Join Inland Empire CFMA January 23^rd as we dive into key tax planning strategies for 2025. This meeting will focus on comprehensive tax updates, tax legislation updates, key implications for contractors, and tax planning tactics to help your business identify potential opportunities and areas of exposure.

Learning Objectives:

·         Potential tax law changes and current state of affairs

·         Income deferral opportunities

·         Strategic tax planning considerations

·         IRS hot topics

Alan Villanueva, CPA, Partner at Moss Adams

Alan has practiced public accounting since 1987, including nine years with a Big Four firm, providing tax compliance and consulting services to a variety of public and privately held companies as well as individuals and their families. Alan spends the bulk of his time working with closely held businesses on tax strategies, identifying value-added service opportunities, handling IRS and state tax examinations, and managing day-to-day tax compliance work. His experience includes corporate M&A transactions, buy-sell transactions, entity formation and liquidation, ASC 740, accounting method changes, and multistate taxation.

Charlie Maurer, CPA, Managing Director at Moss Adams

Charlie has practiced public accounting since 2015. He has been with Moss Adams since 2018, working with closely held family businesses and private clients. Charlie serves clients by identifying tax planning opportunities, tax compliance, and handling taxing authority examinations. He spends most of his time with flow-through entity tax structures. Additionally, Charlie serves as the regional tax technology leader for the firm.