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The New Tax Bill: How Will Affect You 

The new tax bill recently signed by President Trump was over 600 pages long! It will affect owners/management teams on a personal level. NORA Member Owner Resource Group and wealth management firm RoundTable will inform attendees what they will need to know for planning and preparation.

 

    About Steven Giacona, CPA – Founder & Managing Partner

Steven is the founder and managing partner of Round Table Wealth Management. He is a member of the firm's Investment Committee and has over 25 years of experience in advising individuals, families and trustees on complex tax and investment matters. His responsibilities include managing client relationships, developing risk-based asset allocation models, researching and advising on public and private investments, designing business, estate and income tax transactions, overseeing the selection of the firm's investment managers, custodians and related due diligence, and managing the firm's growth.
 
Steven holds a B.S. in Accounting from Marist College and a Master of Science in Taxation from Fordham University. Prior to founding Round Table in 1999, he was a senior officer at a US Trust in New York City. A Certified Public Accountant, he began his career in the tax department of Coopers & Lybrand, specializing in personal financial services. His expertise and background allows Steven to be proactive in US inbound investment planning, offshore trust matters including DNI/UNI, PFIC, and CFC issues, in addition to utilizing the full spectrum of investment opportunities for his clients
     
    About Jon Gormin - Founder & Managing Director

Jon is a Founder and Managing Director of Owner Resource Group, an Austin based private equity firm. He co-heads the ORG Private Equity Group and serves on the Investment Committee. Over his 23 years in corporate finance and private equity, he has been involved with more than 50 businesses in a wide range of industries and has served as an officer (including both interim CEO and CFO) or Board Member for 26 companies.

Prior to co-founding ORG, Jon was a Partner at HB Equity Partners and at Wand Partners, both in New York. He started his private equity career as an Assistant Vice President with Conseco Private Capital Group. Prior to joining Conseco, Jon worked for Coopers & Lybrand, LLP in their Business Assurance and Financial Advisory Services practices.

Jon received his B.S. in Accounting from Lehigh University and his M.B.A. with honors from the Columbia University Graduate School of Business.

more Calendar

2/27/2018 » 3/1/2018
2018 NORA Winter Meeting

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