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Tax planning has taken center stage as annual year-end items approach and pending tax legislation looms in Congress. Our professionals went over the best practices to prepare for next year's tax planning strategies. If you missed the live event, a recording may be found below.

Annual Tax Update

Annual Tax Update

Year-end tax planning is a critical component of overall tax strategy, and potential changes are making it even more important. Professionals do not recommend making decisions based on “potential changes”, but it is wise to be aware of how they could impact your business. Our tax specialists explored best practices for tax planning strategies looking ahead to next year.

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Paul Truber, Tax Managing Director | UHY Advisors
For over 25 years, Paul has provided tax and consulting services to a broad spectrum of businesses. He has become a trusted source to his clients for tax planning, research, consulting, and compliance.  Paul serves as a member of UHY’s Manufacturing & Distribution Team, and the Estate Planning Team. 
Paul’s experience enables him to identify tax planning opportunities, recommend best practices, and help maximize shareholder returns.

Patrick Stark, Tax Managing Director | UHY Advisors
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.

Mehmet Ugur, Tax Principal | UHY Advisors
Mehmet helps clients with their tax compliance and business consulting needs; concerning numerous facets of partnership and real estate taxation, as well as tax structuring and compliance for closely held businesses and their owners. Mehmet has significant real estate industry and financial services experience and knowledge related to corporations, partnership, other pass-through entities. He regularly corresponds with tax authorities on government audits and notices.


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