Price Kong Tax Manager Spencer Bunn, CPA, will discuss how EIDL, PPP, and other loans and tax credits may impact the year-end tax planning and 2020 filings of DBEs and small businesses.

TOPICS INCLUDE:

• Eligibility for a payroll tax credit if one or more of your employees were impacted by COVID-19
• Avoiding the 10% early withdrawal penalty on retirement funds used to address COVID-19 in your home
• 2020 Year-end tax planning tips to consider before the Arizona, and potentially federal, 2021 tax rate increases

Spencer Bunn has 13 years of tax and accounting experience. He joined Price Kong in 2013 and, as a manager of the firm’s tax department, supervises a multidisciplinary team of professionals to facilitate client relationships and expectations for exceptional tax services, including federal and state tax return preparation.

Spencer applies his extensive knowledge of federal, state, and local tax laws and regulations to ensure individuals and businesses are compliant, while providing sound tax strategies and solutions to tax issues. He is also experienced in tax controversy, assisting clients involved in federal tax disputes and compliance issues with the IRS.

Spencer also has knowledge and experience specific to numerous industries, including cannabis. He closely follows the unique tax issues related to this industry and has represented multiple dispensaries in IRS examinations and collection actions.

Spencer is a member of the Arizona Society of CPAs and the American Institute of Certified Public Accountants. He is also member of the BNI North Phoenix Business Leaders. Spencer regularly presents and writes articles on tax and accounting topics. He earned an accounting degree from the University of Arizona in 2007, and became a certified public accountant (CPA) in 2015. Outside the office, Spencer enjoys vacationing with family, bowling, and participating in church activities.