Join us for our open-forum seminar, Cooperative Tax Planning Strategies and Current Trends, in which we’ll discuss recent developments, trends, planning, strategy, and other tax-related topics affecting utility cooperatives.

You’ll have a unique opportunity to provide the instructors with case studies and other topics you’d like to workshop during the course—so the course content can be customized to suit you.

Discussion typically includes:

• Recent tax law changes
• Related case studies
• IRS rulings and regulations
• Pending issues affecting utility cooperatives

Cheri Burnham, CPA, Partner, Moss Adams

Cheri has focused on telecommunications and cooperative tax since 1995, providing tax planning and compliance as well as consulting services for cooperative and corporate reorganizations and cooperative capital credit strategies. Cheri serves rural telecommunications companies, including wireline ILEC and CLEC commercial and cooperative enterprises, wireless and international carriers, cable television companies, fiber transport companies, and telephone associations.

Jordan Frederickson, CPA, Senior Manager, Moss Adams

Jordan has practiced public accounting since 2012, specializing in telecommunications and cooperative tax. He serves primarily small and midsize rural telecommunications companies, and his clients include wireline ILEC and CLEC commercial and cooperative enterprises, wireless and international carriers, cable television companies, fiber transport companies, and telephone associations.

Jordan focuses primarily on tax planning and compliance, and financial statement reporting of income taxes.