Individual Tax Changes and Understanding Business Cash Flow

Tax changes can be difficult to follow—and business cash flow can be just as difficult to interpret. What has changed for individuals and families? What does cash flow mean for the business you support?

This session brings both topics together in a practical, accessible presentation. Alan Dance, CPA, CGMA, will begin with a brief overview of individual tax changes signed into law in 2025, highlighting changes that may benefit individuals and families.

The remainder of the session will focus on making sense of business cash flow. This portion is intended for attendees who support their firm’s accounting or financial activities, as well as anyone who would like a clearer understanding of this important business concept.

What You’ll Learn

• An overview of recent individual tax changes
• Tax changes that may benefit individuals and families
• Foundational information about business cash flow
• A clearer understanding of cash flow within a business
• Financial concepts relevant to the firms attendees support

Who Should Attend

This session may be especially helpful for:

• AEC administrative and operations professionals
• Accounting and finance staff
• Office managers and firm administrators
• Employees who assist with business accounting
• Anyone interested in recent individual tax changes

Event Details

• Date & Time: Tuesday December 8, 2026 | 12:00 PM – 1:00 PM (Pacific)
• Duration: 1 Hour
• Location: Virtual via Zoom
• Cost: $0 for SDA PNW members | $10 for SDA members of other Chapters | $20 for Non-Members

Register / purchase tickets via the link below – note tiered pricing options.  Attendees of the live event will receive a Certificate of Attendance and access to the recording (SDA Category: Financial). *For this online presentation, ticket holders may share the Zoom link with their coworkers (same location). Please note: Cancellations within 3 days of the event and no-shows are not eligible for a refund. If registration is closed, this session may be full.

Meet the Presenter: Alan Dance, CPA, CGMA; Managing Partner, GDM Private Financial Solutions LLC | Director of Tax, Soltis Investment Advisors

Alan Dance is an experienced accounting and tax professional who works with individuals and business owners. As Managing Partner of GDM Private Financial Solutions LLC, he provides accounting, tax planning and preparation, business consulting, estate planning, and related financial services.

Alan also serves as Director of Tax for Soltis Investment Advisors. His professional background includes tax, accounting, business ownership, and financial advising.