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Relevant Tax Planning Strategies

Join Stephen Kimberlin with FORVIS for a one-hour presentation and learn about relevant year-end tax planning topics and strategies for businesses. This high-level discussion will explore the top considerations for entities as they close out the calendar year and prepare for 2023.


Stephen has more than 14 years of public accounting and tax experience. He works directly with privately held and public companies, including clients in the private equity and consumer products industries. Stephen serves as the team lead 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. In addition to his compliance services, Stephen develops strategy with clients to leverage tax account methods, tax credits and other strategies to optimize tax positions and minimize liabilities.