2024 TEI New England Federal Tax Meeting - September 27, 2024, Boston MA

Federal Tax Meeting

Date: September 27, 2024

Time: Registration starts at 9:30 AM and presentations are from 10:00 am to 2:00 pm.

CPE: This qualifies for 4 CPE/CLE hours.

Place: BDO Boston Office (One International Place, Boston, MA 02210)

Parking: Will be validated.

Food: Lunch will be provided.

Cancellations must be made through Eventbrite by September 26, 2024

Event Details: BDO will share a US federal corporate tax update, provide a US federal legislative/controversy update, discuss ITS hot topics with a federal tax impact, and educate us on transferable tax credits/R&D credits/174 capitalization/accounting methods.

Price:

Member- early registration (by 9/16/24): $0 (FREE)

Associate Member - early registration (by 9/16/24): $0 (FREE)

Non-Member- early registration (by 9/16/24): $25

Member registration: $25

Associate Members registration: $25

Non-Member registration: $50

Agenda

9:30-10:00 - Registration

10:00-10:10 - Welcome Remarks by TEI and Introduction to Speakers

10:10-11:00 - US Federal Corporate Tax Update (Kevin Ainsworth) - This session will briefly summarize recent legislative and administrative developments in corporate tax, focusing on the current status of guidance on CAMT and the corporate excise tax.

11:00-11:50 - US Federal Legislative/Controversy Update (Todd Simmens) - This session will cover the JOBS Act expiring provisions and the tax legislative outlook under possible election scenarios. We will also discuss the status of IRS operations, including how business may changes in the aftermath of the Chevron case repeal.

11:50-12:20 - Lunch

12:20-1:10 - ITS Hot Topics Related to Federal Tax (Matt Williams & Joel Gross) - This session will cover US ITS trends and issues BDO is seeing with their clients in New England.

1:10 - 2:00 - Transferable Credits/R&D/174/Methods Update (Lisa Keith & Peter Pentland) - This session will cover developments in guidance for transferable credits, the shifting R&D landscape for the credit and deductibility of expenses under Section 174, and the emerging trends involving accounting methods in tax planning.

If you register, but cannot attend the event for these reasons, TEI will work with you to transfer your registration to another event or provide a full refund. To do so, please contact Michael Albert, Chapter Secretary, [email protected].

CPE Credit Information

Tax Executives Institute is registered with the National Association of State Boards of Accountancy as a sponsor of “group live” and "group internet based" continuing professional education on the National Registry of CPE Sponsors (registry number 103086). 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, 150 Fourth Avenue North, Ste. 700, Nashville, TN 37219-2417. Website: www.nasba.org. For more information regarding administrative policies such as complaint and refund, call TEI at (202) 638-5601.

Event: Federal Tax Committee Meeting

Date: September 27, 2024

Delivery Method: Group Live (in person )

Prerequisites: None

Program Level: Overview and Technical update

Field of Study: Federal Taxation Learning

Objectives: To provide an overview of US federal corporate tax updates, US federal legislative/controversy updates, ITS hot topics with a federal tax impact, and transferable tax credits/R&D credits/174 capitalization/accounting methods.

Preparation: No advanced preparation required.

CPE/CLE Credits possible: 4.0 CPE/CLE Credits possible: CPE/CLE requirements vary from jurisdiction to jurisdiction. TEI’s education programs are designed to meet NASBA standards and are generally accepted by CPE/CLE agencies across the United States. Registrants should check the rules in their own jurisdictions to ensure eligibility.

Special thanks to Ivy Sin, Gary Chedekel, and Michael Albert - Federal Tax Committe Chairs

SAVE THE DATES – 2024-2025 TEI New England Chapter Meetings at the Sheraton Needham

11/15/24 - Tax Accounting Meeting (Sheraton Needham)

1/31/24 - SALT Meeting (Sheraton Needham)

3/6/25 - International Tax Meeting (PwC Boston Office)

4/11/25 - Ethics Meeting (Sheraton Needham)

5/15/24 – All Day Meeting (Sheraton Needham)

2024-2025 Officers

President - David Norman

Vice President - Patrick Davis

Secretary - Michael Albert

Treasurer - Debbie Williams

Asst. Sec/Treas. - Vacant

2023 - 2025 Board of Directors

Julia Owen, Anthony Paolillo*, Debbie Gangi, Forrest Tiedeman and Alan Wolpert

Chapter Representative - Erica Murray*

Region III Vice President – Anissa Owen*

* Past President

Host or Publisher TEI New England