Chris Eck, CPA, and Karl Mergenthaler, CFA, will provide specific, actionable ways to prepare for the tax season. The COVID-19 pandemic, along with financial market volatility and massive government response, has changed the landscape for investing and building wealth. The SECURE Act and other government actions created challenges and opportunities for creative tax planning in 2020.
This is a virtual event, please register.
Chris Eck is a Certified Public Accountant (CPA) at Berkow Schechter & Co., LLC. He received his Bachelors in Accounting from Sacred Heart University. Chris is also a Certified Forensic Accountant (CrFA) and works on both the audit and tax sides of the practice. Chris works with individuals, small to mid sized corporations and partnerships, startups, trusts, estate and non-profits helping with tax planning, tax prep, IRS defense support and audit and accounting services.
Karl Mergenthaler, CFA, CFP is a financial advisor in the Westport office of Morgan Stanley. Karl holds an MBA from Columbia Business School, where he is currently an Adjunct Professor. Karl has earned the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.