This session will provide a comprehensive overview of key financial and tax-related developments as we approach the 2025 tax year. We'll explore the potential tax implications stemming from the 2024 election, discuss the current U.S. economic environment, and conclude with a 2024 Tax Year in Review. Attendees will leave with a clearer understanding of how the political and economic landscape may shape their tax planning for the near future. 

Three Learning Objectives:

• Potential Tax Implications from 2024 Election
• US Economic Environment
• 2024 Tax Year in Review

Stephen has more than 15 years of public accounting and tax experience. He works directly with privately held and public companies, including clients in the private equity and commercial products industries. Stephen serves as the engagement executive on federal and state income tax compliance and planning engagements. He also works directly with assurance teams to prepare and audit ASC 740 calculations and disclosures.  Stephen develops strategies with clients to leverage tax accounting methods, tax credits, and other opportunities to optimize tax positions and minimize liabilities.

He is a member of the American Institute of CPAs, Virginia Society of Certified Public Accountants (VSCPA), and VSCPA Tax Advisory Committee. He is former treasurer of Commonwealth Community Trust and board member of Lewis Ginter Botanical Gardens. He was honored as a VSCPA Top 5 Under 35.

Stephen is a graduate of College of William and Mary, Williamsburg, Virginia, with a B.B.A. degree, and a graduate of Virginia Commonwealth University, Richmond, with an M.Acc. degree.