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TaxConnections.com Presents "VIRTUAL TAX SUMMIT 2021"
You Are Invited To TaxConnections Virtual Tax Summit

In a world of rapid change, engaging with and learning from other professionals is key to the success of every business organization. Having a support team of trusted professionals provides valuable expertise vital to the success of every organization.

On Friday, November 12, 2021, TaxConnections hosts the Virtual Tax Summit with leading tax advisors who share their expertise with tax colleagues and small to medium-sized business owners. The benefit of attending this online event is you will learn three ground-breaking innovations being quietly deployed that support the growth of small to medium-size enterprises.

The Virtual Tax Summit is uniquely different from other events. Tax Professionals AND Entrepreneurs are invited to participate in this online experience. Our Speakers bring valuable expertise gained through first-hand experiences with entrepreneurs who have faced a wide range of issues while growing their businesses. Scaling a company to grow requires constantly improving business processes and strategy to advance to the next level.

We asked our Speakers to share with attendees effective and affordable strategies to manage business operations. They will share how they advise business owners operating throughout multiple tax jurisdictions; how to reduce tax risks in state, local, property, sales and use and improve tax compliance; how to protect your company from audits; how to increase your cash flow through cost segregation; how to increase cash flow through tax credits and incentives for small and medium-sized business enterprises, and much more.

Nov 12, 2021 07:30 AM in Pacific Time (US and Canada)

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Speakers

Sandra W. Blair
Senior Tax Director @Siemens Corporation
Nationally recognized diversified tax executive with extensive experience in transactional tax management, tax systems controls and administration, project administration, and cost controls. Proven expertise in manufacturing, construction, and governmental accounting, Results-oriented, problem solving, decisive leader that thrives in a changing environment with a wide scope of operations while questioning the status quo.
James Edington
Managing Director @DuCharme, McMillen & Associates
As a Managing Director, James leads a team of DMA sales/use tax professionals in the Western United States. He conducts sales/use tax overpayment reviews and transaction analyses for DMA’s Fortune 1000 clients. James also performs nexus reviews, develops tax matrices, and reviews sales/use tax audit assessments. Additionally, James provides training seminars to clients and conducts tax research on an ongoing basis. His core focus at DMA is the study of sales/use tax law to ensure exceptional sales/use tax services are provided to clients. With more than sixteen years of experience, he has performed sales/use tax reviews, audit defense, Washington Business & Occupation tax analyses, and extensive research for clients in a variety of industries including oil and gas, financial services, government contracting, telecommunications, retail, and healthcare.
Eric Buntin
National Director- Compliance Services @DuCharme, McMillen & Associates
As National Director of Compliance Services, Eric manages one of DMA’s largest practices. He oversees a staff of dedicated sales/use tax compliance professionals responsible for the processing and payment of clients’ tax returns. Eric is responsible for the overall satisfaction of DMA’s compliance clients, ensuring timely and consistent deliverables are provided each month. He provides strategic tax planning for complex business transactions and conducts extensive research for unique client tax issues. Eric is also an active participant in the tax community and a frequent speaker on multi-state tax issues and their effects on taxpayers and industries across the country.
Tracy Hargrove
Director Practice Development @DuCharme, McMillen & Associates
As Director of Practice Development, responsible for strategic development and implementation of tax minimization strategies. Customize DMA’s approach to client service through insightful opinions on a range of taxability issues, client representation before state tax authorities and audit strategies. Extensive, hands-on state experience supports DMA’s tax services to best solve clients’ specific needs. Skilled in researching, analyzing, and interpreting complex tax issues, rulings, and court decisions which allows us to provide a customized approach to support and train clients’ tax and purchasing personnel.
Kate Kenny
Managing Director, Tax Technology @DuCharme, McMillen & Associates
Program Management: Over 15 years of experience with full-cycle software implementations in the e-commerce, retail, and manufacturing industries. As a functional consultant and project manager, my strenghs include a strong ability to understand the dynamics of technology projects, and to analyze business processes, implement business/technology solutions, and resolve issues for large projects and programs. Relationship Management: Because of early experience as a business process owner in accounting, I have a strong sense of the importance of excellent partnerships with the business to ensure that processes and systems are performing at their optimum state. Having over 9 years experience from the business owner’s point of contact for systems needs, I am focused on ensuring excellent customer service.
Bruce A. Johnson, CRE, MBA, CEM
Founding Partner @Capstan Tax Strategies
ver the last several decades, I've held different titles -- at various times I have been an engineer, a real estate consultant, an entrepreneur. As a co-founder and Partner at Capstan Tax Strategies, I function in all three capacities, blending my technical background and real estate experience with my passion for best-in-class client service and support. Launching Capstan has been the pinnacle of a 20-year career evolution, and my team and I are categorically committed to our clients' success.
Blake E. Christian
Tax Partner @Hilthouse, Carlin, Van Trigt LLP
Blake is a nationally recognized Top 25 OZ Influencer, Blake has years of experience providing tax consulting and compliance services to clients that include multinational, publicly-traded corporations, as well as closely held owner-managed businesses. Throughout his entire career, Blake has specialized in federal, state, and local tax incentive programs. Blake is leading the firm’s efforts in providing tax consulting services for Qualified Opportunity Zones. Blake and the HCVT OZ Team have been involved in the formation of over 100 Qualified Opportunity Funds and over 125 Qualified Opportunity Zone Businesses. Blake and his team have advised hundreds of other investors and professionals regarding the complexities of formation, operation, semi-annual testing and restructuring of QOFs and QOZBs.