As we prepare for the upcoming tax season, it’s important to stay informed on changes that will impact tax planning and opportunities.

Join us for a webcast as we cover President-elect Biden’s proposed tax policies as well as updates to New Mexico state tax and the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Other key topics we’ll discuss include:

• Corporate and individual tax rate changes
• Estate and gift planning opportunities
• State income and franchise taxes for remote workers

Stephanie Melton, CPA, Director, Moss Adams

Stephanie has practiced public accounting since 1998. She has experience working in all areas of tax preparation and primarily focuses on individual, estate, and trust preparation and planning. Her expertise includes working with multi-generational families to assist with income, estate, gift, and trust tax planning and transfer of assets due to life events.

Daniel Farley, CPA, Senior Manager, Moss Adams

Daniel has practiced public accounting since 2008. He provides tax services to privately held businesses in the health care, technology, real estate, engineering, and restaurant industries. Daniel also works directly with business owners, specializing in estate and trust taxation and succession planning.

Nick Hoffman, CPA, Senior Manager, Moss Adams

Nick has practiced public accounting since 2005. He specializes in taxation for small businesses and related individuals in the agribusiness, real estate, and renewable energy industries. Earlier in his career, Nick served as executive director of a small 501(c)(3) not-for-profit organization.