2020 Drive Plan: Key Industry Trends

Presented on:
March 24, 2020 9:00 AM PT
1 hour
We're sorry to let you know that we've cancelled this webcast. We appreciate your interest and are exploring options to reschedule for a future date. We apologize for any inconvenience.


Mark Meier, Partner & National Practice Leader, Transportation & Logistics, Moss Adams

Mark has been in public accounting since 1999, developing tax-efficient strategies for manufacturing, distribution, transportation, construction, and real estate companies. He provides tax planning, consulting, and compliance solutions for individuals, closely held businesses, partnerships, and corporations, and he specializes in the many tax-saving opportunities available to manufacturers, including LIFO inventory accounting and the domestic activities production deduction. His additional areas of expertise include certain mergers, acquisitions, and reorganizations.

Jet Wales, Partner, Moss Adams

Jet has over 25 years of experience advising owners and CEOs of middle-market companies. He specializes in strategic, advisory, and transaction planning; sell-side and buy-side advisory services; and capital-raising activities. Jet has experience advising business owners and CEOs through the entire transaction process, including the early preparation stage. Prior to joining Moss Adams, Jet was managing director in U.S. Bank/Piper Jaffary’s investment banking group in Seattle, and also worked for Prudential Capital Corporation in New York and San Francisco. Earlier in his career, he was an officer in the United States Air Force.

Kevin Villanueva, Consulting Partner, Cybersecurity, Moss Adams

Kevin has been in the information technology field since 1997 and leads the firm’s IT infrastructure and security practice. He specializes in government, not-for-profit, private entity, higher education, and health care clients. His areas of practice include IT security assessments; penetration testing; PCI DSS assessments; HIPAA compliance auditing; HITRUST readiness and validation assessments, strategic technology planning; disaster recovery and business continuity planning; policies, procedures, and documentation development; and project management. In addition, he has designed and conducted technology assessments based on the internationally recognized ISO/IEC 27001/2, NIST, and COBIT standards, and has served as technical counsel on hundreds of technology security projects.

Jennifer Young, Tax Director, State & Local Tax, Moss Adams

Jennifer has provided tax assistance to large multistate companies since 2002. She delivers state income, franchise, sales, Oregon CAT, Portland CES, Washington B&O, and property tax experience in multiple industries, with a specialization in transportation and logistics. She has experience in incentives identification and negotiation, audit defense and settlement, due diligence, corporate reorganizations, tax accounting, and entity simplification. Jennifer has also performed and reviewed multi-state nexus and apportionment studies, and tax provisions including documentation of uncertain tax positions.

Applicable Industries