CEO, Indiva Advisors
3:00 pm–4:00 pm - Integrity Is a Two-Way Street: Vetting Investments and Vetting Investors
Jessica Velazquez is Managing Partner & CEO of Indiva Advisors, a CPA and financial services firm focused on assisting cannabis businesses and owners navigate the unique accounting, tax and financial industry challenges.
For more than fifteen years, Ms. Velazquez has assisted business owners and c-suite executives achieve their business goals by providing guidance on tax and general business matters. Ms. Velazquez brings with her a wide array of experience, working with closely held businesses as well as publicly traded multinationals, across a variety of industries such as gaming, retail, and manufacturing.
Ms. Velazquez hails from traditional business, having worked for public accounting firms PricewaterhouseCoopers and Ernst & Young, as well as Zappos.com. In 2013, she started her own practice with an emphasis on income tax planning and strategic business consulting for closely held companies. After seeing a gap for qualified professionals in the cannabis industry, she sought advice from state and federal oversight boards, and realized that her past experiences gave her the ability to understand the needs of both large and small and decided to take the leap.
Ms. Velazquez is the firm’s main authority in 280E and general tax matters for individuals, partnerships, and corporations. She is responsible for representing clients in federal audit and collection cases and has a wealth of experience with state and local tax matters. She enjoys problem solving and working with clients to achieve their tax and business goals.
Ms. Velazquez holds a Master of Science in Taxation from DePaul University and a Bachelor of Science in Accounting from Southern Illinois University. She is a licensed Certified Public Accountant in Illinois and Nevada and is actively involved in several professional organizations such as American Institute of Certified Public Accountants and National Association of Tax Professionals.