September 21, 2021
AB150-California’s SALT Limitation Workaround
Today’s Zoom Meeting was presented by Michael Rodgers (Tax Principal) and Kenneth Woerner (Tax Manager).
MICHAEL
RODGERS
TAX MANAGING DIRECTOR
TAX PLANNING & COMPLIANCE, BUSINESS ADVISORY
GET TO KNOW MICHAEL
WHY I'M
HERE
I chose to join Lucas Horsfall back in 2007 because I could tell the firm offered room for growth, a culture of friendship, and a sense of fun. Today these things are still true. Along with valuing clients, Lucas Horsfall values its employees too. Everyone has a voice. Who wouldn’t want to work in a place like that?
HIS ROLE
WHAT I
DO
I am involved in our tax department, nourishing existing client relationships and creating new ones. The greatest value I provide comes in the form of strategic tax planning and being an integral business partner. In addition, I am active in our employee development, trying to make sure everyone feels welcome, challenged and valued.
HIS INTERESTS
WHAT I
LIKE
On a personal note, I am a Game of Thrones/Star Wars geek that loves a good boba drink!! Surprisingly, I’m also a Fantasy Sports jock whose wife owns a Chinese restaurant.