Event Details

PROPEL YOUR GROWTH: YEAR-END STRATEGIES FOR MINIMIZING TAX LIABILITIES

Tuesday, December 3 | 2-3 PM ET | Presented by Anchin


As the year comes to a close, it's time to ensure your company is positioned for success in 2025. Join Naturally New York and Anchin for a year-end webinar packed with actionable insights. Discover essential strategies for optimizing financial performance, minimizing tax liabilities, and navigating compliance challenges. Whether you're scaling up or fine-tuning your business, this webinar will provide the tools and knowledge you need to drive growth and thrive in the year ahead. Don't miss this opportunity to set your business on the right course!


Agenda

  • Strategic Tax Planning for Growth
  • Leveraging Tax Incentives and Credits
  • Compliance and Financial Reporting Tips

Speakers

  • Megan Klingbeil (Partner and Co-Leader of the Beauty, Health, and Wellness Group at Anchin)

    Megan Klingbeil

    Partner and Co-Leader of the Beauty, Health, and Wellness Group at Anchin

    https://www.linkedin.com/in/megan-klingbeil-cpa-341aaa4/

    Megan Klingbeil, CPA, is an Accounting and Audit Partner at Anchin with more than 20 years of experience. Megan is a member of the Firm’s Food and Beverage and Beauty, Health and Wellness Industry Groups, providing accounting, business, and tax planning services for privately held companies including supermarkets, distributors, manufacturers, and emerging brands. Her clients range from aggressively developing businesses to well-established companies. Megan’s experience extends to assisting clients with mergers and acquisitions, tax strategies and securing financing/funding.

    In addition to serving her clients, Megan also assists in the career development of the Firm’s professional staff and is deeply involved in Anchin’s mentorship program. She is an active member of Anchin’s Women’s Initiative Network (AWIN) and Anchin’s CARE Committee, which plans the Firm’s charity and recreational events. Megan has also authored several articles for the Firm’s food & beverage news publication.

    Megan is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA).

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  • Brent Lessey (Partner and Tax Leader of the Consumer Products Group at Anchin)

    Brent Lessey

    Partner and Tax Leader of the Consumer Products Group at Anchin

    https://www.linkedin.com/in/brent-lessey/

    Brent Lessey, CPA, MST, is a Tax Partner within Anchin’s Tax Department. He is also Tax Leader of the firm’s Consumer Products Group and Leader of the MWBE Services Initiative. He has over 10 years of experience providing business and tax planning services to privately held companies and investors. His clientele include many emerging brands, manufacturers, distributors and retailers in the consumer products space.

    Brent is a member of the Firm’s Transaction Advisory Services practice and is part of Anchin’s Economic Opportunity Zones Group.

    He advises clients at every stage of their business lifecycle – from the beginning phases such as raising equity, through the high growth period and during the final exit stages of their business. He has experience performing tax due diligence services on both the buy side and sell side of a transaction, as well as in tax compliance services.

    Brent is also one of the firm’s experts in complex partnership transactions, partnership allocations, §199A (Pass-through deduction), Qualified Opportunity Zones and Qualified Small Business Stock.
    In addition to client responsibilities, Brent also contributes to the career development of Anchin’s professional staff through the firm’s mentorship program and leads in-house professional development CPE seminars.

    Brent was selected to participate in the NYSSCPA’s Leadership Institute (NLI) and was named an NYSSCPA Emerging Leader in 2023. In 2022, he was featured in Crain’s list of Notable Leaders in Accounting and Consulting.

    He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA).

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  • Laura Mirro (Senior Tax Manager at Anchin)

    Laura Mirro

    Senior Tax Manager at Anchin

    https://www.linkedin.com/in/laura-mirro-a2b18854/

    Laura Mirro, EA, is a Senior Manager in Anchin’s Services and Consumer Products Groups. Laura has more than 10 years of experience at Anchin providing tax and consulting services to corporations, partnerships and high net worth individuals in a variety of industries.

    Laura serves clients in the distribution, manufacturing, food and beverage, law firms, public relations and technology industries. She works with many closely held companies and provides compliance and tax planning services for their business and personal tax filings. Laura also specializes in state and local taxation (SALT), multi-state compliance and state nexus determination.

    Laura frequently leads in house training on a range of topics including SALT, tax reform and law firm industry topics and trends.

    Laura is a member of the National Association of Enrolled Agents (NAEA) and the New York State Society of Enrolled Agents (NYSSEA).

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