Cash Flow Boosting Strategies for Your AE Firm

AE Tax Savings TrackingDuration: 90-minutes
Previously Recorded

Due to the significant amount of information on this subject as a result of COVID-19, we have extended this webinar to 1.5 hours.

While cash flow is always important, right now for many architecture and engineering firms it’s been elevated to a high or even critical level of concern. On our upcoming webinar, we’ll highlight several sources of cash flow generators that your firm can and should consider. In some cases, you can even take advantage of lookback periods that open up an even larger window of opportunity.

Now is definitely the time to ensure that you are maximizing tax savings and putting more cash in your firm’s pocket. This discussion will include AE-focused credits, deductions, incentives, and strategies, as well as the specific triggers to look for when determining if you qualify, as well as best practices for tracking your firm’s tax-related data.

After attending this webinar, attendees will be able to:

  • Identify cash flow opportunities
  • Discuss triggers for qualifying
  • Learn tax tracking best practices

Webinar: Cash Flow Boosting Strategies for Your AE Firm

*Credits are not offered for on-demand presentations.
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About the Presenters

Tom Moul, CPA - Stambaugh Ness

Tom Moul, CPA
Business Development 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 Ness

Jen 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.


Karen Poist | Stambaugh Ness

Karen Poist, CPA
Director, SALT Services Group

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.