Andy Cates from Moss Adams talks Taxes

Yesterday at the CEOtoCEO Breakfast event, we had the privilege of having Andy Cates from Moss Adams speaking to a group of CEOs, Business Owners, and other professionals about both some key Tax Issues that were critical to be aware of in 2012 and some planning.

Andy covered a lot of areas for us – you can listen to him briefly describe the agenda of the meeting in the video.  We will be sharing more videos of him talking about certain areas that will be important to virtually any business owner and individual.  It was very timely to have Andy as part of our speakers group since a number of the opportunities (if there is such a thing when someone talks about taxes) he discussed would be “closing” the end of 2012 and we wanted to share this with our leadership audience.  There was incredibly strong interest in learning more about these opportunities from the leaders in the room and from the feedback, most will be changing what they are doing to take advantage of some of these.

He also got to spend some time on the “planning” side of taxes for a business.  The great part about Andy is that he is not just a “tax dweeb” but he is a “tax business guy” that understands how these issues pertain directly to a business and the best way to take advantage of these opportunities through proper planning.  As he reminded all of us in the room, these were known in 2010 and this is when planning should have begun (I know, he told us so).  But like most of us, it didn’t happen and now we are down to the final months and hours to incorporate some of this into our planning for the rest of the years.

Thanks Andy, very insightful, helpful, and in a language we could all understand.  We will share more on this in some later posts on specifically the areas to be aware of and his planning ideas.  Stay tuned…and don’t forget to join our CEO Discussion Group on LinkedIn where some of these questions will be posted as well.  If you aren’t a member, it’s free and it’s a completely private place to have a discussion with ONLY your peers, other CEOs and Business Owners.

Leave a reply