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LIVE from SOAHR 2022: Jordan Alley, NetTax

August 17, 2022 by John Ray

North Fulton Business Radio

LIVE from SOAHR 2022: Jordan Alley, NetTax

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North Fulton Business Radio, Episode 497)

Jordan Alley, Director of Client Success for NetTax, was the guest on this episode of North Fulton Business Radio, LIVE from SOAHR 2022. Jordan and host John Ray talked about the work NetTax performs in recommending valuable tax credits for their clients, particularly the COVID Employee Retention Credit and Work Opportunity Tax Credit.

This show was originally broadcast live from SOAHR 2022, the annual conference of SHRM-Atlanta, held at the Cobb Galleria Centre in Atlanta, Georgia on July 27th and 28th, 2022.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Jordan Alley, Director of Client Success, NetTax

Jordan Alley is Director of Client Success at NetTax and joined the company in June 2020.

NetTax is a tax credit and incentive consulting firm that helps you make more money and pay less tax.

Since 2008, our team has been helping companies across the country secure over 2 billion dollars in tax credits and incentives.

Every year corporate America leaves billions in unclaimed incentives and tax credits from various government agencies. Many corporations are not aware they are eligible for these tax credits and incentives or do not have a system in place to effectively pursue all available opportunities both retroactive and prospective. NetTax is here to identify and help you take advantage of all applicable incentives and credits.

NetTax is comprised of an experienced team of Economic Development and Tax Credit consultants who are ready to help you earn more revenue and pay less tax. Combined, we have over 30 years of experience in Economic Development, Government Programs and Tax Credits and Incentives. Our team members have worked as a Real Estate Site Incentives Manager for a Fortune 50 company and as an Internal Revenue Service Revenue Agent for the US Department of the Treasury. This past experience has provided invaluable knowledge in a wide array of industries including but not limited to manufacturing, distribution, retail, call centers, and hospitality spanning all 50 states. We are committed to maximizing your savings while upholding excellent levels of customer service in the timeliest manner possible.

Website |LinkedIn | Jordan Alley LinkedIn

Questions and Topics in this Interview:

What NetTax does
COVID Employee Retention Credit
Why not just use a CPA?
Alliances with NetTax
What other tax credits are available?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Frazier & Deeter’s Business Beat: Tommy Zavieh, National Practice Leader, R & D Tax Credits, Frazier & Deeter

July 16, 2019 by John Ray

Business Beat

Frazier & Deeter’s Business Beat: Tommy Zavieh, National Practice Leader, R & D Tax Credits, Frazier & Deeter

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**Roger Lusby, Karina Flores, and Tommy Zavieh**

Show Summary

Only an estimated 40% of business investment eligible for allowable R&D tax credits are claimed on tax filings. Many businesses are potentially missing out, sometimes for sizeable amounts. What are R&D tax credits? To find out if your business qualifies, listen to this interview with Tommy Zavieh, National Practice Leader for R&D Tax Credits, Frazier & Deeter. “Business Beat” is brought to you by Alpharetta CPA firm Frazier & Deeter.

Thomas Zavieh, National Practice Leader, R & D Tax Credits, Frazier & Deeter

Tommy Zavieh is the National Practice Leader, R&D Tax Credits for Frazier & Deeter. Tommy started his career as an engineer. When he became a CPA, he joined a Big Four firm in their national practice. Tommy is uniquely qualified to help his clients through his engineering, US and overseas R&D tax expertise. In short, Tommy effectively communicates with both a company’s Engineering and Tax/Finance departments, breaking down the language barriers and providing the most efficient service.

Tommy has over 20 years of professional consulting experience serving clients ranging from start-ups to “Fortune 10” corporations. He has extensive experience in addressing complex business and specialty tax needs (R&D Tax Credit, Section 199 (DPAD), Meals & Entertainment (M&E), Cost Segregation) for a variety of organizations, including automotive, bio-sciences, consumer products, financial services, medical device, oil/gas, manufacturing, pharmaceutical, and technology (software and hardware). He has helped his clients receive more than $1 Billion in credits and deductions and successfully defended his client’s claim when audited.

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice and Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, Sarbanes-Oxley (SOX) and other regulatory compliance, mergers and acquisitions, and more. Alpharetta CPA professionals serve clients ranging from business owners and executives to large corporations.

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.

Find Frazier & Deeter on social media:

LinkedIn: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

Past episodes of Frazier & Deeter’s “Business Beat” can be found here.

OPEN FOR BUSINESS: Jeff Kim with TRACS Group, Jai Rogers with Delta Community Credit Union, Rachel Fasig with Suwanee Magazine, and Vince DeSilva with the Gwinnett Chamber of Commerce

November 21, 2014 by Mike

Gwinnett Studio

OPEN FOR BUSINESS: Jeff Kim with TRACS Group, Jai Rogers with Delta Community Credit Union, Rachel Fasig with Suwanee Magazine, and Vince DeSilva with the Gwinnett Chamber of Commerce

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Mike Sammond, Jai Rogers, Jeff Kim, Rachel Fasig, Vince DeSilva

Jeff Kim/TRACS Group

Tax Rebate And Credit Specialists ( TRACS ) brings their specialty of identifying and generating state and federal tax credits to Georgia businesses. They service over 1,200 clients and have generated more than $292 million of state and federal tax credits for their clients.

Jai Rogers/Delta Community Credit Union

Delta Community Credit Union is Georgia’s largest credit union serving more than 300,000 members in the metro Atlanta area and employees of top businesses such as Delta Air Lines, Chick-fil-A and RaceTrac. Delta Community is a state-chartered credit union organized under the Georgia Department of Banking and Finance, and its deposit accounts are federally insured through the National Credit Union Share Insurance Fund. Unlike a for-profit bank, Delta Community is owned by its members, not individual or institutional investors.

Rachel Fasig/Suwanee Magazine

Suwanee Magazine is a family, community and lifestyle magazine designed to keep pace and flow with the active Suwanee lifestyle. Distributing over 20,000 free copies bi-monthly to hundreds of businesses and locations in the Suwanee area, the magazine shares insight with its readers and focuses on their unique interests. Suwanee Magazine devotes sections pertaining to the best of dining, shopping, music, local personalities, business, industry and everything in between that impacts the Suwanee area and beyond. Each month new businesses emerge, new trends develop, new leaders move to the community forefront and Suwanee Magazine is there to keep you connected!