This event has been postponed. The new event date and invitation will be circulated in the coming week.
Topics will include:
- Approaches to Managing Potential State Tax Risks
- Key Georgia Tax Credits and Incentives
- Federal and State Research & Development Tax Credits
- Sales & Use Tax Compliance Strategies
7:30 AM to 10:30 AM -
Program
Complimentary breakfast will be provided.
Upon completion of this course, participants will be able to:
- Discuss updates on Sales and Use Tax Outsourcing – what it looks like
- Discuss credits and incentives update and future outlook
- Discuss Sales Tax Exemptions - Update and outlook of what's to come
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 3.0 CPE Credits in Tax
Program Level: Basic
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
Your BDO Presenters:
Tony Manners
Managing Director, State and Local Tax Services
tmanners@bdo.com
(404) 979-7274
Tony is a State Tax Managing Director with more than 30 years of professional tax experience in both public accounting and private industry. He joined BDO in 2016, after eight years from a multinational conglomerate specializing in manufacturing, petroleum refining, and financial trading. Tony was the State Tax Director responsible for the state tax planning function as well as leading the state tax aspects of the mergers & acquisitions activity for the second largest privately held company in America. He leads the BDO state tax team in the Southeast United States.
Patrick Wallace
Partner, Research & Development Tax Services
pwallace@bdo.com
(404) 979-7107
Patrick Wallace is a partner and the southeast regional leader for BDO’s R&D Tax Services practice with more than 16 years of experience advising clients on federal and state tax matters. Since 2005, he has worked exclusively in the area of U.S. federal and state tax credits and related incentives. Patrick has advised a range of companies―including start-ups, small privately-held companies, and billion dollar publicly traded companies―in an array of industries such as software, life sciences, engineering, consumer products, restaurants, government contracting, and manufacturing. He worked with these companies to efficiently identify, document, calculate, and sustain their R&D-related tax benefits for tax return and financial statement purposes.