Fin 48 Update: Mid-Year Review
Overview:FIN 48 continues to be an item of interest on the radar of most Tax & Accounting professionals. The Knowledge Congress has scheduled an update for September of 2007 to its successful February FIN 48 event. On the agenda, will be up-to-the-minute changes and real-world examples of the ups and downs of FIN 48 Issues.
Who Should Attend:
Accountants, Tax Managers and Executive, Tax Lawyers, Internal Audits, CFO's, Financial Planners/Executives, Tax and Audit Consultants
Catherine has more than 10 years of tax planning and consulting experience with BDO and extensive experience preparing and reviewing federal and state corporate, partnership, and individual income tax returns. In addition, she has significant experience preparing and reviewing deferred tax calculations, planning for the income tax effects of business mergers and acquisitions, and reviewing organizational structures to determine tax minimization strategies.
Catherine also consults with clients on various issues related to restructurings, net operating losses, and mergers and acquisitions – including transaction cost analysis and accounting and tax transition issues. She is a member of the BDO Corporate Consulting Group, a member of the BDO FAS 109 Resource Team, and a frequent speaker on the topic of Tax Provisions.
Catherine has more than 10 years of tax planning and consulting experience with BDO and extensive experience preparing and reviewing …
David Leiter is a Partner with KPMG’s Federal Tax Practice. He also serves as KPMG’s Southeast Area Resource for FAS 109 and Sarbanes-Oxley Act Section 404 from a Tax perspective.
David’s client service experience has included work for UPS, Georgia-Pacific, Equifax, Acuity Brands, Graphic Packaging, Scientific-Atlanta, Health Management Associates, Roper Industries, Mirant, Sun Capital Partners and AutoNation.
David’s professional and community involvements include the following: The Howard School – Board of Trustees
Trinity School – Annual Fund Grade Representative; St. Anne’s Episcopal Church – Stewardship Committee, Children’s Ministry Committee, Usher, and Sunday School Teacher; United Way, Habitat for Humanity, Woodruff Arts Center, University of Georgia, and University of Tennessee – School of Accounting Advisory Board.
David earned a BA and MA in Accountancy-Taxation, with honors, from the University of Georgia
David Leiter is a Partner with KPMG’s Federal Tax Practice. He also serves as KPMG’s Southeast Area Resource for FAS …
Bill Smith joined the CBIZ National Tax Office in 2000 as a Director specializing in complex tax transactions and controversies, and accounting firm tax practice liability issues. His presence solidifies the concept and practice of offering CBIZ offices nationwide consulting on strategic tax transactions and complex tax and accounting issues from the Washington, D.C. area, while providing the company with a known resource in the area of risk, liability and best business practices for tax and accounting professionals. Mr. Smith consults nationally on a broad range of tax services, including transactional foreign and domestic tax planning for corporations, partnerships and individuals, such as mergers and acquisitions, domestic and international investments or divestitures, and reviewing and negotiating partnership and other business agreements. He brings CBIZ extensive experience with federal and state tax litigation and administrative controversies, negotiations with the IRS national office, executive compensation, bankruptcy and insolvency tax planning and litigation, workouts of distressed businesses, tax exempt private foundations and public charities, secured and unsecured financing, real property transactions, venture capital investments, licenses and royalty agreements, and a wealth of other transactions.
Mr . Smith joined CBIZ after five years the office of General Counsel at Deloitte & Touche LLP, where he was responsible for all aspects of the firm’s tax and accounting claims practice. He managed complex lawsuits filed throughout the country, handled all threatened litigation, helped revise the firm’s tax practice manual and covered all subpoenas and summonses and related testimony, as well as providing practitioners with tools and methods to avoid risk in their daily client service.
Mr . Smith has over 25 years of tax experience in both the public and private sectors, from his days as a trial attorney prosecuting civil tax cases with the U.S. Department of Justice, Tax Division, to his private practice as a tax lawyer, to working in-house at a Big Four accounting firm. His private practice began with his own specialty tax law firm in San Francisco. He subsequently served as lead tax partner at Feldman, Waldman & Kline, a blue chip San Francisco full service law firm with a broad range of domestic and international clientele focusing on closely held businesses and wealthy individuals and entrepreneurs.
Mr. Smith has spoken at numerous conferences throughout the country on a myriad of topics, including the professional responsibilities of tax lawyers and accountants, and best practices in the industry. He is frequently quoted in the media, including the Wall Street Journal, as an authority on tax topics and professional ethics.
Mr . Smith is a magna cum laude graduate of Florida State University School of Law. He is the author of “Tax Aspects of Bankruptcy Practice” in the Business Lawyer’s Bankruptcy Guide (Clark, Boardman, Callaghan). He has nourished a life-long love of soccer through coaching youth and adults, and participating as a Board Member of the San Francisco United Soccer Club (professional minor league).
Bill Smith joined the CBIZ National Tax Office in 2000 as a Director specializing in complex tax transactions and controversies, …
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