Tax Executives Institute, Inc. (TEI) Emerging Tax Professionals

Please join us for a half-day seminar presented by McDermott Will & Emery and TEI. The program will include updates on Federal, International and State & Local Tax as well as a panel on career development featuring in-house professionals. The event will offer both substantive training and networking opportunities for emerging tax professionals.

Who Should Attend:

Tax professionals with five to ten years of experience.

Panel 1 – Preparing for Mergers & Acquisitions

This panel will introduce the various ways in which an entity may engage in mergers and acquisition activity, and will focus on key issues that managers and senior tax analysts may face in supporting the group’s tax function.

Panelists: Nick Furtwengler, Justin Crouse, Susan O’Banion

Panel 2 – The Aftermath of an Acquisition: Common Integration and Compliance Issues

This panel will address key integration and compliance issues that arise following an acquisition. Topics addressed will include check-the-box elections, transfers of intangibles and other property, supply chain management planning, state registrations, and potential nexus implications.

Panelists: Eric Carstens, Jonathan Lockhart, Elizabeth Chao

Panel 3 – Audit Notice Arrives: Now What?

This panel will review the approaches an entity may use to resolve federal and state audits, and the importance of confidentiality. The information sharing policies between federal and state agencies will also be addressed.

Panelists: Nick Furtwengler, Eric Carstens, Justin Crouse, Jonathan Lockhart

CLE CREDIT IS PENDING IN CALIFORNIA, ILLINOIS, NEW YORK AND TEXAS. A UNIFORM CERTIFICATE OF ATTENDANCE WILL BE MADE AVAILABLE TO PARTICIPANTS REQUESTING CLE CREDIT IN ALL OTHER STATES. CPE CREDIT WILL ALSO BE AVAILABLE.