Webinar Recording | Top 10 Tax Strategies for 2022
Partner, Retirement Plan Services Leader
Gary creates plans with intelligence and insights that are aligned with his client’s business goals. He leads the firm’s Retirement Plan Services practice where he oversees the compliance, plan document and consulting services for over 800 plans. He also has considerable experience with employee benefit plan audits.
Partner, Credits & Incentives Team Leader
Nick provides in-depth knowledge on tax laws and interpretations, specializing in the areas of real estate, healthcare, manufacturing and construction. He is a frequent presenter at professional events, seminars and webinars and is leader of the firm's Credits & Incentives Team.
Sean O’Connell works with numerous professional service firms and government contractors, specializing in corporate and individual income tax planning, as well as personal financial planning and wealth building.
Ed enjoys helping not-for-profit and hospitality clients understand their organization’s financial story. He works hard to help clients solve everyday problems and get to the bottom of complex accounting challenges.
- November 28, 2022
Join us on December 7 for a discussion of the Pass-Through Entity Tax (PTET), an optional state income tax that Pass-Through Entity taxpayers may elect to use.
- November 23, 2022
When establishing a retirement plan, be sure to avoid common missteps when setting up your company’s retirement plan.
- November 17, 2022
If you’re like many who are saving for retirement, the value of your retirement accounts has dropped considerably during 2022. It may be time to consider converting to a Roth IRA.