Free Seminar on Tax Reform and Insurance Wrap-Ups Hosted by Exchange Bank

Tax Reform and the direct impact to Construction and Real Estate

Insurance Wrap-Ups — Uncovering Traps for the Unwary

Speakers

Teresa M. Arrighi-Campbell | Principal in charge-construction – CliftonLarsonAllen LLP (CLA)

Teresa has more than 30 years as a construction CPA with CLA, formerly GALLINA LLP. Teresa will discuss upcoming changes in accounting for contractors like revenue recognition and lease accounting as well as the impacts to surety and banking
relationships as well provide up to date information on the new tax law and how it affects you. Interaction is key so come ready with questions.

Daniel F. McLennon | Partner – Smith, Currie & Hancock LLP

Dan has 30+ years as a construction lawyer with Smith, Currie & Hancock, LLP, a national construction boutique law firm. Dan will explore with participants the history, evolution, and present status of wrap-up insurance programs, including pros and cons, costs and
benefits, and traps and gaps. Participants will learn wrap-up jargon and basics, as well as issues to consider when evaluating whether to provide or enter a wrap-up program.

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