2020 TAX UPDATE: TAX PLANNING FOR EXECUTIVES IN A PANDEMIC AND PRESIDENTIAL ELECTION YEAR

UHY is proud to continue our monthly Executive Briefings via webinar, bringing you current trends and valuable content to help in growing your business.

October's topic was: 2020 TAX UPDATE: Tax Planning For Executives in a Pandemic and Presidential Election Year

We explored:

• A comparison and contrast the tax positions of the Presidential candidates and how each will affect you and your business
• How to obtain tax refunds from prior years under the CARES ACT
• The implications of the PPP loans and forgiveness guidance
• Alternative tax planning for year end

About the Speakers

Patrick Stark, Partner, UHY LLP

Pat performs tax-planning and compliance for privately held corporations and personal tax and estate planning for owners of privately held corporations. He provides consulting services for structuring corporate acquisitions and reorganizations, including financial and tax planning aspects of sale; due diligence of purchase; and financial and tax planning aspects of purchase. Pat also offers consulting services regarding private equity funding, including funding of technology companies; employee stock ownership transactions; real estate syndications; and partnership taxation.

Paul Truber, Partner, UHY LLP

For more than twenty-five years, Paul has provided tax and consulting services to a broad spectrum of businesses. Paul serves as a member of UHY’s Manufacturing & Distribution Team, and the Estate Planning Team. He is a trusted source to his clients for tax planning, research, consulting, and compliance. Paul’s experience enables him to identify opportunities to leverage tax laws, recommend best practices, and help maximize shareholder returns.

Paul has extensive experience dealing with complex corporate structures, and oversees and reviews federal tax returns, including consolidated corporate returns, S-corporations, LLCs, and partnerships. He provides research and development credit consultation and federal tax research and planning and oversees and reviews separate state and unitary tax returns for a number of multistate entities. He also conducts SALT research and planning.

Paul defends clients before the IRS and in state audits (income, and sales and use). In addition, Paul regularly consults in succession planning, mergers and acquisitions, and estate and gift tax planning.