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RSM Sponsorships

February 2017

  • TEI Tax School
  • Unclaimed Property Professionals Organization (UPPO) Annual Conference
  • TEI 67th Midyear Conference

April 2017

  • 2017 National Center for Employee Ownership Conference
  • TEI Federal Tax Course - Level I

February 2017


 Tax School, February 20-24, 2017 in Houston, Texas

RSM is proud a Sponsor of the TEI Houston Chapter Tax School. TEI - Houston Chapter's Tax School is one of the largest taxation conferences for in-house tax professionals in the country. Each year the Tax School presents classes to more than 3,000 tax professionals on current tax updates and in-depth analysis of specialized tax topics conducted by acclaimed speakers from across the U.S. 

Federal Excise Taxes - Navigating the Unnavigable

Friday, February 24

Featured RSM speaker

Tom Windram

Partner

Tom leads the technical research and analysis for RSM’s federal credits and incentives team nationally. Reach him at tom.windram@rsmus.com.

Areas of focus: Federal Credits & IncentivesWashington National Tax


March 2017


  UPPO Annual Conference, March 19-22, 2017 in Austin, Texas

Join us at the premier event for professionals responsible for unclaimed property. RSM will be a sponsor of the 2017 UPPO Annual Conference. The instructor lineup includes RSM's Yudit Freda, Catherine Del Re and Jenn Arias. Learn more about managing your unclaimed property risk by participating in this session or stop by our booth to get timely information and insights to achieve and sustain compliance with unclaimed property laws and regulations. 

Unclaimed Property 101: The Calm Before the Storm
Sunday, March 19
4–5 p.m.

FEATURED RSM SPEAKER

Jenn Arias

Senior Manager

The Pony Express in the 21st Century

Tuesday, March 21
11:15 a.m.–12:15 p.m.

FEATURED RSM SPEAKER

Catherine Del Re

Partner

An Exemption to the Rule

Tuesday, March 21
1:30–2:20 p.m.

FEATURED RSM SPEAKER

Yudit  Freda

Senior Manager


 Tax Executives Institute's Midyear Conference, March 19-22, 2017 in Washington, D.C.

RSM is a Gold Sponsor of the 67th TEI Midyear Conference – four days of high-quality programming, powerful networking opportunities and urgent insights tailored to the business priorities of the tax professionals in attendance. Members of our Washington National Tax team will be on hand to lead sessions and answer your questions.

Economic Nexus - The Assault on Quill and Other Developments

Monday, March 20
11:15 a.m.–12:15 p.m.

Featured RSM speaker

Brian Kirkell

Principal

Brian provides advanced technical analysis of state and local tax issues important to middle market businesses. Reach him at brian.kirkell@rsmus.com.

Areas of focus: Washington National TaxState and Local TaxOnline and Remote Seller Sales Tax

Federal Excise Taxes - Navigating the Complexities

Wednesday, March 22
10–11 a.m.

Featured RSM speaker

Tom Windram

Partner

Tom leads the technical research and analysis for RSM’s federal credits and incentives team nationally. Reach him at tom.windram@rsmus.com.

Areas of focus: Federal Credits & IncentivesWashington National Tax


April 2017


  2017 National Center for Employee Ownership Conference, April 4-6, 2017 in Dever, Colo.

As a sponsor of the 2017 Employee Ownership Conference, RSM will be on site to answer any questions regarding ESOPs, including, administrative challenges, accounting, legislative and regulatory updates, taxation, plan design and more. Additionally, two leaders from our ESOP practice will be co-presenting with other speakers at the conference.

Warrants in ESOP Transactions - Accounting and Tax Considerations
Tuesday, April 4,  9-10:15 a.m.

Featured RSM speaker

Becky Miller

Director

Using ESOPs to Structure Acquisitions and Divestitures in an Uncertain Economy
Wednesday, April 5, 1:30-2:45 p.m.
Featured RSM speaker: Anne Bushman, Senior Manager

Featured RSM speaker

Anne Bushman

Senior Manager

Anne advises companies on various executive compensation, employee stock ownership and employee benefits matters affecting closely-held businesses. Reach her at anne.bushman@rsmus.com.

Areas of focus: Washington National Tax

For additional insights on employee ownership, view our notes from last year’s ESOP conference season.

 Federal Tax Course, April 24-28, 2017 in E. Lansing, Michigan

RSM is proud a Sponsor of the 2017 Federal Tax Course - Level I. Designed as an introduction to the U.S. federal income tax system, TEI’s Federal Tax Course – Level I is suitable for corporate employees with fewer than five years of business tax experience. Core corporate tax compliance issues, basic tax planning, and tax research, as well as the fundamentals of financial accounting for taxes, will be addressed.