President's Message

Happy New Year

Time for new beginnings. The 2017 Tax Cuts and Jobs Act has passed. Americans must navigate new tax laws to plan for the future. How will the most recent tax reform impact the economy and create jobs? The January 2018 speaker will discuss the current tax updates and laws.

On Thursday, January 18th, Bailey Roese from Bingham Greenebaum Doll (BGD) will share information about the 2017 tax reform. Bailey represents taxpayers in federal, state, and local tax controversies as a member of the Firm’s Tax & Employee Benefits practice group. Bailey regularly advocates for clients in the state courts and administrative tribunals of Kentucky, Ohio, and Indiana, as well as the United States Tax Court.

Ms. Roese’s expertise encompasses income tax, sales tax, property tax, trust and estate tax, and excise tax.  She advises clients in the manufacturing, retail, tobacco, and alcohol industries, as well as many others. She also assists clients with their tax planning and compliance needs.

On Saturday, January 27th, the Bluegrass Chapter will host the Lincoln Trail Council meeting. We will meet on Friday, January 26th at 6:30am for dinner at Ramsey’s in the Hamburg area. The Saturday council meeting is located at Lexington East Library Branch (large conference room upstairs) from 10:00AM to 2:00 PM. Lunch will be served.

Justin Sterns, an IMA Bluegrass Chapter member, will present a one hour CPE from 2:00 PM to 3:00 PM titled “Successful Conflict Negotiation.” The Lincoln Trail Council meeting will conclude with a one-hour group tour at 4:00 PM at Buffalo Trace. Register for the Lincoln Trail Council meeting @<>

Please register online @ by Thursday, January 11, 2018. For more details concerning upcoming meetings visit Please explore the revised user friendlier website.

Enjoy your New Year,

Dr. Cassandra Smith
IMA Bluegrass President