Tax and Market Strategies for a More Resilient Economy

Presented on:
March 4, 2021 9:00 AM PST
Duration:
1 hour, 30 minutes
Location:
Online

As the Oregon and Washington tax codes have undergone several changes this year, tax and capital markets questions have become a central point of discussion for many business owners and individuals. Many local businesses are left wondering what they can expect as they continue to plan for 2021.

Join us and co-host U.S. Bank as we dive into key updates that you and your business should know. You’ll have the opportunity to connect with tax and finance professionals as they answer questions, address concerns, and expand on key topics, such as:

  • Federal tax updates
  • Capital markets update
  • Oregon and Washington tax matters

Following the general session, attendees will be placed in breakout rooms to hear updates as they apply to their respective state. Upon registration, you will be asked to select which state breakout session you wish to attend. Attendees will receive copies of the presentation materials from the general session as well as both state updates.

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Speakers

Rob O'Neill, CPA, Partner, Moss Adams

Rob provides state and local tax and credit and incentive advisory and compliance services to large multistate and multinational companies and their owners in a large range of industries. He also advises clients on state income tax and incentives related to corporate expansions, acquisitions, dispositions, reorganizations, and entity simplification projects. Throughout his career, Rob has managed several large multistate reverse sales and use tax audits and income and franchise tax refund engagements, recovering millions in overpaid taxes.

Ryan Kuenzi, CPA, Partner, Moss Adams

Ryan provides tax compliance, consulting, and planning services to entities including family-owned businesses, closely held entities, cooperatives, and venture capital-owned businesses; federal and state income tax services to companies operating in multi-state and foreign jurisdictions; consultation in the areas of business succession and transition planning; choice of entity planning; business acquisitions and dispositions; and a variety of federal and state tax credits and incentives associated with research and development, domestic manufacturing, and export activities. Ryan currently serves clients in the manufacturing, distribution, food processing, agriculture, natural resources, and hospitality industries. He takes a hands-on approach to serving his clients and is focused on being actively involved with engagements from planning to completion.

Rachael Gieseke, CPA, Partner, Moss Adams

Rachael has been in public accounting since 2009. She provides tax, consulting, and planning services to clients in the food, agribusiness, and beverage industries. Rachael works with closely held businesses and their owners on federal and state income tax services, tax-saving opportunities, choice of entity planning, entity restructuring, export tax planning, business acquisitions and dispositions, and business transition planning.

Sarah Correia, CPA, Senior Manager, Moss Adams

Sarah has been serving clients with state and local tax services since 2005, including two years with the Washington State Department of Revenue as an auditor. She consults in a wide range of industries, including agribusiness, professional services, construction, hospitality, manufacturing, and not-for-profit. Sarah assists companies in identifying and implementing tax planning opportunities and resolving exposure matters with respect to the Washington business and occupation tax, real estate excise tax, and multi-state sales and use taxes.

Tyler Mickey, CPA, Senior Manager, Moss Adams

Tyler has practiced public accounting since 1996. He helps individuals and business owners navigate financial planning and compliance, providing tax, income, estate, and charitable giving services. Tyler has expertise managing income tax issues for private pass-through entities, family groups, executives, and business owners.

Dominic Boomgarden, Director/Vice President, US Bank

Dominic has been with U.S. Bank since 2008 and has worked in the loan syndications market since 2010. He primarily focuses on structuring, pricing, and originating syndicated credit facilities. Dominic has covered a wide range of geographic territories and industries, and currently works with several lending groups at U.S. Bank—the Community Banking lending unit which encompasses U.S. Bank's 25 state branch network; along with the commercial banking lending units in Portland, the Twin Cities, Seattle, Louisville, and Nashville.

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