Kelly Allen CPA, MST, CVA, ABAR, CFF, MAFF
Owner, LEVEL ADVISORS
Mr. Allen possesses a Bachelor of Science degree in Accounting, a Minor in Economics, a Master’s degree in Taxation and several distinctive certifications in the fields of forensics and valuation. He has taught, throughout the country as a respected colleague and professor; finding his greatest joy, however, in being a student of his clients and their businesses.
Appearances
IdentificationTAX1906DateJune 11, 2019As a primary objective, attendees will be educated on the statutory framework and corresponding benefits of the new Qualified Opportunity Fund (“QOF”) provisions that were part of the recent TCJA of 2017…Speaker
Kelly Allen, CPA, MST, CVA, ABAR, CFF, MAFFOwner, LEVEL ADVISORS$49Standard Price
IdentificationENG1915DateJune 11, 2019This session will start with a review of the mechanical basics of Qualified Opportunity Funds (“QOFs”). From here an extended dialogue will be opened-up about real life and practical applications in using QOFs…Speakers
Kelly Allen, CPA, MST, CVA, ABAR, CFF, MAFFOwner, LEVEL ADVISORSNational Director of Wealth Planning, Comerica Bank$49Standard Price
IdentificationTAX2109DateJuly 29, 2021COVID-19 has resulted in catastrophic losses estimated in excess of $16 Trillion dollars world-wide. The effects that COVID-19 has had on businesses will be long felt after the pandemic has subsided…Speakers
Joseph W. Walloch, CPAOF COUNSEL, LEVEL ADVISORSKelly Allen, CPA, MST, CVA, ABAR, CFF, MAFFOwner, LEVEL ADVISORS$49Standard Price
IdentificationTAX2313DateJune 6, 2023A fast paced and exciting review of Cash is King focusing maximizing cash flow from use of Tax Credits including practical experience by "The Tax Credit Guys" Kelly Allen, CPA and Joe Walloch, CPA who have extensive practical experience in maximizing the Employee Retention Credit and the Research a…Speakers
Joseph W. Walloch, CPAOF COUNSEL, LEVEL ADVISORSKelly Allen, CPA, MST, CVA, ABAR, CFF, MAFFOwner, LEVEL ADVISORS$49Standard Price
