Tax Planning for A Year Like No Other

2020 Tax PlanningDuration: 60 minutes
Previously recorded

There has likely never been a time when strategic tax planning has been more critical than now. The complex puzzle of PPP Forgiveness, FAR overhead rate impact, the Employee Retention Tax Credit (ERTC), the Research & Development Tax Credit (R&D), and State & Local Taxes, and how they interplay, or more importantly, how they don’t interplay, can have a significant impact on your firm.

Knowing what you don’t know can make a significant impact. For example, the same wages used for the ERTC can’t be used for PPP or R&D.

Join SN’s experts from each of these critical areas to learn the best planning strategies and coordinate them for maximum benefit.

Learning Objectives:

  • Identify how tax is impacted by PPP, ERTC, etc.
  • Understand scenarios that don’t work well together.
  • Learn tax planning strategies that maximize your return.

Tax Planning For A Year Like No Other

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About the Moderators:

Kristi Weierbach, Ph.D., SPHR, SHRM-SCP - Stambaugh Ness

Kristi Weierbach, Ph.D., SPHR, SHRM-SCP | Managing Director, Workforce Advisory Services

Kristi focuses her extensive expertise on helping clients design a workforce that is not only prepared for the future, but one that leverages disruption to thrive and succeed. Weaving together a unique blend of anticipatory tools and insights with practical solutions, Kristi provides clients with an organizational architecture that empowers them for the NextGen.



About the Presenters:

Tom Moul, CPA - Stambaugh Ness

Tom Moul, CPA | Director, Strategic Tax Services Group

Tom specializes in customized planning that increases tax efficiency by considering the unique big-picture needs and goals of each client. Working closely with companies, Tom outlines steps to minimize taxes, identify alternatives, and understand tax implications and structure transactions.




Jen Nelson, CPA - Stambaugh NessJennifer Nelson, CPA, MBA | Managing Director, Tax Group

Jennifer leads clients through the complex world of federal, state and international taxation of corporations, partnerships and individuals. Additionally, she provides tax research, consultation, and compliance in the areas of accounting methods, international tax, multi-state taxation, tax credits, depreciation, entity selection and structure, and overall strategic tax planning and advisory services. In short, she knows a thing or two about taxes.



Steve SnyderSteve Snyder, CPA, CCIFP | Director, AEC Group

As Director, Steve’s concentration is on assisting clients within the architecture, engineering, construction and real estate development industries to improve internal processes and maximize profitability. Clients also benefit from his extensive experience auditing employee benefit plans ranging from 100 to 5,000 employees. In addition to his technical competence, Steve is an avid Penn State football fan and expert tailgate.



Kelly Chambers, CPA - Stambaugh Ness

Kelly A. Chambers, CPA | Director, Entrepreneurial Services Group

Utilizing her diverse accounting and business background, Kelly provides accounting, tax, and consulting services to small businesses in varied industries. Wasting no time getting to the heart of the challenges facing her clients, Kelly works to develop innovative, customized solutions. As a bonus, she is proficient in accounting information systems including QuickBooks, Peachtree, Business Works and is a Certified Guru.



Kelly Morningstar | Stambaugh Ness

Kelly Morningstar, CPA, MBA | Director, Strategic Tax Services Group

Kelly is an experienced director who serves clients with tax compliance, planning, and strategic tax advisory services in a wide range of industries including architecture and engineering, manufacturing and distribution, and government contractors. She has worked extensively with corporations, pass-through entities, multi-state returns, individuals, IRS and state correspondences, and accounting for income taxes under ASC 740. Additionally, Kelly has specialized expertise in helping firms to enhance their cash flow by utilizing the research and development tax credit.


Karen Poist | Stambaugh Ness

Karen J. Poist, CPA | Director, State & Local Tax

As a Director of SN’s State and Local Tax (SALT) Practice Area, Karen applies her significant taxation expertise to guide clients through the increasingly complex SALT environment, including tax consulting, compliance, and resolution.

Over her 30+ years working in the accounting industry, Karen has developed a deep working knowledge of corporate taxation, including a specialized focus in state and local sales and use tax, state and local income tax, audit representation, tax planning, consulting, due diligence and mergers and acquisitions.