Federal & State Tax Update

birmingham, al
 May 3, 7:30 AM – 2:00 PM
 Topgolf Birmingham
 4 hours CPE, pending approval

Join DHG for our 2019 Federal & State Tax Update. This half-day CPE session will focus on the trends and issues you need to know!

The event is complimentary, and you can earn up to 4 hours of CPE credit, upon approval.

Following the forum, you’ll have an opportunity to connect one-on-one with our team, along with lunch and golf.

Agenda

7:30 AM - 8:30 AM Breakfast & Registration
8:30 AM - 9:20 AM Federal Tax Reform: Latest guidance and emerging best practices
Adam Neporadny
9:20 AM - 10:10 AM M&A – Tax Considerations
Jeffrey Rouse
10:10 AM - 10:30 AM Break
10:30 AM - 11:20 AM State Conformity and Wayfair: Latest guidance, recurring issues and emerging best practices
Jack Small, Tommy Varnell
11:20 AM - 12:10 PM Tax Technology Transformation
Kelly Necessary
12:10 PM - 2:00 PM Lunch & Golf

Venue

Topgolf Birmingham building
Topgolf Birmingham

1111 24th St. N
Birmingham, AL 35234
205.847.5757
Map and Directions

Register

Registration for this event is now closed.

CPE Information

CPE Credit: 4 hours, pending approval

Delivery Format: Group live

Who Should Attend: Financial and tax executives

Prerequisites/Advanced Preparation: Basic knowledge of accounting and tax concepts

Course Level: Beginning and intermediate

Learning Objectives: Upon completion of the sessions, you will be able to: understand the latest guidance regarding federal tax reform and emerging issues from the 2018 tax season, understand the legislation and trends following the Wayfair Supreme Court decision, discuss the common tax issues for mergers and acquisitions with real business examples and understand how tax departments can integrate, centralize and leverage date to maximize capabilities and save time.

Policies

There will be no refunds issued as this is event is complimentary. If you have any questions regarding administrative policies such as registration or cancellation, please contact Elizabeth Wood at elizabeth.wood@dhg.com or 205.212.5344.

Questions

Please direct any CPE related questions to DHGU@dhg.com.

Dixon Hughes Goodman LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through the web site: www.nasbaregistry.org/.

Speakers


Kelly serves as the practice leader for DHG Blueprint, a tax practice focused on process, data management and technology efficiencies. DHG Blueprint aligns seamlessly within the tax function to enhance clients’ tax cycles and identify further opportunities for specialty services growth. Kelly’s award-winning process experience and her strategic market-focused approach to leadership will serve as the foundation for this innovative DHG practice. Read more.

Speakers Photo Neporadny, Adam
Senior Manager
Adam.Neporadny@dhg.com

Adam Neporadny is a senior manager in the Birmingham office of Dixon Hughes Goodman. He has over 14 years of public accounting experience with a primary focus in the firm's dealership practice. He provides a variety of tax and accounting services to dealership clients, including dealership tax compliance and planning services, and consulting and management advisory services. He also leads the firm's dealership tax committee.

Speakers Photo Rouse, Jeffrey
Manager
Jeffrey.Rouse@dhg.com

Jeffrey is a tax professional with more than 8 years of public accounting experience, including 3 years with a Big Four accounting firm. Jeffrey provides corporate and partnership tax services to public and private businesses, including private equity portfolio companies. He serves companies in the retail, financial services, and healthcare services industries. In addition, Jeffrey works extensively with income tax accounting under ASC 740, including tax accounting for mergers and acquisitions. He is also experienced with consolidated returns, other multi-entity structures, and multi-state tax compliance.


Jack Small is a Director in the DHG State & Local Tax Practice, and is based in the Firm’s Atlanta, Georgia office. Jack has experience in numerous areas of state and local taxation including corporate income and franchise tax, sales and use tax, and unclaimed property. His experience includes apportionment planning, combined unitary reporting issues, nexus determinations, accounting for income taxes, taxability studies, audit representation, and amnesty / voluntary disclosure negotiations. Read more.

Speakers Photo Varnell, Tommy
Senior Manager
Tommy.Varnell@dhg.com

Tommy Varnell is a Senior Manager in DHG’s Atlanta office, specializing in State and Local Tax (SALT) matters. Tommy primarily focuses on indirect tax and unclaimed property matters, but his versatile background allows him to get involved in other areas as well. Tommy possesses 15 years of tax experience, with a blend of both consulting and industry. He has had involvement with a wide variety of industries including manufacturing, service, retail, transportation, healthcare, telecommunications and technology.