Year-End Annual Tax and Accounting Update + Networking Social and Dinner

Josh is a tax strategist with extensive expertise advising high-net-worth individuals, nonprofits, and business owners and investors on effective strategies to ensure tax efficiency, asset protection, well-executed succession plans, and wealth preservation. He has been practicing law since 2000 and focuses his practice on the areas of wealth transfer planning, fiduciary and individual taxation, business structuring to maximize tax efficiency, and advising tax-exempt organizations, foundations and charitable donors.

Josh works extensively with business owners and investors to analyze the financial impact a business structure will have from both a business and personal perspective. He also advises clients as circumstances change, such as opportunities or challenges presented by new tax laws, significant life events, or succession plans. He ensures the client’s current business structure, and tax & estate plans are still providing optimal benefits.

Evan is an experienced CPA with proficiency in closely held and family business assurance, mergers and acquisitions, strategic financial leadership, and management support. Clients include construction contractors, manufacturers, wholesale distributors, insurance brokers/agencies, and professional service firms along with entrepreneurs and high-net-worth individuals.

Recognized for his personalized approach, he helps organizations align financial plans with growth objectives while ensuring financial accuracy and compliance. As a seasoned auditor, he provides insights to help clients enhance financial transparency, maintain investor confidence, and support informed decision-making. A collaborative strategist and problem solver, he is a resource during merger, acquisition, and divestiture considerations and offers counsel on ways to maximize shareholder value, which might include options for creating efficiencies, lowering operating costs, and generating the highest return on capital investments.