A short recap of tax reform and some tips, tricks, and observations that came out of the first tax season under the new regime.
Ryan Sanger, Tax Partner, is a native of Colorado, having grown up on a family
farm in northeastern Colorado. Ryan graduated from Colorado State University in
1999 with a Bachelor of Science degree in Business Administration with an
emphasis in Accounting. Ryan has 17 years experience in public accounting with
extensive experience in all areas of taxation, providing tax advisory and
compliance services to individuals, corporations, and partnerships. His areas of
expertise include serving closely-held and privately-held companies in a variety of
industries, including construction, real estate, manufacturing, beverage (including
craft breweries, distilleries, and wineries), wholesale distribution, professional
service and retail. Ryan has developed a specialization providing state and local tax (SALT)
consulting including nexus issues, multistate corporate income tax and sales and use tax and
currently serves on the BDO Alliance SALT Advisory Committee. He takes a special interest in
utlizing these skills to proactively advise and plan with client and ensure they are as tax efficient as
possible. Ryan has a passion for youth issues and serves on the Junior Achievement Northern
Colorado/Wyoming Executive Advisory Board of Directors as Board Chair and is a member of
Northern Colorado United for Youth and Windsor Optimist Club. When not working, he enjoys
spending time with his wife and two young children.
Mark Lumsden, Tax Partner, joined ACM’s Boulder practice in 2012. Mark
loves the spirit of the Colorado business community and works with many small,
mid-sized, and startup businesses throughout the Front Range, particularly in the
professional services, technology, and manufacturing arenas. Having an
extensive background in construction, Mark is also a member of ACM’s real
estate and construction industry niche group. Whatever the industry, Mark’s
passion is assisting his clients in reaching goals through tax structuring and
consultation. Mark participates in developing training programs and mentoring
ACM’s staff, and is a member of the Boulder Valley Rotary Club. Mark has
earned a B.S. in Accounting and a B.A. in Economics from the University of Colorado at Boulder
and holds a Certified Construction Industry Financial Professional (CCIFP) designation. He and
his wife enjoy spending time with their two young children.
The Current Environment of the SDI Market
Bringing together data gathered from the SDI market over the last three years, we will explore the trends, traits and rates that are occurring in today’s market.
Trace Stegman - Cottingham & Butler
This presentation will be centered around alternative property/casualty insurance program options available to middle market construction companies. It will compare and contrast the pros and cons for each. I will also cover the qualification criteria for these alternative programs and how determine if their company might be a good fit.
Rob Rudloff, Beth Womersley - RubinBrown
Fraud is affecting construction companies and owners at an alarming rate. Cyber threats from outside your walls, employees on the inside and a range of criminals present challenges that require diligence and expertise which are becoming more complex and difficult to manage. This session will explore threats, trends in fraud activity, and key risk reduction efforts to assist management. The presenters provide a unique mix of fraud and cyber expertise to provide different perspectives, insight and detailed feedback for attendees.
Rob leads the Cyber Security Services team for RubinBrown. He has more than 20 years of information security experience on security reviews, mitigation, strategy and architecture development. He consults with clients on a variety of information security projects ranging from penetration testing to security assessments to implementation of security architectures. His background includes security work for the Air Force, NSA, Pentagon and PwC. Recently serving as a Chief Information Security Officer, Rob brings strategic consulting expertise balanced with a voice of reason. Rob currently holds the following certifications: CISSP-ISSMP, CCSP, and PMP.
Marc Hendrickson - Sunflower bank
For over two decades, I have focused on developing and maintaining long-term relationships with my commercial banking clients in a highly collaborative and entrepreneurial manner. I have enjoyed serving many wonderful individuals and their companies over the years, helping them succeed with my consultative and very personal approach. I could not be more enthused about joining Sunflower Bank, a 125+ year old, entrepreneurial community bank.
As a CPA and CCIFP (Certified Construction Industry Financial Professional, I have the ability to engage in meaningful dialogue with my clients about their unique business models, challenges, and opportunities.
I have a broad experience base with many industries and am currently focused in the areas of construction trades, general manufacturing, non-profit, and professional services industries. Remaining engaged in the community has been a hallmark of my career, to include serving as Vice Chair of The Adoption Exchange, board member of the Center for Financial Training, Ambassador of the Metro North Chamber of Commerce, current committee member and former Chair and Board member of the Colorado Society of CPAs, among other organizations I actively support.
Shane Brown and John Beeble - Plant Moran
Many owners of construction companies are approaching retirement. Or, these owners simply want to begin the process of transitioning control of the day-to-day operations to others. The key to effective succession of leadership and ownership is to develop future leaders early in the process.
Info to come
Robin Stehle & Sharyn Guhman - Syntropy Partners
Everyone is "moving to the cloud," implementing software solutions virtually rather than on their organization's premises to save money, mitigate risk, and create operational efficiencies. This is as true in the construction industry as in manufacturing or retail, and the challenges are the same and significant. Without really investing time and thought up-front to understand and plan for how business processes, employee roles, and technology support will change, organizations are not realizing the anticipated benefits and may even be incurring more cost... and very often cloud implementation providers are not equipped to address these needs. Through thoughtful, skilled planning with all of the right team members to fully understand the changes to come, organizations ready themselves, ultimately saving what could be hundreds of thousands of dollars while truly transforming their business.
Jeffrey Nesbitt is National Director of Firm wide Consulting with CliftonLarsonAllen Construction and Real Estate Group. Jeffrey works from Phoenix as a national resource. He is responsible for working with all CLA offices to deliver construction industry specialized consulting services and projects.
Jeffrey specializes in operations consulting and implementation of technology to construction companies to help improve inefficiencies and increase margins.
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