Instructor
VP - Brand Ambassador - Drake Software, Franklin, North Carolina, United States
CPA with over 20 years experience in both public accounting and private industry.
Experience
Drake Software
VP
September 2023 - Present (11 months)
Drake Software
25 years
Chief Revenue Officer (CRO)
May 2021 - 2023 (2 years)
Franklin, NC
VP Strategic Development
May 1998 - October 2021 (23 years 6 months)
I've been involved in the tax software industry in one capacity or another since 1993.
Deloitte
Tax Specialist
1988 - 1990 (2 years)
Deloitte Haskins & Sells
Education
Haslam College of Business at the University of Tennessee
Executive MBA, Strategic Leadership · (January 2021 - December 2021)
Oral Roberts University
BS, Accounting · (1982 - 1986)
Instructor
Jane Ochsman Rowny, CPA, CFP®, CDFA®, is a life transition financial planner. She focuses her practice on providing divorce support, financial and tax planning, and wealth management to individuals. Jane helps clients transition through life’s significant changes toward the realization of their goals. She listens, supports, and guides her clients to make informed decisions about their finances.
Key decisions include changes in financial circumstances due to divorce, marriage, retirement, the death of a spouse, inheritance, plans to start a family, saving for college and strategic investment management. Jane helps clients understand the possibilities and evaluate their options, and guides them towards sound financial decisions A specialist in delivering creative solutions for financial challenges, Jane has more than 25 years of experience that includes expertise in divorce and prenuptial financial planning, financial planning, investment advisory services and individual tax planning and compliance.
As a director of Councilor, Buchanan & Mitchell (CBM)’s divorce finance and litigation support services, Jane guides clients from initial inquiries through the completion of a divorce and beyond. She provides as prenuptial and nuptial financial planning. Her expertise encompasses collaborative divorce, mediation, litigation support and expert witness testimony. Jane has assisted with negotiations in several hundred divorce matters and is qualified as an expert in Montgomery and Howard counties in Maryland, the District of Columbia and Fairfax County in Virginia.
Jane loves to be outdoors and active, from playing tennis, golf, pickleball to skiing the slopes in Colorado and Utah. Her most notable outdoor activity, though, is hiking, having traversed sections of the Everest Base Camp Trek in Nepal, the W Trek in Patagonia, old Inca trails to Machu Picchu and the magnificent trails in many U.S. national parks. She’s passionate about
conservation and the environment and has participated in a conservation safari in Africa that focused on elephant and lion migration and health. When at home, Jane loves spending time with her family, friends and cats, and enjoys cooking and gardening.
Instructor
Combining more than 15 years of experience in the accounting profession, with most focused specifically on divorce financial planning, litigation/forensic accounting and tax advisory, Jordan P. Egert, CPA, CFE, CDFA®, brings a keen eye and an empathetic approach to find results for his clients. In doing so, he creates peace of mind and a genuine sense of accomplishment through forensic accounting, divorce litigation, and tax advisory and planning engagements.
Jordan, a partner and director of divorce and litigation services at Councilor, Buchanan & Mitchell (CBM), works with clients on various disputed matters to help them meet their financial goals and aspirations – including collaborative disputes. His aptitude for practical problem-solving helps clients develop and execute plans for strategic cash flow, asset tracking and projections, lifestyle budgeting, tax and retirement projections, asset and liability division, spending analysis, asset identification, and alimony and child support. His experience also includes tax planning and advisory for individuals and he has assisted with numerous cancellations of debt tax matters as they relate to real estate assets (backed by both recourse and non-recourse debt instruments).
Jordan is a certified public accountant who also carries the certified divorce financial analyst and certified fraud examiner designations, which have led him to become a qualified expert witness for divorce and financial matters. His knowledge qualifies him to appear before courts as a financial expert throughout Maryland and the District of Columbia regarding forensic accounting, divorce financial planning and tax matters, but Jordan assists clients in court matters wherever they need support.
Jordan takes pride in ensuring his clients understand every step of the divorce and litigation process, following his mantra that a client interaction shouldn’t be just about the numbers and conclusions but about developing and embracing a professional relationship. He often shares his expertise by speaking on divorce and financial-related topics throughout the region and serving as treasurer of the Collaborative Professionals of Northern Virginia.
He finds inspiration outdoors, where he frequently can be found hiking, biking, running and trekking. Jordan is a life long tennis player and one of Florida’s top competitive pickle ball player. He also has a passion for classic vehicles and spends much of his free time collecting and reselling cars he works on himself.
Instructor
Edward K. Zollars, CPA, is an author, CPE instructor with Kaplan Financial Education and a partner in the CPA firm of Thomas, Zollars & Lynch, Ltd. He has 41 years of public practice experience, specializing in closely held business and individual tax issues. Ed has both tax and technology expertise and produces a weekly tax podcast in these areas. He also writes tax development articles that have appeared in various tax publications and is the primary author on the Current Federal Tax Developments website. Ed served on AICPA tax division committees and has spoken at conferences for the AICPA and several state CPA societies.
8:00 AM - 9:15 AM EDT
A Summary of EV Credits
Speaker: John Sapp, CPA, MBA, Vice President, Drake Software
With more than $1.0 BILLION in EV credits issued since January 1st of 2024 by buyers of clean vehicles, it is going to be a challenge for preparers to report that information on 2024 tax returns. This course will review the basics of calculating, qualifying, documenting and claiming the new Clean Vehicle Credits, including the draft forms for 2024 returns. In addition, we will review the latest guidance, proposed regulations, discuss qualifying entities and recent IRS guidance on transferability of the credits.
9:15 AM - 9:30 AM EDT - Break
9:30 AM - 10:45 AM EDT
Charitable Contribution Documentation Requirements
Speaker: Ed Zollars, CPA, Partner, Thomas, Zollars & Lynch, Ltd
In recent cases, taxpayers have found charitable contributions denied multiple times for contributions all parties conceded were made simply because the taxpayer failed to completely comply with the documentation requirements imposed by the Internal Revenue Code. In this session we will review those requirements, how taxpayer failed to comply with them, and discuss why the courts apply these rules so strictly. Be sure your clients know how to avoid becoming the next taxpayer to lose their charitable contribution deductions.
10:45 AM - 12:00 PM EDT
Tax Considerations in Divorce
Speakers: Jane Ochsman Rowny, CPA, CFP®, CDFA®, Partner, Councilor, Buchanan & Mitchell, P.C. (CBM) – CPAs & Business Advisors and Jordan P. Egert, CPA, CFE, CDFA®, Partner, Councilor, Buchanan & Mitchell, P.C. (CBM) – CPAs & Business Advisors
The emotional aspects of a divorce may lead to financial mistakes and bad decision-making if spouses are not property guided through the process. Tax practitioners need to know the tax realities and consequences in order to advise their clients against unwanted tax surprises and potential long-term impacts of their decisions. This seminar will focus on tax aspects of division of assets, tax filings in year of divorce, division of deductions and carryforwards, child credits and tax language for the divorce agreement. We will provide real-world examples illustrating strategic divorce-tax concepts.
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