2022 Tax Update – Policy, Strategies and Pitfalls


2022 Tax Update - Policy, Strategies
and Pitfalls

Chris Davidson will provide an update on current tax legislative matters. Following the update, Chris will discuss tax strategies useful for clients going through succession planning and exit transactions. Lastly, Chris will discuss common mistakes he sees from clients and CPAs.


Learning Objectives:

  • Staying up to date on tax proposals
  • Using key tax strategies
  • Avoiding pitfalls that other advisors make


About the Presenter:

Learn from industry expert Chris Davidson, Partner.

Meet the Presenter


Thank You to Our Sponsors:

SingerLewak Announces Expansion into South San Francisco, CA with the Combination of Middle Market Accounting and Consulting Firm Good & Fowler, LLP


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIConejoValley.org.

About the Presenter

Chris Davidson