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There are a lot of moving parts to keep track of when you own and operate a business. Keeping up with the tax law changes may be the most difficult for many owners. In this tax update, we'll discuss both Federal and Montana activity, along with other issue
Business Tax Update for 2021 and Beyond
There are a lot of moving parts to keep track of when you own and operate a business.
Keeping up with the tax law changes may be the most difficult for many owners.

In this tax update, we'll discuss both Federal and Montana activity, along with other issues you could potentially be dealing with.

Jan 25, 2022 12:00 PM in Mountain Time (US and Canada)

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Speakers

David L. Gilmer, CPA, ABV
Director of Tax, Shareholder @JCCS
Businesses often view their accountants as a resource only for tax or bookkeeping issues. Dave Gilmer knows that the CPAs and advisors of JCCS offer clients much more than that. Both personal and business clients can often benefit from expanding their CPA’s role to, for example, retirement planning, investment planning, creating and implementing employee benefit plans, budgeting and ensuring for successful transitions down the road. For Dave, it’s clear that local businesses drive the success of our economy and that too often businesses struggle to stay afloat, or to improve their margins, simply because they don’t have the experience or training in accounting or business management. The constant and significant changes made by Congress and the courts make having employees and investing in growth difficult at best. As advisors, Dave and his team work daily to answer those challenges – to the benefit of their clients and their communities.
Marija Berney, CPA
@JCCS
Marija Berney’s love for travel and new cultures has taken her from Eastern Europe to The Netherlands, Southern California, Hawaii and finally Montana, which she now calls home. Here she has found mountain beauty and opportunity to do what she loves – contributing to her clients’ financial successes. Marija enjoys helping clients navigate the complex and ever-evolving world of tax law and financial reporting. She looks beyond their immediate needs to make sure that the advice she gives each today will fit into tomorrow’s big picture. Being part of the JCCS team lets Marija take a 360-degree approach to each client’s unique situation. A combination of diverse expertise within the firm and the latest technology allows her to provide services that address multiple concerns. A recent client relationship that started with tax return preparation led to a cloud-based bookkeeping solution for their business, a retirement plan and an investment strategy tailored to the client’s family needs