Join us for a comprehensive guide on navigating tax season as a business. From understanding record-keeping excellence, smart filing strategies, and leveraging different tax forms to utilizing tax-saving opportunities, this class provides the knowledge and tools you need for a smooth and successful filing.
About the Speaker:
Sarah Brett, CPA is a Tax Principle at Plante Moran. Sarah has worked in mid-market public accounting for the past twelve years. Her clients are primarily engaged in the food & beverage industry as well as the service industry, including technology companies, consulting firms, and restaurants. She specializes in both closely held family business as well as PEG owned portfolio companies and has assisted many clients through buy and sell side transactions. 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.
Kayla Koenig is a Tax Manager at Plante Moran. Kayla has seven years of experience in mid-market public accounting working with clients in the manufacturing and distribution industry, including food and food packaging manufacturing and distribution and the real estate industry. 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.
