About the Event:
Tax season brings many moving parts, but the right preparation can make the process more manageable. This session will outline key considerations for filing your taxes, practices that support accurate record keeping, ways to avoid penalties, approaches that help you maximize your return, and the value of a tax strategy that supports your business goals.
Key Takeaways
- Understanding filing deadlines and requirements for the 2025 tax season
- Learning practices to help you maintain organized financial records throughout the year
- Identifying common deductions and tax credits available to small businesses
- Exploring tax strategies that can help reduce liability and support long-term growth
- Guidance on how to work effectively with accountants or tax professionals to strengthen your filings
About the Speakers:
Sarah Brett is a tax partner at Plante Moran, a mid-market public accounting firm. She has been with Plante Moran for 14 years and frequently collaborates with food & beverage and consumer products clients. Sarah works with emerging brands, established family-owned businesses, and private equity-backed ventures. She helps clients manage federal and state tax compliance by actively communicating necessary information and deadlines with management. Her focus is on mitigating tax liability by identifying opportunities such as research and development credits, reviewing accounting methods, expediting expenses, and other tax incentives. Sarah has a B.S. in Accountancy from the University of Illinois Urbana-Champaign and has been a licensed CPA since 2012.
Kayla Koenig is a licensed CPA and Tax Senior Manager at Plante Moran. Kayla has more than eight years of experience in mid-market public accounting, working with clients in the real estate, manufacturing & distribution, and private equity industries. Kayla helps her clients work through the various federal and state tax deadlines and keeps her clients up to date on changes to tax legislation. She also helps her clients identify and implement tax planning opportunities in order to lower their tax liability.
