IMA Packerland January Meeting - Tax Update

When:  Jan 20, 2021 from 12:00 PM to 1:00 PM (CT)
Associated with  Packerland Chapter
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

Location

Online Instructions:
Url: http://packerland.imanet.org
Login: An invitation to join via Zoom will be sent a couple days prior to the event to everyone who has registered