Wednesday, December 4, 2019

Insightful Talks at the 2019 Tax Savings in the Sand Conference

Financial Plannig
Photo by Pixabay from Pexels

Led by its president J. Todd Mardis, Capital Preservation Services is a tax planning firm that helps business owners benefit from qualified tax deductions. To further its mission, Capital Preservation Services holds an annual conference. It held its last conference between 11 and 13 July, 2019, at the Baytowne Conference Center in Destin, Florida.

The conference included numerous tax-related presentations delivered by accredited professionals. On July 12, Mr. Mardis welcomed everyone for coming and opened with a video titled, “The Tax Train is Coming.” Next was a presentation by attorney Walt Dallas on how changes to the tax code would affect CPS clients. CPA Renee Moore followed up with a discussion on record keeping and documentation for taxes. Other presenters that day included Mike Frascogna (intellectual property attorney) and Drew Fairley (CPA) who talked about effective marketing and 401(k) compliance respectively.

On July 13, Mr. Mardis opened the floor with an overview of captive insurance. Appraiser Joey Vegliacich was next. He explained to the audience how dwelling unit rental rate appraisals worked and even showed them how to use these units in their tax plans. Later that day, Mr. Mardis took to the stage for the last time and talked about private conservation easements for land purchases before wrapping up the conference with a detailed comparison of non-qualified deferred compensation plans and qualified retirement plans.