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Sagemont Tax Was Thrilled to Sponsor “Plan the Attack” 2022

Plan the Attack was on December 9th at One Ocean Resort and Spa in Jacksonville, FL, and Sagemont Tax was thrilled to be a part of the sponsorship! Plan the Attack is an annual strategic planning event for CEOs, to help them plan for a GREAT year ahead. During this event, CEOs create a clear vision and get clarity around their top business opportunities and priorities. It is a gathering that encourages CEOs to pause, plan, and come up with a plan with other CEOs to execute.

The event not only encourages strategic business planning, but also allows time for individuals to think about what they want to achieve in their personal lives in addition to their business goals. Intertwining the two helps to keep things aligned and on track. This year, 60 CEOs were in attendance, in industries ranging from manufacturing, engineering, medical, and professional services.

Nick Lewandowski and Recca Ravnborg of Sagemont Tax attended the event, during which they were able to network with a number of high-profile CEOs and decision makers.

Attendees

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Nick Lewandowski

Director of Client Services
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Recca Ravnborg

Client Onboarding Manager
Recca Ravnborg

Recca Ravnborg

Client Onboarding Manager
As Client Onboarding Manager, Recca Ravnborg and her team expertly guide clients through the intake and onboarding process associated with ERC eligibility. She creates an efficient, positive, professional experience for clients as they begin their ERC journey. Recca was previously a Marketing Manager for a large Florida CPA firm where she managed the firm’s branding, marketing and client onboarding. She was a founding member of the firm’s...
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Nick Lewandowski

Nick Lewandowski

Director of Client Services
Nick Lewandowski is the Director of Client Services at Sagemont Tax. In this role Nick and his team are responsible for helping clients throughout the entire ERC process. From signing an engagement letter to informing clients of a check on the way, Nick and his team track all documentation in order to finalize a client’s package and answer questions along the way. Nick has a diverse background which includes working in accounting at the...
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