RSM Sponsorships

October 2017

  • 72nd  Annual TEI Conference
  • IPT C&I Symposium
  • Vertex Exchange
  • COST Annual Meeting

November 2017

  • IPT Property Tax Symposium
  • Hartman SALT Forum
  • IPT Income Tax Symposium

December 2017

  • NYU Institute on SALT

January 2018

  • Heckerling Institute on Estate Planning

October 2017

72nd Annual TEI Conference , October 22-25

RSM is a Gold Sponsor at TEI's 72nd Annual Conference taking place Oct. 22–25 in Toronto, ON.

So You’re Making Money, Now: Effective NOL Planning

Tuesday, Oct. 24 10:45–11:45 a.m.

Nick Gruidl


Nick advises businesses on M&A activity, restructuring, partnerships and NOL issues, among other topics. Reach him at

Areas of focus: Corporate TaxationMergers & AcquisitionsPrivate EquityWashington National Tax

International Perspectives on Resolving VAT Disputes

Tuesday, Oct. 24 3–4 p.m.

Duncan Stocks


Duncan leads the VAT consulting practice, advising clients on the technical and compliance aspects of their global transactions. Reach him at

Areas of focus: Global Value Added Tax

IPT C&I Symposium, October 22-25

RSM is proud to be a sponsor of the IPT Credits & Incentives Symposium taking place October 22–25 in Chicago, IL.

  Vertex Exchange, October 22-25

RSM is a proud a sponsor of the Vertext Exhange which will be held Oct. 22–25 in San Diego, CA.

  COST Annual Meeting, October 22-25

RSM is a sponsor of Council On State Taxation's Annual Meeting taking place Oct. 22 – 25 in Orlando, FL.

Unitary Analysis: Looking Beyond Combined Reporting

Tuesday, Oct. 24 10:10–11 a.m.

Harlan Kwiatek


November 2017

IPT Property Tax Symposium, November 5-8

RSM is proud to be a sponsor of the IPT Property Tax Symposium which will be held at the Indian Wells resort in Indian Wells, CA on Nov. 5–8.

Hartman SALT Forum,  November 6-8

RSM is sponsoring the Paul J. Hartman State and Local Tax Forum taking place at Vanderbilt University Law School on Nov. 6–8 in Nashville, TN.

IPT Income Tax Symposium, November 12-15

RSM is proud to be a sponsor of the IPT Income Tax Symposium which will be held in Chicago, IL on Nov. 12–15.

December 2017

NYU Institute on SALT,  December 4-5

RSM is sponsoring the NYU School of Professional Studies Institute on State and Local Taxation taking place Dec. 4–5 in New York, NY.

January 2018

   Heckerling Institute on Estate Planning, January 22-26

RSM is a sponsor of the 52nd Annual Heckerling Institute on Estate Planning, Jan. 22-26, 2018 in Orlando, Florida.

“What the Heck(erling) Is Going on with Life Insurance Planning After Tax Reform? Planning When the Only Certainty Is Ambiguity”

Thursday, Jan. 25 2–3:30 p.m.

Charlie Ratner

Senior Director

Charlie advises on estate and gift tax, business succession, charitable and life insurance planning. Reach him at

Areas of focus: Private Client ServicesEstate and Gift PlanningWashington National Tax