Adam Hale


Adam is a Partner with Summit CPA Group where he primarily focuses his attention on providing his clients with Virtual CFO Services. Adam enjoys working as a Virtual CFO because it affords him the opportunity to work more closely with his clients to provide them with vital business services such as cash flow planning, profit planning and tax planning. He develops and tracks customized key performance indicators (KPIs) that are crucial to a client maximizing profits and achieving sustainable growth. Adam is also an integral part of Summit's audit team with a focus on 401K audits. As an auditor Adam believes that audits should add value for its stakeholders outside of basic compliance. He feels that an audit is an opportunity to educate the client when noncompliance is discovered. 


The New Tax Laws and Your Business

February 12, 2018 | 4:00 PM

The new tax policies have left a lot of us scratching our heads as our CPAs have given us new marching orders. As with any major change, there are a lot of questions. What your accountant did for you in the past, just got a lot more complicated.

In this session, Adam and Dave Danic will take us through the basics of what’s changed and strategies for making the most of the new tax codes. 


  • Impact for digital agencies
  • Change in deductions for sole proprietorships, partnerships and S Corporations
  • Lowering the corporate tax rate
  • Timeline for seeing change