Tax Update

This seminar will provide an overview of various tax proposals in congress along with a review of current tax planning strategies.

Objectives:

• Understand the current legislative proposals and how these might affect your tax planning for 2022.
• Review of current tax strategies and how you can maximize your efforts to reduce the tax burden on your company and shareholders.
• Understand the potential changes in tax legislations as Congress and the Executive branch could change with the 2022 and 2024 elections.

Jamie Smith is a partner in FORVIS’ Jacksonville office with more than 25 years of experience. He focuses on tax consulting and compliance work for mid-sized to large organizations operating primarily in the construction, real estate, manufacturing, distribution and service-based industries. Jamie has significant experience in partnership and corporate taxation, multi-state tax filings, mergers and acquisitions, deferred exchanges, debt forgiveness exclusions, tax controversy representation, estate planning, succession planning and accounting methods. Jamie also leads post-acquisition tax engagements for portfolio companies, such as purchase price allocations, transaction cost studies, initial year tax elections and other tax advisory services.