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Let's Talk Tax: Jump Start Your 2015 Tax Planning

May 19, 2015
7:30 AM to 10:00 AM EST

McLean Hilton
7920 Jones Branch Dr.
McLean, VA 22102
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Irina Roz
  • Summary
  • Agenda
  • CPE Information
  • Presenters
BDO USA, LLP is pleased to invite you and your colleagues to participate in the spring session of our Let’s Talk Tax Seminar Series.

This complimentary, CPE-qualified discussion, moderated by Jeff Schragg, Tax Partner, BDO USA, LLP, will cover the following topics:
  • M&A effectiveness – a panel discussion
    • Tax timelines - LOI to Closing
    • Tax issues that cause concern
    • 336(e) – where are we?
  • Federal tax - Planning around uncertainty
  • State tax – Update on District of Columbia tax law changes
We look forward to seeing you!
7:30 AM to 8:00 AM – Registration & Breakfast

8:00 AM to 10:00 AM – Presentation and Post-Presentation Questions/Networking
Upon completion of this seminar, participants will be able to:
  • Understand the M&A trasactions tax timelines and their effectiveness.
  • Review and undertsand the most recent Federal and State tax law changes.
  • Discuss M&A effectiveness and tax timelines from LOI to Closing, tax issues that couse concern, and 336(e) regulations.
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 2 CPE credits in the field of 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
Jerry Caruso, Senior Director, Tax, MAXIMUS

Jeremy Migliara, Senior Director, State & Local Tax, BDO USA

Meredith Pilaro, Senior Director, Tax Services, BDO USA

Byron Shoji, Principal, The Carlyle Group

Alison Torres, Senior Director, Tax Transaction Advisory Services, BDO USA