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    to connect with each other and share insights into the topics and trends.

2018 Boca Raton Year-end Update

November 29, 2018
8:30 AM to 2:30 PM EST

Renaissance Boca Raton Hotel
2000 NW 19th Street
Boca Raton, FL 33431
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Eva Greene
  • Summary
  • Agenda
  • CPE Information
  • Presenters

Thank you for your interest in this event. At this time, we have closed registration. If you are interested in attending, please contact Eva Greene (egreene@bdo.com).

BDO USA, LLP invites you and your colleagues to a complimentary CPE-qualified program. This seminar highlights timely year-end updates and provides key takeaways on hot topics relevant to both public and private companies. Take advantage of this unique opportunity to ask meaningful questions of our subject matter leaders and join in discussions specific to your business and operational challenges.
8:30 AM to 9:00 AM - Registration and Breakfast

9:00 AM to 10:00 AM - State and Local Tax Panel: Wayfair Case and Implications

10:00 AM to 10:50 AM - Understanding The Power of Data Analytics

10:50 AM to 11:00 AM - Break

11:00 AM to 11:50 PM - Bank of America presents Innovation in Payments

11:50 AM to 12:40 PM - Lunch

12:40 PM to 1:30 PM - A&A Update

1:30 PM to 1:40 PM - Break

1:40 PM to 2:30 PM - M&A Capital Markets Panel
CPE Breakdown:
  • 1.0 CPE credit in the field of Accounting
  • 1.0 CPE credit in the field of Management Services
  • 2.0 CPE credits in the field of Specialized Knowledge
  • 1.0 CPE credit in the field of Taxes
Learning Objectives:
  • Describe the Wayfair case and the labor-intensive and costly process this decision will make for companies
  • Learn about state sales/use tax economic nexus laws and regulations
  • Present tax automation solutions to ensure compliance with state and local laws, and to more efficiently report and remit taxes
  • Discuss the issues facing corporate tax departments and the tax process and technology solutions that can increase efficiency and effectiveness Identify best practices used by leading companies to better help meet their objectives
  • Recognize impact of recently released FASB guidance and proposals
  • Discuss recent and proposed SEC rulemaking and initiatives as it applies to your organization
  • Recognize impact of recent PCOAB and other auditing developments Identify current resources and tools that may be of use to financial executive and those charged with governance
  • Describe the current state of the market, recent trends, and outlook
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 5.0 total CPE credits
Program Level:
BDO USA, 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 its website: www.nasbaregistry.org
Katherine Gauntt, Tax Senior Manager, BDO USA, LLP

Barbara Torzewski, Tax Transformation Services Practice Leader, BDO USA, LLP

Angela Newell, National Assurance Partner, BDO USA, LLP

Stephen Sonenshine, Transaction Advisory Services Partner, BDO USA, LLP

Paige Penze, Director, Global Transaction Services, Bank of America Merrill Lynch