Gear up for the 2023 Tax Year with our comprehensive webinar on integrating the Research and Development Tax Credit and the Employee Retention Tax Credit into your clients’ tax planning strategies. Stay updated on crucial legislative changes for both credits and gain insights into effective claiming practices. Join us to elevate your understanding of tax credit opportunities and maximize your clients' tax benefits.
Learning Objectives:
TriNet Clarus R+D
Divisional Vice President of Tax
[email protected]
(614) 545-9100
Monika serves as the Divisional Vice President of Tax for TriNet Clarus R+D. She is a CPA and holds a Master of Taxation from Capital University Law School. Monika has extensive business tax experience and worked in internal audit earlier in her career reviewing business processes. She is excited about the opportunity at Clarus to talk with businesses about their projects and to work with them to use their investment in innovation to reduce the amount of tax they pay. Monika has a BS in Accounting from The Ohio State University, and lives in Bexley, Ohio with her family.
TriNet Clarus R+D
Executive Director, Partner Programs
[email protected]
Dan is responsible for driving success through TriNet Clarus R+D partners. Prior to Clarus, Dan served in key sales leadership roles within the business consulting and eCommerce space where he partnered with organizations to improve the efficiency of their overall operations. He has extensive experience working with early-stage technology companies. Dan earned a Bachelor of Arts in Economics and Political Science from Denison University. He resides in Columbus, Ohio with his family.
TriNet Clarus R+D
Tax Credit Manager
[email protected]
Zach serves as a Manager on the Tax Credit operations team at Trinet Clarus R+D. He is a CPA who received his Accounting Degree from The Ohio State University. Zach worked in public accounting for 4 years preparing and reviewing large corporate and partnership tax returns before making the switch to Trinet Clarus R+D for a more specialized focus on tax credits. Zach currently resides in Columbus, Ohio with his wife and newborn baby boy.