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Richmond Chapter Financial Wellness Series: End-of-year Tax Planning

12 p.m. - 1 p.m. Nov. 12, 2020

The end of the year provides a number of planning opportunities and issues to reduce taxes. Year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning. Join the VCU Alumni Richmond Chapter and VCU Alumni Accounting Alumni Association and special guests Yann Reichelt (B.S.’14/B) and Mike Gracik to discuss financial planning through tax preparation at the end of the year. Moderated by Jon Hill (B.S.'85/B; M.B.A.'99/B; M.S.'12/B).

Register for the Zoom link.

About the speakers

Yann Reichelt (B.S.’14/B): He joined the Business Assurance and Advisory Services group in 2015. Yann has experience with auditing procedures, financial reporting, business process reviews and evaluation of internal controls. He specializes in working with private closely held companies in the real estate industry and construction, manufacturing and insurance industries as well as many nonprofits within Virginia. 

Mike Gracik: He is a director at Keiter, where his clients benefit from his 41 years of experience and tax insights. His consulting clients include closely-held businesses in the real estate, home building, manufacturing, construction, retail and wholesale industries. He also serves many estates, trusts and foundations. He has significant knowledge and experience in planning and structuring acquisitions and sales of businesses, succession planning, executive compensation and benefit programs, estate planning and administration, tax issues of nonprofit organizations and tax planning for businesses and their owners.

About the moderator

Jon B. Hill  (B.S.’85/B; M.B.A.’99/B; M.S.’12/B): Hill has more than 38 years of experience developing and implementing strategy including identifying strategic information requirements, designing and implementing customer profitability analysis and training business managers in using and interpreting cost and profitability information. He has held several senior positions including CEO and senior vice president of finance and administration. He has a B.S. in accounting and information systems from VCU and also holds an M.B.A. and M.S. in information systems. He is a professor in financial and management accounting and project management at VCU and also is a frequent speaker and presenter on the future impact of automation and technology in the cleaning industry.  In addition, he speaks to practitioners on strategy, profitability measurement and information technology topics and has served as an instructor and facilitator of similar advanced topics.  

 

Location

online

Contact

Stefani Bonner
bonnersj@vcu.edu
(804) 896-2061