Key Considerations for Financial Reporting and Year-End Tax Updates

November 19, 2020
4:00 PM - 5:00 PM
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As year-end draws near and you prepare for 2021, you may be wondering what fiscal considerations to keep in mind for year-end planning and financial close. Join us for a webcast as we cover these considerations, as well as year-end tax changes and strategies to implement now.

Join Moss Adams experts Greg Pfahl, John Monahan, and Phil Horwitz as they expand on key topics such as:

Learning Objectives: 

  • Financial reporting considerations, including COVID-19 implications
  • Year-end tax updates, including state and CARES Act changes
  • Tax planning and strategy opportunities
  • Business and individual business owner provisions


Greg Pfahl, CPA

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Greg is a Partner at Moss Adams who provides a wide range of audit and accounting services for public and privately held companies in the manufacturing and distribution, technology, and renewable energy industries. Greg assists clients with financial reporting and complex transactions such as initial and secondary public offerings, private offerings, and mergers and acquisitions. He has extensive expertise in debt and equity financings, share-based compensation, income tax accounting, purchase price accounting, revenue recognition, and SEC reporting.

John Monahan, CPA

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John is a Partner at Moss Adams who advises companies on tax compliance and income tax reporting matters, including tax filing positions, complex transactions, and ASC 740 reporting requirements. He has served clients in the public and private sectors, working with firms and organizations both large and small. John has deep technical knowledge of ASC 740, income tax compliance, tax implications of mergers and acquisitions, and international tax matters.

Phil Horwitz, JD, LLM

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Phil is a Director at Moss Adams and assists clients with all aspects of state and local tax compliance, focusing on tax controversy matters. With past experience working for a state agency, Phil can provide his clients with valuable insight in audit defense and protests.

Phil spent a combined 20 years working for the Colorado Department of Revenue, where he designed and implemented one of the nation’s first state tax voluntary disclosure programs. His career at the Colorado Department of Revenue also included managing the field audit policy function and serving as director of the Office of Tax Policy Analysis, which involved centralizing the department’s policy functions. Phil’s past experience also includes serving as Colorado’s representative on the Multistate Tax Commission.

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CREDITS: 1.00 CPE Basic 
METHOD: Group Internet Based