More about Patrick Smith

  • Patrick Smith
  • Managing Principal Technology Industry
  • CLA (CliftonLarsonAllen)
  • 206-915-2701


Blog Posts by Patrick Smith:

  • WSJ Tech Live 2023

    Where tech’s biggest players come together. WSJ’s Tech Live is returning to Laguna Beach to convene a select group of leaders, founders, and innovators at the forefront of tech, media, entertainment, and finance. Request your invitation today and prepare to explore the transformative forces redefining technology: from the advantages of AI to the impacts of […]

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  • Don’t Overlook Payroll Benefits as a Key to Recruiting, Retaining Employees

    Read the full article here: Don’t Overlook Payroll Benefits as a Key to Recruiting, Retaining Employees : 2023 : Articles : Resources : CLA (CliftonLarsonAllen) (claconnect.com)

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  • Improving Retirement Readiness at Any Age

    Are you concerned about your retirement readiness and unsure where to start? Join our complimentary webinar as we explore the framework help improve your retirement readiness. Learn about the importance of intentionally adopting a savings mindset, starting with your very first job or income stream at any age. Discover the target savings range by age […]

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  • How Chief Financial Officers Can Empower Private Equity-Backed Portfolio Companies

    In the dynamic and competitive landscape of private equity, chief financial officers (CFOs) play a pivotal role in driving the success of portfolio companies. As strategic partners to private equity firms, CFOs bring a wealth of financial expertise, operational acumen, and a forward-thinking approach. In this blog, we will explore how CFOs can add significant […]

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  • Transfer Pricing – Why it is important

    Expanding into the US can be a complex process, and it is important to ensure that transactions between a UK entity and its US affiliate are priced in accordance with transfer pricing (TP) principles. Check out this article from our CLA Global Partner Expanding into the US – transfer pricing considerations | Evelyn Partners

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  • 5 Considerations in Setting Up Business Operations in the United States

    You’ve decided to expand your business into the United States. The location has been selected. Perhaps you already know the state regulations you’ll need to follow. You may even feel confident in your tax planning strategy. Now what? Check out the full article here! 5 Considerations in Setting Up Business Operations in the United States : […]

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  • Deadline for Qualified Opportunity Zone Reinvestment Fast Approaching

    The Qualified Opportunity Zone (QOZ) program offers investors the ability to reinvest eligible gains from the sale of essentially any asset within 180 days of the recognition date. For investors who realize gains through a Schedule K-1, the QOZ investing timeline can be extended to begin on the federal tax return due date of the […]

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  • Recent Ransomware Surge:

    In an era defined by digital connectivity, the increase of ransomware attacks has cast a glaring spotlight on the relentless and ever-evolving nature of cyber threats. As these attacks continue to target entities across industries, comprehending the underlying reasons for their surge is paramount as is their potential to disrupt operations and extract ransoms underscores […]

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  • New York Updates Their Passthrough Entity Tax FAQ’s Ahead of Key Payment Deadline

    The New York State Department of Taxation and Finance recently updated their passthrough entity tax (PTET) FAQ’s, which could have an impact on upcoming tax payments due September 15, 2023. For those up-to-speed on the New York State and New York City PTET regime, please skip down two paragraphs to get to the “new stuff.” […]

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  • To Extend or Not to Extend – it is not even a question.

    Co-Author – Matt Winans – Matt.Winans@claconnect.com We would like to outline the benefits of extending your income tax return(s); regardless of whether it is an individual or business. We would also like to dispel myths about extending. The facts: The benefits: In conclusion, “Extend is your Friend” its normal and does not create additional risk(s).

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