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Market Update from Moss Adams – Planning for Your Future

November 18 @ 10:00 am - 11:30 am

During these challenging economic times, having a plan in place to combat uncertainty is more important now than ever before. Join Moss Adams’ Ryan Kuenzi and James Rothenberger as they explore key ways to successfully navigate business disruption- and discuss what to look for in 2021. Come prepared with your questions for this interactive discussion as they cover a Q4 Market Update and Planning for 2021

They’ll discuss the following topics as they apply to manufacturers:

  • Owner Exit Strategies
  • State and Local Tax Update
  • R+D Tax Credits



James has worked in the finance industry since 2007. He advises middle-market business owners over a range of corporate finance services, including preparing for a business transition, assisting with a company sale, making strategic acquisitions, or raising capital for growth. While his clients span a number of industries, James primarily focuses on the construction and engineering, food and agribusiness, and manufacturing and distribution industries.


Ryan has practiced public accounting since 2004. He provides tax compliance, consulting, and planning services to entities including family-owned businesses, closely held entities, cooperatives, and venture capital-owned businesses; federal and state income tax services to companies operating in multi-state and foreign jurisdictions; consultation in the areas of business succession and transition planning; choice of entity planning; business acquisitions and dispositions; and a variety of federal and state tax credits and incentives associated with research and development, domestic manufacturing, and export activities.




November 18
10:00 am - 11:30 am
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