Fort Myers: Tax Planning & Preparation Strategies for 2024

Can you believe it’s almost 2024? As we stand at the threshold of a new year, brimming with excitement and anticipation, our commitment to fostering growth and success for our members remains steadfast. We, at the Above Board Chamber of Florida, approach the coming year with open minds and open hearts, ready to embrace the wealth of opportunities that lie ahead. Our dedication to providing valuable insights and fostering informative discussions is unwavering, and we are delighted to present a year filled with educational experiences that will undoubtedly prove to be a wise investment of your time.

In our pursuit of excellence, this month’s focus will be on tax preparations and strategies for 2024. Acknowledging that tax season isn’t always the most enjoyable aspect of running a business, we invite you to join us in learning how to be proactive and implement effective strategies to navigate the complexities of taxes for the upcoming year.

Together let’s equip ourselves with the knowledge and tools needed to ensure our businesses thrive in 2024.

Here’s to a year of profound growth, collaborative learning, and unparalleled success!

Our Meeting Sponsors:

Leslea Ellis, LLC is a CPA Firm serving accounting and tax clients in the greater Southwest Florida area. Our services also include fraud examination and forensic accounting litigation support for the entire state of Florida. Years of experience in multiple fields and industries define how the firm develops well-rounded plans to solve all your accounting issues. We are Detail-oriented, data-driven solutions that provide you with precise reporting and resolution management. Using all the latest technology and software allows us to bring the full power of processing to all of your metrics. Call us at (239) 690-6500 so that we can support your needs.

Markham Norton Mosteller Wright & Company, P.A. is a public accounting and consulting firm with offices in Fort Myers and Naples. Along with traditional tax and accounting services, the firm offers a wide range of other services, including general business consulting, construction business consulting, medical practice consulting, not-for-profit services, family mediation services, forensic accounting, and litigation support.

Call (239) 433-5554 or visit www.Markham-Norton.com for more information

Our emcee:

Alexander J. Menendez, Partner – Pavese Law Firm

Alex Menendez, a partner at Pavese Law Firm since 2023, focuses his practice on Community Association Law and commercial and residential transactions. Recognized as a “Rising Star” by Florida Super Lawyers® in 2023, he navigates clients through various legal matters in condominium and homeowners’ association law, real estate closings, contracts, and dispute resolution. Menendez graduated cum laude from the University of Florida Levin College of Law in 2017. Mr. Menendez is a Florida Bar member, and a member of the Lee County Bar Association.

Panelists:

Matt Shell, CPA, Tax Manager at Markham Norton Mosteller Wright & Company, P.A. has been with the firm since 2002. He graduated from Florida Gulf Coast University with a Bachelor of Science degree in Accounting and a Master of Science degree in Accounting and Taxation. He is a Certified Public Accountant. Matt works closely with businesses, individuals, estates, and trusts in tax planning, preparation, and review. He is a member of the Estate Planning Council of Lee County and has been its treasurer for the last several years.

Michael DeLuca, CPA, MBA, Principal-in-Charge of HBK’s Florida offices, and an Executive Committee member of the firm. Michael works extensively with closely held small to middle-market businesses, large private corporations, and individuals. With an emphasis on Healthcare entities and private physician and dental practices, he specializes in the areas of strategic business consulting and structuring, tax planning and preparation, domestic and international compliance, and revenue cycle optimization. Before joining HBK CPAs & Consultants, he worked as a Manager at Ernst & Young and Deloitte Tax LLP in their Atlanta, Georgia, and Miami, Florida offices.

Peter Savino, CPA at Leslea Ellis, LLC is the Tax and Accounting Services Manager at Leslea Ellis, LLC in Fort Myers. He received a B.S. in Accounting and Finance from Florida State University in 2011 and has been a Certified Public Accountant in the State of Florida since 2016. Peter joined Leslea Ellis, LLC in 2014 where he specializes in small business accounting and tax return preparation.

Jennifer M. Cail, Founder and CEO of Medrano & Cail Bookkeeping Professionals. Medrano & Cail specializes in helping small businesses more efficiently, effectively, and most of all, profitably! We focus on building strong client relationships and achieving positive financial results to help our clients become some of the nation’s top businesswomen. Say goodbye to the days of one-size-fits-all bookkeeping and hello to having an on-call financial advisor who always has your back! Need someone to celebrate your success with? We’ll toast to your success on our monthly calls. Need someone you can call during a business crisis? We’ve got you covered. We’re always judgment-free and here to lend a helping hand!