John Schappert CA, CPA
Tax planning, properly done, should not be the tax tail wagging the business dog. Appropriate planning invokes the simplest solution wherever possible; exposes and mitigates tax risks; matches cash tax outflows with the business’ available cash resources; and ultimately assists owners to realize their vision.
With over ten years of experience advising unique businesses on the potential tax implications of unusual transactions or potential projects, there’s not much John hasn’t faced. Whether he’s consulting on business sales and acquisitions, ensuring compliance with the ever-evolving tax regime, or maximizing your after-tax dollars – the more complex the problem, the more he comes into his own.
John has a genuine appreciation for entrepreneurs whose energy, capital, and capacity for innovation and re-invention are the main driving force for our economy. John knows trust is everything, and that’s what makes the difference when it comes to working with owner-managed businesses and medium-sized enterprises. John’s focus on continuous learning ensures he will continuously search for better ways to help his clients accomplish their goals.