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· 1 hour

End of the Year Tax Planning Tips for Businesses and Individuals

Tue, Nov 30, 2021 · 8:30 AM · Eastern Time (US & Canada)
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Tax Director, SobelCo
Mary Ford, a Director in the SobelCo Tax Practice, brings a diverse professional background to the firm enabling her to add significant value to our team and our clients. Starting her career more than 30 years ago as a Senior Tax Accountant at a Big Four firm, Mary went on to specialize in international tax in the corporate world, first honing her skills at Amerada Hess Corporation and then moving on to global giant, Johnson & Johnson. Leveraging her depth of knowledge in addressing both business challenges and tax concerns, she opened her own firm focused on delivering extraordinary client service to individuals, small businesses, and nonprofit organizations. Most recently Mary merged her practice into a boutique accounting firm where she was a partner before joining SobelCo.

Mary’s diverse tax and accounting experience provide a strong basis for her well-regarded reputation but it is her business acumen and her distinctive ability to relate well to clients that is the core of Mary’s mission as a professional, as a CPA, and as a trusted advisor. In addition, Mary is appreciated for her excellent customer service in helping her clients understand complex tax-related matters and the effects on them and their businesses.
Webinar hosting presenter
Member of the Firm, SobelCo
Brad E. Muniz, Member of the Firm and Director of Accounting and Auditing at SobelCo, serves small businesses and individuals in the areas of accounting, auditing, tax, and business consulting. Brad has over 25 years of experience in the areas of financial reporting, tax compliance, and planning for closely-held businesses, SEC registrants, nonprofit organizations, and strategic business planning. Brad utilizes his expertise to ensure that the quality of all SobelCo engagements exceeds the client expectations while complying with American Institute of Certified Public Accountants (AICPA), and Public Company Accounting Oversight Board (PCAOB) requirements, in addition to other industry guidelines.

Credentials and Professional Associations
Certified Public Accountant
Chartered Global Management Accountant (CGMA)
Past President of the New Jersey Society of CPAs
Appointed to the 2008/2009 New Jersey Society of CPAs Board of Trustees
Served as the Chair for the NJ CPA-PAC and the Vice-Chair of the NJSCPA Chapter Operations Committee
Served on the NJCPA Sports & Entertainment, Young CPAs, Personal Financial Planning, Accounting Educators & Students, and Government Relations committees
Past President, Vice President, Treasurer and Director of the Morris/Sussex Chapter
Member of the AICPA and the Financial Planning Association
Member of the Allinial Global North America Network CPE Committee
Member of the Board of the New Jersey chapter of RMA
Served as an Adjunct Professor of Accounting at William Paterson University and the College of Saint Elizabeth

Community Involvement and Philanthropy
Serves on the Board of Directors and as Treasurer of Family Intervention Services Inc.
Previously served on the Board of Court Appointed Special Advocates (CASA) of Morris and Sussex Counties
Served on and acted in an advisory capacity to numerous nonprofit boards
Past member of the Parsippany Troy Hills Zoning Board
Has served on the Lake Parsippany Property Owners Association’s Board of Directors as president and treasurer
Past member of the Knoll Country Club Golf Advisory Committee
Served as treasurer of the Raoul Wallenberg Foundation
Served as a director of the Playwrights Theater of New Jersey
Served as trustee of the Katherine Gibbs Business School
Was a Member of the Morris County Council on Aging, Disabilities, and Veteran Services

Bachelor of Arts in Accounting, William Paterson University
Hosted By
SobelCo webinar platform hosts End of the Year Tax Planning Tips for Businesses and Individuals
SobelCo Webinar's
11.30.2021 Tax Planning Webinar.pdf
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