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Let's Talk Tax: Tax Automation

August 07, 2018
8:00 AM to 10:30 AM EST

BDO Charlotte Office
615 S. College Street
12th Floor
Charlotte, NC 28202
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Brian Harwood
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  • Summary
  • CPE Information
  • Presenters

Work Smarter, Not Harder


You may have already seen a lot of evolution in your company tax department in both function and process. Have you been curious to know how others are managing through the evolution, and what may be your next transformative step? We’ll discuss the overall process and function, how companies can evaluate and determine when to transform portions of their process, and what are current and future innovative applications for your process.
Learning Objectives:
  • Dissect and map the tax process as it currently exists
  • Evaluate issues, inefficiencies, and risk components
  • Consider solutions or alternatives with technology offerings
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 2.0 CPE credits in Tax
Program Level: Overview
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
Kristi Pindell has over 17 years of experience focusing on multi-jurisdictional middle market companies. She works closely with her clients on tax planning and helps them through restructuring and transactions, as needed.  Kristi leads the consumer products industry group for the Carolinas and is an active member of the national practice.  In addition, Kristi is a national ASC 740 and IFRS leader for BDO.

Jacob Pensler has over 18 years of experience serving his clients’ tax needs.  Jake has led corporate trainings for his clients’ tax and finance departments in the areas of ASC 740 and consolidated tax returns.  In addition to those trainings, he has taught national training courses including ASC 740, consolidated tax returns, and various others. 

Barbara Torzewski has more than 15 years of experience in all aspects of corporate tax accounting, compliance, and planning, primarily in the manufacturing industry for both private and public companies. A certified implementer of ONESOURCE™ Tax Provision, Workflow Manager, and DataFlow, Barbara has had deep involvement in tax department process design and improvement, including tax analytics services, ASC 740 Accounting for Income Taxes, management of all corporate tax compliance filings, and ASC740-10 Accounting for Uncertainty in Income Taxes.