Coffee Chats

End of Year Tax Planning and Business Succession

Topic

During this Coffee Chats, Economic Alliance Snohomish County will welcome Dan Gaffney, Partner at Moss Adams, and Kevin Shewfelt, Senior Manager at Moss Adams, to discuss end of year tax planning and business succession. Their presentation will delve into how business owners can approach their end-of-year tax planning to strengthen their position and set their business up for success for the beginning of a new year.

Dan and Kevin will also discuss the business succession process and will explain strategic exit options to best preserve the success of a business. Participants will leave the presentation with a clear understanding of what they should be considering for yearend tax planning and looking at the exit options of their business. If you are a business owner or financial professional this presentation will teach you how to stride into the new year with a plan for what’s next.

Coffee Chats are virtual and free to attend. RSVP to receive a link to join the livestream via Zoom.