Webinar: Tax Planning Strategies for A/E Firms
This webinar will take place at 10:00 am EST and is offered at no charge.
Understanding the tax planning process is essential to the financial success of architecture and engineering (A/E) firms and their owners. In this 60-minute webinar, we’ll explore practical and effective tax planning strategies tailored specifically for A/E firms. We will cover key considerations for filing tax returns, as well as proactive strategies to minimize tax exposure for future years. You’ll also gain insights into recent legislative changes and new planning opportunities that can help your firm optimize its tax position.
In this webinar, we will:
- Break down the overall tax planning process for A/E firms
- Review key business tax provisions impacting the industry
- Explore available business tax credits and deductions
- Highlight additional tax planning considerations for firms and their owners for 2025
FEATURED PRESENTER
Samuel M. Lyon, CPA, is a tax partner at Dannible & McKee and has over 10 years of experience in taxation and planning for individuals and closely held companies. Sam oversees tax engagements for a variety of clientele, with a focus on architecture and engineering, professional services, multi-state corporations, and high-net-worth individuals. He is also involved in the firm’s business valuation and succession planning services.