CLA Outlook: Planning Opportunities with the New Tax Law

ABOUT ZAK

Zak is a tax manager and leads staff in the Eastern Ohio offices to complete tax compliance, planning and projection projects, primarily in the construction and real estate industries. He is involved in tax compliance projects for entities of all
types and sizes and manages all major tax-related projects in his industries of focus.

Technical Experience
• Experience in tax compliance and other tax-related consulting projects in construction and real estate. Zak has provided support for entities of all sizes by actively keeping up with changing tax law – both at the state and national level – to maximize tax deferrals and allow his clients to retain their working capital.
• Zak also has experience in tax credit research and due diligence projects relating to those tax credits and incentives.
• Zak has also assisted with month-end closing, general accounting assistance as well as corporate tax provisioning.

Education and Professional Involvement
• Certified Construction Industry Financial Professional (CCIFP)
• Certified Public Accountant (CPA)
• Member – Ohio Society of CPAs
• Active member of the Northeast Ohio chapter of the CFMA
• Member of the Akron-Canton Regional Foodbank’s CORE Young Professionals group
• Director of Community Engagement for CLA’s Eastern Ohio offices
• Incoming chair of CLA’s Eastern Ohio Young Advisory Council
• Bachelor of Business Administration – Accounting, Summa Cum Laude, Walsh University

Civic Organizations
• Leader of community engagement efforts with the following entities:
o The United Way of Summit and Medina County
o Akron-Canton Regional Foodbank
o Stark Parks
o Richfield Heritage Preserve
o Rotary Club of Akron, Ohio
• Actively involved in CLA’s recruiting efforts
• Annual guest speaker – Walsh University Institute of Managerial Accountants Club

ABOUT JOSHUA

Josh is a tax senior and has been with CLA since May of 2023. He prepares and assists in the Eastern Ohio offices to complete tax compliance, planning, and projection projects in the manufacturing and real estate industries. He is involved in the tax compliance projects for entities of all types and sizes.

Technical experience

• Experience in tax compliance in tax related consulting projects in manufacturing and real estate.
• Josh has experience in tax due diligence of client prospects being acquired or sold. Additionally, he has experience in calculating purchase price allocations, tax basis balance sheets and other consulting projects involving acquisitions.
• Josh has also assisted in month end closing, and general accounting assistance.

Education and professional involvement

• Bachelor of Arts in Business Administration – Accounting & Finance, Walsh University, North Canton, Ohio
• Certified Public Account (CPA)
• Member - Ohio Society of CPAs
• Co-Chair of CLA’s Eastern Ohio VIBE Committee