seminars and presentations

As a seasoned presenter and topical speaker, Jason and his team have participated in several opportunities to assist accountants, attorneys, financial advisors, insurance agents, business owners and private clubs with continuing education and general tax and business information.  Below are a few recent selections of the material they have presented with links to those presentations in PDF or Prezi formats.  To have Jason or his team come speak to your school, organization or business, please email Jason to discuss your topic needs and time frame.  There are no fees for the presentation, but the sponsor or host should provide the audience and be ready to cover the expense of the meeting area and any requested refreshments.


This small business presentation, sponsored by SCORE, was given at the Indiana office of the U.S. Small Business Administration on December 13, 2018.  It provided 20 business owners a comprehensive look at year-end tax planning and tax savings tips.



This comprehensive small business tax seminar has been given at a workshop sponsored by SCORE, a nonprofit organization that specializes in free business counseling for new business owners and entrepreneurs, twice in 2017 and most recently on February 8, 2018 at the Pyramids in Indianapolis.



This condensed look at the new tax bill passed by Congress on December 20, 2017, was presented to members of The Antelope Club in downtown Indianapolis on January 10, 2018, and included an overview of both the corporate and individual tax reforms with analysis and economic effects.



While very similar to the presentation given at The Antelope Club (above), this version is in Prezi format and was presented to the Lafayette Chapter of the National Association of Insurance and Financial Advisors (NAIFA) at their monthly meeting held at the Lafayette Country Club on February 15, 2018.



This Prezi format presentation was a portion of a larger seminar entitled Your Do-it-Yourself Guide to Legal Investigations and sponsored by the National Business Institute of Eau Claire, Wisconsin. Accounting 101: How to Analyze Financials was presented on October 25, 2017 at the Capital Center in downtown Indianapolis.



This in-depth look at the tax issues surrounding LLC’s has been given since 2015 as a part of various NASBA approved continuing education courses for the Professional Advisor Network.  Seminar locations have included Las Vegas, Alexandria (VA), Indianapolis, San Diego, San Antonio, Grand Rapids (MI) and Denver.


Other presentations and seminars with sponsor, location and dates:

  • Winery & Vineyard Law: Tax Considerations and Consequences
    • National Business Institute
    • Indianapolis, Indiana
    • December 12, 2015
  • LLCs From Formation to Special Uses: Understanding Complex Tax Issues
    • National Business Institute
    • Indianapolis, Indiana
    • February 23, 2010
    • December 17, 2013
  • LLC Trends & Developments: Understanding Complex Tax Issues
    • National Business Institute
    • Indianapolis, Indiana
    • February 13, 2009
  • Entity Selection: Tax Aspects to Consider in Entity Selection and Formation
    • National Business Institute
    • Indianapolis, Indiana
    • December 17, 2007
    • December 10, 2008
    • December 8, 2009
    • December 13, 2011
  • Real Estate Professional: The Tax Implications
    • The Keller Williams Ignite Course
    • Indianapolis, Indiana
    • September 9, 2013
    • March 26, 2014
    • October 15, 2014
    • April 20, 2015
  • The Fiscal Cliff
    • Katzman and Katzman, P.C.
    • Indianapolis, Indiana
    • January 22, 2013
  • The New Age of Corporate Governance: Maintaining Tax-Exempt Status
    • National Business Institute
    • Indianapolis, Indiana
    • June 18, 2007