Corporate Tax Management and IRS Administrative Affairs Meeting (In-person)

Corporate Tax Management and IRS Administrative Affairs Committee Meeting

Date: December 16, 2022

Time: Registration & Breakfast starts at 7:30 AM and Presentations are from 8:30 am to 12:30 pm .

CPE: This qualifies for 4 CPE/ CLE hours.

Place: Sheraton Needham (100 Cabot Street, Needham, MA 02494)

Cancellations: must be made through Eventbrite by Monday, December 12, 2022

Event Details

AGENDA

7:30 - 8:30: Breakfast and Networking

8:30 - 8:40: Opening Remarks from TEI and Anthony Boucher, RSM

8:40 – 9:50: Setting a roadmap for tax efficiency through your ERP system

Presenter: Mansi Makwana, Manager, National Tax Technology Consulting, RSM (Boston) and Jennifer Snow, Senior Manager, National Tax Technology Consulting, RSM (West Palm Beach)

• Build and integrate a proper foundation and governance plan for tax data to transform your business.

• Explore the four key pillars to successfully combining enterprise resource planning (ERP) with tax: foundation, governance, data transformation and integration.

9:50- 10:00: BREAK

10:00-11:10: Navigating your data journey to uncover value

Presenter: Mangesh Kulkarni, Senior Manager, Tax Technology and Consulting, RSM Canada (Toronto)

• Learn how to more effectively manage data at the enterprise level and within the tax function.

• Assess key stages of the data life cycle and explain various tools that enable smarter decision-making.

• Examine how integrated digital solutions with artificial intelligence and machine learning capabilities can streamline tax functions that mitigate risk and provide valuable insights related to income, cash flow, costs and other variables.

11:10-11:20: BREAK

11:20-12:30: What’s ahead for the IRS: Deploying recent funding increases to expand enforcement and improve compliance

Presenter: John Cardone, Senior Director, Washington National Tax, RSM (Washington, D.C.)

• Understand what the new IRS budget and goals mean for taxpayers, and what you should know about IRS enforcement activity and the latest issues of interest.

• Review listed transaction notices that are being invalidated by courts, as well as Notice 2022-36, and the Notice of Proposed Rulemaking on Resolution of Federal Controversies by the Independent Office of Appeals.

Price: (Reduced for our Happy Holidays promotion)

Member- early registration (by 12/2/22): $50

Non-Member- early registration (by 12/2/22): $75

Member registration: $75 (after 12/2/22)

Non-Member registration: $100 (after 12/2/22)

Statement on Covid-19: TEI New England Chapter is pleased to welcome the in-house tax community back to in-person events!

Our top priority remains ensuring the health and safety of our attendees, sponsors, and speakers, and by observing COVID-19 safety guidelines, we believe that we, along with our partners at the Sheraton Needham, can foster a safe, welcoming environment for everyone.To attend the event, participants must agree to comply with all COVID protocols established by TEI for the event. Participants cannot attend the event if they are feeling unwell, have been in contact with someone who has tested positive for COVID-19 within 10 days leading up to the event, or have displayed COVID-19 symptoms within 48 hours preceding the event. These symptoms may include fever or chills, coughing, shortness of breath, fatigue, muscle or body aches, headache, new loss of taste or smell, sore throat, congestion or runny nose, nausea or vomiting, and diarrhea. If you cannot attend the event for any of these reasons, TEI will work with you to transfer your registration to another event or provide a full refund, at your choice. To do so, please contact David Norman, Chapter Secretary, teinewengland@gmail.com.

If a participant becomes unwell during an event, he or she should not re-enter the event space, but rather should isolate and immediately inform David Norman, Chapter Secretary, teinewengland@gmail.com, who will arrange for assistance. If an attendee becomes unwell within the five days following the event, please notify TEI immediately by emailing David Norman, Chapter Secretary, teinewengland@gmail.com. In appropriate circumstances, TEI will notify participants of potential COVID-19 exposures while doing our utmost to maintain attendees’ privacy.

CPE Credit Information

Tax Executives Institute is registered with the National Association of State Boards of Accountancy as a sponsor of “group live” and "group internet based" continuing professional education on the National Registry of CPE Sponsors (registry number 103086). 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, 150 Fourth Avenue North, Ste. 700, Nashville, TN 37219-2417. Website: www.nasba.org. For more information regarding administrative policies such as complaint and refund, call TEI at (202) 638-5601.

Event: Corporate Tax Management and IRS Administrative Affairs Meeting

Date: December 16, 2022

Delivery Method: Group Live (in-person)

Prerequisites: None

Program Level: Overview and Technical update

Field of Study: Corporate Tax Management and IRS Administrative Affairs - Learning

Objectives: To provide an overview and technical update on Corporate Tax Management and IRS Administrative Affairs

Preparation: No advanced preparation required.

CPE/CLE Credits possible: 4.0 CPE/CLE Credits possible: CPE/CLE requirements vary from jurisdiction to jurisdiction. TEI’s education programs are designed to meet NASBA standards and are generally accepted by CPE/CLE agencies across the United States. Registrants should check the rules in their own jurisdictions to ensure eligibility.

Thanks to Alan Wolpert and David Norman for planning this event.

SAVE THE DATES – Upcoming 2022-2023 TEI New England Chapter Meetings at the Sheraton Needham:

2/10/23 – 4 hours CPE – SALT

3/17/23- 4 hours CPE- International

4/14/23- 4 hours CPE- Ethics

05/12/23 – 7 hours CPE – All Day Meeting

2022-2023 Officers

President - Brendan Roche

Vice President - Anissa Owen