Idaho Construction Financial Management & Accounting Conference
Nov 18, 2025 - 8:00 AM (MT) - Idaho AGC 1649 Shoreline Drive, Ste 100, Boise, ID 83702
Hosted by Idaho, Boise, ID
About this Event
PRESENTED BY:
Idaho Chapter Annual Accounting Conference:
The Idaho Chapter Conference Committee has laid the groundwork and built a strong foundation for what promises to be an exciting and engaging annual construction accounting conference. The new and improved dynamic agenda backed by compelling speakers will truly raise the roof to make 2025 conference a can't-miss event for everyone in the industry.
In a bit of a blueprint revision, this year’s event will be a half-day conference, allowing more people to build their connections and dig into the knowledge we’re sharing, all while enjoying the event from every viewpoint. We’re confident this streamlined approach will construct an experience that’s both impactful and enjoyable. And if you want to tell your boss it's an all-day event and take a well-deserved afternoon to treat yourself, it will be our little secret.
Summary Agenda:
8:00: Participant Check-In & Opening Announcements
- Guests arrive and sign in. Event organizers will provide official welcome messages, outline the day’s objectives, and share important logistical information.
8:30: Key Presentations & Discussion Sessions
- A series of engaging presentations from subject matter experts and key stakeholders. Sessions will include strategic insights, data-driven discussions, and interactive Q&A opportunities.
12:30: Closing remarks & Networking Lunch
- Final thoughts, key takeaways, and acknowledgments from event leadership. A catered lunch will follow, offering time for networking and informal discussion.
CPE Hours = 4.5 Hours
LUNCH & REFRESHMENT SPONSOR:
Featured Speakers
One Big Beautiful Bill (OBBB) Tax Update
Presented by Gerhard Muelheims, Baker Tilly
Overview: An engaging and timely tax update tailored specifically for the construction industry. This session will walk through the sweeping changes introduced under the new “One Big Beautiful Bill” (OBBB) and what they mean for contractors and construction company owners. We will also highlight other recent federal and state tax legislation impacting construction and explore tax planning strategies and opportunities to help contractors maximize deductions, credits, and cash flow in the year ahead.
Learning Objectives:
· Identify key provisions of the OBBB and explain how they impact contractors and construction businesses.
· Recognize recent federal and state tax law changes affecting the construction industry.
· Evaluate tax planning strategies and opportunities to optimize entity structure, accelerate deductions, and capture available credits.
Gerhard Muelheims, Tax Senior Manager, Baker Tilly - Gerhard has practiced in public accounting since 2015 and is a licensed CPA. His areas of focus include income tax planning, tax compliance, and financial accounting services for a variety of clients in the real estate and construction industries. Gerhard seeks to maximize taxpayer cash positions through a variety of tax deferral techniques. His focus on building relationships helps him to identify tax planning opportunities and proactively advise clients.
Research & Development Tax Credits Update Considerations
Presented by Steve Sheeran, Ryan
Overview: Changes related to the treatment of research development and experimentation related tax credits were caught up in recent tax law changes causing undue hardship for so many businesses and business owners alike. The One Big Beautiful Bill (OBBB) restores the favorable tax treatment of those domestic research and development expenses. As with many tax bills, unfortunately the transition rules have created such complex considerations that we have designed a special session separate from general business tax updates.
Learning Objectives:
· Considerations and differences available “small” versus “large” businesses as defined by the tax bill.
· Options available regarding expensing versus capitalize & amortize domestic R&D expenses.
· Retroactive possibilities for previously capitalized, unamortized costs.
· Clarifications to coordinating provisions, including research credit disallowance and AMT adjustments
Ownership Succession in the Construction Industry
Presented by Dustin Bass & Scott Duncan, BaseRock Partners
Learning Objectives:
· Overview of salability and value drivers in the construction industry.
· Discussion of current construction industry M&A trends.
· Overview of ESOPs and their increasing popularity in the construction industry.
· Overview of other common techniques utilized to transfer equity internally.
Construction Economic Outlook
Presented by Dustin Bass & Scott Duncan, BaseRock Partners
Learning Objectives:
· Overview of current macro-economic trends, with a focus on key economic indicators for the construction industry.
· Discuss the outlook for 2026 and beyond.
Dustin Bass is a highly seasoned construction industry veteran, having dedicated more than 20 years of his career to working for various construction firms in operational and advisory roles. Prior to co-founding BaseRock Partners, Dustin served as managing director at FMI Corporation, where he spearheaded business development efforts and provided expert guidance on strategy, operations, and complex projects.
Throughout his career, Dustin has accumulated a wealth of operational expertise, having started in the field with one of nation’s largest mechanical contractors. He served as a Vice President at Lathan Company and as an estimator with W.G. Yates Construction, where he pursued and procured federal government construction projects in both the United States and internationally.
Dustin is actively engaged in the construction industry community, having served on the Association of General Contractor’s (AGC) Service and Supply Council and sitting on the Executive Committee at University of Colorado Boulder’s Construction Engineering Management Advisory Board. He also is a member of The Beavers and serves on the Beaverdilly Committee.
Scott Duncan is a co-founder and partner of BaseRock Partners. He brings more than 20 years of financial advisory experience to the firm, including 15 focused exclusively on construction and construction materials M&A transactions.
Prior to co-founding BaseRock Partners, Scott served as Managing Director at FMI Capital Advisors, where he comanaged the company’s construction materials group. Prior to that, he led corporate strategy and mergers and acquisitions for Lafarge North America (now LafargeHolcim) in the Western United States.
Scott’s transaction experience spans all types of construction industry clients, including general building contractors, heavy civil contractors, and a wide variety of specialty contractors. Scott also maintains extensive transaction expertise in construction materials markets, such as cement, aggregates, ready-mix concrete, hot-mix asphalt, and integrated paving firms.