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Thu January 19, 2023

Meetup with our CPA - Mr. Nate Roberts

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Hi all,

In our January meetup we'd like to invite you to e-meet our CPA - Mr. Nate Roberts. Tax season is just a few short months away, and in this Meetup Nate will discuss Multi-Family taxes and tax benefits. Nate will also dive deep into the K1 form - how to understand the numbers on this form, and what do the different boxes on it mean.

This Meetup will be an online event, and you will have the opportunity to ask Nate general questions related to tax.

We hope to see you all then!

Boris, Oshi and Albert

Mr. Nate Roberts bio is below:

Nate Roberts is an advisor and consultant to businesses and individuals. As a firm partner, Nate oversees the operations of Lifetime Tax Advisors, Inc. With a great deal of experience and knowledge, he is licensed as a Certified Public Accountant in the State of Texas and is a member of the American Institute of Certified Public Accountants.
Nate began his career at Deloitte, a Big Four International Accounting Firm. He then joined a family office firm, providing financial services to families and their businesses prior to joining Lifetime Tax Advisors, Inc. Nate has provided services including tax, merger, and acquisition due diligence, contract review, controls review, lease negotiation, outsourced CFO, and family office services.

Free

Presented by WGI
Hi all,

In our January meetup we'd like to invite you to e-meet our CPA - Mr. Nate Roberts. Tax season is just a few short months away, and in this Meetup Nate will discuss Multi-Family taxes and tax benefits. Nate will also dive deep into the K1 form - how to understand the numbers on this form, and what do the different boxes on it mean.

This Meetup will be an online event, and you will have the opportunity to ask Nate general questions related to tax.

We hope to see you all then!

Boris, Oshi and Albert

Mr. Nate Roberts bio is below:

Nate Roberts is an advisor and consultant to businesses and individuals. As a firm partner, Nate oversees the operations of Lifetime Tax Advisors, Inc. With a great deal of experience and knowledge, he is licensed as a Certified Public Accountant in the State of Texas and is a member of the American Institute of Certified Public Accountants.
Nate began his career at Deloitte, a Big Four International Accounting Firm. He then joined a family office firm, providing financial services to families and their businesses prior to joining Lifetime Tax Advisors, Inc. Nate has provided services including tax, merger, and acquisition due diligence, contract review, controls review, lease negotiation, outsourced CFO, and family office services.

Free

Presented by WGI
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