Morris/Sussex Chapter Practitioners' Forum - PPP Loan Forgiveness / SS Deferrals (E2009389)

Chris Martin, Member of the Firm in the Accounting and Auditing Practice at SobelCo, has worked closely with mid-sized, privately-held businesses throughout his entire career. He adds value by assisting clients with their financial statement needs, providing strategic planning for their corporate and individual income taxes, and taking an active role in consulting on major financial decisions. Chris devotes a significant amount of his time specifically in SobelCo’s food and beverage practice where he manages financial statement audits, reviews, compilations, and income taxes for manufacturers, distributors, and supermarket owners in the tri-state area.

Since joining SobelCo in 2015, Chris has consulted with clients to help them gain an accurate understanding of their financial situation. Using clients’ internal information, along with industry benchmarks, Chris enables them to set strategic goals and make educated decisions, most specifically helping them monitor and improve their operations through forecasts and projections that can lead to greater efficiencies and profitability.

Brad is an assurance principal at CLA (CliftonLarsonAllen LLP). He has significant experience in financial reporting, tax compliance and planning for closely held businesses, SEC registrants, nonprofit organizations and strategic business planning, and in industries, such as real estate, construction, architectural and engineering, retail, hospitality and manufacturing. Brad is a member of the AICPA and the NJCPA, and was a former NJCPA president. In addition, Brad has served as an adjunct professor of accounting at William Paterson University and the College of Saint Elizabeth.