Topic: This presentation is designed to offer real world interpretation of 2020 federal tax changes, with practical advice on how these developments will affect you and your businesses. We want to discuss and inform you of provisions of the CARES Act, which was the economic stimulus package passed in response to the fallout of the COVID-19 pandemic. Our time will also feature commentary related to the recent election results and how both administration’s tax agendas may affect you and your businesses.
Presenters:
Adam Mleziva, CPA
CLA (CliftonLarsonAllen LLP)
Profile
Adam’s experience includes providing accounting, tax, and business planning
services for closely held business and individuals, particularly in the manufacturing
and distribution industries. He is experienced in the planning, supervision and
review of financial statement engagements and tax returns, including partnership,
corporate, and multi‐state returns.
Technical experience
Business and individual tax planning and compliance
Partnership taxation
Business planning and consulting
Accounting services
Education and professional involvement
Bachelor of business administration in accounting and computer end‐user technology from
University of Wisconsin‐Whitewater, Whitewater, WI
American Institute of Certified Public Accountants
Certified Public Accountant in the state of Wisconsin
Wisconsin Institute of Certified Public Accountants
Jake Caelwaerts, CPA
CLA (CliftonLarsonAllen LLP)
Profile
Jake is a tax manager in the Green Bay office who focuses on entity and individual
compliance and planning. His role as manager will be to provide planning and tax
services while acting as the liaison between engagement principals, staff, and the
client.
Technical experience
Business and Individual Tax Planning and Compliance
Real Estate Industry Investment Strategies
1031 Like Kind Structure and Planning
Entity Transaction Planning
Education and professional involvement
Bachelor of Business Administration in Accounting and Finance from University of Wisconsin‐Milwaukee,
Milwaukee, WI
Master of Science in Management in Professional Accounting from University of Wisconsin‐Milwaukee,
Milwaukee, WI
American Institute of Certified Public Accountants
Certified Public Accountant in the State of Wisconsin
Wisconsin Institute of Certified Public Accountants