Special Briefing: PPP And Other Stimulus: Virtual Program Thursday, January 28, 2021 10-11:00 Am

Press release from the Lake Norman Chamber of Commerce:

Published Friday, January 15, 2021 by Bill Russell

A special virtual briefing will be held via ZOOM on the Paycheck Protection Plan (PPP) Thursday, January 28th 10-11:00 am. Presented by Dale Gillmore and Ron Niekro of QUEST. Attendees of the program will learn:

• Updates on forgiveness and tax implications
• Status and eligibility of 2nd Draw Loans
• Availability and changes to employee retention tax credits
• Highlights of other federal stimulus

To RSVP and receive ZOOM credentials, contact Sylvia Spury at [email protected] or call 7024-892-1922.

About Our Speakers:

Dale Gillmore brings over 20 plus years of M&A and family office experience working closely with privately held business owners on clarifying and executing on their business and personal goals, estate and income tax strategies, succession plans, liquidity events, and asset protection solutions.

Prior to starting Quest, Dale merged his financial consulting practice into a Charlotte area M&A firm. As a Partner with this M&A firm, Dale grew this firm’s presence and also facilitated the firm’s largest sale. Dale also co-founded and grew one of the largest accounting, tax and business consulting CPA firms in the Charlotte market. In his prior work at Ernst & Young and UHY Advisors, he led several M&A transactions and tax consulting projects including the facilitation of tax and M&A projects for one of the world’s largest energy companies.

Dale holds a Master of Science in Taxation from Walsh College as well as a BSBA from Central Michigan University. Dale’s passion for helping children is the reason he founded the Make an Impact Foundation in 2010. Dale received the Outstanding Emerging Philanthropist award in 2015 by the Association of Fundraising Professionals Charlotte Chapter.

Ron Niekro is a business consultant with more than 20 years of business experience in Michigan and North Carolina. Ron’s extensive experience includes providing tax services to large corporate and partnership clients, primarily in the manufacturing, retail, and alternative investment space, as well as working closely with privately held business owners with their tax planning strategies.

Prior to joining Quest, Ron was a managing director with KPMG LLP. Ron had worked with KPMG for approximately 12 years. Prior to KPMG, Ron worked with local and regional accounting firms that specialized in advising small to middle-market business owners. Ron earned his BSBA from Central Michigan University.

This press release was produced by the Lake Norman Chamber of Commerce. The views expressed are the author's own.