XPX Atlanta – Overlooked Cash: An array of tax credits our clients need to understand (Hybrid)

Coming through Covid, rebuilding and looking toward exit:
how tax credits can help free up resources and improve the bottom line

There have always been many tax credits available to business. So many companies are unaware or don’t find the time. If they knew how valuable they could be, the story would be different. Add in the Covid-era credits and there is a lot discuss!

Why Join Us?

• Keep up to date on tax credits.
• Meet and truly engage with a broad range of professionals.
• Identify resources and pathways to help your clients.
• Enjoy a half hour of open networking (11:00 AM – 11:30 AM)
• Gain an appreciation of the power of the XPX Advisor Principles!

Moderator:

Bob Tankesley
Principal
Neri Capital Partners

Our Speakers:

Kelly Kochs
Account Manager
Alpharesults, LLC

Kelli Kochs is a finance professional with over 24 years of experience in the industry. She began her career in Commercial Banking at SunTrust Bank in Atlanta, GA. For 16 years, she was a trusted advisor to privately held small to middle market size companies.

In 2020, Kelli joined Alpharesults. She assists companies with Georgia State Tax Credits and Federal Credits, serving CPAs and other advisors to help clients reduce their tax burdens. In her first year, she helped 30 companies obtain over $10 million dollars in tax incentives.

Jonathan Warner
Alpharesults, LLC / Workforce Training Partners, LLC

Jonathan Warner’s experience includes hundreds of clients in the manufacturing, IT, aerospace, and service industries. Jonathan specializes in guiding companies through the Georgia Retraining Tax Credit process. A former Georgia economic development team member, he provided marketing and programming support statewide for the Quick Start training program and the Georgia Retraining Tax Credit.

A U.S. Navy veteran, Jonathan has a BS from Embry-Riddle Aeronautical University and a master’s from the University of Georgia’s Human Resource & Organization Development program. He is a volunteer for the Boy Scouts, a musician and lay leader in his congregation, and a SCUBA diving instructor.

Duke Mowrer
Founder, Tax Deferral Consultant
Buckhead Planning Group, LLC

Jeffrey “Duke” Mowrer is a tax credit specialist, certified financial educator and founder of Buckhead Planning Group, a provider of tax migration strategies. He has helped numerous individuals and companies take advantage of tax credits including Georgia tax film credits, low income housing credits and solar tax credits.

Duke spent 17 years of his early career as an independent financial adviser for Turner Wealth. He has a Bachelor’s in Finance from Franklin University.

AGENDA:  Event is from 11:30 AM - 1:00 PM EDT

Check-in registration/mingling - 11:00 AM - 11:30 AM 
Program:  11:30 AM -1:00 PM

Registration Fees for In-person & Virtual Option:

Atlanta Members – $30.00
XPX Members from other Chapters – $35.00
Non-Members – $45.00

In-person Registrants Only:  Meal selection is required if you are attending live. 

Virtual Registrants: Connection details sent upon registration.

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.