Income Tax Update: Planning Opportunities and Pitfalls as Your Clients Prepare to File 2020 Returns

Date: Monday, February 24, 2020
Time: 11:30am - 1:15pm
Location: Missouri Athletic Club 405 Washington Avenue St. Louis, MO 63102
Speaker: Doug Mueller


Join us as we honor EPCSTL's Past Presidents!
Past Presidents planning to attend this meeting include:

Kathleen R. Sherby 1986-1987
Richard E. Drummond 1988-1989
Thomas R. Corbett 1994-1995
Michael W. Weisbrod 1996-1997
Richard M. Wise 1997-1998
Lisa Dale McLaughlin 1998-1999
Gary L. Flotron 1999-2000
Stephen E. Cupples 2002-2003
Nancy Dilley 2006-2007
Thomas Gilliam Sr. 2007-2008
Donna F. Botkin 2008-2009
John Scott  2009-2010
Carolyn Ohlsen 2010-2011
Walter Schmieder Jr. 2011-2012
Cindy M. Lewis 2012-2013
Beverly J. Greenley 2014-2015
John Olsen 2015-2016
David C. Johnson 2016-2017
Robert Bauer 2017-2018

About the Program

Many professionals are not aware of the tax planning opportunities available to clients based on recent changes in the law and tax code.  This program will focus on considerations and opportunities available for clients as they prepare to file their 2019 income tax returns. 

About the Speaker

Doug is regarded as a leading business advisor for corporate and emerging tax issues, as well as a nationally recognized consultant and guest contributor in various specialty, local, regional, and national publications, including Money Magazine and The Wall Street Journal.

Doug focuses on and provides high-level tax planning and consulting for high-net worth individuals, business owners and their related businesses across a broad range of industries including; real estate, construction, technology, healthcare, professional services, and manufacturing.

An avid reader, Doug keeps clients, business associates, and Mueller Prost professionals informed on emerging tax and economic issues - providing technical interpretation and advice on implementing changes in tax law. This passion for knowledge sharing and education is evidenced by his commitment to self-learning and teaching, as well as numerous speaking engagements and lectures throughout the year to local, regional and national audiences. Doug spends significant amounts of time researching for his speaking engagements, which cover a multitude of business topics and tax issues. He further shares this knowledge internally, teaching on various topics at Mueller Prost.
As an entrepreneur, Doug is co-founder of Mueller Prost and has been providing leadership in St. Louis over the last thirty years. He has helped develop a culture and team at Mueller Prost that is dedicated to quality, technical expertise and service.

Doug sits on multiple professional and charitable boards, including the Missouri Society of Certified Public Accountants (MSCPA) and the Executive Board for Lindenwood University.

Doug has also earned various awards, including Who's Who in Law and Accounting by the St. Louis Business Journal, Beyond the Best by Small Business Monthly, St. Louis Top Accountant by a leading business publication, winner of the Fourth Annual Money Magazine Tax Contest, 2012 UMSL College of Business Distinguished Career Achiever Award and many others.

Reservation Policy

All attendees are encouraged to register in advance.  Meeting cost is $25 for members and $50 for guests.  If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting.

If you plan to pay the meeting fee at the event, please note that only cash and checks are accepted.  Credit cards are only accepted by pre-registering on the website prior to the event!

Continuing Education

EPCSTL has requested approval for continuing education in the following areas: Banking, Missouri Life & Health Insurance, MCLE and CFP. 

EPCSTL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Complaint resolution policy: please note your problem in the speaker evaluation.

CPE Information for CPAs

       CPE Learning Objectives

  • Have a working knowledge of Special NeedsTrusts
  • Have a working knowledge of ABLEAccounts
  • Be able to advise others about the appropriateness of ABLE Accounts and Special NeedsTrusts

       Delivery Method: Group-live setting
       Earn 1 CPE Credits for this session. 
       Field of Study: Specialized knowledge.
       Program: Intermediate 
       Prerequisites: There are no prerequisites or advanced preparation for this session.
       Who should attend: Everyone at all levels

A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.

Regular Meal

Hearts of Romine Salad Crisp Romaine leaves with House made Croutons & Shaved Parmesan, Chicken Spedini w/ Lemon Cream, Parmesan Risotto, Steamed Broccoli, Tiramisu

Click HERE for the EPCSTL New Member Application.


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