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WHO SHOULD ATTEND:

CEOs, Presidents, Partners, CFOs and CPAs

WHEN:

Friday, March 27th, 2020 from 12:00 – 1:00 PM CT

The IRS has granted extensions and Congress has passed multiple phases of relief amidst the coronavirus pandemic. alliantgroup’s Dean Zerbe, Rick Lazio and Kathy Petronchak will provide details on the third phase of stimulus from Congress, answer questions surrounding tax filing relief and discuss options for businesses to access immediate sources of capital now during this liquidity crisis.

We’ve heard from businesses and CPAs all over the country about how their businesses are doing and their struggles. We want to break down the legislative and policy changes that will be effecting your business and also give insights into what we are hearing from Capitol Hill.

The 30-minute presentation will be live and followed by an optional Q&A session for any attendees to seek answers to their immediate concerns in these uncertain times. We hope you’ll join us and that you will bring up questions and concerns that you may have, so we can address them and so we know what we need to advocate for in Washington D.C. to help your business.

About the Presenters:


Dean Zerbe is alliantgroup’s National Managing Director based in the firm’s Washington, D.C. office. Prior to joining alliantgroup, Zerbe was Senior Counsel and Tax Counsel to the U.S. Senate Committee on Finance. He worked closely with then-Chairman of the Finance Committee, Senator Charles Grassley, on tax legislation. During his tenure on the Finance Committee, Zerbe was intimately involved with nearly every major piece of tax legislation that was signed into law, including the 2001 and 2003 tax reconciliation bills, the JOBS bill in 2004 (corporate tax reform) and the Pension Protection Act.

Rick Lazio is the Senior Vice President based in alliantgroup’s New York office. Lazio is a former US Representative for New York. Throughout his tenure and post-Congressional career, he has been a strong advocate for small businesses sponsoring impactful legislation such as the Small Business Tax Fairness Act. He received his B.A. from Vassar College and his J.D. from Washington College of Law at American University.

Kathy Petronchak brings 34 years of experience in directing IRS compliance activities and providing tax controversy services; her career includes service within both the federal government and the private sector. She has worked with a countless number of businesses in examination from both the government’s perspective and in the position of audit defense.

Have questions or comments? Email [email protected]

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