Naples: 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 Sponsor:

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:

Peter Busch, news anchor for NBC 2 News at 5, 5:30, 6, and 11 pm.

Peter Busch is a multiple EMMY award winning journalist who anchors NBC2 News at 5, 5:30, 6 and 11pm. He won three consecutive Emmys for news reporting during his time at KPHO in Phoenix. More recently, Peter won the prestigious Edward R. Murrow Award for a series of stories on Rio de Janeiro’s preparations for the 2016 Olympic Games. Peter has covered major national stories over his 15 years in television news, including Hurricane Katrina, Ian and the 2016 presidential election. He learned to speak fluent Spanish when he lived in Mexico City in 1999. Peter then went on to graduate with honors from the University of Arizona, where he was a member of the swim team.

Our Panelists:

Angela Cooley, CPA, CCIFP Angela, a Southwest Florida native, joined the firm in 2002 and is currently a Partner at Markham, Norton, Mosteller, Wright & Company. A graduate of the University of South Florida, she is also a Certified Public Accountant (CPA) and a Certified Construction Industry Financial Professional (CCIFP). Providing consulting and tax services with a specialized focus on serving the construction industry, Angela works closely with her clients along with their internal and external professional teams, to guide them in successful business planning.

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!