Business Operations and Tax Considerations in the “New Normal”

ORANGE COUNTY VIRTUAL CHAPTER EVENT

Business Operations and Tax Considerations in the “New Normal”


In this session, three leading tax partners with Squar Milner will share technical and practical business and tax implications to help you, as the trusted advisor, better understand how to help your clients with the various provisions of the CARES Act, from Paycheck Protection Program to Net Operating Losses to Qualified Investment Property and beyond.

 

Learning Objectives:

  • Most recent developments and challenges from the CARES Act and Stimulus packages
  • Best practices for guiding clients on the various related provisions and tax implications

 

About the Presenters:

Learn from industry experts Caroline Banzali, Tax Partner, Keith Troutman, Partner in Squar Milner’s Tax Department, and Michael Shafer, Partner in Squar Milner’s Tax Department.

Meet the Presenters

 

This event is free to attend! Thank you to our Sponsors:


 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

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.EPIOrangeCounty.org.

About the Presenters


Caroline Banzali
Keith L. Troutman

Keith L. Troutman

Partner in Squar Milner’s Tax Department

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Michael Shafer

Michael Shafer

Partner in Squar Milner’s Tax Department

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Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE Hour

One (1) CEPA Credit

Tax Partner

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).