment law risks, and the new Congress and administration, coupled with current
economic conditions, have heightened the challenges for motor carriers and other employers nationwide. In this fastpaced,
informative and interactive session, nationally recognized employment law attorney Eddie Wayland of King &
Ballow law offices, who is also Truckload Carriers Association General Counsel, will lead a discussion and update on
significant issues currently facing the trucking industry. Eddie will also provide crucial, cutting-edge measures you need
to know to manage risks from employee challenges and lawsuits. Recent legislative developments and cases involving
trucking industry businesses will be reviewed and analyzed for future guidance. In addition, the presentation will include
practical straight-forward approaches and initiatives employers can implement to help minimize risks in the evolving
world of employee relations. |
| 1:55 - 2:10 p.m. |
Networking Break & Exhibit Viewing |
| 2:10 - 3 p.m. |
6. Business Succession Planning - Part "Art," Part "Science"
James M. McCarten, Attorney,
White & Reasor, PLC,
Nashville, Tenn.
Working with closely-held businesses often means assisting the owner(s) in succession planning. As all professionals
are aware, successful succession planning requires not only a knowledge of the income and transfer tax rules which
apply to transactions between and among business owners and their family, but also the "soft" science, some would say
the "art" of helping the client objectively review whether his family is capable of running the business, how to equalize
gifts and bequests to children, how to meet the client’s charitable goals, maneuvering through family jealousies and
how to protect the client’s spouse. Sometimes, the engagement requires skills associated with helping the client think
"outside the box" and consider whether a key employee or even an outside buyer might better meet family goals.
Successful succession planning includes helping the business owner maximize his and his family’s financial and
psychological returns. It also requires an awareness of how and when to transfer effective control of the business,
followed later by a transfer of legal control. Planning for contingencies is, of course, part of the process. This program
will review some of the art and the science of working with clients on business succession plans. |
| 3 - 3:05 p.m. |
Change Break |
| 3:05 - 4:15 p.m. |
7. 2009: "New Normal" of Economics and Credit
Howard Safer and Jim
Mosby, Regions Morgan
Keegan Trust, Nashville, Tenn.
Surviving the most difficult economy and credit markets of our times has created a new set of norms. We’ll learn how
each conference attendee can be like Goldilocks and get it "just right" in evaluating future planning. |
| 4:15 p.m. |
Evaluations/Conference Adjourns |
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Registration Information
Enroll soon because space is limited. Register by Oct. 11 to pay the discounted registration fee. Registrations must be received seven days prior to the event in order to guarantee a seat and course materials. Allow approximately one week for receipt of confirmation.
Cancellations and Substitutions: Cancellations received by Oct. 18 will be assessed a $30 administrative fee. Cancellations received between Oct. 19 and Oct. 25 will be subject to a cancellation fee of 50 percent of the program fee. No refunds are given on or after the date of the program. A $30 administrative fee will be assessed for all substitutions and transfers. Registrants may substitute another individual up to the day before the conference. TSCPA must be notified in advance to ensure proper CPE credit.
Registration Fee Includes: conference, session highlights, continental breakfast, lunch and refreshment breaks
Suggested Dress: business casual.
TSCPA provides you with a Proof of Attendance that serves as your permanent record of participation. The Proof of Attendance, noting the credits earned, will be e-mailed within two weeks of the program.
If you have special needs under the Americans with Disabilities Act, please attach a written description or call the society office at 615/377-3825.
4 Easy Ways to Register
By Internet
Online registration
By Fax
615/309-8054 or 615/377-3904
By Mail
Mail completed registration form and payment to:
Educational & Memorial Foundation of TSCPA
201 Powell Place, Brentwood, TN 37027
By Phone
1-800/762-0272 or 615/377-3825
This conference is presented by The Educational & Memorial Foundation of the Tennessee Society of Certified Public Accountants and the TSCPA Trucking Conference Committee.
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© Tennessee Society of Certified Public Accountants
201 Powell Place • Brentwood, TN 37027
Phone: 615/377-3825 • Fax: 615/377-3904
Toll Free: 1-800/762-0272
Disclaimer | FAQs | Contact TSCPA |
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