Instructor
Geoffrey Kimmel
Geoff has consulted with ETS clients and CPA partners to identify, qualify, quantify and capture tax benefits since 2010. He specializes in all ETS service areas to maximize the benefits of proactive tax planning.
Prior positions included directing Treasury Management consulting teams serving clients ranging from Small Business to Fortune 500 companies. His teams designed and delivered custom-developed operational systems and process improvement solutions to maximize client return on assets. As CFO and Board Member for a regional bank, he managed all bank operations and financial activities. His financial services career began with major life and property casualty insurance firms.
He is a frequent speaker at industry events and CEU and CPE sessions on a variety of topics.
Geoff holds graduate and undergraduate degrees from Drexel University. linkedin.com/in/geoffkimmel
Tax is more politicized than ever, and a major tax rewrite is pending that will draw much attention. The session will address expiring TCJA specialty tax benefits: sunsetting Bonus Depreciation and R&D amortization and offer some workarounds you can use to maximize the benefits of tax planning. Ideas you can use to protect high value client relationships.
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