Wipfli Presents: What Can Small Business Owners do to Make it Through the Shutdown?

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Name: Wipfli Presents: What Can Small Business Owners do to Make it Through the Shutdown?
Date: May 13, 2020
Time: 11:00 AM - 12:00 PM CDT
Registration: Register Now
Event Description:
Join us via Zoom for a webinar presented by Wipfli CPAs and Consultants and Wipfli Financial Advisors. They will be focusing on, "What Can Small Business Owners do to Make it Through the Shutdown?" 

Some things that will be covered include:
  • Review Tax Implications of FFCRA (Families First Coronavirus Response Act)
  • Review of CARES (Coronavirus Aid. Relief, and Economic Security) Act
  • Personal financial planning ideas for business owners

About the hosts: 

Jake Harmsen, CFP, CPA, Senior Financial Advisor: Jake has over 15 years of experience in tax and financial planning and has spent most of his career in a dual role as a tax accountant and  financial advisor.  Jake joined Wipfli Financial in December of 2018 as a Senior Financial Advisor and is a CPA and CFP®.   He has substantial background working with business owners and individuals and will share some planning ideas on coordinating the two. 

 

Kelly R. Runge, PartnerKelly Runge is a partner in Wipfli’s business advisory services practice. She provides consulting services for small and medium-sized companies. Kelly helps her clients meet their ongoing compliance needs as well as their short- and long-term business objectives.

Specializations

  • Small business advisory services with a focus on financial and operational matters

  • Industry specialization in construction and manufacturing

    Past Experience

  • Seventeen years in public accounting, focused on tax, accounting, and business consulting for small and medium-sized businesses

    • Financial statement preparation

    • Financing and cash flow projections

    • Tax planning and compliance

    • Operations consulting

  • Seven years of industry experience as a CFO for a group of local construction

    companies

    Professional Memberships and Activities

    • American Institute of Certified Public Accountants (AICPA) - Member

    • Wisconsin Institute of Certified Public Accountants (WICPA) - Member

    • National Association of Tax Professionals (NATP) - Former member

    • Construction Financial Management Association (CFMA) - Former member

    • Associated Builders and Contractors (ABC) - Former member

    • Financial Executives International (FEI) - Former member

      Education

      University of Wisconsin-Oshkosh; Bachelor of business administration degree in accounting

Event Media:
Location:
You will receive information after registering to attend via Zoom.
Date/Time Information:
Wednesday, May 13th
11:00am-12:00pm
Contact Information:
Fees/Admission:
Free
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